Strategic planning

Many accounting firms run up against the dreaded profit plateau for a simple reason: The owner is too involved.

And that should be their firm, says David Wurtzbacher of Ascend.

Ron Baker's efforts to elevate practice management are innovative, insightful and venerable, and should be understood by everyone managing a practice or who wants to.

Planning is essential in any endeavor, especially in an accounting practice.

Plus, Xero goes from $113 million loss to $175.9 million profit; and other accounting technology news.

Strategic planning meetings and retreats for the firm should be free of distractions to be successful.

To maintain steady organic growth and decrease time to value, financial leaders must implement effective response strategies.

Plus, Estateably touts new accounting tools for estate planning; and other accounting tech news and updates.

Plus, Settle offers three-way matching for purchase orders; Modern Treasury introduces Professional Services offering; and other accounting tech news.

The first step is going to be conversation — lots of it.