Accountability Services is excited to announce that we have been named Firm of the Year by Thomson Reuters at their Tax & Accounting SYNERGY 2022 conference.
As a provider of innovative tax and accounting solutions, Thomson Reuters’ annual Luca Awards are nationally recognized accolades that honor accounting professionals and firms that best capture the pioneering spirit of Luca Pacioli, widely known as the father of modern accounting.
Members of our leadership team flew out to Washington, D.C. to accept the award, where they had a great time networking with fellow award winners, accounting professionals from around the country and Thomson Reuters consultants.
Managing Director Dave Fischer had nothing but praise for the Accountability Services team:
“Part of what makes this award so special is that it wouldn’t have been possible without every member of our team on board. Implementing innovation and technology into practice workflows is a great way to drive efficiency and work smarter – but it requires that we all go into the change with an open mind and that we move together in the same direction. We won Firm of the Year because we have the staff of the year.”
Moving forward with Practice Forward
The journey that led us to national recognition began in 2021, following the implementation of Thomson Reuters’ Practice Forward methodology. Practice Forward has changed the way our firm identifies, develops and enacts solutions for our clients – by shifting our focus into an advisory role that is both more engaging for clients and better suited for creating personalized results.
In addition to growing our advisory products and services, we have added a number of software solutions and tools for our staff and clients to utilize. From improved training capabilities to enhanced tracking, better communication, expanded client interaction and so much more, we’re aiming to modernize every process, both on the advisory side of the practice and for advanced tax return preparation and delivery.
All these changes lead not only to better client outcomes, but to a customer experience unmatched by other CPA firms in Seattle.
With advisory at the forefront of client engagements and an impressive total of proposals delivered to clients in the first year, Boulder Valley CPAs realized the value of Practice Forward.
In less than a full year of implementing Practice Forward methodologies, the firm brought in $170k of new revenue.
Boulder Valley CPAs believe so strongly in the value of adding advisory services that the firm often sent team members to help other practitioners achieve similar success by taking part in Thomson Reuters 2022 Partner Summit events.
Truly a team effort. In every way. I’m filled with gratitude and humbled by all of it. Thank you to EVERYONE at Thomson Reuters – US Tax & Accounting. What an incredible organization and team. Lisa Tierney said it best. “Life is a simple and wonderful journey when you surround yourself with people who make you better.” Mission accomplished, Lisa!