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...
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...
Dec 8, 20204 min read
Communicating the Value of Your Services
Post by: Megan Bloomfield, Solutions Advisor During our recent Certified Consultant Circle meeting, one of the most interesting and...
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...
Aug 19, 20203 min read
3 Keys to Correctly Pricing (and Winning) Consulting Engagements
As firms are moving into offering more consulting services, one struggle they have is pricing their work. Pricing consulting services by...
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...
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