Insights For Firm Founders

Insightful tips to take your firm to the next level

11 Must-Attend Accounting Conferences in 2023

Accounting conferences help you see how fast the landscape is evolving and get equipped to catch up. In this article, you’ll find the top accounting conferences firm owners like you will be attending in 2023 and get the answer to the question, “are accounting conferences worth attending?”

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accounting work from home - feature image
Insights

Accounting Work from Home: Top Productivity Tools for You & Your Team

If more firm owners knew how productive their employers are when working from home, they’ll be more eager to take full advantage of this new work reality.

In a 2022 research by career expert, Zippia, 94% of employees said they were more productive working from home than working in the office.

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accounting workflow software
Insights

Accounting Workflow Software: The 5 Best Options for Accountants

Here’s our review of five top accounting workflow software solutions to help you find the best fit for your firm and the goals you want to achieve. We have chosen these accounting workflow software solutions because they are built for the accounting industry, which makes their workflow features most relevant

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X5 Best Tax Deadline Management Software Solutions 2022
Insights

5 Best Tax Deadline Management Software Solutions in 2022

If you are overworking (repeated late hours) or overwhelmed with chasing down clients for documents to meet IRS deadlines, you need a tax management tool. It will help you automate those tasks and free up time to meet tax deadlines. Read on to select the best for your tax needs.

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How to attract & serve high-value clients (Guest: Rory Henry, Director, AFO Wealth Management Forward)
Client management

Attract and Serve High-Value Clients (w/ Rory Henry, AFO)

In this chat, Rory Henry shares how you can include wealth management solutions in your offerings to attract HNIs. He also talks about why you need to move from a transactional to a relationship mindset when dealing with high-value clients.

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