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
The Best Accounting Podcasts to Boost Your Financial Knowledge in 2025
Accounting podcasts are excellent platforms to help firm owners keep current with the latest industry news, trends, and insights. With just a tap of your
Top Accounting Resources 2025 for Accounting Firms and Industry Leaders
Given how fast the accounting industry is changing, firm owners may find it harder and harder to keep current with industry trends, the newest regulatory
Top Accounting Trends in 2025 That Accounting Firms Need to Know About
Can you name a time when the accounting industry was faced with so many consequential disruptions? Veteran accounting professionals might recall doing everything manually, until
Burnout to Breakthrough: Tax Season Strategies Amid Staff Shortages
“In another life, I would have really liked just doing laundry and taxes with you,” went the screencaps and tweets that made rounds online in
Ensuring Successful Accounting Project Management for Accounting Firms
Project management is no easy task. When you’re met with multiple projects all at once, you’re most likely left with missed deliverables and deadlines. Fortunately,
Smart Tax Preparation: A Practical Guide to Automation
Tired of manual tax prep? Save time, cut errors, and improve staff and client experiences with our automation guide.
The Top 8 Accounting Practice Management Software for Accounting Firms
Every accounting firm owner wants better task and workflow management. But looking for the best accounting practice management software can be tedious. In most cases,
Free Accounts Payable Excel Template for Efficient Payable Management
Think of that moment when your preferred streaming service—say, Netflix—automatically charges your subscription, and you can binge-watch Money Heist without interruption. That’s exactly how vendors
Essential Guide to the Sarbanes-Oxley Act (SOX)
Learn SOX compliance and its impact on accounting. Strengthen your financial reporting with our complete guide.
