Resource Management is a Strategic Function Historically, resource management in professional services firms was seen as a back-office function—a largely operational task focused on filling project schedules and tracking utilization. But the landscape has shifted dramatically. Today’s leading firms treat…

The Key to Engaged Productive Teams: Factoring Employee Interests in Scheduling As managers and team leaders, one of the primary goals is to foster an environment that promotes productivity, engagement, and job satisfaction among employees. While there are numerous factors…

The challenge for any accounting firm is retaining current clients and attracting new ones.  But it’s actually pretty simple — happy, engaged, and satisfied employees will do their best work resulting in happy clients. If you think having happy employees…

Businesses today know “the old way” just isn’t going to cut it anymore. Manual processes are clunky and slow, and in today’s world where the pace of business is constantly accelerating, businesses can’t afford that bottleneck. A tax technology strategy…

When people discuss the effects of technology on accounting firms, they often focus on how it improves client service. While that’s certainly important, that doesn’t quite paint the full picture. What’s discussed less frequently is that AI-powered and cloud-based software…

Tax season puts an enormous amount of pressure on accounting firms. Teams are expected to be more productive with the same number of resources, while maintaining high levels of accuracy. While challenging, this isn’t an impossible task. Firms can approach…