How to Audit Your Accounting Practice’s Client Communication to Be More Efficient and Effective

How to Audit Your Accounting Practice’s Client Communication to Be More Efficient and Effective

With any business, excellent client communication is a critical component of success. That’s especially true with accounting firms when miscommunications or slow response times could cost you clients or damage your firm’s reputation.   Taking stock of your client communication processes is vital to ensuring you deliver the best possible client service and set your firm…

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How AI Is Shaking Up the Accounting Industry

How AI Is Shaking Up the Accounting Industry

Unless you’ve been living under a rock on a different planet, you’re probably aware of how artificial intelligence (AI) has improved by leaps and bounds in recent years and what this powerful technology is capable of.  From generating art and written content to working out advanced mathematical equations and analyzing vast data sets, the possible…

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Six Mistakes Accountants Make During the Slow Season

Six Mistakes Accountants Make During the Slow Season

The life of an accounting professional can be a demanding one, especially during the always-hectic tax season. There are tons of articles out there about managing burnout and enhancing productivity, but one thing that’s often overlooked is what happens when things slow down.  While the slow season might be viewed as a time for your…

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Customer Story: Enhanced Client Experience and Increased Efficiency

Customer Story Enhanced Client Experience and Increased Efficiency

Based in Kendallville, Indiana, Scott Frick, CPA, has been in practice since 1993. His accounting firm offers a range of services, with an emphasis on the local business community and high-income, high-net-worth individuals. One of the many challenges of running a firm is managing the necessary technology. We recently spoke with Scott Frick, a successful…

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The Value of a Strong Online Presence for Accounting Firms

The Value of a Strong Online Presence for Accounting Firms

Twenty years ago, no one thought twice if your business didn’t have a website.   Today, if you don’t have a website or social media, it’s difficult for people to realize your business exists.   Website traffic and social media engagement are often the best ways to reach new leads. And once people find your business online,…

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The Ultimate Accounting Tech Stack Every Remote Team Should Have

The Ultimate Accounting Tech Stack Every Remote Team Should Have

With remote work and hybrid work roles becoming increasingly common, it’s highly possible that at least some of your accounting firm team members sometimes work from home or another location.  While having a remote team can come with advantages, like flexibility and cost savings on office space and equipment, the remote setup also comes with…

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