Technology

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April 9, 2021 

5 Tips to Optimize Firm Workflow

Now is a great time for your firm to take stock of what currently works in your firm, and what could use a little updating. Spending some time implementing a practice management strategy now can increase both efficiency and profits later.

Mary Girsch-Bock

Avantax

April 9, 2021 

Avantax Welcomes Legacy Capital Advisors, LLC

Led by Managing Partners Chris Kirkland and Kevin Kelly, Legacy Capital Advisors serves a diverse client base ranging from retirees or soon-to-retire clients for whom income generation is key, to clients earlier in their investing cycle who often are ...

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April 6, 2021 

What Is Your Long-Term Remote Work Strategy?

We see signs of people returning to the office. You may connect via video conference with a client, peer or solution provider and see their office space behind them rather than a home office. Maybe you’re back in the office yourself. It’s not exactly a “return to normal” but a gradual shift into the new...…

Jim Boomer

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April 5, 2021 

How Covid Changed the Accounting Profession for Good

As we reach the one year anniversary of stay-at-home mandates across the nation, it’s important to reflect on how COVID-19 has changed the accounting and tax industry as we knew it. For the past year, many of us have been waiting to return to “normal,” ..

Tom Hood