Strategic planning

It's a low-hurdle opportunity that firms can embrace to start quickly making the shift into client advisory services.

In today's Vendor Spotlight, Accounting Today speaks with CEO Itamar Jobani of spend management and procurement solutions provider PayEm.

In this Vendor Spotlight, we talk to Ellen Choi, co-founder of revenue management solution Aiwyn.

I have my own standing rule that if the client comes to my office, or my area, I pay. If I travel to the client's office, they should pay.

You're not building a client advisory service practice to focus on things that don't matter.

Paul Lodder, vice president of accounting product strategy, talks about the company's recent activities as well as its plans for the future.

Invoices sent after what is perceived to be the final invoice are less likely to be paid or can leave an impression of sloppiness that could affect your chance to do additional work.

Plus, Lockstep releases new self-service portal; OneStream announces Solutions Exchange; and other accounting tech stories.

The long reach of Uncle Sam; send it back; new blog on the block; and other highlights from our favorite tax bloggers.

It is essential that firm leadership establishes firm goals and priorities so everyone is on the same page.