This week, we welcome Sageworks as our guest contributor.  We are appreciative of our partnership with Sageworks and believers in their mission to equip accountants with better information to serve clients more holistically. 


Is Your Accounting Firm Prepared for 2020?
  • By Liz Briggson
  • February 15th, 2018

This week, we are pleased to feature CPA Site Solutions as our guest contributor to the GenCast blog.  

Heather Frechette-Crowley, Director of Product Marketing writes:

Launching into 2018, everyone seemed to be publishing predictions for the year ahead.  With...

How to Conquer Busy Season
  • By Liz Briggson
  • February 9th, 2018

Jon Lokhorst, founder of Lokhorst Consulting, joined us February 8th to provide some much-needed respite from busy season.  Over 280 CPAs jumped online to earn an hour of CPE credit and hear Jon's tips for going beyond survival mode to thrive this time of year.  A simple, over-arching theme emerged: Mi...

During my time at Kellogg Company, the Retail Sales Team encouraged the mantra Organization, Preparation, Execution in the form of an acronym, OPE.  It guided our approach in the field, and it continues to offer inspiration years later.  In planning for this year new, let OPE be your guide.  


While working in public accounting, I had the chance to dive into the COSO integrated control framework for a large utility client. A couple observations stuck with me about this experience.  

First, the tone at the top of an organization is key. Leadership determines an organization’s values, m...

Investing in Employee CPE Pays Large Dividends
  • By Matthew Briggson
  • July 14th, 2017

Keeping pace with the ever-changing rules, regulations, and technology of the accounting industry can be a daunting task. Doing it without any support from your company’s finance leadership seems downright impossible.

In a new survey of 2,200 U.S. CFOs, Robert Half found that only 26% of companies su...