Success in firm management is often directly impacted by the quality of client relationships. Great client management, in turn, is often a result of great workflow. A firm that gets workflow right has a higher chance of aligning its clients to its processes and seeing success. Oftentimes, firms want their clients to do the right […]
Join us to discover the best, worst, and funniest stories from this tax season. Learn how our expert panelists navigated challenges and managed unexpected issues, like when a client attempted to write off a $12K pool expense for client meetings, or landscaping costs as a home office expense. Hear firsthand how they kept their composure […]
The integration of AI into our workstack is not just innovative; it's essential for staying ahead. Dawn will share her invaluable insights on how AI is not only reshaping accounting practices but also ensuring that firms operate efficiently and securely in a digital landscape. Discover the risks associated with remote work and the strategic role […]
If you are a CFO or Controller of an ecommerce business, or a CPA or Bookkeeper who serves ecommerce clients, you can’t afford to miss this Webinar! Shopify is a powerful platform that enables businesses to sell more products easily, but the accounting is complex. And these businesses need you to do it right. Come […]
Feeling stuck in a rut with your accounting firm? Join my session at Future Forward, "Take Control Over Your Firm" on May 22nd! This webinar will unlock 3 key strategies to empower your practice and drive success: Chart Your Course: Learn the power of strategic planning to set clear goals and stay ahead of the […]
