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How Accountants Can Use AI to Serve Clients Better

As accounting evolves, so do client expectations.

Your customers are looking for more than just accurate...

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Project Management Tips to Impress Bookkeeping Clients

Everyone knows the feeling of dread that hits when you realize you missed an important deadline or failed to remind...

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In the News – November 18, 2024

Want to become a CPA? It's a bit easier now. On this Monday, you can read more about that as well as ways to protect...

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Effective Client Communication: 2024 Woodard/Mango Accounting Report

Effective communication between accounting professionals and their clients is paramount in an industry driven by...

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Weeding the Garden: How Bookkeepers Can Let Clients Go

Whether you are just getting started as a bookkeeper or you have an established firm, ensuring clients are a good fit...

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Cloud Security: Everything You Need to Know

Worried about cloud security? You’re not alone. In an era where data is core to every business, concerns about where...

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The Woodard Report Podcast Hits 100 Episodes with a Special Post-Election Discussion

In The Woodard Report podcast’s 100th episode, hosts Joe Woodard and Heather Satterley dive into the impact of the 2024...

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Fall Operations Checklist for Accounting Firms

Fall is a season of change, when temperatures drop and the calendar year begins winding down. For accounting firms who...

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Are There Really Bookkeeping Emergencies?

I often ask myself: “Are 'bookkeeping emergencies' really a thing?” I typically like to answer this question with a no....

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Outsourcing the Late Payment Problem

What do you think is the impact of your relationship with your vendors and service providers when you constantly end up...

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