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New Year, New Service, Let CAAS Be the One-Part 1

As I continue to speak to member firms, it is clear that the pandemic has hit certain geographies and industry verticals harder than others. However, one service line that is near and dear to my heart has really taken hold among firms who do it well. That’s client accounting and advisory services (CAAS).

Top 3 Concerns for Accounting Firms (and Solutions)

Happy New Year! Here’s hoping 2021 brings better days than we’ve seen in 2020. The pandemic has been a truly tragic event with many lives lost, and I can’t begin to thank the first responders around the world who worked tirelessly trying to save lives and keep people safe.

Lessons from Tolstoy: 3 Writing Tips for the Accounting Profession

First things first. Congratulations on having the curiosity to explore a literary rabbit hole! (And one relating to a notoriously verbose author at that!) This certainly wasn’t the likeliest topic for an Allinial Global blog post, but I’m glad you were willing to give it a chance. As the copywriter at Allinial Global, I’m partial … Continued

Top 3 Ways to Make Your Content More Strategic vs Tactical

Publish or perish. This is a well-known aphorism in academia, an area that piqued my interest as an undergrad. A bookish philosophy major, I had my heart set on pursuing a PhD in Philosophy of Religion (and a ruthless disregard for making a living wage—a privilege for the young and foolhardy). Fast forward to 2020, when my goals and interests have taken a few different turns, and I still think of that timeless academic adage and how fitting it is for the world of accounting marketing where I find myself now.

Increasing Business Acumen in Our Professionals

I’ve had the honor of getting to know many, many firms over the last 15 years. Throughout my travels at AICPA and now as I speak to Allinial Global firms, I’ve continued to hear the need for greater business acumen skills from newer professionals.

Top 5 Takeaways from Summit 2020

From October 26-28, 2020, Allinial Global hosted its first-ever virtual Summit, welcoming a total of 255 attendees for three half days of interactive online sessions. We had a great time getting together to explore our theme of Focus on the Future, and I’m confident that we’ve all gained some valuable insights about where we are headed as firms and as a profession.

Top 3 Takeaways from the Allinial Global BD Marketing Conference

Last week, Allinial Global hosted over 50 business developers, marketers, and partners-in-charge of marketing on Zoom for the annual BD/Marketing Conference. While all of us missed the magical moments that inevitably happen while connecting in person, our members, presenters, and staff made the most out of two half days together and even set a record for the longest continuous Zoom session here at Allinial Global. On our first day, we went from 12 p.m. to 7 p.m. EDT!

5 Lessons from the Pandemic

When I discussed my departure from AICPA back in April/May, I said I’d stay through July 31 and start at Allinial Global on August 1. At the time, my AICPA team and others at AICPA were working incredibly hard to help members with government assistance programs and getting through all the legislation. I stated then … Continued

What I’ve Learned in My First 60 Days

Welcome to the Allinial Global blog series! We thought it would be fitting to celebrate the start of this new venture by highlighting another important new beginning—the arrival of President and CEO Mark Koziel. In our first installment, Mark shares what he’s learned from his first 60 days at Allinial Global. What I’ve Learned in … Continued