Jargon: A Double-Edged Sword
Every profession has its own patterns of language, and accounting is no exception. Jargon usually gets a bad rap, but there’s a time and a place for everything, including specialist lingo.
Author: Motion Tactic
New Business Model, New Metrics
In my conversations with firms over the years, the idea of a new business model keeps popping up. Whether it’s for a particular service or a comprehensive overhaul of the firm, a new business model is definitely top of mind. What I find interesting is that for many firms the switch to a new business … Continued
Optimizing Your Tech Stack Is Just the Start
Implementing technology itself no longer provides a competitive advantage for today’s accounting and consulting firms. A future-ready firm also needs to revisit its people practices, business processes, and workflow to identify how technology can help the firm differentiate its service offerings to clients. If you’re not actively evaluating our strategic partners such as Avalara, Botkeeper, … Continued
Metrics That Matter: How Accounting Marketers Can Move the Needle in the Right Direction
We all know that business KPIs are important to a firm’s executive team. But which marketing KPIs should be tracked and aligned to those business KPIs?
Allinial Global Canada Regional Update
It has been quite the year for the Canadian accounting profession, and for Allinial Global Canada as we built a myriad of new support services and third-party vendor relationships to help members stay ahead of the curve in a quickly evolving market.
How CPA Firms Can Help Protect Their Clients from Ransomware
Cybersecurity is a growing practice area for CPA firms, and at Summit 2021 in San Diego in November, Allinial Global featured a member-hosted session focused on ransomware. During the session Joseph Sarkisian and Michael Kanarellis from member firm Wolf & Company, P.C. shared their firm’s experience in growing cybersecurity risk management from a regional to … Continued
Lessons Learned: A 2021 Retrospective
It’s hard to believe I’ve now been CEO of Allinial Global for 17 months! And to think that I interviewed, accepted, and started this role all during a pandemic. I didn’t see a single member in person until May 2021. There are still many members I have not seen in person but have come to … Continued
Allinial Global Africa Regional Update
2021 was a very busy year for AG Africa. From the recruitment of two significant firms in key regions and the creation of our Africa Steering Committee to collaborations with the Pan African Federation of Accountants (PAFA) and the development of strategic partnerships with companies like CaseWare, it’s been a successful year. I can’t wait … Continued
Achieving Growth with Offshore Talent
At Summit 2021, our Advisory track featured a panel where three Allinial Global member firms shared their insights and experiences with finding talent offshore. Attendees heard from BPM, The Pun Group, and Reynolds, Bone & Griesbeck (RBG), who addressed common concerns about the shift to outsourcing and provided an inside look at the ways their … Continued
Insights on Cybersecurity Risk Best Practices for Accounting Firms
This year Allinial Global revamped its Firm Tech event, shifting to a workshop format with a focus on cybersecurity risk management. The new event was designed to be virtual yet very interactive, leveraging the brain trust of Allinial Global member firms. Many attendees found the workshop very engaging and said that it provided some great … Continued