Insights

    Explore our latest thoughts on accounting, finance, and technology

    Featured Insight

    Navigating Talent Shortages in Accounting & Finance
    Workforce
    Jan 3, 2025
    3 min read

    Navigating Talent Shortages in Accounting & Finance

    Strategies for addressing the growing talent gap in financial services and maintaining operational excellence.

    Jeff Binford, CPA

    Jeff Binford, CPA

    Co-Founder & Managing Partner

    Read More

    All Insights

    The Most Cost-Effective Way to Keep Your Best Talent
    Workforce
    Mar 25, 2025
    4 min read

    The Most Cost-Effective Way to Keep Your Best Talent

    Discover how mentorship and recognition programs can be powerful, budget-friendly tools for retaining top finance professionals and building a stronger team culture.

    Mike Molloy

    Mike Molloy

    Co-Founder & Managing Partner

    Stop the Exit Before It Starts: How to Retain Your Best Talent
    Workforce
    Mar 2, 2025
    4 min read

    Stop the Exit Before It Starts: How to Retain Your Best Talent

    Learn proactive strategies to prevent talent turnover, from strategic recruiting to workload balance, and discover how to keep your top finance professionals engaged at every career stage.

    Mike Molloy

    Mike Molloy

    Co-Founder & Managing Partner

    Your Best People Won't Wait—Give Them a Clear Path Forward
    Workforce
    Feb 17, 2025
    4 min read

    Your Best People Won't Wait—Give Them a Clear Path Forward

    Discover how to create clear career progression paths and development opportunities that keep top finance talent engaged and growing within your organization.

    Jeff Binford, CPA

    Jeff Binford, CPA

    Co-Founder & Managing Partner

    Stop Guessing—Know Exactly What Skills Your Finance Team Needs
    Workforce
    Feb 10, 2025
    4 min read

    Stop Guessing—Know Exactly What Skills Your Finance Team Needs

    Learn how to proactively assess and develop your finance team's skills through structured competency gap analyses and the four pillars of finance team success.

    Jeff Binford, CPA

    Jeff Binford, CPA

    Co-Founder & Managing Partner

    Your Next Move: A Guide for Laid-Off IRS Employees
    Workforce
    Feb 20, 2025
    5 min read

    Your Next Move: A Guide for Laid-Off IRS Employees

    A comprehensive guide for IRS employees affected by recent layoffs, providing actionable steps and strategies for career transition.

    Mike Molloy

    Mike Molloy

    Co-Founder & Managing Partner

    The Evolution of Earnings Release Preparation: Moving from PowerPoint to Wdesk Presentations
    Technology
    Jan 3, 2025
    3 min read

    The Evolution of Earnings Release Preparation: Moving from PowerPoint to Wdesk Presentations

    Best practices and tips for creating compelling financial presentations using Wdesk.

    Mike Molloy

    Mike Molloy

    Co-Founder & Managing Partner

    The API Economy in Financial Services
    Technology
    Jan 3, 2025
    3 min read

    The API Economy in Financial Services

    Understanding the impact of APIs on modern financial services and how to leverage them effectively.

    Mike Molloy

    Mike Molloy

    Co-Founder & Managing Partner

    Navigating Control and Compliance in Accounting for IPO-Bound Companies
    Risk Management
    Jan 3, 2025
    3 min read

    Navigating Control and Compliance in Accounting for IPO-Bound Companies

    A comprehensive guide to establishing robust internal controls and compliance frameworks for companies preparing for an Initial Public Offering (IPO).

    Jeff Binford, CPA

    Jeff Binford, CPA

    Co-Founder & Managing Partner

    Ready to Learn More?

    Connect with our team to discuss how we can help your organization navigate complex financial and operational challenges.

    Contact Us

    Cookie Notice

    We use cookies to enhance your browsing experience and analyze our traffic.

    By clicking "Accept", you agree to our use of cookies and similar technologies. This includes analytics cookies to help us improve our website and marketing cookies to provide you with a better experience.