Bookkeeping as a Profit Center for Accounting Firms

With the increasingly common call to shift to advisory, many accountants and bookkeepers are shying away from adding...

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Unemployment Tax, Claims and Fraud

So, your client’s an employer, eh? If so, they need to familiarize themselves with all-things unemployment. You and...

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Hard Lessons Taught Me the Value of Process

When I took over my mom’s bookkeeping practice along with the client base, there were no systems and processes in...

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Why Most Marketing Fails

There are some fundamental factors that are necessary for you to have a successful marketing campaign. The...

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Do You Offer Spending Management Services?

Many accountants and bookkeepers offer their clients additional services outside their core bookkeeping, tax or...

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Are the Big 4 Following Your Footsteps?

For years, we have all heard the thought leaders calling us to transform our practices by embracing advisory work...

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Summer of Free Training

Over the past fifteen months, many accountants and bookkeepers have been forced to de-prioritize training and...

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Why Use QBO Projects Module for Construction Clients?

Our team often has the question posed as to whether QuickBooks Online is a good fit for construction companies. The...

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Benefits of the Streamlined Sales Tax Program

If you have clients who pay sales and use tax, a story on the complexity of sales tax is old news. If your clients...

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Step by Step: Protect Your Microsoft Accounts

Do you know who is trying to log in to your Microsoft accounts? Here at Woodard, we do. Over the past 6 days alone,...

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