When it comes to CRM systems, Zoho stands out for being both powerful and cost-effective. But what I see most often—especially among small to mid-sized professional service firms—is that people barely scratch the surface. Zoho CRM can do far more than just track contacts and deals. Here are a few under-the-radar features and strategies that…
Let’s get one thing straight — QuickBooks had its time. It was the go-to for small businesses that needed basic bookkeeping. But in 2025, “basic” doesn’t cut it. Businesses need flexibility, integration, and data that moves in real time — not another tool that lives in its own silo. That’s where Zoho Books comes in.…
By Dr. Rachel Anevski, PHR, SHRM-CP There’s no gentle way to say it: much of the accounting profession is still led by a transactional mindset—focused on billable hours, rigid hierarchies, and what’s always worked in the past. But we’re not in the past. And if firms want to retain talent, grow sustainably, and stay relevant,…
For years, CPA and law firms have approached retention with a narrow lens: better pay, generous PTO, or the occasional pizza party. But if the last few years have taught us anything, it’s this—retention isn’t about perks. It’s about people. And people stay where they feel seen, valued, and aligned. As I’ve explored in my…
In the professional services world — especially in accounting and law — we’ve long treated mentorship as a soft skill. A nice-to-have. A well-meaning pairing of junior and senior staff with vague expectations and even vaguer outcomes. But if the past few years have taught us anything, it’s that this approach no longer cuts it.…