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Workplace Culture

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The 5 Biggest Surprises About Owning a CPA Firm

I love owning a CPA firm, but I’d be lying if I said everything about my world today is exactly as I expected it to be. Here are the 5 biggest surprises I’ve discovered (so far)...

3/26/25 LEARN MORE
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Why Prioritizing Wellness This Tax Season is a Game Changer

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2/24/25 LEARN MORE
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Improving Work-Life Balance Firm-Wide During Busy Season

Traditionally, busy season in the accounting industry has been a time to cancel all personal plans, batten down the hatches, and grind through overtime until your family barely...

2/21/25 LEARN MORE
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Charting the Future of Accounting

Panelists: Gail Perry, Editor, CPA Practice Advisor Roger Knecht, PB, PGE, VB, President, Universal Accounting Kyle Whittle, Director of Customer...

9/12/24 LEARN MORE
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Step Into the Golden Age

The Golden AGE (Average, Good, Excellent) Model for Talent Management - Growing your firm is not a linear process. In fact, in order to succeed over...

7/18/24 LEARN MORE
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How to Win the Talent War through Inbound Recruitment

Accounting is facing a major issue: a shortage of 340,000 accountants. It’s not just public accounting firms experiencing the talent crunch, even Fortune 500 companies are, as...

6/18/24 LEARN MORE
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Building an Outstanding Team: Wisdom Gained from Two Decades of...

With over twenty years dedicated to nurturing team growth, Jason Blumer has gained a profound understanding of the pivotal role team building plays in a company's expansion....

3/27/24 LEARN MORE
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Building the Ideal Team in Your Accounting Firm

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Why Won’t My Team Just Accept Change?! (Part 1)

Have you ever had a brilliant idea for your firm that crashed and burned because the rest of the team just wasn't "on board" with your genius? (and we KNOW that you ARE a genius…...

1/19/24 LEARN MORE
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The Imposter Syndrome and Advisory Services

How can I provide Advisory Services if I don't even know what they are? What if I give the wrong advice? What if my client finds out I don't know everything? What if they talk to...

1/05/24 LEARN MORE
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Doing Your Part to Improve Accounting

The world of accounting has come a long way from the days of dusty ledgers and manual calculations. Evolving technologies and new digital tools — including artificial...

12/15/23 LEARN MORE
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The Role of Mentorship in Accounting Firms

Last year, roughly 50.5 million Americans quit their jobs to take new positions and 73% of employers are having difficulty attracting staff. Clearly, the accounting industry has...

12/08/23 LEARN MORE
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The Impact of Remote Work on Accounting Firms

The emergence of the remote work phenomena, accelerated by the COVID-19 pandemic, has reshaped and revolutionized various industries, including accounting. This profound shift has...

10/20/23 LEARN MORE
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Making ERGs Work for Small Accounting Firms

If you did a quick web search for “employee research group,” the results would give you the impression that their only purpose is to foster inclusivity and support diversity, but...

10/12/23 LEARN MORE
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5 Ways to Embrace Change in Accounting Firms

In the ever-changing realm of accounting, adaptability, and innovation have become the foundations of success. Elizabeth Manso, CPA and owner of Brigade, was able to sit down with...

8/16/23 LEARN MORE

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