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The Top 5 Client Care Metrics for Accountants

Most people have a very specific idea of metrics and KPIs. They think about sales, expenses, and other financial...

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The Power of Empathy and Care: Navigating Conflicting Expectations with a Valued Client

Introduction:

In the accounting industry, I am not just a numbers cruncher but also a builder of meaningful...

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How to Sail Through Tax Season This Year

2023 started off with a BANG, didn’t it? January flew by and now that February is over, many of the Woodard Report...

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Making Security EASY for Clients Must be a Top Priority for All Firms

If you are like most firms, you have secure solutions for clients to use when sending sensitive information to your...

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Accountants Can Take These 3 Steps To Customize the Client Experience

Business-to-business marketing took a big step forward with the realization that, at the receiving end of the customer...

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The Myth of the All-in-One Practice Suite

It might seem tempting to try to find a one-stop-shop for all the software needs your firm has from front office to...

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Accuracy Versus Getting the Job Done

As an accountant or bookkeeper, you know that accuracy is king. But is it always king? Or are there times when accuracy...

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Business Email Dangers - Are You Protected?

Email is great... until it isn't.

One of the harsh realities of doing modern business is the reliance on email. It’s...

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What Does Encryption Really Mean?

Do you really know what it means to have data secured? Do you understand how encryption works? Are all your client...

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How to Find Hidden Capacity in Your Bookkeeping Practice

At this time of year, many practice leaders are turning their attention to season readiness in earnest. One of the...

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