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Optimizing Engagement Letter Workflow for Your Accounting Practice

First impressions are extremely important. Oftentimes a client’s first true exposure to your work style and...

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How to Build Your Own Ideal Bookkeeping Practice

Speaking to the entrepreneurs out there, let me ask you, how happy are you with your practice? Do you love your...

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How to Walk Your Clients Through AP Automation Implementation

Adopting new technologies can be daunting for both accountants and bookkeepers, and it is equally daunting for your...

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Do You and Your Clients Know About "my Social Security"?

This year, social security recipients will see a large cost of living increase on their monthly social security checks....

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Expensify Introduces the Expensify CPA Card

Expensify has introduced the Expensify CPA Card, which offers unparalleled benefits for accountants, their firms, and...

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How to Be a Great Leader

You most likely have heard at least some of John C. Maxwell's leadership principles, even if you haven't consciously...

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Share With Your Clients - QR Codes Are the Latest Cyberthreat

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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