Unlocking Client-Centric Accounting: Mastering Tailored Services and Strategic Alliances

Unlocking Client-Centric Accounting: Mastering Tailored Services and Strategic Alliances

Dive into the future of accounting with insights on client-centric services and strategic alliances from experts Ted Williamson and Steve Perpich. Learn how tailored offerings and partnerships are res... ...more

Accountants 2.0 Podcast

February 27, 20243 min read

Revolutionizing the Ledger: Embracing Cloud Power & Automation in Accounting!

Revolutionizing the Ledger: Embracing Cloud Power & Automation in Accounting!

Explore how cloud computing and automation are revolutionizing accounting in our second podcast episode with Ted Williamson and Steve Perpich. Dive into the benefits of cloud-based solutions and the e... ...more

Accountants 2.0 Podcast

February 20, 20243 min read

WTF is Accountants 2.0!?! -The Accountants 2.0 Podcast Premiere

WTF is Accountants 2.0!?! -The Accountants 2.0 Podcast Premiere

Discover the Accountants 2.0 Podcast, where hosts Steve Perpich and Ted Williamson breathe new life into accounting, blending fun, innovation, and networking to redefine the profession for the modern ... ...more

Accountants 2.0 Podcast

February 12, 20242 min read

Step 11: Sustainability, Social Responsibility and Ethics (a policy is not a one and done)

Step 11: Sustainability, Social Responsibility and Ethics (a policy is not a one and done)

Learn to integrate ESG principles, community engagement, and ethical practices, ensuring long-term success and a positive impact on society and the environment. ...more

Building a modern accounting and bookkeeping firm

January 23, 20245 min read

Step 10: Feedback and Improvement: For you, Your Clients, From you, To your Clients

Step 10: Feedback and Improvement: For you, Your Clients, From you, To your Clients

Explore effective feedback mechanisms and continuous improvement strategies for modern accounting firms. Learn to enhance client and employee satisfaction through surveys, technology, and adaptive le... ...more

Building a modern accounting and bookkeeping firm

January 17, 20245 min read

Navigating Canadian Small Business Funding: Essential Guidance for Accounting Firm Leaders

Navigating Canadian Small Business Funding: Essential Guidance for Accounting Firm Leaders

Learn how to guide clients through grants for financial growth without debt. Understand the advantages, challenges, and processes of securing small business grants in Canada. ...more

Resources and Insights

January 17, 20243 min read

Step 9. Onboarding Clients - and - Keeping Them On Board (i.e. Retention)

Step 9. Onboarding Clients - and - Keeping Them On Board (i.e. Retention)

Learn digital onboarding techniques, client-centered services, and relationship management to enhance satisfaction and loyalty. Transform your firm with our guide to client engagement ...more

Building a modern accounting and bookkeeping firm

January 16, 20248 min read

Step 8: Be an Expert on Compliance and Regulations - Know Stuff

Step 8: Be an Expert on Compliance and Regulations - Know Stuff

Explore how accounting firms can stay updated with tax laws and regulations. Learn about continuous education, technology utilization, and strategies for effective compliance and client communication ...more

Building a modern accounting and bookkeeping firm

January 09, 20243 min read

Step 7: Networking and Marketing - It is ART and SCIENCE and WORK

Step 7: Networking and Marketing - It is ART and SCIENCE and WORK

Discover how to boost your accounting firm's online presence and build effective partnerships with 'Step 7: Networking and Marketing.' Dive into our guide for digital strategies, professional networki... ...more

Building a modern accounting and bookkeeping firm

January 09, 20247 min read

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