Posted by & filed under Customer Service, Growth, Marketing for Accountants.

Recession Proof Businesses ultimate guide

Navigating Client Retention and Firm Growth During a Crisis It’s not easy to keep your head above water when we’re living in a time of “business unusual.” But we believe you can be one of the smart few recession proof businesses if you commit to client retention as a top goal for your firm. 1…. Read more »

Posted by & filed under Growing Your Firm Podcast, Team Management, Workflow Excellence.

Today’s guest is Liam McIvor Martin. Liam has been leading the charge on remote working for the past decade by bringing together the top experts in the field on remote work through Running Remote conferences. He is the co-organizer behind Running Remote and co-founder behind and Timing Doctor. With nationwide stay-at-home orders in effect,… Read more »

Posted by & filed under Accountant, Growing Your Firm Podcast, Workflow Excellence.

Times are changing and we are navigating a new era due to the magnitude of the COVID-19 pandemic. As a result, businesses, CPAs, and entrepreneurs face unique challenges as they adapt their business model to accommodate social distancing practices. In this podcast, Lindsey Curley, senior manager for PCPS and fund services at the AICPA, offers… Read more »

Posted by & filed under Accountant, Customer Service, Growing Your Firm Podcast, Growth, Workflow Excellence.

This episode of Growing Your Firm features Femke Hogema. Femke is a phenomenal trainer, author, and speaker who leads the charge of the Profit First community in the Netherlands. Inspired by the innovator of Profit First, Mike Michalowicz, Femke took Profit First to the next level, giving workshops in the Netherlands. As her business grew,… Read more »

Posted by & filed under Accountant, Bookkeeper, Workflow Excellence.

work smarter not harder featured image - Woman Holding A Paper

We love our work. We find value and enjoyment in the product we create and the service we get to offer our customers every day. But still we need to strive to work smarter not harder so we can also enjoy the lives we have outside of work. Let’s take a look at why this… Read more »

Posted by & filed under Accountant, Growth, Team Management, Workflow Excellence.

Team Collaboration

“My team collaboration couldn’t be any better; it’s perfect!” – No One Ever. Ok, so we might be tempted to say that because we really like each other and truly work well together. But there’s always room for improvement. Even the smartest and most educated teams with endless resources may not be great collaborators.  So… Read more »

Posted by & filed under Accountant, Growth, Team Management, Workflow Excellence.


Welcome to the future! You can work from home now, and all of accounting is moving to remote work. Every so often the world turns upside down, and only the quick and nimble survive. Can your business keep up? What is remote work? Remote work as a concept is relatively simple to explain. You work… Read more »

Posted by & filed under Accountant, Workflow Excellence.

We’re thankful for technology around here, especially in this trying time with COVID-19 going around the world. If it weren’t for apps and the internet, we’d be stuck in the dark ages of filing paper by hand. The best thing about technology is that it keeps getting better and better. Features that are only found… Read more »