Firm Management

Hosts Randy Johnston and Brian Tankersley, CPA, take a look at SuiteFiles, a digital workspace for accounting firms built to unlock new revenue streams, improve client experiences, and reduce overheads.

Emerging AI platforms can examine client activity and recognize patterns that lead to new needs and new services. 

The 2.3-billion-dollar megadeal announced July 31 is expected to close later this year and would put CBIZ among the top 10 U.S. firms.

Professionals on the Move is a round-up of recent staffing and personnel announcements from around the profession.

Evolving client expectations, the commoditization of traditional accounting, tax and audit services and talent shortages demand that firms find new service lines and do more with the same resources.  

The report highlights the firm’s efforts to integrate sustainability across its business through strategies that improve resilience, enhance inclusivity and encourage accountability. 

As a feature of your overall talent management strategy, this model can help ensure that you always have access to a pipeline of skilled professionals you can tap when needed. It will also allow your core team members to deliver their best work, and perhaps even more work, while under less pressure.

A well-crafted PTO plan is a vital employee benefit and can be a powerful tool for attracting and retaining top talent in the accounting, tax and financial profession.