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

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

Guide to Invoice Automation: Streamlining Today’s Accounts Payable Process
Invoices have been around for as long as accounting itself has existed as a practice. In ancient Mesopotamia, merchants used

Accounts Receivable Automation Explained
As you may already know, accounts receivable (AR) is all about your company’s incoming customer payments. Some firms still practice

How Badly Do You Need an Executive Assistant?
Too many low-margin tasks and duties chew up your precious time. This leaves you with mixed-up schedules, canceled meetings, and

How to Craft a Good Bookkeeping Agreement Contract
Bookkeeping contracts are the unsung heroes of the financial world. However simple they may look, these agreements hold much weight

What is a Chief Financial Officer? CFO Definition, Role, Duties, and Beyond
More than the shiny titles, C-level executives carry such a massive onus to steer their company to success. They juggle

Outsourcing Partners 101: How to Pick the Right One for You
In business circles, stories about outsourcing usually go one of two ways: It’s either the lifeline that saved CEOs from

Cloud Based Accounting: What’s the Hype All About?
Cloud based accounting has been around for a while now, but it’s only been getting attention fairly recently. From startups

Understanding How to Value a CPA Firm: Methods and Factors for Sellers
Putting a price tag on something you’ve built from the ground up can feel reductive. But as a firm owner,
