This is Part 3 in our Cool Culture Counts series, featuring Wesley Middleton, Managing Partner of MiddletonRaines+Zapata. The first webinar, Making Your Firm a Great Place to Work, discussed how a firm’s physical environment affects firm culture. Don’t miss the introduction to the series: 5 Keys to a Cool Culture.  People.  Great culture demands great people. […]

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Technology in multi-office firms isn’t typically that much different from technology in single-location firms. But the challenges these firms face are unique. Sharing documents, standardizing workflows, and even minimizing commute time are all issues that can be more difficult for multi-office firms to solve. Here are three firms and how they managed it. Sharing Documents […]

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While it may seem like a document management software is simply a complex way to find and store files, the reality is that a DMS can actually help improve client satisfaction dramatically. In a recent Accounting Today webinar titled “Document Management: The Client Service Connection,” Wolters Kluwer product line manager Damon Russel explained the various ways […]

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It’s time for CCH Axcess Renewal. It’s a no brainer for me that we are going to be renewing CCH Axcess. But the question is: Are you? Or are you thinking about changing to CCH Axcess Tax software this year? Every year, when I get the booklet in the mail, I always think this could be […]

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Becoming more client-centered and actively promoting your firm’s services may seem at odds with each other. It’s true that many accountants are uncomfortable with the idea of selling to clients. But selling in accounting firms doesn’t have to come at the expense of trust. Many times, employees shy away from mentioning additional services because they […]

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Data analytics is a process with which many auditors struggle. With the AICPA placing increased focus on this area, while firms strive to gain higher quality and more efficient audit processes, this particular struggle is a problem in need of a solution. An even truer statement when you consider this. The accounting industry is constantly changing – and with […]

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