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Dec 15, 20214 min read

Putting the Process Back in Automation

While many firms understand the need for automation, they've yet to implement the required solutions — often due to a lack of consistent...

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Sep 14, 20215 min read

Applications: Building Culture in Your Firm

The challenges of supporting location-independence, team collaboration, diversity and mental health are more crucial to a firm’s culture...

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Apr 16, 20214 min read

Building Better Solution Requirements: Why, Who and How

by Amanda Wilkie, Consultant It’s a common scenario: a firm embarks on a project to select a new workflow solution. They reach out to...

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Dec 8, 20204 min read

3 Tips for a Successful Merger or Acquisition

by Amanda Wilkie, Consultant I'm no stranger to mergers and acquisitions. From participating in a merger of equals resulting in a Top 10...

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Sep 3, 20204 min read

Transitioning Your CPA Firm to the New Normal: Virtual Work Environments are Here to Stay

How we work has fundamentally changed across all industries. The barriers that once kept businesses from transitioning to remote work are...

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May 19, 20203 min read

Embracing What’s to Come

Over the past few weeks, I’ve spoken to a lot of CIOs and other firm leaders about how they’re managing current events and having all of the

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Mar 24, 20203 min read

Your Process for Business Continuity

In a disaster, the number one concern is to recover the community and the company with the road to recovery somewhat clear...

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Feb 19, 20203 min read

3 Lessons Learned in My First Years of Consulting

by Amanda Wilkie, Consultant It’s hard for me to believe, but I recently celebrated my second anniversary as a consultant. Moving from...

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