A holistic approach is what’s needed to run a modern accounting firm today. Getting it right is like building a puzzle. Clients expect a cohesive and simple experience. Your team needs the tools to better serve customers without friction, and you need information that measures what matters.
Data is the key driver that will lead your firm from being only a reactive compliance firm to a proactive firm that holistically serves clients…
The new year is a time for reflection, evaluation and goal setting.
Do you find yourself brushing that off and thinking, “With all of the meetings on my calendar, when do I have time to reflect, evaluate and set goals for the year ahead?”
You’re not alone. To make room for the meetings on our calendars and tasks on our lists, it’s no wonder the first thing that gets double-booked is the time we should be taking for our mental health.
Our challenge to you today…
Happy New Year! Looking back at 2022, both staffing and technology were big challenges for most firms.
Raise your hand if you turned to new technology and other alternatives to help with the lack of staffing for tax season. I hope you did your evaluation early and have all your technology implemented, tested and trained by now—or are at least in the final stages, because evaluating and implementing new tech in January is kind of the equivalent of a Hail Mary…
Oh, cybercrime is scary, all right—and getting worse all the time. In November, SlashNext reported a 61% increase in malicious URLs since the end of 2021. That works out to about 80,000 dirty links per day or 255 million in 2022. And a few of them were no doubt aimed at your firm.
So, given the title of this article, how, exactly, are those numbers not completely terrifying…
It’s time to recognize this month’s Rootworks member anniversaries! Help us wish the following firms a Happy Anniversary:
A Bigger Bottom Line, LLC
Jeremiah K Murphy, CPA Inc
Reservoir Investments LLC
Elk Grove Accounting and Tax Services
Lemec Group LLC
Whitfield & Associates LLC
Badman & Associates PA CPA
Gould & Leffew, PA
Kevin Jacobs CPA
Mannia & Company, LLC
LEP Consulting, PLC
Congratulations on your success, and we look forward to celebrating many more anniversaries with you and your teams!
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Rootworks members can now use an early access version of Insights, which delivers customer segmentation and pricing data as well as reports for your firm and clients. Connection to QuickBooks Online is required for firms and/or clients.