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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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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 the...

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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. Now,...

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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 doctors,...

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Why They Need You (and How to Keep Being Needed)

As more technology comes onto the market, businesses as a whole, and accountants and bookkeepers specifically, are...

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