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
Everything You Need to Know About Client Accounting Services
Our guide for those looking to familiarize themselves with client accounting services is here! From defining what is CAS in accounting to CAS benefits that
The 10 Best Cloud Based Accounting Software for Accounting Firms
With more and more cloud based accounting software popping up in the market today, it could be hard to find which among so many cloud
Bookkeeping Business 101: Start a Bookkeeping Business with These Tips
Looking to start a bookkeeping business? You’ve come to the right place. For those unfamiliar with bookkeeping, it means keeping track of business operations and
Marketing for Accountants: Effective Marketing Strategy for Accounting Firms
Effective marketing for accountants requires creativity, adaptability, and industry expertise. If done right, these three factors can give your firm a better competitive advantage against
The Rise of Private Equity Accounting Firms
Private equity (PE) accounting is no longer a buzzword in business. This is what we’ve gleaned from major news stories over the past three years.
9 Accounting Tasks to Automate for Improved Efficiency
Not for the first time in the last half hour, you hear your phone go off from under the pile of papers on your desk.
The Best Tools for Outsourced Bookkeeping Services: The Ultimate Guide
From cloud-based platforms to AI-powered solutions, these outsourced bookkeeping tools can be useful to your business to maximize your hours in a day. With insights
Accountability in Accounting: 6 Tips for Holding Your Team Accountable
There was once a time when holding team members accountable and keeping them loyal to only one company was the norm. Today, accounting firm owners
Business Proposals 101: Writing a Winning Accounting Business Proposal
Business proposals for accounting firms have a particular set of traits. A compelling proposal possesses key components like precision, technique, timing, and unique selling points
