Unlock 4 hidden benefits of succession planning

If you’ve been putting off starting or updating your succession planning, I’d like to share a stark reminder I experienced a couple of years ago: It’s important to act now. My [...]

Your firm’s most underrated tool

Your firm already has a logo and a website. Your branding job is done, right? Not exactly. Gone are the days where simply having an online presence and an eye-catching logo were enough to attract [...]

Hispanic Heritage Month Spotlight: Tony Torres

It’s no secret. The accounting profession is in dire need of more ethnic diversity. While numbers have increased over the last decade, only 15% of enrollees in accounting bachelor’s [...]

The learning journey and speed of change

The COVID-19 crisis accelerated us into a new era of digital engagement — an era characterized by greater personalization and omnichannel access. At the Association of International [...]

How to strengthen client relationships during a pandemic

How can you expand services to existing clients and attract new clients in the current environment? Here are tips from experts.    Choose the software that works best for you. In [...]

Employee payroll tax deferral — Is it workable?

“Security is mostly a superstition. Life is either a daring adventure or nothing.” — Helen Keller These perilous economic times are nothing short of a daring adventure. The [...]

4 tax and financial planning tips to share with clients

Uncertainty is a common theme these days. People worry about the future and face many personal finance questions. The AICPA Personal Financial Planning (PFP) Trends survey found that 80% of CPA [...]