2 min read

Coaching During COVID-19: Back to School Edition

By Jackie Flesher, CPA, CGMA on 9/14/20 9:00 AM

Note from the author: This post is directed at those who coach or mentor their colleagues.

Here it is, September already, and the ripple effects of COVID-19 are continuing to spread. On the east coast, our first day of school was last Tuesday, and same as every year, social media feeds flooded with “first day of school” photos. Unlike previous years, however, these photos tended to feature students learning in a virtual setting, as many school districts have started the new school year with remote learning.

Topics: Your People Remote Staff Career Coach Mentorship Employee Engagement COVID-19 Coaching for Success
4 min read

4 Practical Questions to Kick-Start Remote Work Success Now

By Bob Amey on 6/18/20 9:00 AM

As an industry, remote work adoption has been slow until it was thrust upon us as a way to mitigate COVID-19-related shutdowns. As states start to enter phases two and three, the natural discussion of how to allow staff to work remotely in the long-term emerges.

Topics: Technology Your People Remote Staff COVID-19
4 min read

Leadership Strategies for Adapting to Market Disruption

By Mike Sabbatis on 6/15/20 9:00 AM

Over the last few months, we have all been adapting. Adapting to new work environments, new social normals, new schedules, new anxieties, and functioning in a continual state of uncertainty. Our leadership skills have been put to the test as we pivot to address our new challenges while defining our strategies and new visions for future success. In the words of Daniel Burrus, futurist author, “post-pandemic success will be based on what we do right now, not what we do post-pandemic.”

Topics: Your People Growth Remote Staff Future Forward COVID-19 Productivity Roadmap
2 min read

6 Tips on Coaching During COVID-19

By Jackie Flesher, CPA, CGMA on 6/1/20 9:00 AM


Note from the editor: This post is directed at those who coach or mentor their colleagues.

What can a coach do during a global pandemic? Plenty! Now is the time for coaches to step up their efforts and keep coaching relationships strong during this crisis.

Topics: Your People Remote Staff Career Coach Mentorship featured COVID-19
5 min read

Insights on Work At Home

By Randy Johnston, Executive Vice President, K2 Enterprises on 4/27/20 9:00 AM

Technology now plays a significant role in virtually every type of business. During the COVID-19 pandemic, many companies had to work at home, including professional accounting firms. During a post-tax season debriefing, it was interesting to learn what worked and what didn’t work during this time. Remote meetings became common. Collaboration tools like Microsoft Teams, Slack, and workflow became critical, too. Firms that used outsourcing wound up with work at home advantages. Companies that provided cloud services like Microsoft and Amazon stepped up their game to handle the extraordinary volume reported to be as high as a 770% increase. What worked and what didn’t work for you?

Topics: Technology Your People Remote Staff COVID-19
3 min read

Managing a Remote Workforce: XCM Productivity Tips

By Hillarie Diaz, CPA on 3/23/20 9:00 AM

COVID-19 has pushed remote work into the spotlight.

Topics: Remote Staff Workflow & Productivity Enablement Lifehack COVID-19 Productivity Roadmap
5 min read

How to Get Firm-Wide Buy-in for CAS

By Michelle Voyer, CPA, MBA on 3/16/20 9:00 AM

Have there been discussions in the firm about adding Client Accounting Services (CAS) to its offerings, with only lukewarm interest from senior management and partners? Is your existing CAS group running into a lack of support?

Topics: Growth XCM Spotlight Client Accounting Advisory Services Remote Staff Public Accounting
8 min read

Turn Annual Engagement into Recurring Revenue

By Michelle Voyer, CPA, MBA on 2/17/20 9:00 AM

What if there was a way to take the clients that cause the most substantial amount of tax season workload compression, and turn that into streamlined, recurring revenue for the firm?

The best part about that strategy is that every firm already has an existing client pool to capitalize on. These are not clients with pristine books. No, these clients send over files at the end of the year with missing data, or drop off boxes of receipts, invoices, and who knows what else, and it becomes the firm's responsibility to sort through the irrelevant, analyze the data, and prepare the return. Then, after receiving their return (and paying the bill), the client disappears – only to repeat the cycle next year.

Topics: Growth Client Accounting Advisory Services Outsourcing Remote Staff Workflow & Productivity Enablement featured