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Banking Crisis Update: How to Best Advise Your Clients

What a tumultuous couple of weeks. The sudden collapse of Silicon Valley Bank (SVB) and the recent acquisitions of...

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Adventures in e-Commerce Inventory, Part 2

This is a follow-up to an article previously published in the Woodard Report. Read part 1 here.

One of the reasons I...

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Silicon Valley Bank Collapse Sparks Investigations, Highlights Need for Risk Management

The recent collapse of Silicon Valley Bank (SVB) has sent shockwaves through the tech industry and raised concerns...

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Maximizing Growth: How Diversity & Inclusion Drive Capacity Planning in Accounting Firms

The pandemic has fundamentally changed the way many businesses operate, and CPA and accounting firms are no exception....

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Helping your Clients Find the Right Sales Tax Automation Tool

Since sales tax was first introduced in the 1920s, the way Americans buy has shifted from store visits and catalog...

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Ask Robina - March 14, 2023

Hi Robina! I noticed you are a Certified Money Coach and have mentioned money coaching a few times. Can you tell me...

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The Silicon Valley Bank (SVB) Collapse: What You Need to Know

Last Friday (March 10, 2023), Silicon Valley Bank (SVB), a popular bank for tech start-up companies, experienced a...

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Due Date Management Strategies for Accounting Firms

As an accounting firm, dates and deadlines are somewhat of a double-edged sword. It’s true that they can add stress in...

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NetSuite vs Quickbooks: How NoCode with QBO can give you a better return than NetSuite

Netsuite is on a tear. Their advertising budget for small businesses is growing. They are gearing up for another...

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Ask Robina - March 8, 2023

Hi Robina!

As an accountant, I've achieved financial stability, but I'm still not satisfied with my life. How can I use...

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