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Intuit Integration Expansion

Over the past two weeks, Intuit has announced two new integrations with QuickBooks Online, QuickBooks Online Payroll...

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7 Ratios to Teach Your Clients

As a tax professional and your clients’ trusted advisor, you want to see your clients succeed. To help them and their...

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What is Windows 365 PC?

Accounting firms play a critical role in the financial success of their clients. Their analysis and strategies ensure...

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Sales Tax Holidays

In a previous post we discussed how our home state of Texas has for many years allowed for a tax-free weekend on...

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In the News - August 26, 2021

Today's news includes information about existing and future accounting rules around impacts of climate change, the...

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5 Essential Project Management Tips for Accountants

For accounting firms, it’s vital to serve clients efficiently and effectively. Firm leaders are constantly considering...

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A Consultative Approach to Your Clients’ ‘Chronic Poverty’ Mindset

It’s easy to overlook our accounting clients’ human issues, yet emotions like worry and fear can permeate their...

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Helping Your Clients Set Up a PTO Policy

When it comes to payroll questions, you are your clients’ best resource. After all, business owners tend to want to...

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How Do You Own Your Local Online Marketplace?

A few years back, Google got smart. (Well, in truth, based on their current market valuation and general ubiquity,...

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Building a Team

The idea of building a team can be a daunting. Hiring the right people is extremely important when building a practice....

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