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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...

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...

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...

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...

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...

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

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...

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...