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

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

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

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

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

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

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

You’ve most likely heard about data prisons. But have you ever conducted an intentional assessment to determine where...

I have always struggled with saying no to clients and opportunities. A client would ask me if I could help them with...

First impressions are extremely important. Oftentimes a client’s first true exposure to your work style and...