According to a recent Woodard poll, two-thirds of accountants, bookkeepers and tax preparers do not have a formal plan...

Many accounting and bookkeeping practices were able to easily transition to remote work at the beginning of the...

The engagement letter is one of the most important documents for you and your client. It outlines the business...

First impressions are lasting impressions. Let’s consider how this fact applies to your initial free consultation with...

January is a time of reflection and planning for most of your clients, but for you it's perhaps your busiest month. We...

Are you thinking, "Another article about technology? We get it already!" As an accountant or bookkeeper, your comfort...

Like many of you, I procrastinate documenting processes, not because I want to procrastinate, but I just did not feel I...

If a report could talk, the cash flow statement would say, “I’m gonna tell on you!” That’s right. The cash flow...

Last month, Intuit announced QuickBooks Checking. What is it? How can it benefit you and your clients?

How do we consistently find the right fit in clients, vendors, team members, and relationships for us? How do we tell...