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Enter the age of the tech-enabled accountant. An advisor of cutting edge solutions. A strategic partner for business-building initiatives. The SMB and accounting tech ecosystems are booming, to [...]

Not looking at early payment discounts is leaving money on the table. Late fees are a hassle. They seem small and insignificant until you realize that you’re paying more in late fees than you [...]

Just as niche industry growth is making its mark on the profession, so is the migration to specialized services. With the lion’s share of clients utilizing accounting professionals for tax return [...]

It’s A New Era of Expectations The SMB and accounting tech ecosystems are booming, to say the least. Even experts in the field struggle to keep up at times, so it’s not surprising that [...]

What if I told you that the second most important criteria for choosing an accountant and the second most common criteria leading to client attrition had nothing to do with your accounting [...]

The top reason clients leave their CPA for another is that their “former CPA didn’t give proactive advice, only reactive service.” (Sleeter Group). Let that sink in for a minute. It’s [...]

The 1980s was as loud as the 1990s were iconic. Whether its neon colors or Seattle grunge rock, you know the era when you see it. In the world of accounting, software programs and the birth of [...]

Prevent Invoice Errors From Costing You Data entry errors… Incorrect purchase orders… Did you know that more than 17% of the average company’s invoices cause exceptions? This represents a [...]

From the British invasion and Woodstock to lava lamps and the heyday of shag carpet, the sights and sounds of this period are firmly cemented into the cultural lexicon. The world of accounting [...]

Six Ways to Get Paid Faster – An Invoice Checklist In a perfect world, the process of payables and receivables would be a seamless and efficient flow. But in reality, payments are often [...]