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How to Walk Your Clients Through AP Automation Implementation

Adopting new technologies can be daunting for both accountants and bookkeepers, and it is equally daunting for your...

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Offering the Technology Your Clients Want

Are you thinking, "Another article about technology? We get it already!" As an accountant or bookkeeper, your comfort...

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How to Evaluate AP Services

Different firms handle Accounts Payable in different ways. Some firms don’t enter vendor bills until they are ready to...

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Bookkeeping as a Profit Center for Accountants: Managing Scope

Without a plan, managing major projects can be challenging. What is the best approach to take? Are you being too broad...

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Bookkeeping as a Profit Center for Accountants: Define Your Services

Some accountants shy away from providing bookkeeping services, and others that do provide bookkeeping do it when asked...

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AI as an Inventor? What This Means for Our Industry

Over the past few weeks, I've been reading more and more about machine learning and artificial intelligence. My mind...

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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 on...

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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, but...

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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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