by Dale Crosby | Jan 3, 2024 | Business Services, Client Management, Practice Management, Professional Development, Team Leadership, Technology
Sole practitioners in public practice are a unique breed. They are accountants, entrepreneurs, and managers all rolled into one. However, with this versatility comes significant challenges, especially when they look to grow their firms. Understanding these challenges...
by Dale Crosby | Jul 3, 2023 | Business Services, Client Management, Document Management, Practice Management
The accounting and financial advisory industry is undergoing rapid transformations, driven by technological advancements, changing client expectations, and evolving business models. To stay competitive and thrive in this dynamic landscape, accounting firms must...
by Dale Crosby | Jun 23, 2023 | Accounting Software, Business Services, Software Support
Kick start your QuickBooks journey with our refreshed on-demand Certification program. Further build on your skills by attending training. Our training webinars will help you learn how to use the QuickBooks product suite efficiently and will help increase your...
by Dale Crosby | Jun 20, 2023 | Professional Development, Team Leadership, Workflow Management
University should have prepared interns and graduates for work life, right? The reality is that new accountants are often unprepared to work in a busy public practice environment. They are not shown how to effectively manage workflow, engage with team members and...
by Dale Crosby | Apr 28, 2023 | Practice Management, Team Leadership
Are you an accountant, advisor, manager, partner, director or administrator in public practice? Are you looking to identify your strengths and weaknesses to pave the way for a successful accounting and business advisory career? Look no further than the Career...