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Zone & Co Launches ZoneBilling AI Assistant
IRS Extends Tax Deadlines Until May For Helene Victims
Avantax Acquires SEP Financial Services
Sovos Launches Indirect Tax Suite for SAP, Enhances Clean Core Readiness
What Today’s Most Trusted Advisor Needs to Know
Over the last several months, I’ve had the opportunity to get out on the road and attend several tradeshows and conferences for the tax and accounting profession. This has allowed me to talk to a lot of practitioners, and I’ve been hearing the same thing from many of you: The role of tax and accounting professionals is changing. And as with most things in this life, as the landscape changes you must be ready to adapt to the changes if you want to survive and thrive.
How Website Design, SEO & Portals Work Together for the Success of Your Firm
Tech2Go Episode 52: Website Design & Search Engine Optimization Listen to Darren and Randy discuss the importance of good website design, SEO, portals and portal integration … and how they all come together to allow firms to do business online. You’ll learn more about: The elements of a good firm website Finding the right […]
Creativity at Work: A Different Kind of Auditor, a Different Kind of Firm
Accountants and accounting firms have long suffered from the false stereotype of being stodgy, even predictable and boring. Even more so, the auditor: that truly numbers-focused researcher of data whose sole purpose is to determine the propriety of an organization’s financial reporting and their internal controls over financial reporting. Perhaps only actuaries are more maligned in their public perception.
6 Key Senses to a New World of Creative Service
In Daniel Pink’s popular book, “A Whole New Mind: Why Right-Brainers Will Rule the Future,” he discusses the seismic shift in thinking and service from the left-brained logical thinkers to the right-brained non-linear holistic thinkers. The first group thinks in order, the latter thinks outside of the box. This book is really an eye-opener and […]
What Are the Best Tools for You & Your Clients?
Listen to Darren and Randy discuss the benefits of some new technology equipment and hardware … as well as new cloud solutions that could be helpful to your firm and your small business clients. You’ll learn more about: MacBook Air 2 Big changes in the phone market Canon’s 150 series scanners Asus UX21 – Thinnest […]
Tapping into the Payroll Revenue Stream
Abandoning old biases, Manning transformed payroll from a hassle into a hellavalota opportunity and future profit. For years, Sean Manning, CPA and president of Manning & Company, PC, held fast to the notion that payroll was more of a pain than a profit-surging service. And he wasn’t alone — most practitioners felt the same way … and still do.
Online vs. Face Time: Which Reigns Supreme?
With all the talk surrounding portals these days, sometimes we can forget about the importance of real-life, one-on-one face time with our clients. Portals and digital processes have certainly propelled firms in terms of efficiency — there’s no denying the necessity of technology. But in the same breath, I ask you, “Are we losing touch […]
The 5 Stages of Social Media (Grief) Acceptance
Social media websites like Facebook, Twitter and LinkedIn have been around for several years now, and we’ve covered the subject as it relates to professional tax and accounting firms several times. But a recent Forbes article (10 Myths about Social Neworking for Small Business) reminded me that even when faced with sound logic, adaptation can […]