Tax & Accounting Blog

The Accountant’s Guide to the Social Media Galaxy

The Accountant’s Guide to the Social Media Galaxy

Traditionally, accountants and accounting marketers relied primarily on face-to-face networking for marketing and business development. With the proliferation of social media, a paradigm shift has occurred from in-person conversations to online networking. If your firm remains reluctant about joining the social sphere, consider the opportunities you may be missing. Accounting firms engage in social media … Read More

Four Ways to Evolve Your Auditing Firm Today

Four Ways to Evolve Your Auditing Firm Today

By now, most of us have been exposed to some sort of doom and gloom message about automated systems and ‘robots’ taking over the future of the tax and accounting profession. Google “jobs most likely to be replaced by technology”, and you will notice accountant, auditor, tax professional, etc. are all going to show up … Read More

4 Types of Questions That Will Make a Splash Cultivating Relationships With Prospects via Email

4 Types of Questions That Will Make a Splash Cultivating Relationships With Prospects via Email

Understanding your clients’ needs is crucial to tailoring your products so they’re getting the most effective solutions but it can be challenging to ask the right questions. Jumping in feet first by asking the right questions can make a big splash. Here are four types of questions to ask when cultivating relationships with prospects. Reflective, … Read More

Big Data Aggregation Changing the Face of Client Write-Up

Big Data Aggregation Changing the Face of Client Write-Up

What’s the buzz with Big Data, and what does it mean to us as tax and accounting professionals? Big data, the cloud, artificial intelligence, API’s…all terms we see, but it’s hard to know what’s relevant to your firm and where to invest our learning resources. This article is my best attempt to connect the dots … Read More