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.
Bookkeeping Onboarding Checklist: Sprinting Towards a Smooth Client Handoff
Client onboarding is like a relay race. Sales passes the baton, and then Customer Success takes the lead. Like a
Creative Ways to Announce a Price Increase to Your Accounting Clients
No client wants to hear about a price increase. Thankfully, there are ways to make a price increase announcement without overwhelming your current clients.
Secrets to Successful Organizational Restructure for Accounting Firms
Whether it’s for a new business process or for a reshuffling of your team members, organizational restructuring must be carefully
The 10 Best Accounting CRM Software for Your Firm
Want to know more about the best accounting CRM software in the market right now? We present to you a list of the top 10 CRM software for accounting firms.
The Ultimate Guide to Offshore Accounting
Discover the benefits, challenges, and best practices of offshore accounting in our comprehensive guide to help your firm navigate the talent crisis.
Choosing the Best Outsourcing Models for Your Accounting Firm
Whether your firm has been doing it for a long time or you’re still weighing your options, deciding on an
A Guide to Cybersecurity Best Practices for Accounting Firms
As one of the most targeted sectors by cybercriminals, accounting firms are three times more likely to fall victim to
Best Practices for Accounting Website Design
While some may not realize it, accounting website design is a crucial part of attracting and retaining clients. From churning
Reasons to Keep Your Vision Statement Updated
Look at any major accounting firm and you’re bound to find their long-held vision statement. But over the years, you’d