Tech stacking is the process of combining different technology tools and software to create a comprehensive system that supports your firm’s operations. The goal should be to select and integrate these technologies, so they work seamlessly together. Essentially, it’s about building a custom toolbox of digital solutions tailored to meet the specific needs of your […]
Read MoreAs 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 […]
Read MoreUnless you’re still pushing paper at your firm, you know that AI and accounting have become quite the professional pair. The technology has been integrated into just about every software solution on the market. No surprise given AI’s accounting benefits: And that’s not all. Keep reading to dive deeper into why AI and accounting are […]
Read MoreLet’s face it, writing emails are a part of life. It’s hard enough finding time to write them but what’s more annoying is having to chase them up because the person that you’ve sent it to has yet to reply. We’ve put together this quick 5-point checklist of things you can do right now to […]
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