Aug 224 min read

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...

Before the AI Revolution: The Imperative of Standardized Data and Documented Processes in Accounting Firms

Jul 165 min read

Accounting Technology

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...

Unlocking the Power of the General Ledger in Excel for Accountants

Jun 124 min read

Accounting Technology

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...

Strongbox: Your Secret Weapon Profit and Loss Statement Software for Effortless Creation and Analysis

May 13 min read

Accounting & Consulting Firms

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...

The Power of One: Why a Single Accounting Data Extraction Tool Can Supercharge Your Firm

Mar 205 min read

Accounting Technology

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...

KPI Tracking: Financial KPIs You Can Track for Your CAS Clients with Strongbox

Feb 215 min read

Outsourced Accounting

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...

How to Use Strongbox to Ace New Client Assessments in CAS

Feb 76 min read

Outsourced Accounting

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...

From Numbers to Insights: The Essential Role of Data Extraction

Nov 28, 20234 min read

Accounting Technology

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...

Navigating Internal Conflicts Over Technology in Accounting Firms

Jun 13, 20234 min read

Accounting Technology

Navigating Internal Conflicts Over Technology in Accounting Firms

Explore strategies for managing internal conflicts arising from technological changes in accounting firms.

Streamlining Your Accounting Firm's Tech Stack: How to Fix Tech Stack Bloat

May 3, 20236 min read

Accounting Technology

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

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

Client Assessments: The CAS Secret to Success

Mar 21, 20236 min read

Outsourced Accounting

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...

Accelerating Growth for Your CAS Practice

Oct 11, 20226 min read

Outsourced Accounting

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

Accounting & Consulting Firms

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...

Four Attributes of Future-Ready Accounting Firms

Sep 20, 20224 min read

Accounting Technology

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....

Automation vs Outsourcing: How to Determine Which Is Right for Your Firm

Aug 9, 20226 min read

Accounting Technology

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....

Business Process Automation: Is It Better to Learn by Doing?

Jul 29, 20225 min read

Accounting Technology

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...

Reflections from AICPA Engage 2022: Enabling CAS 2.0

Jul 12, 20226 min read

Outsourced Accounting

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...

Building an Outsourced CFO Tech Stack to Eliminate Bottlenecks

Jun 21, 20225 min read

Outsourced Accounting

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...

Employee Burnout Solutions for Financial Advisory Firms

May 30, 20225 min read

Accounting & Consulting Firms

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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