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Aug 8, 20234 min read

AI’s Impact on Audits

by UpLink AI has the potential to dramatically improve both the speed and the quality of audits, but auditor judgment is still central....

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Aug 7, 20232 min read

Make it rain: Growing your business with PracticePro 365

Business development in accounting—or in any professional service for that matter—is based on developing contacts and cultivating...

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Aug 2, 20234 min read

How Cloud Hosting Fuels Talent, Consolidation, and Data Security in Today's Business Landscape

In the dynamic business landscape of 2023, accounting and CPA firms face pressing challenges that require innovative solutions to drive...

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Aug 1, 20231 min read

Preparing Your CPA Firm for the Future With Automation and Integration

Despite significant technological investments, most firms have not realized their vision of integrated applications seamlessly sharing...

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Jul 27, 20233 min read

5 Strategies to Improve Your Recruiting Results

There's no one "right" recruiting strategy. Every firm will succeed with different strategies because firms have different cultures and...

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Jul 20, 20231 min read

The Future of Technology in Accounting: 2023 Trends

If your existing team doesn’t have the expertise to build the solution internally, you will need to invest in custom development. This...

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Jul 17, 20233 min read

5 Practical Steps to Protect Your Firm from Cyberattacks

It’s a fact: this year your firm will be in more danger of falling victim to cybercrime than it was last year. And although the topic can...

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Jul 10, 20234 min read

Is Your Firm’s Partner Compensation Structure Holding You Back?

Compensation—particularly partner compensation—often leads to considerable debate in most firms. The discussion has only become more...

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Jun 22, 20233 min read

Focusing on Ideal Clients

In uncertain economic times, many firms feel the need to take on any client they can get. Yet one of the biggest problems firms have is...

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Jun 7, 20233 min read

My Takeaways from ExpensiCon 2023 in Italy: A First-Class Experience

As a consultant for the accounting profession, attending conferences is an essential part of my career. In May 2023, I had the privilege...

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Jun 7, 20231 min read

2023 Most Powerful Women in the Accounting Profession

We are thrilled that our very own Sandra Wiley, Shareholder and President and Arianna Campbell, Shareholder and Consultant were selected...

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Jun 6, 20233 min read

Next Up: Succession Planning at All Levels

Often, firm leaders discuss succession planning, they focus on the partner level. Which managers can they see leading the firm when the...

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May 31, 20231 min read

NEW RELEASE - Preparing Your CPA Firm for the Future With Automation and Integration

Are you ready to take your CPA firm into the future? As a firm leader, you’re likely feeling pain on several fronts, from talent...

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May 25, 20231 min read

The Future of Technology in Accounting: 2023 Trends

Your firm might consider building software to address a specific problem within a department. Your IT department is accustomed to...

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May 23, 20234 min read

Add Sales Tax Compliance Referrals to Your Practice’s Revenue Strategy

If there’s one thing that’s constant, it’s change. That’s certainly true when it comes to taxes. Rates, rules, treaties, and industry...

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May 22, 20233 min read

Improve Partner Meetings, Improve Performance

Practically every accounting firm partner I know complains about wasting time in meetings. I suspect this is because many, if not most,...

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May 16, 20233 min read

Exciting Things to Look Forward to at ExpensiCon 2023 in Italy

ExpensiCon is this week and will take place in Puglia, Italy, from May 18 to 22, 2023. This invite-only retreat for accounting...

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May 4, 20233 min read

Including Your Solution Provider in Your Processes

What do you think of the solution providers that deliver technology to your firm? Are they merely vendors that want to sell you products...

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Apr 26, 20233 min read

Modeling a Better Mindset Around AI

If you’re in the accounting profession, chances are you’ve heard that artificial intelligence (AI) will impact your job in fantastic and...

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Apr 13, 20233 min read

What Drives Your Technology Decisions?

Soon busy season will be over, and we’ll head into conference season, where firm leaders will hear about the latest and greatest tools...

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