• 7 Tips For Leading A Virtual Firm
    Jan 13, 2020

    Leading a virtual firm can be done successfully, it just takes different skills to pull it off. And it takes practice leading teams in different ways when you can’t see them or influence them in person. These 7 tips will increase your likelihood of success as you consider a virtual model for your firm...

    • Accountant
    • Business
  • Three Little-Known Reasons Why Businesses Stop Referring Their Accounting Firms  (And How to Avoid Them)
    Jan 13, 2020

    New survey results suggest reasons why companies leave or stop referring their accounting firms.

    • Accountant
    • Business
  • Fin Tech Stacks and ARVO
    Dec 26, 2019

    Mid-sized business back offices are busy places and accounts payable is never a completely painless process. Digital payment approval workflows can make all the difference—automating and streamlining manual processes to create an efficient solution for businesses.

    Hear from on optimizing your financial tech stack. Then learn how ARVO, the Association for Research in Vision and Ophthalmology, uses to complement Sage Intacct by increasing accounts payable insight, simplicity, and automation.

    • Product
    • Business
    • Technology
  • Becoming a High-Growth Accounting Firm: What Research Shows About Marketing Budget Spending
    Dec 22, 2019

    Leaders of accounting firms must answer two questions each year - “How much should we spend on marketing?” and “What should we spend our marketing budget on?” Fortunately there is data on how the fastest growing accounting firms answer these questions...

  • Rebranding: An Accounting Firm’s Marketing Love Story
    Dec 20, 2019

    Facing an unavoidable rebrand of your accounting firm? Chantal Sheehan, CEO of Your Blue Fox, has been there. Read her rebranding "love story" and see how a project she dreaded became a game-changing business move.

    • Business
  •  4 Simple Steps to Building a Best-in-Class Brand, Part 1 of 2 of Our Rebrand Your Way to Success Series
    Dec 17, 2019

    Left-brained accountants may be intimidated by the idea of a rebrand—but once in place, a brand can become a foundational element of your firm. Your Blue Fox CEO, Chantal Sheehan, outlines four steps to building a best-in-class brand.

  • The Entrepreneurial Mindset: The “It Factor” for New Business Development Growth
    Dec 16, 2019

    Entrepreneurs need to sell themselves as much as their solution, and much in the same way, anyone in your firm can be an entrepreneurial business developer. This new sales economy is influencing the way our prospects and clients are buying from us, and it’s changing their expectations of us. Here are a few of the trends affecting business development today….

    • Accountant
  • Taking on technology advisory services to create a deeper client connection - Part II
    Nov 19, 2019

    As we launch into best practices, it’s important to note that the first is as easy as they come—building relationships! This is what accounting professionals were born to do...what you do day in and day out. Accounting is a relationship-based business, meaning you are one step ahead as you move forward with technology vendors.

    There are, of course, other best practices critical to the process….


    • Accountant
    • Business
  • Taking on technology advisory services to create a deeper client connection - Part I
    Nov 18, 2019

    Technology continues to rank as one of the scariest areas of business. The mere rate of technology change is enough to overwhelm even the most tech-savvy accountant entrepreneur. But perhaps it’s the feeling of the unknown that keeps many firms from venturing into technology advisory services…

    • Accountant
    • Business
  • The Countdown to QuickBooks Connect
    Nov 05, 2019

    QuickBooks Connect is right around the corner, and the team is excited to connect with you! That also means that the packing-slash-thinking-slash-planning portion of this conference is well underway in your brains. Whether you’re a conference pro or a first-time attendee, here are a few tips and tricks to help you navigate the countdown and make the most out of QuickBooks Connect. 

    • Accountant
    • Event
  • Advance Firm Growth Through Strategic Relationships
    Oct 24, 2019

    The new sales economy, and specifically technology, have broadened the ways in which relationships in the accounting industry and other professional services industries are built and sustained. But it’s still the value created through a strategic relationship that remains at the heart of the most successful business development. Do you know how to find and make those connections, and turn kernels of a new relationship into a long-term loyal customer for your firm?

    • Accountant
  • The AI Opportunity in the Back Office
    Oct 20, 2019

    In real life, Artificial Intelligence is much more helpful (and less scary) than The Terminator's "Skynet." Automation brings efficiencies for banks and businesses alike, helping avoid human error, streamline workflows and more. Prior to René Lacerte's AI-focused session at Money 20/20 this year, learn how banks can leverage AI to provide value for business customers:

    • Bank
    • Event