The Ultimate Cybersecurity Guide for CPA Firms
Due to the nature of their work, CPA firms have access to their clients’ tax returns, sensitive personal data, financial information, and...
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Nov 8, 20224 min read
Fostering Growth Through Automation
by Paul Nagy, Chief Product Officer, Iris Software Group As the accounting industry continues to evolve to meet new client needs,...
Oct 21, 20223 min read
The Next Level of Process Improvement
Managing a growing firm and serving clients is a challenge. It requires multiple people, applications and processes. To deal with the...
Oct 21, 20223 min read
Uncertainty-Leadership-Adaptability-Resources
Previously Published in Accounting Today | September 2022 Uncertainty. The capital markets don’t like it, nor do most professionals or...
Oct 21, 20225 min read
Redefining Wealth
I recently attended the Unstoppable conference in Scottsdale, AZ and had the opportunity to hear Patrice Washington speak on redefining...
Oct 21, 20223 min read
7 Tips for Surviving Budget Season
Accounting firms and companies around the globe are in the midst of many finance and accounting professionals’ least favorite times of...
Oct 21, 20223 min read
How to Leverage Extroversion or Introversion at Work
At some point, you’ve probably been called—maybe even referred to yourself as—an introvert or extrovert. Psychologist Carl Jung coined...
Oct 21, 20224 min read
Accounting Technology Software to Solve the CPA Talent Shortage
AI in accounting provides incredible insights by mining a firm’s existing data and turning it into actionable information. Contact us for...
Oct 21, 20224 min read
The Benefits of Cloud-Based Software Over Desktop
Cloud-based software has quickly taken over the digital world, outpacing desktop software in a number of ways and providing newfound...
Sep 13, 20223 min read
4 Growth Marketing Trends That Can Help You Achieve Your Goals in 2023
If you want to grow your firm in 2023, consider incorporating growth marketing strategies. There are several ways to do this. You can...
Sep 13, 20224 min read
How to Evaluate Resumes the Right Way
When looking at an organization’s level of success, we often forget about the people behind the organization that drive revenue, profits,...
Sep 13, 20223 min read
How to Approach Business Development at a Conference
This summer, I attended Connections 2022, put on by the CPA Firm Management Association. While it wasn’t my first in-person conference...
Sep 13, 20223 min read
Who Owns the Keys to Your Castle?
During the pandemic, many people switched from being on-site full-time to working entirely from home or in a hybrid environment. This was...
Sep 13, 20225 min read
How a CPA firm can transition into a client advisory firm
Since the pandemic, the accounting industry has seen an enormous shift. With the acceleration of digital adoption, clients are...
Sep 13, 20224 min read
Building a Next-Gen Sales Tax Practice
Chris Vignone, with 25 years of public and private sector sales tax experience, founded PM Business Advisors to specialize in state and...
Aug 9, 20223 min read
Unlocking Your Firm’s Future with Intelligent and Evolving Technology
We’ve talked before in this space about the Firm of the Future. (Are we at Aiwyn obsessed with helping firms embrace this idea? Maybe.)...
Jul 12, 20223 min read
Mastering the Art of Influence
Leadership is more than just having authority over others. To be an effective leader, you must positively influence your team and the...
Jul 12, 20224 min read
Doing Well by Being Well
Accounting firms are in business to turn a profit and provide a return to their partners. To do that, they need to serve clients. To...
Jul 12, 20225 min read
Getting the Most Out of Your BTC Summit Experience
As we quickly approach our 2022 Boomer Technology Circles Summit, I thought it would be an awesome opportunity to highlight some of the...
Jul 12, 20224 min read
Breaking the Stress Cycle
Accountants are used to stress. Often, the job involves months of heavy workloads and working long hours. Add a global pandemic, changing...
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