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Eliminating W-9 Gathering Pain

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

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Offering the Technology Your Clients Want

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

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Document What I Do? I HAVE NO TIME!

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

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How To Talk to Your Clients About the Cash Flow Statement

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

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What is QuickBooks Checking?

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

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The Right Fit - Learning to Say Goodbye

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

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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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