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Both client relationship management (CRM) and accounting project management software seek to establish order and save time by organizing client and work information in one…
October 30, 2023
Accounting technologies have advanced beyond spreadsheets, but accountants still use Excel for workflow management—besides their actual accounting and bookkeeping work. In this article, we look…
Years back, many accounting firm owners deemed technology too expensive, complex, or unnecessary. But that’s no longer the case in today’s rapidly evolving digital world.…
S corporation is the tax savings option for businesses. Here are the Form 2553 instructions you need to file and migrate to this classification.
The key to optimizing any accounting firm for productivity lies in streamlined processes that ensure no staff member spends one more minute than necessary on…
October 29, 2023
Kim started her tax firm as a side business in 1996 but didn’t get serious with it until 2016 when she invited her friend, Barbra…
October 23, 2023
BookPro Inc., founded by Denise May, is an accounting and bookkeeping firm that promises to stand by its clients through their various phases of growth,…
AI is all around us; from the quick-witted Google assistant and Siri to Tesla’s self-driving car, and Financial Cents chatGPT integration that lets you create…
October 19, 2023
In the grand narrative of firm ownership, there's a common protagonist - the solo hero who starts from scratch and manages every aspect of their…
like every other profession, accounting has transformed. The skills required to thrive as an accountant a few years ago have evolved and are somewhat different…
Starting a firm is a joyous moment for many accounting professionals. The thrill of landing clients, generating revenue, and scaling the business is second to…
Accounting firms face a unique set of challenges when it comes to managing their internal operations. The demands of client accounting services, regulatory compliance, and…
October 18, 2023
