For the first several years of running my firm, I didn’t put much effort into the client journey. I was busy doing the...

As accountants, you know that payments that roll in days, weeks, or even months past their due date cripple cash flow...

Editor’s Note: This article is part 1 of a 2-part series on better hiring. View all of the articles in this series...

In episode 136 of The Woodard Report Podcast, hosts Joe Woodard and Heather Satterley tackled a wide-ranging set of...

In any industry, you can’t build strong client relationships overnight. To stand out in accounting, strong technical...

Burnout rarely begins with dramatic scenes of people storming out of the office. It usually starts quietly: a slump in...

I think most of us can agree — onboarding and collecting client information takes up way more time than we’d like. It’s...

In the sunny city of Fort Myers, Florida, Global Strategies LLC is making a significant mark in the Client Accounting...

It’s the last week to wear white – at least if you’re not in the healthcare industry, a bride or you just don’t care...

Editor’s Note: This article is part of a series. View all the articles in this series here: QuickBooks Online Tips

If...