Industry

How to keep your firm moving while working remotely

Our best tips to maintain business as usual while your firm is transitioning to a remote work model.

Prospect to sale best practice

Exceed the expectations of prospects and increase your chances of turning them into ongoing clients. This process does not require other systems.

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Client Onboarding Best Practice Checklist

A detailed best practice checklist for onboarding new clients to your accounting firm, complete with internal tasks, client requirements, and email templates to send to your clients.

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Accountant storiesHow BNA deliver tax returns in 3 days

4 min read

Accountant storiesHow Two Roads grew by 60% in 12 months

3 min read

2020 Practice Excellence Report

An analysis of the strengths, weaknesses and performance of 700+ accounting firms across the globe. See how your firm compares.

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Introducing the Digital Firm Assistance Package

We are delighted to announce that we have partnered with seven others to assemble the Digital Firm Assistance Package.

1 min read

The definitive guide to process automation for accounting firms

Learn how firms with well-defined processes can automate tasks and streamline their operational efficiency.

7 min read

2020 Practice Excellence Report

An analysis of the strengths, weaknesses and performance of 700+ accounting firms across the globe. See how your firm compares.

Download

Why Practice Excellence matters in 2020

2020 has taught us to expect the unexpected. Practice Excellence measures how prepared your firm is, how you compare to others, and where you must focus your efforts.

2 min read

COVID-19: How the industry adapted & equipping your firm for the next stage

Learn how other accounting firms adapted to the challenge of COVID-19, how to prepare for what's next, and what the firms that transitioned to remote work seamlessly did.

46 min video

InfographicHow accounting firms around the world have adapted to COVID-19

COVID-19 has changed the way most accounting firms work. To help us all make sense of it, we surveyed nearly 1,000 accountants to learn how they are responding.

9 min read