Banner image for Scaling New Heights 2024, the premier accounting technology conference in the United States. The image features the conference theme and dates.
 

Step-by-Step: Using OneNote to Document Meetings

If you are like me, you are always looking for better ways to do things to create efficiencies as well as create...

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SBA Grant Money Available

Do you have clients in either the live events (arts) industry or restaurant industry? If so, you know that PPP lending...

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Are You Watching This Economic Metric

What metrics do you watch to gauge the economy? Gene Marks, small business analyst and CPA at The Marks Group, guest on...

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Five Tips for Keeping Clients Cyber Safe

Cyber fraud is on the rise, with high-net-worth individuals natural targets due to their wealth and the level of...

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PPP Loans - Do You Have Stress or Relief?

PPP loans saved many businesses. And when the second round of PPP lending was announced, a lot of business owners...

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When Marketing Isn't the Problem

You know that you can (and should be!) getting more value from your online marketing efforts. Unfortunately, too many...

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8 Factors to Consider When Choosing Accounting Software

Whether you’re looking for accounting software for your firm or wanting to team up with a provider to help manage your...

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A Practice with Only Ideal Clients: Your Fantasy or Your Future?

I grew up sailing off the shores of Savannah, GA. As a sailing family we were in a constant battle against barnacles....

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Intuit Reports on Financial Effects of COVID-19

A number of organizations, ranging from government to academic entities, have issued reports on the financial effects...

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2021 - Time to Check In

This past weekend, I chatted with a friend, a small business owner in a small town, about the impact that COVID has had...

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