Category: Senior Management
The great digital hunt: Tracking and capturing elusive data
Picture the scene… An accountant, armed with a cup of coffee, sits down to tackle the morning’s emails. This has become part of her routine by now, but little does she know that the perfect storm is brewing. On average, replying to emails may take up to an hour in the morning, a task that sets the […]
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Balancing tradition with innovation in accounting
As a senior management figure in your accounting firm, you are likely facing the dual challenge of maintaining your firm’s traditional values while trying to integrate modern technological advancements. It’s a difficult situation – on the one hand, you’ll be worried about falling behind if you don’t embrace technology and on the other, you’re probably […]
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New tax year: A time for new tech?
With the new tax year already in progress, accountancy firms have a prime opportunity to modernise how they operate, especially in terms of managing tax information and documents. Around this time in the tax season, your clients face daunting deadlines that can be stressful, and mistakes or delays add to this stress – as well […]
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Is remote auditing really the future?
Traditionally, the auditing process required auditors to be physically present at client sites, poring over financial records and processes in person. Obviously, this approach involves significant time and logistical efforts on your part. By relying on traditional auditing methods, your firm is restricted by geography to only your immediate area of influence. The further afield […]
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Ditch Email—Choose One Of These 15 CPA Client Communication Tools Instead
As a CPA, getting clients to talk to you is a hard-enough ask on its own. Their inbox is full of stuff they’d rather just delete. And though they respect you and your work, that sentiment also applies to your emails! You can get around this psychological hurdle by using one of the client communication […]
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