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As 2022 comes to a close, it’s important to talk about year-end tax planning. Now is the ideal time to employ those last-minute strategies that can help you save on taxes. In our recent article, we share a checklist of must-dos for tax planning at the end of the year....

Your mindset is the story you tell yourself about your abilities and talents. Mindsets can be fixed, or they can be growth. What’s the difference between the two? With a fixed mindset, you believe talent, intelligence, and other qualities are unchangeable. If you...

It’s no secret that the workforce is aging. When looking at the age distribution of today’s workforce, over 23% are 55 or older. Many of these individuals enjoy leadership positions in firms, but we’re also seeing many older workers retire. As a result, firms must...

Attracting talent is increasingly challenging in 2022. At the end of December, there were 10.9 million job openings, and 4.3 million people quit their jobs in the final month of the year. Competition to attract top-tier talent is high - especially for CPA firms. COVID...

Tax season is the busiest time of the year for many accounting professionals. It is not uncommon for team members to work 60-plus hour weeks and for partners to work even more. With so many hours spent at the office behind a desk, even the most passionate accounting...

One way to add value to your accounting firm’s services is to help clients with their pricing. Let’s take a closer look at how your firm can help with price changes and why it’s important. Pricing a product or service can be challenging and time-consuming. As costs...

Accountants are not known for their customer service. One of the most common compliants from clients is that their accountant doesn’t call them back. I recently read an article listing the 7 1/2 Reasons Your Accountant Doesn’t Call You Back and found it interesting...

It was the late 1980′s and the telecommunications and publishing industries were facing enormous changes. The internet, as we know it today, was in its infancy. I was fortunate to join a start-up, as CFO, that was developing a digital production platform for the...

In the many years I have either led businesses or consulted with business leaders, there were a handful of common issues that everyone wanted to talk about. One of these is company culture. Culture is often easier to define in terms of symptoms. For...