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The Unspoken Truths Behind Accounting Firm Success

For accounting business owners, especially at the beginning of their entrepreneurial journey, it might take time to...

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How to Streamline Document Retrieval from QuickBooks Online

It's that time of year when auditors are requesting invoices or tax return preparers need supporting documentation....

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Using Copilot for Microsoft Teams Meetings

If you’re like me, you spend the day “meeting hopping” while having little time to capture action items and notes. In...

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Let’s Talk: Simple Self-Care

Here we are, cruising through the new year and pushing through the most demanding time for bookkeepers and accountants....

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Why Your Clients Should Offer a 401(K) This Year

Q1 is a time when many business owners are looking forward…

What are the company’s goals for the year in terms of...

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In the News - March 4, 2024

This week's "In the News" segment from The Woodard Report shines a spotlight on pivotal developments within the...

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The 4 Most Overlooked Compliance Tactics

In the digital age, compliance is an especially significant priority for bookkeepers and accounting firms of all sizes,...

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4 Key Questions Bookkeepers Have for Their Clients' Tax Professional

Now that tax season is in full swing, I'd like to share my thoughts about bookkeeper-tax preparer interactions. This...

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2024 Tax & HR Compliance Updates: Insights from ADP's Accountant Connect Summit

In January 2024, ADP(R) hosted its third annual Accountant ConnectSM Summit, which provided an invaluable platform for...

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How to Improve Client Experience in Your Accounting Practice

“Clients have many options to choose from when it comes to accounting service providers. It is the client’s experience...

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