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

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

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

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

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

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

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

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

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

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