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

Outsourced Bookkeeping Explained: The Basics, Benefits, and Best Practices
Accounting firms thrive only when they hold a lasting competitive edge; just look at the biggest names in the industry like Deloitte, EY, PwC, and KPMG, standing the test of time by constantly adapting, innovating, and expanding their global reach. Unfortunately, most practice owners can’t build that edge because their local teams are too busy preparing invoices, chasing client payments, and scrambling to close books come deadline season. One of the most time-intensive parts of running an accounting practice is

Outsourced Bookkeeping Explained: The Basics, Benefits, and Best Practices
Accounting firms thrive only when they hold a lasting competitive edge; just look at the biggest names in the industry like Deloitte, EY, PwC, and KPMG, standing the test of time by constantly adapting, innovating, and expanding their global reach. Unfortunately, most practice owners can’t build that edge because their local teams are too busy preparing invoices, chasing client payments, and scrambling to close books come deadline season. One of the most time-intensive parts of running an accounting practice is

What’s an Employer of Record (EOR)? A Guide for Accounting Firms
Key Takeaways Employers of record (EOR) help accounting firms hire employees overseas while managing the entire employment lifecycle, from payroll

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

EOR vs PEO Explained: Key Differences CPA Firm Owners Must Know
Key Takeaways An EOR is a company that legally employs workers on your firm’s behalf, while a PEO is a

Effective Performance Reviews for Accounting Teams in North America
Apply these 5 tips for giving great performance reviews to inspire strong performers to stay with your accounting business. “Strategy without action is a daydream.” Accounting business leaders who keep getting better at giving feedback will see their strategy executed and their business flourish

7 Best Accounting Practice Management Software for Accounting Firms in 2025
Key Takeaways Practice management software is essential for modern accounting firms—it centralizes tasks, client communication, documents, and deadlines into one

What the $100K H-1B Visa Fee Means for the Accounting Industry
On September 19, 2025, President Donald Trump signed a proclamation that changes the math of hiring foreign talent. Every new

How Offshore Accounting Fast-Tracks Local Career Growth
In his appearance on the “Big 4 Transparency Podcast” in May, our founder, Nick Sinclair, argued that offshore accounting accelerates
Tax Preparation Outsourcing: Why Your Firm Needs It Right Now
Key Takeaways Tax preparation outsourcing is when an accounting firm hires an outside provider to handle tax return preparation, tax

Why are Soft Skills Important in a Modern Accounting Firm?
It may come as a surprise that the term “soft skills” has its roots in the military—a psychologist named Dr.
