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Machine Learning in Accounting Software

You know how important cloud-based accounting is in your firm and your clients’ businesses. But what about machine...

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Invoicing Customers in Patriot Software

The first step to getting paid is creating and sending an invoice to your customer. To streamline the invoicing...

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Worker Misclassification: Four Tips for Clients

You know how important it is to correctly classify a worker as either an independent contractor or employee. But do...

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QuickBooks Live Update - February 2021

Editor’s Note: This article originally appeared on Intuit QuickBooks Firm of the Future

Intuit continues to evolve ...

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Receipt Bank is Now Dext, With New Features

Dext is the new name for Receipt Bank, provider of accounting apps and software tools. These tools integrate with...

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The Tidying Up Method: No More Task Overload!

When I opened my accounting firm, I was soon buried in a mess of “mind clutter.” That’s what I call ideas, projects and...

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A Bookkeeper’s Wish for 1099 Filing

Another 1099 filing season was passing. As I struggled to obtain information to file those pesky forms, I thought there...

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Your Leverage Point in Online Marketing

Over the last few years, I've been regularly invited to speak to small and large groups of accounting professionals. I...

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The Basics of Percentage of Completion Accounting in Construction

This is an editorialization of a Breakout Session presented by Tonya Schulte at Scaling New Heights on November 11,...

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Keep Your Back Office Separate from Your Front Office Software

If you’re like most firms, the majority of your client interactions are now online. How do you make as great an...

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