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

How to Brand As a Firm

Last week I discussed why firms should care about design and the value a good brand can bring, but how do you create a...

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Streamlining Bookkeeping Firm Onboarding: 4 Tips to Delight Clients

You’ve probably heard the saying, “You only get one chance at a first impression.” And while it’s certainly possible to...

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Why Design Matters for Accounting Firms

I know what you are thinking—who cares about design when you work in accounting? It might seem like a secondary...

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5 Bookkeeping Client Collaboration Ideas for the New Year

Many people make personal resolutions when the calendar changes, but a new year can also be a great time for your firm...

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Design Thinking—A Mindset for Firms

I am sure you have heard the term design thinking and probably thought: "Design thinking? That’s for designers, not...

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Want to Improve Customer Service? Why Capacity Planning May Be Key

The 2020s have seen massive changes to workplace policies, political sentiment and attitudes towards employers – and...

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4 Digital Communication Tips for Growing Bookkeeping Firms

The digital era has tremendously improved our ability to communicate with people in different places. With a few clicks...

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Increase Efficiencies and Revenue with AR Automation

There aren’t many businesses willing to heed the advice or retain the services of an inefficient accounting firm. If...

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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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