Resources for your firm
Practical solutions, plus emerging industry trends and topics.


Why are Soft Skills Important in a Modern Accounting Firm?
It may come as a surprise that the term “soft skills” has its roots in the military—a psychologist named Dr. Paul Whitmore worked closely with the U.S. Army in the 1960s to help distinguish these people-oriented skills from more tactical, hands-on skills, like weapons handling or map reading. However, there’s a reason the term was coined in the first place: Even in high-stakes and high-pressure environments, the ways people lead, communicate, and work with others can make all the difference.

Why are Soft Skills Important in a Modern Accounting Firm?
It may come as a surprise that the term “soft skills” has its roots in the military—a psychologist named Dr. Paul Whitmore worked closely with the U.S. Army in the 1960s to help distinguish these people-oriented skills from more tactical, hands-on skills, like weapons handling or map reading. However, there’s a reason the term was coined in the first place: Even in high-stakes and high-pressure environments, the ways people lead, communicate, and work with others can make all the difference.

How To Maximize Efficiency & Results In Remote Accounting Teams
COVID-19 / Coronavirus has caused tremendous social and economic upheaval in a very short space of time. Accountants and bookkeepers

11 Non-Accounting Roles That Accounting Teams Are Hiring Offshore
It’s now normal for accounting firms to solve their capacity issues by hiring extra staff offshore. And for most firms, the

How To Deliver A 5-Star Customer Experience (At Scale) In Your Accounting Firm
As technology automates many of the tasks accountants used to do (such as data entry), it becomes less of a

10 Avoidable Outsourcing Mistakes Accounting Firms Make
Global outsourcing is now a well-established accounting industry trend. It’s a viable strategy for increasing capacity, margins and profits. However, like

Top 10 Accounting Trends in 2020 (INFOGRAPHIC)
Accounting leaders who successfully anticipate accounting industry trends are able to design better long-term strategies and ride on the crest

Creating Your Accounting Firm People Strategy: Processes and Tools
When many accounting firm leaders are asked what makes their firm different, it’s not unusual to hear the reply, “Our

What Will Clients Think Of Your Outsourcing Strategy?
Many accounting partners and principals wonder how their clients will accept global outsourcing as a component of their business model.

How To Engage Local Staff In Your Global Outsourcing Strategy
A “Two Office Strategy” is becoming more common for accounting firms who want to expand capacity, while improving margins and

30+ Accounting Firm Software Tools For Boosting Productivity
As an accountant, you may be used to providing clients with software recommendations to make managing their accounts easier, but