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


Accounting Trends Through the Years: Overview of an Evolving Industry
They say trends come and go, but in accounting, trends don’t just disappear—they shape what’s next. From clay tablets for tracking grain inventories to AI-powered financial analytics, accounting has always been in motion. The past five years have especially seen changes as swift as the times demanded, reshaping how accounting firms operate, how clients engage, and what it means to be an accountant. In this article, we trace major accounting trends year by year from 2020, with links to deeper

Accounting Trends Through the Years: Overview of an Evolving Industry
They say trends come and go, but in accounting, trends don’t just disappear—they shape what’s next. From clay tablets for tracking grain inventories to AI-powered financial analytics, accounting has always been in motion. The past five years have especially seen changes as swift as the times demanded, reshaping how accounting firms operate, how clients engage, and what it means to be an accountant. In this article, we trace major accounting trends year by year from 2020, with links to deeper
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
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
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
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
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,
The Ultimate Guide to Accounting Workflows
Did you know? The noun “workflow” occurs twice per million words in modern written English. It’s not common enough to
Bookkeeping Onboarding Checklist: Sprinting Towards a Smooth Client Handoff
Client onboarding is like a relay race. Sales passes the baton, and then Customer Success takes the lead. Like a
Creative Ways to Announce a Price Increase to Your Accounting Clients
No client wants to hear about a price increase. Thankfully, there are ways to make a price increase announcement without overwhelming your current clients.
Secrets to Successful Organizational Restructure for Accounting Firms
Whether it’s for a new business process or for a reshuffling of your team members, organizational restructuring must be carefully