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Best Onboarding Practices for a Great Client Experience

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

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Tips for Managing Remote Accounting Staff

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

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Improving Your Practice Operations with Microsoft Planner and To Do

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

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COVID EIDL Deadlines Coming Soon

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

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Intuit Q&A: QBO & Mailchimp Integration

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

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Three Things to Do Now to Unlock More Success in Your Firm

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

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Charitable Contributions Information for Your Clients

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

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4 Year-End Accounting Reports to Pull

Between the holidays and year-end accounting tasks, the end of the year is a busy time for both you and your clients....

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Step 5: Encrypt Files on Computers and Removable Media

Are you ready for tax season? One thing you may NOT have thought of is making sure that you have an adequate data...

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