Editor’s Note: In a recent Insightful Accountant audience study, we asked some members of the 2021 Top 100, including the "ProAdvisor of the Year" – Mariko Hayashi-Hall, to give us some of the strategies they use to stay on top of their games. Following is another in a series of their insights—information you can use to help set the blueprint for your practice’s strategy.
In a recent audience study, 53% of the respondents stated that "Keeping Up With Technology" is one of their most pressing challenges. How do you keep up with changes impacting your firm and/or clients?
Alicia Katz Pollock, RoyalWise Solutions Inc: I do as much hands-on work as I can with my own QBO bookkeeping and while working with clients. This enables me to see what is new in software as soon as it is released. I like to send out "Look What I Found!" announcements on the social media channels to help my clients know what to expect.
Nancy D'Amato, The Bottom Line: I review all tech articles that cross my desk, especially from Insightful Accountant and Karbon. This helps me decide if I need to investigate further for either my company, my clients or both.
Susan Cook, Account Ability Consulting: I like to read industry newsletters and attend industry conferences to catch up on the latest information.
Like what you're reading?
Subscribe to our FREE newsletter and we'll deliver content like this directly to your inbox.