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4 Key Questions Bookkeepers Have for Their Clients' Tax Professional

Now that tax season is in full swing, I'd like to share my thoughts about bookkeeper-tax preparer interactions. This...

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How Can the Construction Industry Solve the Receipt Collection Problem?

Field workers are already swamped with work. And to ask them to store receipts, submit on time, keep track of...

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A “Less is More” Approach to Practice Success

Accountants and tax professionals face unique challenges, especially during certain times of the year. Corporate income...

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Still Collecting Receipts Manually in 2024?

It is 2024! It is not news, we know. But are you still chasing your employees and clients for paper and email receipts?...

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Embracing Change in the Accounting Landscape

As we step into 2024, the accounting landscape is rapidly evolving. It's crucial for firms to critically evaluate their...

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7 Ways to Streamline Expense Reporting for Accountants

It will be a while until Tesla’s Optimus can help accountants manage expense reports for their clients. It has, after...

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Transform your Financial Reporting with Real-Time Data Feeds

A recent study by Sage states that "58% of accounting professionals look forward to adopting Artificial Intelligence...

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Join the RACE with Robotic Process Automation – No Coding Required!

Ever felt the itch to dive into the Robotic Automation Consulting Era (RACE) as an advisor, but were deterred by coding...

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How (and why) to Finally Modernize your Accounting Firm Forms

For an accounting practice, paperwork is the foundation of business operations. Many people still associate accounting...

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6 Expense Management Technology Trends to Watch in 2024

In the realm of expense management, those days of end-of-month frenzies with stacks of wrinkled receipts are long gone....

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