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 […]
