It’s almost time for year-end tax filings and the rush of getting your clients’ paperwork in order so they’re ready to...

Yesterday I was assured by several different professionals that clients still hand in a “shoebox” full of receipts to...

We are almost upon busy season, and it's the time when many leads come in the door. Preparing for the season is vital....

Since the onset of the COVID-19 pandemic in early 2020, many accounting firms have been allowing employees to work...

The accountant and bookkeeping business models have expanded significantly over the years to include critical services...

There are numerous challenges when it comes to end-of-year sales tax reporting. Regulatory updates are constantly...

Have you and all of your clients applied for all of the COVID grants and loans for which they are eligible? Chances are...

Last month, Intuit formally closed on its acquisition of Mailchimp. We reached out to Intuit to ask a few questions...

In speaking with hundreds, if not thousands, of accountants and bookkeepers these past couple of years, there are a few...

Yesterday was Giving Tuesday. How many of your clients made donations? Many individuals and businesses haven't even...