Banner image for Scaling New Heights 2024, the premier accounting technology conference in the United States. The image features the conference theme and dates.
 

Are Your Processes Driving You Nuts?

Document your processes! That is drilled into our heads over and over, but what is the right way? Do you document them...

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Profit First Announces Partnership with Relay

A new partnership between Profit First Professionals and Relay was announced yesterday, making Relay the official...

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Why Accounting Practice Management Software is Key for Accounting Firm Growth

While many different companies can be well-positioned for growth, accounting firms are among the businesses best cut...

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Banking Crisis Update: How to Best Advise Your Clients

What a tumultuous couple of weeks. The sudden collapse of Silicon Valley Bank (SVB) and the recent acquisitions of...

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Adventures in e-Commerce Inventory, Part 2

This is a follow-up to an article previously published in the Woodard Report. Read part 1 here.

One of the reasons I...

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Silicon Valley Bank Collapse Sparks Investigations, Highlights Need for Risk Management

The recent collapse of Silicon Valley Bank (SVB) has sent shockwaves through the tech industry and raised concerns...

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Maximizing Growth: How Diversity & Inclusion Drive Capacity Planning in Accounting Firms

The pandemic has fundamentally changed the way many businesses operate, and CPA and accounting firms are no exception....

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Helping your Clients Find the Right Sales Tax Automation Tool

Since sales tax was first introduced in the 1920s, the way Americans buy has shifted from store visits and catalog...

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Ask Robina - March 14, 2023

Hi Robina! I noticed you are a Certified Money Coach and have mentioned money coaching a few times. Can you tell me...

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The Silicon Valley Bank (SVB) Collapse: What You Need to Know

Last Friday (March 10, 2023), Silicon Valley Bank (SVB), a popular bank for tech start-up companies, experienced a...

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