
Accounting & Finance
Introduction Accountants are not going to be measured simply by their knowledge of accounts anymore. They are going to be measured based on their understanding of systems that manage clients. The…
KJKapil JainMay 30, 20265 min

Accounting & Finance
Introduction If your accounting partners have to request status updates at every turn, you have a dashboard problem – not a reporting problem. Most accounting partners waste hours trying to gather…
KJKapil JainMay 29, 20265 min

Accounting & Finance
Introduction Many great accounting firms excel at providing services to clients but fail miserably at designing systems that enable them to deliver consistent service. Technical knowledge is usually…
KJKapil JainMay 27, 20264 min

Accounting & Finance
Introduction Besides understanding accounting principles and concepts, future accountants must know how accounting work is done in a contemporary company. Contemporary accountants are no longer…
KJKapil JainMay 25, 20264 min

Accounting & Finance
Introduction In many accounting practices, manual workflows seem like a regular thing. A spreadsheet here, another one there, email reminders, repeated client contact, document collecting, and manual…
KJKapil JainMay 23, 20264 min

Accounting & Finance
Introduction Very rarely do firms fail to close their business deals or attract new clients due to a lack of skills and knowledge. The reason for the majority of professional services companies'…
KJKapil JainMay 22, 20265 min

Accounting & Finance
Introduction Your new client will not be going through the directory to look for a good CPA. He or she will likely use ChatGPT to ask for a recommendation or check out the Google AI Overview for an…
KJKapil JainMay 21, 20268 min

Accounting & Finance
The Accounting Industry Is at a Turning Point The way accounting firms get and win clients has changed a lot in three years. This change is greater than what happened twenty years earlier. Referrals…
KJKapil JainMay 19, 20268 min

Accounting & Finance
Introduction In many accounting practices, manual workflows seem like a regular thing. A spreadsheet here, another one there, email reminders, repeated client contact, document collecting, and manual…
KJKapil JainMay 18, 20264 min

Accounting & Finance
Getting more leads is not enough if your business does not have the right system to convert them. This article explores why leads drop off before becoming clients and how better intake, follow-ups, automation, and workflow systems can improve conversions.
KJKapil JainMay 16, 20264 min