surveys & research

five steps to choosing your cas technology stack

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cloud computer network

your current cloud use plays a role.

by hitendra patil
client accounting services: the definitive success guide

your firm’s current processes/procedures adapted to your current technology stack, or vice versa. trying to “fit in” client accounting services into your existing technology stack may become a challenge for you – not just from a procedural point of view but also from a profitability point of view. if your current technology stack is still more of desktop software, it could be nearly impossible for you to offer cas as profitably as potentially possible with non-desktop solutions.

more by hitendra patil
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before you start thinking, “oh gosh, this is going to be a hugely expensive technological overhaul of my firm,” stop. cas does need you to adapt to an optimal technology mix, but it does not mean you just throw away your current technology and bring in entirely new technology. cas does not need a technological transformation of your firm. depending upon your existing technology stack, it may only require some reorganization, integration and adjustment.
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generosity: the root of great leadership

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woman smiling and reaching out to shake another woman's hand

how it can benefit you and your firm.

by jennifer wilson

“what we have done for ourselves alone dies with us; what we have done for others and the world remains and is immortal.” – albert pike, american lawyer and journalist

i wrote a blog post two years ago (almost to the day) entitled, “we’re all selfish – so why hide it?” in it, i suggested that great leaders must have the courage to acknowledge that they have selfish interests in their work, to admit what they most want and then collaborate with others to meet their needs and the needs of the greater good, too.

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my work with firms and individuals since then has only reaffirmed my belief that selfish interest drives us in our work and, when it is subconscious or overpowering, damages an organization’s teamwork, inspiration and ultimately, its growth and progress. while pondering the impact of selfishness, i have recently begun to examine the special and rare “opposite” human characteristic: generosity and its impact on leaders, their people and their organizations when it is present.
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why have a managing partner?

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businessman giving advice to female coworker

and how they should spend their time.

by marc rosenberg
the rosenberg practice management library

“you call it ‘nagging.’ i call it ‘listen to what i said the first time!’” – anonymous

after deciding on a management style for the firm, the next issue for the partners to decide is how the firm will be managed.

more by marc rosenberg
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the first question is: do we want the firm managed by a leader, which for a cpa firm is the managing partner, or managed by one or more committees of partners?
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