Strategic planning

In this week's Vendor Spotlight, we talk to Irana Wasti, chief product officer at payment and bookkeeping solutions provider Bill.

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.

Finance leaders believe AI and automation will have a massive societal impact, but their ability to take advantage of these technologies may be stymied by a lack of digital skills.

Plus, Genius Scan introduces new expense reporting capacities; Xero to retire WorkflowMax; and other news from the accounting technology arena.

The expense management company is consulting with accounting and tech leaders to help guide future product development.

Challenging times only make having a shared vision and game plan more important for accounting firms.

A recent survey has found that while a solid majority of small and midsized businesses want to improve their spend management, few CPA firms offer services to help them.

Angie Grissom shares lessons she's learned from working with accounting firms on their strategic plans.  

The traditional firm model revolves around tax, audit, accounting, advisory and financial services, and it's been that way since the 19th century.

Long-term growth should be dealt with as an essential part of leadership of an accounting practice.

A recent report found that, for the majority of companies, processing a single expense report costs at least $11, and sometimes much more.