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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Six work management software options for accountants
Practice Management

6 Work Management Software Options for Accountants

Work management software for accounting firms should balance productivity, project management, team collaboration with specificity to the accounting industry. find out how these six software solutions stack up in this article.

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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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