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4 File Sharing Mistakes Bookkeepers Make (and How to Avoid Them)

File sharing is a central part of most bookkeeping and accounting services. At some point, you’ll need to exchange...

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Avoid Costly Mistakes: Compliance Tips for Accounting Firms

You’ve heard the adage about the cobbler’s shoes. You may have even used this to describe how you feel as an accounting...

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How to Create PowerPoint Presentations with Microsoft Copilot

Copilot is a super helpful tool for people who need to make presentations and use information well. It's like having an...

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Role of Artificial Intelligence (AI) in Accounting

As Artificial Intelligence (AI) becomes accessible to businesses of all sizes, its integration into accounting is...

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The 4 Most Important Workflows to Audit Before Tax Season

No matter what kind of accounting or bookkeeping your firm handles, one thing holds true in almost every field: tax...

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Navigating Success Through Online Collaboration and Remote Workforce

The transition to remote work brings an exciting new era, full of challenges and opportunities for employers and their...

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Tech-Backed Accounting Firm Sales Strategies

What comes to mind when you think of “sales strategies”? For many people, images of slick sales reps with fancy watches...

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Boost Mental Health and Confidence Among Accountants

The dialogue over mental health has drastically improved over the past decade. As employers and employees become more...

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How to Use Microsoft Copilot with Email

Everyone needs a little help during challenging times. And email is challenging! There’s help to tackle your...

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The Role of AI in Expense Management

Just a few years ago, expense management was a tedious, time-consuming process. Employees dreaded filling out forms and...

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