Resources for your firm
Practical solutions, plus emerging industry trends and topics.
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 rarely that calm. The year-end closing process is intense, with countless transactions to review and tight deadlines to meet. But with proper planning, you can position your firm as a trusted partner in your clients’ financial health. Below, we’ve put together a year-end accounting checklist that will help you confidently close your clients’ books and provide them with the clarity
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 rarely that calm. The year-end closing process is intense, with countless transactions to review and tight deadlines to meet. But with proper planning, you can position your firm as a trusted partner in your clients’ financial health. Below, we’ve put together a year-end accounting checklist that will help you confidently close your clients’ books and provide them with the clarity
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 manual AR processes, mainly because
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 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 a mountain of unanswered emails.
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
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 bankruptcy or the blunder that
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 and small-medium businesses all the
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
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
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
