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Insights from 2022 Conferences

Insights from 2022 Conferences

After a two-year hiatus, it has been wonderful getting back to meeting and interacting with our clients, prospects, and other vendors in person at conferences this summer; whether the BDO Alliance conference, AICPA Engage, or CPAFMA the thing that stands out the most...
Reducing the Tech Stack: One Size Fits All

Reducing the Tech Stack: One Size Fits All

Every firm is different. No two firms have the same short- and long-term plans, goals, processes, or face the same challenges.  Given this, it might be natural to think that having a multitude of systems to address various aspects of your business would be the right...