Financial Services

Latest articles for Financial Services

Shaynaco: ‘There’s nothing wrong with going backwards to go forward’

In our Your Story series, we speak to business owners about the challenges they’re facing and the steps they’re taking t...

June 30, 2020

Preparing your accounting team for an environment of constant change

How can accounting firms combat skills gap while retaining talented team members? Professional development today creates...

June 15, 2020

GAIN Capital: ‘Coronavirus has waved goodbye to micro-managers. This needs to be an era of trust’

The Global Head of HR at GAIN Capital shares how the company swiftly adapted to working from home and how her focus has ...

June 4, 2020

A deep dive into blockchain and what it means for accountants

Blockchain is getting a lot of buzz and may already be used by some of the most influential organizations, but how is bl...

June 4, 2020

Expert panel shares their managing uncertainty tips for small businesses and accountants

Panelists offered their advice for small businesses and accountants on how to adapt and evolve as a result of changes fr...

May 7, 2020

Gary Boomer on CFO 3.0 and digital transformation amidst COVID-19 [podcast]

Gary Boomer discusses how digital transformation is accelerating because of COVID-19 and how CFOs can lead and consult t...

April 29, 2020

Tools available for Sage customers [podcast]

Sage is providing its customers with resources and tools, like the coronavirus resource hub, to help during this unprece...

April 29, 2020

4 questions to assess your process for working remotely

Prepare yourself and your team with the right processes to work remotely. Evaluate tools, workflows and strategies to en...

April 21, 2020

From compliance to consulting

Ed Kless Senior Director, Partner Development and Strategy at Sage discusses how accounting professionals can more from ...

February 19, 2020

Understanding blockchain and its impact on accounting

In this post, we answer what does blockchain do for me, what does it mean for my accounting practice, and what does it m...

February 11, 2020

Top 4 advisory services you can adopt in your accounting practice today

Learn how to maximize your clients' success by expanding your advisory services with the help of emerging accounting tec...

March 4, 2019

The CPA of the future: How technology will be a key qualification

The AICPA is considering redesigning CPA learning and licensure so that accountants can work in a technologically-driven...

December 20, 2018

Our top 12 survival tips for small businesses

Business success is a tricky thing, with a lot of influential factors involved. Small businesses feel threatened by all ...

November 30, 2018

Tips to consider when launching a virtual business

Two virtual business veterans share their advice on how to start and grow your business in a virtual world.

November 7, 2018

Four simple ways accountants can keep up with disruptive technology

Marc Staut provides key insight on how accounting firms can keep pace with disruptive technology like AI, blockchain and...

November 6, 2018

Artificial intelligence in 2019: A handbook for business leaders

Get your copy of the artificial intelligence in 2019 handbook to discover practical ways AI could transform your company...

September 17, 2018

7 ways to boost productivity in the workplace

Over one-third of employees are productive for less than 30 hours a week. We reveal some important takeaways to engage y...

August 6, 2018

The opportunities for young accountants [Podcast]

Jason Deshayes, a senior manager on the firm services team at AICPA discusses the market opportunities for young account...

June 27, 2018

Top 5 women in fintech share financial tech advice for businesses

We profile the top 5 women in fintech who are making waves for diversity within the industry, and why it’s important for...

June 27, 2018

3 productivity drains that plague growing businesses

Is your business is suffering from a productivity drain? If so, you are not alone, 63% of SMBs feel they don’t manage ti...

June 13, 2018

5 tips for becoming a tech-savvy accountant

Clients are increasingly expecting tech-savvy experiences. Are you up to the task? Boomer CEO, Jim Boomer, share tips on...

June 11, 2018

How blockchain technology is impacting accounting [Podcast]

In a special series to highlight, CPA Practice Advisor's 40 under 40 2017 nominees, Ed Kless interviewed nominee Dr. Sea...

June 8, 2018

3 simple ways to use tech and enjoy the benefits of remote working

Here are three things that your business can start doing today to enable your team to succeed whether they are in the of...

June 7, 2018