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Tax Season 2022 - What Worked and What DID NOT

I was certainly relieved when the tax filing deadline came and went on April 18th. While things were still fresh on my...

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4 Best Practices for File Sharing Security

Security is vital for any business but especially for accounting, bookkeeping and tax preparation firms, which deal...

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How to Get Your Clients to Pay What You Are Worth

Accountants and bookkeepers are facing significant pricing pressure, seldom earning what they deserve…or even what they...

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How to Streamline Your Firm's Tech Stack

Many accounting firms utilize software and technology to make their lives easier. Automating tasks such as time and...

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Are You Considering Hiring an Assistant? Let Me Help!

I’ve worked as an assistant most of my adult working life and I love it! It gives me a sense of accomplishment to...

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4 Strategies for Streamlining Client Invoices

You have a lot of responsibilities when running your accounting or bookkeeping business. From working on client...

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How I Repriced My Bookkeeping Clients (aka Raising My Prices)

I have a confession. I was in business for five years and never raised my prices. I even had one client only paying...

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Attracting, Recruiting and Retaining High-Performing Workers

“The Great Resignation” is a hot term right now and we are all feeling its heat. American business owners, including...

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3 Accounting Practice Upgrades for 2022

One best practice you should follow as an accountant or bookkeeper is to intentionally assess your practice operations....

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What Happens If...

I know as accountants, bookkeepers, and tax professionals we tell our clients that they need to have a plan in place in...

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