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

What I Learned Using QuickBooks with Churches (and Other Nonprofits)

I started using QuickBooks Online in 2005 to manage the finances of a small nonprofit. Soon afterward, I decided to...

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Intuit’s Partnership with PubMatic: Benefits for You and Your Clients

As a professional bookkeeper, CPA or tax preparer, you likely rely on Intuit’s products to streamline operations,...

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Melio: The Pain Points of Monthly Fees

My husband and I often speak in movie quotes to emphasize a point during a conversation. Right now, a movie quote from...

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QuickBooks Limitations: A Professional's Guide to Data Extracts

As someone who has spent nearly three decades helping businesses leverage their financial data—with the last 12 years...

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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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Intuit Unveils AI-Driven Innovations at Intuit Connect 2024

Las Vegas, October 29, 2024 – This year’s Intuit Connect conference highlighted a suite of features focused on...

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October is Cybersecurity Awareness Month: 5 Steps to Evaluate Your Firm’s Security

Most of us have been using the internet long enough to inherently know that we need to be taking cybersecurity...

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How to Use Technology to Improve Client Communication

Over the last few decades, technology has become both a boon and a burden to society. On the positive side, friends and...

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