Resources for your firm
Practical solutions, plus emerging industry trends and topics.
Accounting Trends Through the Years: Overview of an Evolving Industry
They say trends come and go, but in accounting, trends don’t just disappear—they shape what’s next. From clay tablets for tracking grain inventories to AI-powered financial analytics, accounting has always been in motion. The past five years have especially seen changes as swift as the times demanded, reshaping how accounting firms operate, how clients engage, and what it means to be an accountant. In this article, we trace major accounting trends year by year from 2020, with links to deeper
How to Start an Accounting Firm: A Comprehensive Guide
Running your own firm can be a big, bold risk. But what’s a big, bold risk to some isn’t always the case for others. After all, ideas and visions on building a business don’t choose a time and place to come — they just do. So, if you’re planning to break into the world of numbers, spreadsheets, and tax returns, our guide will help you lay the groundwork for your future accounting empire! But before we get into our list
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 Year-End Accounting Checklist for Accurate Book Close
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
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
How to Attract Potential Bookkeeping Clients: 6 Tips for Growth
So, you’re great at what you do. Your bookkeeping business delivers reliable results. Your existing clients appreciate your work. But
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 they may look, these agreements hold much weight
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
