As your firm transitions toward the cloud and remote accounting, what does the end result look like? Should you be moving toward a purely virtual model, abandoning the traditional office completely and connecting to each other and clients purely through technology? Or is a hybrid approach smarter, with some work occurring virtually but some still […]
On March 7, 2018, Jeff Phillips, CEO of Accountingfly joined Blake Oliver and FloQast’s podcast. On Episode 6 of the podcast, I’m joined by Jeff Phillips of Accountingfly, a site for accountants and finance professionals to apply easily to hundreds of great jobs, click here to listen. Topics discussed: The four drivers of workaholism, and […]
In a recent column, we talked about the relationship between onboarding and recruiting. That discussion relates to all firms. Virtual firms face onboarding/recruiting issues, too, but with components traditional brick-and-mortar firms don’t encounter. We spoke with Jason Blumer, managing partner of Blumer CPAs, to talk about how onboarding works in a firm like his. “The […]
In my 12 years of running my own CPA firm, perhaps the most controversial thing I’ve done has been to close my office. It’s been three years now since we began operating as a virtual firm with no offices, no paper, and no physical contact with clients. I wasn’t sure we could pull it off, […]