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Help Clients Help You with Proactive Communication

In the fast-paced business world, the connection between a business owner and their accounting firm is vital, and that...

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Scale and Optimize Your FP&A Practice with Niche Focus

When it comes to making more money, there’s one tactic that’s often overlooked: specialization.

Businesses of all...

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Unlock a Dozen Efficiencies and Innovations using ChatGPT-4, Responsibly

"The accounting firm that will be replaced by AI is the one that doesn't use it." 

— AICPA President, at AICPA Engage...

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How Integrated File Sharing Increases Firm Efficiency

Digital accounting tools have come a long way in the last 10-15 years. Not only are computers powerful tools for...

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The Future of Expense Management: Real-Time Feeds and Text-Based Receipt Submission

As an accountant, can you imagine a world where not a second is spent on expenses? Can you imagine having so much time...

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What is Working Capital and Why Does it Matter?

Find the right level of working capital to grow a healthy business

Working Capital is an important financial metric...

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TWR Podcast Episode 70: The Future of M&A in Accounting

In this episode of The Woodard Report podcast, sponsored by Expensify and Fyle, hosts Joe Woodard and Bob Lewis discuss...

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Inventory Optimization 101: The Techniques You Need to Know

Inventory optimization brings many benefits to the table, one of them being recession-proofing. When it’s done...

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Refine Your Accounting Firm Marketing Strategy

Do you feel overwhelmed by marketing? You shouldn't have to. What's more, you should be able to trust you've got the...

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Building a Competitive Edge: Outsourcing for Small CPA Practices

Allan Koltin, the CEO of Koltin Consulting Group, in a recent interview with Thomson Reuters, said, “Having a good...

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