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

Effective Performance Reviews for Accounting Teams in North America
Apply these 5 tips for giving great performance reviews to inspire strong performers to stay with your accounting business. “Strategy without action is a daydream.” Accounting business leaders who keep getting better at giving feedback will see their strategy executed and their business flourish

Effective Performance Reviews for Accounting Teams in North America
Apply these 5 tips for giving great performance reviews to inspire strong performers to stay with your accounting business. “Strategy without action is a daydream.” Accounting business leaders who keep getting better at giving feedback will see their strategy executed and their business flourish

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,

Top 15 Must-Read Accounting Business Books for 2025
For a modern-day firm owner like you, most of your time in the digital space is spent immersed in a

Top Accounting Task Management Software for Modern Firms
If you search “person with many tasks” on Google, you’ll get stock images of six-armed people juggling their to-do lists.

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

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,
