Strategic planning

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.

If you devote just 30 minutes a day for 30 straight days toward a goal — no excuses — you'll be amazed by your progress.

The Seattle-based strategic consulting firm advises clients in the technology sector.

Client needs and services will be different than they are today.

A roundup of strategies, tactics and just plain interesting thoughts for accountants from CPA.com's DCPA 2022 conference.

The head of the AICPA offers lessons to help with the Yankee catcher's famous dilemma.

And painful mistakes can be a catalyst for making important investments in the future.

The payment solutions company is allowing a finer degree of control over workflows and spending.

The Internal Revenue Service issued its annual notice providing rates for taxpayers to use in substantiating the amount of ordinary and necessary expenses they've incurred while away from home.

Plus, Rippling introduces new spend management product; Deltek launches a new partner program; and other updates from the accounting technology world.

Finance pros are looking for an exit strategy, but many don't feel prepared to do an IPO.