Blogs

Year-end is when CFOs and finance leaders do two things at the same time: close the books under pressure and decide which partners they can rely on for the next 12 to 24 months

Year-end reporting has always required technical depth, but the pressure has changed. Many global corporates now run leaner finance teams, close across multiple entities and systems, and operate with a mix of onshore leadership

As a director supporting global corporate finance teams, I see Q4 close pressure show up in a predictable way. Month-end close is already a recurring sprint. Then year-end arrives with heavier documentation, more

Commonly, we come across two kinds of accounting firms.Both of them are technically strong. Both have clean websites. They both respond to emails diligently, and they often claim to be the “trusted advisors”.But

As a director working with CFOs, controllers, and finance leaders across global corporates, I see a clear pattern every year: audit season is rarely “hard” because the numbers are wrong. It becomes hard because evidence

Most CPA and accounting firms do not have a tech problem. They have a coordination problem. They have a portal, a practice management tool, a document system, an e-sign tool, and maybe a handful

Most firms do not have a “tax preparation problem.” They have a coordination problem. Returns move slowly when work is scattered across individuals who do not share a standard handoff, a shared definition of review

The fastest way to lose time in a busy season is not a hard return. It is a new person doing work in a slightly different way than your reviewers expect. Most CPA and accounting

Most tax preparation firms have the same frustrating pattern every year. You hire seasonal help to survive January to April. You train them. They ramp up. You finally get some momentum. Then the season ends