Banner image for Scaling New Heights 2024, the premier accounting technology conference in the United States. The image features the conference theme and dates.
 

Building Client Loyalty During Year-End Planning Season

At the end of the year, your clients are staring down deadlines, scrambling through receipts, and second-guessing their...

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JB Advisory Group: A Leader in CAS

In the picturesque town of Lafayette, Colorado, JB Advisory Group is making a remarkable impact in the Client Advisory...

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Accept Bounced Check Payments by Card in QuickBooks Online

Here’s a tricky situation I recently encountered which really made me stop and think in order to find a solution. The...

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Innovation, Influence and Mindset: Navigating Change in Accounting

In episode 146 of The Woodard Report Podcast, hosts Joe Woodard and Heather Satterley explore major shifts shaping the...

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Finding Connection in an Isolated Profession: Building Community Through Vulnerability

In episode 147 of The Woodard Report Podcast, host Heather Satterley sits down with Woodard’s Manager of Communities...

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Accounting Professionals: It’s Time to Step Out of Your Comfort Zone

It’s easy to get comfortable in accounting. We build routines, rely on systems we know, and stick to what works…because...

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Blueprint Accounting: Pioneering Innovation in CAS

In the heart of Ottawa, ON, Canada, Blueprint Accounting is making significant strides in the Client Advising Services...

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Setting Up a Business for Spouses: Steps to Take

The decision to start a business can be a hard one. There are many factors to consider, including the financial risks,...

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adding technology inc: Leading the Way in CAS

In the vibrant city of Ventura, CA, adding technology is making a significant impact in the Client Advisory Services...

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The Business Case for Feminine Leadership in Accounting

Walk into a partner meeting at many accounting firms and you’ll notice something’s missing. It lacks diversity at the...

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