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5 Key Takeaways from the Hectic Tax Season of 2023

Tax season is invariably a demanding time for CPA and accounting firms in the USA, and 2023 was no exception....

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Preparing Your Business to Run Without You: A Personal Perspective

I want to share what I have been going through personally because I see so many in the industry struggling with this:

...

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Offshoring Accounting: A 7-Step Guide to Ensure US Compliance

Offshoring finance and accounting tasks has become a common practice for many accounting firms in the US seeking to cut...

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The 4 Most Common Administrative Accounting Firm Mistakes

Most people don’t associate administrative processes with fundamental business elements – in fact, it’s usually the...

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Professional Liability Insurance for Sole Proprietors -  Do You Need It?

To insure or not to insure, that is the question. I’ve had discussions on this topic with many bookkeepers and...

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QuickBooks Online vs Xero: Expense Management

In this edition of Rachel Barnett and Amanda Aguillard's QuickBooks Online / Xero feature comparison, they’ll dig into...

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3 Important File Sharing Concerns for Accountants

Not only do accounting firms work with some of their clients’ most important documents – expenses, revenue statements,...

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Are Your Processes Driving You Nuts?

Document your processes! That is drilled into our heads over and over, but what is the right way? Do you document them...

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Why Accounting Practice Management Software is Key for Accounting Firm Growth

While many different companies can be well-positioned for growth, accounting firms are among the businesses best cut...

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Due Date Management Strategies for Accounting Firms

As an accounting firm, dates and deadlines are somewhat of a double-edged sword. It’s true that they can add stress in...

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