DEI, DEIB, diversity, equity, inclusion, belonging, social justice, accessibility…no doubt you’ve heard these terms lately, and with increasing frequency.
Maybe you’ve waded in the shallow end of the DEIB pool to explore more, or possibly you dove head-first into the deep end. No matter your experience, we’re here to tell you that these are not just buzzwords; they are critical factors for success. Accounting firms that prioritize DEIB will inevitably foster innovation, attract top talent and create a culture that embraces diversity while supporting the firm’s visions and goals...
In May, I attended our first-ever in-person Empower conference in Denver, Colorado. A recurring theme I heard throughout the conference was the importance of taking the time to plan out the next several months.
Your firm is likely not new to planning, but it never hurts to have a refresher on making the most of your planning sessions. So, let me break down how to successfully plan out your firm’s priorities over the next several months…
It’s the shrug heard ‘round the business world. You probably can’t go a day without reading something about cybersecurity—a news story about a breach, a scary email from a vendor or maybe a column like this one. Security is a big deal, and everybody knows it. So, why is nobody investing in it?
OK, there’s some hyperbole in saying nobody is investing in cybersecurity. Of course, a lot of businesses are, as they should. But small businesses aren’t, for the most part…
Milestone member anniversaries
It’s time to recognize the Rootworks members that have reached their first, fifth and tenth anniversaries! Help us wish the following firms a Happy Anniversary:
SFBay Financial Inc
Rapacki & Co.
Kemalian & Associates, LLP
Baerg & Associates, LLP
Schreiber Accounting and Advisory PLLC
Terranova Williams Klein CPAs, LLC
Advantage Tax and Accounting
North Star Tax and Accounting
Stephen Samuel CPA
NXTSTEP CPA, PA
VonFeldt, Bauer & VonFeldt Chtd.
Lowy’s Tax Planning & Accounting, PLLC
International Management Solutions, Inc.
Total Wealth Group
The Business Guides
Hal D Allen CPA & Associates
T M Byxbee Company, PC
Arkin & Associates
White & Claassen, LLC
Sprowls and Company
Trent Doman, CPA, P.C. (PNW Advisors)
Planche, Politz & Ledet LLC
Whittle Strategic Accounting
Mogg & Associates, LLC
Tru Count CPA PC
Wright Morris PLLC (Wright CPA Group)
Lifetime Tax Advisors, Inc.
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.