The Power of Visuals in Your Content Strategy

We spend a substantial portion of our day consuming an incredible amount of content. We scroll, skim and forget; retaining only the most memorable information. Reflecting on our behavior provides insight as to how the content your firm produces is … Continued

New LinkedIn Changes & What They Mean for CPAs

If you have logged into LinkedIn recently, you may have been surprised by its new look. No, you did not type in the wrong URL. LinkedIn has released a new user interface aimed at streamlining the user experience, making navigation much easier. There are quite a few functionality changes you should be aware of. Below is a summary of what you need to know:

2017 Accounting Firm Growth Trends & Predictions

With a new year ahead of us, now is a great opportunity to re-evaluate your policies, taking into consideration the trends and changes we anticipate in the profession. This article will identify key areas accounting firms should focus on in 2017.

23rd Mid-Year Meeting Takeaways

This year’s mid-year meeting was in Austin, Texas. We had over 20 members and prospects attend the meeting. Below is a synopsis of the session highlights:

What Does Success Really Look Like?

There is a very large misconception around what defines a successful program or initiative. We focus so much on the ROI number that we forget to look at the many other factors that impact growth in the organization. Some of … Continued

Do You Have a Crisis Communication Plan?

All organizations are susceptible to crises, including accounting firms. Normally, when business owners think about the effects of a disaster they envision large catastrophic disasters that affect an entire region. The truth is, there are many types of disasters that … Continued

23rd Annual Meeting Takeaways

This year’s annual meeting was in San Diego, California. We had over 35 members and prospects attend the meeting, including three members from our international affiliate, Auditrust. Below is a quick summary. M&A The merger and acquisition scene isn’t slowing … Continued

5 Post Busy Season Growth Ideas

Another busy season came and went. Hopefully, this one was easier than previous seasons. While many of you would like to check out mentally until June, consider instead what you will do with your next six to eight weeks. The months … Continued