Simplifying Multi-Entity Reporting with Strongbox
In today's complex business environment, auditors and accountants working in Financial Due Diligence (FDD) face the challenge of...
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Jul 165 min read
Before the AI Revolution: The Imperative of Standardized Data and Documented Processes in Accounting Firms
Everywhere you look today, even in the accounting field, there’s a growing buzz around the transformative potential of artificial...
Jun 124 min read
Unlocking the Power of the General Ledger in Excel for Accountants
As an accountant working in audit, financial due diligence (FDD), or client accounting services (CAS), you know the importance of having...
May 13 min read
Strongbox: Your Secret Weapon Profit and Loss Statement Software for Effortless Creation and Analysis
The profit and loss (P&L) statement is the lifeblood of any business, providing a clear picture of financial performance. But for...
Mar 205 min read
The Power of One: Why a Single Accounting Data Extraction Tool Can Supercharge Your Firm
Chief Innovation Officers (CIOs) at top accounting firms are constantly seeking ways to optimize workflows, boost efficiency, and deliver...
Feb 215 min read
KPI Tracking: Financial KPIs You Can Track for Your CAS Clients with Strongbox
Navigating the ever-evolving terrain of Client Accounting Services (CAS) requires being consistently at the forefront of the things your...
Feb 76 min read
How to Use Strongbox to Ace New Client Assessments in CAS
Pricing services for a new client is one of the greatest challenges to any CAS (Client Advisory Services) practice. Provide a quote...
Nov 28, 20234 min read
From Numbers to Insights: The Essential Role of Data Extraction
Accounting has undergone a seismic shift over the last five years. The days when accounting primarily meant manual data entry and sifting...
Jun 13, 20234 min read
Navigating Internal Conflicts Over Technology in Accounting Firms
Explore strategies for managing internal conflicts arising from technological changes in accounting firms.
May 3, 20236 min read
Streamlining Your Accounting Firm's Tech Stack: How to Fix Tech Stack Bloat
Streamline your accounting firm's tech stack for improved productivity and security. Learn about the dangers of tech stack bloat, and find o
Apr 26, 20236 min read
Accounting Technology & Partner Track: What You Need to Know
Discover how accounting technology can help you excel in your career on the partner track. Learn about the latest trends, tools, and strateg
Mar 21, 20236 min read
Client Assessments: The CAS Secret to Success
Client Advisory Services (CAS) is one of the fastest-growing practice areas for accounting firms. CAS teams go beyond traditional...
Oct 11, 20226 min read
Accelerating Growth for Your CAS Practice
The number of accounting firms offering client accounting services or client advisory services (“CAS”) as part of their professional...
Oct 3, 20224 min read
Maximize Your Team's Output
There is a greater challenge than ever before in leading and managing high-performing teams. As a result of the current volatile and...
Sep 20, 20224 min read
Four Attributes of Future-Ready Accounting Firms
Accounting firms are facing an increasingly competitive market as a staggering number of new business opportunities emerge every day....
Aug 9, 20226 min read
Automation vs Outsourcing: How to Determine Which Is Right for Your Firm
Competitive accounting and advisory firms are always on the lookout for ways to improve and streamline their business processes....
Jul 29, 20225 min read
Business Process Automation: Is It Better to Learn by Doing?
Is business process automation software eliminating the opportunity for new accounting professionals to learn the necessary skills for a...
Jul 12, 20226 min read
Reflections from AICPA Engage 2022: Enabling CAS 2.0
Like many of my fellow accountants, I recently braved the Las Vegas June heat to reconnect at AICPA Engage 2022. It was an incredible...
Jun 21, 20225 min read
Building an Outsourced CFO Tech Stack to Eliminate Bottlenecks
A business’s success depends on its financial health, and the modern day Chief Financial Officer (CFO) is its owner. Many businesses turn...
May 30, 20225 min read
Employee Burnout Solutions for Financial Advisory Firms
As staffing issues and the talent gap crisis continues, accounting and consulting firms should do what they can to focus on retaining the...
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