Improving Your Practice Operations with Microsoft Planner and To Do

The accountant and bookkeeping business models have expanded significantly over the years to include critical...

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How to Help Clients Prepare for End-of-Year Sales Tax Reporting

There are numerous challenges when it comes to end-of-year sales tax reporting. Regulatory updates are constantly...

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COVID EIDL Deadlines Coming Soon

Have you and all of your clients applied for all of the COVID grants and loans for which they are eligible? Chances...

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Intuit Q&A: QBO & Mailchimp Integration

Last month, Intuit formally closed on its acquisition of Mailchimp. We reached out to Intuit to ask a few questions...

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Three Things to Do Now to Unlock More Success in Your Firm

In speaking with hundreds, if not thousands, of accountants and bookkeepers these past couple of years, there are a...

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Charitable Contributions Information for Your Clients

Yesterday was Giving Tuesday. How many of your clients made donations? Many individuals and businesses haven't even...

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4 Year-End Accounting Reports to Pull

Between the holidays and year-end accounting tasks, the end of the year is a busy time for both you and your...

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Step 5: Encrypt Files on Computers and Removable Media

Are you ready for tax season? One thing you may NOT have thought of is making sure that you have an adequate data...

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Mailchimp and QBO - Setup and Use

As you may have heard, Intuit recently acquired Mailchimp, a marketing automation platform and email marketing...

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Do You Know How Much Cash Your Company Needs?

With the holiday season right around the corner, I had a weird flashback. I can remember assembling a toy for my...

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