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Navigating the Hurdles of QuickBooks Bill Pay: A Practitioner's Insights

11/20/2023, Note from the editor: This article has been updated to reflect feedback from Intuit. 

Intuit has entered...

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How (and why) to Finally Modernize your Accounting Firm Forms

For an accounting practice, paperwork is the foundation of business operations. Many people still associate accounting...

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How to Talk to Clients About Annual Planning

The annual planning process is a prime opportunity for you to create value for your client. Any insight you provide...

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How to Talk to Clients About Inefficient Sales

You've crunched your client's numbers. You've evaluated where they were overspending and addressed their lack of...

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Perfecting Cleanup Projects - A Guide for CPA & Accounting Firms

The key to getting the best business lies in de-cluttering and accuracy; be it a Michelin Star restaurant, a local...

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Advisor Success Stories: Reviving a Construction Contractor to Profitability

Today, we're kicking off a new series called "Advisor Success Stories,” where we delve into real-life situations where...

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6 Expense Management Technology Trends to Watch in 2024

In the realm of expense management, those days of end-of-month frenzies with stacks of wrinkled receipts are long gone....

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Foundation of Excellence: The Woodard Ideal Practice Symposium

Achieving excellence in an accounting or bookkeeping firm is a journey of constant learning and adaptation. The...

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Simplified Outsource Monitoring - A Guide for Small Accounting Firms

In the aftermath of the COVID-19 pandemic, more and more enterprises have become inclined toward utilizing outsourcing...

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Autumn Accounting: Tips to Get Ahead of Year-End Activities

Temperatures are cooling off in much of the world as we move into the final quarter of the 2023 calendar year. Some...

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