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Moving from Goal Setting to Achieving Goals

How are your New Year’s Resolutions going? As we are officially one month into 2022, you may be finding that some of...

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New IRS Login Process for Tax Professionals

*Editor's Note" Since the publication of this article, the IRS has announced that they will no longer use this login...

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Recent News From Intuit QuickBooks

This past week Intuit made two announcements that are of interest to ProAdvisors and other users of QuickBooks. 

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How Bad Will This Season Be for Tax Preparers?

The 2021 filing season has kicked off and some of you may be saying, "Wait! I'm still working on 202o returns!" So, how...

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Optimizing Engagement Letter Workflow for Your Accounting Practice

First impressions are extremely important. Oftentimes a client’s first true exposure to your work style and...

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How to Build Your Own Ideal Bookkeeping Practice

Speaking to the entrepreneurs out there, let me ask you, how happy are you with your practice? Do you love your...

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How to Walk Your Clients Through AP Automation Implementation

Adopting new technologies can be daunting for both accountants and bookkeepers, and it is equally daunting for your...

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Do You and Your Clients Know About "my Social Security"?

This year, social security recipients will see a large cost of living increase on their monthly social security checks....

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Expensify Introduces the Expensify CPA Card

Expensify has introduced the Expensify CPA Card, which offers unparalleled benefits for accountants, their firms, and...

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How to Be a Great Leader

You most likely have heard at least some of John C. Maxwell's leadership principles, even if you haven't consciously...

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