While document management focused on how paper turned into data and moved around inside a tax and accounting office, there is an increasing emphasis on how documents are made available to clients. And that means making them available through portals and accessible via mobile devices.

Two things are true about all of us in the business world: (1) We all use business buzzwords. (2) We all say how much we hate business buzzwords. So let's add: (3) We are hypocrites. We tout the importance of simple communication, but we find that making a hard stop to utilize value-added, impactful language to leverage deliverables among our audiences often demands a powerful paradigm shift.

Asking about serving not-for-profit organizations is bit about asking someone if they like birds. Do you mean flightless or capable of flying, carnivorous or seedeaters, land-based or aquatic, solitary or gregarious? There seem to be as many different categories in the nonprofit world: religious organizations, tribal groups, private schools, foundations, health services.

With hyper-connected consumers in a hyper-competitive marketplace, it is essential that accounting firms quickly build trust and make personal connections in order to win over referrals. One of the best ways accounting firms can ensure a high referral conversion rate is by putting in place a sound professional website video production and online video marketing strategy.