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In the News - March 28, 2023

Welcome to this week's news update, where we bring you the latest developments in the accounting and bookkeeping...

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Ask Robina - March 28, 2023

Dear Robina, The change of seasons always throws me a little off, both personally and professionally. Do you have any...

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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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