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...

Many accounting and bookkeeping practices were able to easily transition to remote work at the beginning of the...

The engagement letter is one of the most important documents for you and your client. It outlines the business...

Like many of you, I procrastinate documenting processes, not because I want to procrastinate, but I just did not feel I...