Mastering the Business Discipline of Practice Growth with Gale Crosley

When CPA firms think about diversity and inclusion, Courtney Arrington says, “Make sure there is an environment where people feel confident and encouraged to have conversations. Provide that safe space and offer education and training. I had a great conversation with Courtney on not only diversity and inclusion but also leading during COVID-19.

When you think of the most dynamic firms, what governance best practices do they generally have in common? How do firms find the right balance and how do they understand the opportunities and challenges their chosen intersection present? I sat down with Allan Koltin to pick his brain on what he’s seeing and how he works with firms on this very topic.

Are you wrestling with daily repetitive, mundane, and manual tasks or looking for ways to create capacity? Whether you’re a firm big, small, or something in between, automation technologies are great tools for creating capacity as well as providing many other significant impacts. I sat down with Jessa to discuss exactly what a “bot” or “automation” is and how it can be applied in the accounting and finance world.