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
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
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
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
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
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
Laundry, Taxes, and Taxes: 15 Tax Memes to Tide You Through the Season
Image from Everything, Everywhere, All at Once (2022), courtesy of A24. Let’s face it. By the time you’re reading this, your desk is a cluttered
US Tax Season 2025: Your Guide to Important Dates and Deadlines
The new year is well underway, and so is another tax filing season. It’s generally a stressful time for individuals and businesses alike, but being
Accounting Conferences 2025: 13 Must-Attend Events to Transform Your Practice
For industries so highly regulated, accounting and finance are constantly evolving. Think about it: How many regulatory updates have you had to learn since starting
6 Accounting Firm Growth Strategy Tips for Success
When it comes to growing their businesses, accounting firms usually take cues from the four global leaders in accounting. Let’s look at industry giant Deloitte