Share With Your Clients - QR Codes Are the Latest Cyber Threat

This week, the FBI issued a public service announcement about cybercriminals tampering with QR codes for purposes of...

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How to Address the Top 3 Sales Tax Challenges

We recently discussed how you can help your accounting, bookkeeping or tax prep clients prepare for sales tax...

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Working From Home? Can You Deduct It?

Recently, the IRS sent out a tax tip about the home office deduction. Unfortunately, the tip included a link to an...

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Have You Missed Valuable Information?

Have you wondered what information your peers find valuable? Here are the five most-read topics from the past week. 

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Workbook: Data Security Evaluation, Implementation and Documentation

According to a recent Woodard poll, two-thirds of accountants, bookkeepers and tax preparers do not have a formal...

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Practical Tips and Tools for Managing Remote Employees

Many accounting and bookkeeping practices were able to easily transition to remote work at the beginning of the...

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The 4 Most Common Mistakes Made in Engagement Letters

The engagement letter is one of the most important documents for you and your client. It outlines the business...

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How to Master the Value Conversation with Potential Clients

First impressions are lasting impressions. Let’s consider how this fact applies to your initial free consultation...

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Eliminating W-9 Gathering Pain

January is a time of reflection and planning for most of your clients, but for you it's perhaps your busiest month....

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Offering the Technology Your Clients Want

Are you thinking, "Another article about technology? We get it already!" As an accountant or bookkeeper, your...

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