Client onboarding is a significant milestone for accounting firms when it comes to determining growth and success, but...

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

Introduction:

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

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

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

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

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

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

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

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

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