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...

How do we consistently find the right fit in clients, vendors, team members, and relationships for us? How do we tell...

In general, managing your accounting or bookkeeping team requires balancing the needs of your practice with the needs...