Bookkeeping as a Profit Center for Accounting Firms

With the increasingly common call to shift to advisory, many accountants and bookkeepers are shying away from adding...

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Assessing the Needs of Accountants and Bookkeepers

It is undeniable that the COVID-19 pandemic has forever changed the way we do business, as well as the role that...

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Defining the WHAT: Standardizing Your Processes

You’ve probably heard of Simon Sinek and his famous TEDx “Start with Why”. In this article, I will start with WHY,...

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Recovery - What You Need to Know

It is undeniable that the COVID-19 pandemic has forever changed not only the way we do business, but also the role...

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Tips to Start Outsourcing

Successful outsourcing only happens when you do your work ahead of time. Here are tips that can get you started in...

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Considerations When Choosing an Outsourcing Company

Both big and small companies may need to resort to outsourcing their business functions. Either they choose to...

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Outsourcing - Should I or Shouldn't I?

In my career as a CPA, I have been asked about my thoughts on outsourcing, especially since I had worked at one of...

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Building a Modern Client Accounting Services Practice

Client Accounting Services (CAS) was once thought of as just bookkeeping, payroll, and after-the-fact reporting....

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The Power of Processes: Why NOT to Avoid Them

Unfortunately, many accountants and bookkeepers are accidental. They accidentally develop processes and accidentally...

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Those Mistakes Clients Always Make

Accounting can be a challenging field to work in. The hours are long. We don’t turn heads at parties the way...

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