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Basic Fraud Prevention for Small Business Owners

A colleague told me about a small business she works with where the bookkeeper embezzled $40,000 from the owner. While...

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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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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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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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The Top 4 Things Your Accounting Clients Wish You Knew

As B2B service professionals, we always want to put our best foot forward when interacting with clients and prospects....

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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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The Four Biggest Bookkeeping Client Communication Mistakes

Like any relationship, good communication is the key to keeping your bookkeeping firm clients happy for the long haul....

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Why Clean-up Bookkeeping Is the Foundation of a Successful Business

One of the common mistakes that firm owners make is pushing cleanup to the back of the priority list. If clean-up...

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