Resources for your firm
Practical solutions, plus emerging industry trends and topics.
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 what about prospects? Do they
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 what about prospects? Do they
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 a multitude of tasks and duties, spending most of their days planning, strategizing, and networking, while dealing with pressure from both the company and the industry at the same time.
Understanding How to Value a CPA Firm: Methods and Factors for Sellers
Putting a price tag on something you’ve built from the ground up can feel reductive. But as a firm owner, knowing the worth of your tax and accounting practice ensures you pass it on to the right hands and get a fair deal come exit time. Even if succession plans
Top 15 Must-Read Accounting Business Books for 2025
For a modern-day firm owner like you, most of your time in the digital space is spent immersed in a sea of data. You’d often find yourself looking at news, trends, and figures in accounting, like updates in GAAP or IFRS from a LinkedIn post or an Instagram carousel of
Top Accounting Task Management Software for Modern Firms
If you search “person with many tasks” on Google, you’ll get stock images of six-armed people juggling their to-do lists. They don’t seem happy. Being in the accounting space, we get it. If these hexapod humans still struggle to keep up, imagine how we manage with our standard-issued two arms
All You Need is Love (and Ledgers): 60 Accounting Pick Up Lines That Add Up
Numbers may be a universal language, but words carry the power to comfort and connect. Whether it’s breaking the ice on your first day, easing tension during a team meeting, or offering comfort to a colleague going through a tough time, finding the right words can be challenging. It’s the
The Ultimate Guide to Buying an Accounting Practice
Every CEO can unlock their firm’s potential to become an industry powerhouse. If you’re just operating as a going concern, then it’s high time you took bolder steps to position your company for long-term and sustainable success — and it all starts with buying an accounting practice for you to
2025 Tax Brackets: Guide to New Federal Income Tax Rates
As millions of Americans prepare their returns annually, the Internal Revenue Service (IRS) adjusts income tax brackets to prevent “bracket creep,” where inflation pushes people into higher tax brackets despite no income growth. The federal income tax system uses progressive tax brackets, applying different tax rates to various portions of
The Ultimate Accountant Job Description: Key Duties & Skills Explained
Curious about what exactly an accountant does? Whether it’s for an aspiring or a seasoned professional, we have everything you need to know about being an accountant. But that’s not all you’ll be getting! We’ve rounded up the top accountant requirements, duties, responsibilities, and some helpful facts about Generally Accepted
9 Tax Practice Management Software to Streamline Your Tax Practice
Here’s a simple, common truth about taxes: The stress of filing returns will never disappear. But it’s also true that stress doesn’t have to rule your practice. That’s why we have tax practice management software. These tools help tax and accounting firms streamline workflows to deliver excellent client experience. With
