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Tax Season: Review Your Data Security Now!

You might think that you are securing your client data, but are you really? Surely Nieman Marcus thought they had full...

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Fear of Change is REAL

Who does not battle the fear of change? It is all around us. Throughout our entire life, we have battled change growing...

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3 Tips for Managing Remote Teams

In general, managing your accounting or bookkeeping team requires balancing the needs of your practice with the needs...

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How to Help Your Clients Prepare for Sales Tax Compliance in 2022

Now that we've turned the page into 2022, it’s important to remember that sales tax compliance requirements are going...

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Do You Need an Email Intervention?

Recently, I was in a video meeting with someone who showed me their email inbox, and I hope I hid my shock when I saw...

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Four Practice Management Mistakes to Avoid

There are tools today that make managing your accounting or bookkeeping business easier than ever. Advances in...

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How to Talk to Your Clients About the Balance Sheet

Most times when I’ve seen business owners look at a balance sheet, they seem satisfied that the top and bottom numbers...

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Three Accounting Reports Every Law Firm Needs

A law firm is a business and obviously needs financial reports to understand their financial health. But law firms have...

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The Best of Both Worlds: Cash vs. Accrual in Cloud Accounting Software

As an accounting professional, your accounting needs may differ from your clients’ needs. After all, your clients rely...

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Intuit Survey Results on Small- and Mid-Sized Business

Intuit's recent survey results provide valuable information to help accountants and bookkeepers meet their client...

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