Posts by daniel

You may not even realize it but, among the services included in your Microsoft 365 subscription are two powerful file sync and share programs: SharePoint and OneDrive. While both serve as online file depositories, there are key differences between the two. The programs are complementary, but accountants should be aware of the key ways in…

You may think that hiring a chief technology officer is not a top priority on your firm’s to-do list, and it’s no wonder considering the highest-paid CTOs earn north of $250,000. But a strategic technology partner is invaluable, giving your business a competitive edge in an increasingly digital world. Luckily, there are ways to affordably…

Employees with poor password practices can put entire businesses at risk. In fact, weak password security is one of the primary drivers of data breaches among small businesses, with 81% of them occurring when passwords are stolen or hacked, according to a Verizon report.  Many employees know the dangers of repeating passwords but do it…

Cybersecurity attacks are frequently a result of employee error. Conducting regular security awareness training as an essential part of your cybersecurity plan will prepare the warriors on your front line of defense and help stave off disaster.  Cybercriminals are actively targeting small businesses. In fact, 43% of all cyberattacks, which include phishing, malware, and ransomware,…

Disasters of all types and sizes can cost your business time and money. While some of these might be caused by factors outside of your control, it’s important to be aware of the various types of threats so that you can be as prepared as possible.  Over the past five years, 54% of companies have…

As the world continues to evolve into the age of digitization, you might want to consider bringing your antiquated phone system into the modern era. By switching from a traditional phone service to one operated over computer networks and the internet, you’ll be better positioned to meet the demands of a hybrid remote work environment…

Investing in long-term client relationships isn’t just the sensible thing to do — it can make your work more meaningful and help you grow your firm more strategically and consistently.  It can cost five times more to attract a new customer than to retain an existing one, according to marketing consulting company Invesp. On the…

In a world inundated with information and personalization, offering a special touch of personal detail can make all the difference when engaging with clients and building your business. A sophisticated customer relationship management (CRM) software can be the competitive advantage you need. CPA firms are paid to understand the intricacies of evolving business needs and…

As the way we work continues to evolve, so do the ways that we drive engagement with our team members. Team engagement has never been more relevant than today when many of us are working from home and staff shortages are a constant concern. According to Gartner Research, 80 percent of senior-level business leaders have…