From Numbers to Insights: The Essential Role of Data Extraction
Accounting has undergone a seismic shift over the last five years. The days when accounting primarily meant manual data entry and sifting...
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- Jun 13
- 4 min
Navigating Internal Conflicts Over Technology in Accounting Firms
Explore strategies for managing internal conflicts arising from technological changes in accounting firms.
- May 3
- 6 min
Streamlining Your Accounting Firm's Tech Stack: How to Fix Tech Stack Bloat
Streamline your accounting firm's tech stack for improved productivity and security. Learn about the dangers of tech stack bloat, and find o
- Apr 26
- 6 min
Accounting Technology & Partner Track: What You Need to Know
Discover how accounting technology can help you excel in your career on the partner track. Learn about the latest trends, tools, and strateg
- Mar 21
- 6 min
Client Assessments: The CAS Secret to Success
Client Advisory Services (CAS) is one of the fastest-growing practice areas for accounting firms. CAS teams go beyond traditional...
- Oct 11, 2022
- 6 min
Accelerating Growth for Your CAS Practice
The number of accounting firms offering client accounting services or client advisory services (“CAS”) as part of their professional...
- Oct 3, 2022
- 4 min
Maximize Your Team's Output
There is a greater challenge than ever before in leading and managing high-performing teams. As a result of the current volatile and...
- Sep 20, 2022
- 4 min
Four Attributes of Future-Ready Accounting Firms
Accounting firms are facing an increasingly competitive market as a staggering number of new business opportunities emerge every day....
- Aug 9, 2022
- 6 min
Automation vs Outsourcing: How to Determine Which Is Right for Your Firm
Competitive accounting and advisory firms are always on the lookout for ways to improve and streamline their business processes....
- Jul 29, 2022
- 5 min
Business Process Automation: Is It Better to Learn by Doing?
Is business process automation software eliminating the opportunity for new accounting professionals to learn the necessary skills for a...
- Jul 12, 2022
- 6 min
Reflections from AICPA Engage 2022: Enabling CAS 2.0
Like many of my fellow accountants, I recently braved the Las Vegas June heat to reconnect at AICPA Engage 2022. It was an incredible...
- Jun 21, 2022
- 4 min
Building an Outsourced CFO Tech Stack to Eliminate Bottlenecks
A business’s success depends on its financial health, and the modern day Chief Financial Officer (CFO) is its owner. Many businesses turn...
- May 30, 2022
- 5 min
Employee Burnout Solutions for Financial Advisory Firms
As staffing issues and the talent gap crisis continues, accounting and consulting firms should do what they can to focus on retaining the...
- Apr 11, 2022
- 5 min
What to Look for in Financial Data Analysis Tools
Data collection and analysis is a core function for accounting and consulting firms, and financial data analysis tools can greatly...
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