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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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How Accounting Practice Management Software Helps the Desktop-to-Cloud Transition

Whether you’ve noticed it or not, cloud computing has already become a hugely important part of the modern business...

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How to Sail Through Tax Season This Year

2023 started off with a BANG, didn’t it? January flew by and now that February is over, many of the Woodard Report...

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How to Use Your Small Firm Strengths to Attract Young Talent

With an enduring labor shortage affecting accounting and bookkeeping firms, Gen Z—the youngest adults entering the work...

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Does Your Task Management System Act as a Trusted Advisor?

In today’s world, there are so many different types of task management systems for accountants. Sometimes this leads to...

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