Resources for your firm
Practical solutions, plus emerging industry trends and topics.

The Accountant’s Asset: Why Your Firm Needs an Accounting Virtual Assistant
You’re slogging through emails. Invoicing clients. Tracking expenses. Day in and day out, until the clock hits 5pm and you’re left wondering how you’re both exhausted and unaccomplished. If you constantly find yourself stretched beyond your capacity, you’re not alone. But your firm’s budget is tight, and you can’t manage another full-time hire right now. What’s left to do? Consider hiring an accounting virtual assistant. You’ve probably heard of virtual assistants (VAs)—the remote heroes who work at odd hours to

The Accountant’s Asset: Why Your Firm Needs an Accounting Virtual Assistant
You’re slogging through emails. Invoicing clients. Tracking expenses. Day in and day out, until the clock hits 5pm and you’re left wondering how you’re both

Free Accounts Receivable Excel Template for Efficient Collection
A business can fail even with steady sales and growing revenue—all because of mismanaged accounts receivable. When customers don’t pay

8-Step End of Financial Year Checklist to Close Books with Confidence
There’s something satisfying about closing a book—the final chapter read, a story completed. In accounting, however, “closing the books” is

Guide to Invoice Automation: Streamlining Today’s Accounts Payable Process
Invoices have been around for as long as accounting itself has existed as a practice. In ancient Mesopotamia, merchants used

How Badly Do You Need an Executive Assistant?
Too many low-margin tasks and duties chew up your precious time. This leaves you with mixed-up schedules, canceled meetings, and

How to Craft a Good Bookkeeping Agreement Contract
Bookkeeping contracts are the unsung heroes of the financial world. However simple or straightforward the contract looks, these agreements hold

What is a Chief Financial Officer? CFO Definition, Role, Duties, and Beyond
More than the shiny titles, C-level executives carry such a massive onus to steer their company to success. They juggle

Outsourcing Partners 101: How to Pick the Right One for You
In business circles, stories about outsourcing usually go one of two ways: It’s either the lifeline that saved CEOs from

Accounts Receivable Automation Explained
As you may already know, accounts receivable (AR) is all about your company’s incoming customer payments. Some firms still practice

Cloud Based Accounting: What’s the Hype All About?
Cloud based accounting has been around for a while now, but it’s only been getting attention fairly recently. From startups
