Posts by daniel

With all the things that accounting firms have going on right now – namely tackling remote and hybrid working, juggling vast tax law changes, helping clients with government programs, and more – addressing technology can sometimes be on the back burner. The brutal reality is that the further firms get behind on technology, the more they lose their competitive advantage and ultimately…

There is no way to deny it: the entire concept of work has changed significantly over the past year and a half. The pandemic has made us realize that working from home doesn’t threaten work productivity, and most workers prefer the option to work remotely at least a few times a week. In fact, many employees have decided to quit rather than come back to the office at…

Some of the most successful CPA firms have been able to brand themselves as experts in a particular sector or niche. While you don’t have to pick an industry to be a successful CPA firm, focusing on one specific sector can help you reach your long-term growth goals. Many firms are not taking advantage of…

The pandemic has affected business in all sectors and industries, but it has also given rise to a different kind of pandemic: a “cyber pandemic.” Specifically, 2020 was a year of more cyber-attacks, ransomware attacks, and data breaches than usual. And remote work has also changed the technology infrastructure of many different CPA firms.  Are you protecting your…

Is your router sitting on the shelf blinking away like a ticking timebomb? We often allow our routers to collect dust without touching them for years, other than to restart them occasionally. Routers are devices that route information between all the internet-connected devices in your home and the internet. As such, they are essential for remote workers to stay connected to business apps. When everything is working smoothly, it’s an easy device to forget about; but having an older router can cause a handful of problems…

Every CPA firm is different, which is why it’s impossible to give one simple answer to the common question — “How can I increase the overall value of my firm?” Before looking for an answer it’s important to identify the value drivers for your firm. Of the many ways to drive the overall value of your firm, we will be discussing five along with the tools that can help. Those five areas are: are productivity, employee engagement, remote work flexibility,…

With team members working in a more fluid work environment in and out of the office, keeping track of where everything is at and who is doing what becomes increasingly critical-and difficult. The old system of piles and folders simply won’t cut it anymore.  There’s a new breed of collaboration platform available for firms to increase collaboration and automate…

Out with your file server and in with SharePoint If your firm is currently using a file server, one can easily assume that it has been a cause of headaches in the past or is an even bigger headache currently. Old file servers are bulky, inefficient, and they require continuous maintenance. Luckily, the replacement for your file server is already at your fingertips, assuming that your firm has an active Microsoft 365 subscription.   Included…