Top 4 Process Improvement Tips for 2022
Are you looking to improve your firm’s processes in 2022? After another difficult year and grueling busy seasons, you may be looking for...
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Feb 8, 20224 min read
5 Ways to Address Talent Constraints
The Great Resignation has been a hot topic of discussion in firms around the country. People are leaving their current jobs — not just...
Oct 19, 20214 min read
5 Process Trends Impacting Your Firm Today
The decisions you make about your people, processes and technology don’t just impact your firm today. They determine your trajectory over...
Sep 14, 20213 min read
CPA Firm Metrics from a Client's Perspective
One of the core concepts of any process improvement initiative is that value is defined from the client's perspective. But how many firms...
Jun 15, 20213 min read
3 Steps to Helping People Embrace Change
Navigating the dynamics of change can be a challenge for accounting firms. Employees may become anxious or resistant or even actively...
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...
Mar 17, 20214 min read
6 Steps for Creating the Capacity to Offer More Value
One of the challenges firms face in their transformation from a compliance-focused firm to an advisory and consulting firm is capacity....
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...
Nov 10, 20204 min read
Are You Supporting Your Team’s Well Being?
Post by: Arianna Campbell, Director In early 2020, before the arrival of COVID-19 in the U.S., nearly 7 million people (3.4% of the...
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, 20204 min read
What Is Your Process for Working Remotely?
If you’re not updating your processes to keep up with the changes in technology, they will quickly fall out of alignment. Now is the time...
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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