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Why it's time to shift your sales mindset

Lynda Steffens reframes the sales process, offering an alternative that prioritizes client relationships and curiosity.

5 min read

The accountant as the storyteller: Creating impactful presentations

Heather Smith has presented at hundreds of accounting events. Now, she shares how she prepares her presentations for ultimate impact and success.

9 min read

The only two leading metrics I track for efficiency and value

Isaac Perdomo shares how to calculate Effective Hourly Rate and a modern look at utilization, including examples and formulas.

8 min read

A curious cat peers over a couch.
A curious cat peers over a couch.

The power of curiosity in building true advisory relationships with clients

Lynda Steffens shares why you should embrace your childlike wonder, be curious, and ask your clients impactful questions.

4 min read

A group of professionals in a modern office setting, with two individuals shaking hands across a table, symbolizing partnership or merger discussions in the accounting industry.
A group of professionals in a modern office setting, with two individuals shaking hands across a table, symbolizing partnership or merger discussions in the accounting industry.

5 accounting firm M&A predictions for 2025

Marc Howard shares his top predictions for M&A in accounting for 2025—from cross-border micro-mergers to tech-centric valuations.

3 min read

Two accounting professionals collaborating at a desk, one working on a laptop and the other on a tablet, surrounded by office supplies. Their interaction reflects effective capacity planning and teamwork.
Two accounting professionals collaborating at a desk, one working on a laptop and the other on a tablet, surrounded by office supplies. Their interaction reflects effective capacity planning and teamwork.

Why capacity planning is vital for tax firms

Cassidy Jakovickas from MBS Accountancy shares how careful and considered capacity planning unlocks firm growth.

5 min read

An accounting team brainstorming ideas, with a laptop showing data visuals, reflecting on pricing strategies for sustainable growth and client-focused solutions.
An accounting team brainstorming ideas, with a laptop showing data visuals, reflecting on pricing strategies for sustainable growth and client-focused solutions.

Does your accounting firm pricing strategy support sustainable growth?

Undervaluing your work costs more than money. David Leichter, CPA explains why you should price your services for the value they bring.

6 min read

Are we having a Kodak moment in accounting?

Lynda Steffens explains why the accounting industry is facing its own ‘Kodak moment’. Learn why traditional practices are no longer enough and how accountants can stay relevant by embracing advisory services.

5 min read

A professional podcaster in a casual white tee, engaging with his audience through a microphone in a cozy studio setting.
A professional podcaster in a casual white tee, engaging with his audience through a microphone in a cozy studio setting.

Why accountants need to have an ‘other’

Seth Fineberg shares why you need other interests outside of accounting, using real life examples of accounting professionals who find meaning in music.

5 min read

A team of four professionals engaging in a lively discussion at a modern office, with one standing and explaining a point, and the others listening attentively around a table with pizza and water bottles, illustrating collaboration and knowledge sharing.
A team of four professionals engaging in a lively discussion at a modern office, with one standing and explaining a point, and the others listening attentively around a table with pizza and water bottles, illustrating collaboration and knowledge sharing.

Stop over-relying on a few staff members at your accounting firm

Cassidy Jakovickas from MBS Accountancy shares the dangers of playing favorites at your accounting firm.

4 min read

Four professionals engaged in a lively discussion around a meeting table with laptops, pens, and notebooks, reflecting a collaborative conflict in a workplace setting.
Four professionals engaged in a lively discussion around a meeting table with laptops, pens, and notebooks, reflecting a collaborative conflict in a workplace setting.

How workplace conflict can help your firm

Cassidy Jakovickas from MBS Accountancy explains why some boats should be rocked. 

4 min read

A business person is writing on an internal window like a whiteboard.
A business person is writing on an internal window like a whiteboard.

3 tasks to automate if you haven't already

Seth Fineberg, shares why these 3 components of your firm's day-to-day operations are perfect for automation.

4 min read

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