In this issue

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February 20, 2020 

It’s Really the 21st Century Now

I’ve started working with my clients to help them develop 10-year personal finance plans for the new decade and have quickly found how few people really, seriously look that far ahead. And while 10 years isn’t a lifetime, it’s a good place to start ...

Gail Perry

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February 18, 2020 

Apps We Love: Feb. 2020 – Meeting & Calendar Apps

We live in an era of convenience, and that goes for meetings as well as everything else. There’s simply no excuse to insist that everyone gather in person for a meeting, nor is there reason to be frustrated with the chaos of a conference call when too many people are on the line, like the...…

Gail Perry

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February 17, 2020 

3 Secrets to Ensure Successful (and Profitable) Client Meetings

We are in the business of building relationships. No matter how advanced technology becomes, at the heart of the accounting profession, we are people of our people—our clients. That means face-to-face meetings with clients are still (and will likely always be) a mainstay component of a firm’s business model. And now well into busy season—the...…

Darren Root, CPA, CITP, CGMA

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February 12, 2020 

5 Tips to Prevent Staff Burnout During Tax Season

In the accounting profession’s annual tax marathon, you don’t want your people to hit the wall. Burned out workers will be less focused, more irritable, less healthy, more likely to exhibit negative attitudes and more prone to mistakes.

Paul McDonald

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February 10, 2020 

Do You Have a Clear Technology Vision

Most impressive at CES this year were hardware solutions to real world problems. We’ll discuss each of them, but I was particularly impressed by new generation laptops, monitors (including a second portable monitor), scanners, keyboards and mice.

Randy Johnston

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February 6, 2020 

6 Steps for Adopting a Growth Mindset

Our mindset shapes whether we can learn and change and grow. The good news is that anyone can adopt a growth mindset, think differently and become more open to innovation and growth.

Jim Boomer

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January 30, 2020 

3 Visionary Trends to Consider in 2020

Read more, exercise, take up a new hobby — you've got New Year's resolutions for yourself, but what about for your accounting firm? With 2020 fast approaching and a new decade on the horizon, now's the perfect time to position your firm for success in ...

Jodi Chavez

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January 14, 2020 

3 Tips for Redesigning Benefits Packages

In the public accounting field, talent shortages over the past few years have led companies to offer higher pay and additional perks, all of which serve to attract top talent, but don’t always help retain them.

Paul McDonald