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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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Intuit's Predictions for 2022 Small Business Start-Ups

Intuit is a data-driven company. In November of 2021, the company commissioned a survey of 8,000 U.S. employees to...

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Accountant Marketing: State of the Union

Do you get the sense that nothing will ever go back to "normal"? Goodness, if you're paying attention to the popular...

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How to Elevate Your Payroll Services

Bookkeeping is commoditized. Entering debits and credits is basically the same, regardless of who is doing the entry -...

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Abacus or AI - It's Still Accounting

It’s 5:00 am and I can’t get this out of my head until I write it down so here I am. If you pop “accounting” in the...

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