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4 steps to becoming a virtual firm

If you’ve ever considered transitioning to a virtual model, now is a golden opportunity — but it should be done right.

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External lessons from the pandemic

Tamera Loerzel and Jennifer Wilson of ConvergenceCoaching return to look at external issues that the coronavirus pandemic has raised for accounting firms in terms of dealing with clients, revamping services offerings and more.

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Internal lessons from coronavirus

Tamera Loerzel and Jennifer Wilson of ConvergenceCoaching dive into the major issues that the COVID-19 pandemic has raised for accounting and tax firms — staff, technology, operations and more.

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Handling your own mistakes

Every accountant and financial planner will make mistakes, says John Napolitano of U.S. Wealth Management — the question is how you handle them.

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