Resources

Here are some recent articles we have published. Check back often for new content.
For Accounting Firms in the US: How To Increase Staff Productivity and Save 10 Hours a Week In The Next 30 Days
In this article, I’m going to walk through how to drastically increase your firm’s productivity and save your staff an average of 10 hours a week in wasted non-billable time in 30 days.  This will free up your time to focus on growing your practice and delivering awesome service to your clients.
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Why You Should Stop Using Email for Document Management
May 14, 2021
Many knowledge workers still prefer using email for document sharing and collaboration. A study by Harris Interactive shows that 92 percent of workers they surveyed prefer email. However, the growing number of cyber threats shows that many companies are vulnerable to attacks, and email is one way malicious actors get to organizations. Fortunately, there are services offering secure cloud-based file sharing. Here are things you should know about cyber-attacks through email and how accounting practice software mitigates cyber threats.
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Avoid and Address Client Filing Delays
May 6, 2021
Accounting firms make a living from bookkeeping and file taxes, which can be strenuous and time-consuming for clients. And while this convenience is exactly what clients pay for, they still have some responsibilities in financial management. To ensure your client does not get any penalties during filing, here are some things you need to know and practice.
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4 Workflow Management Issues
April 29, 2021
An accountant’s task is no menial job. Whether it’s practical or industrial, the work significantly consumes a long duration of daily to weekly hours to get everything done. Like any other work, getting the job done is a matter of streamlining the workflow with an efficient process and strategy.
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Investing in a Better Workflow Process
April 22, 2021
Running an accounting firm can be a handful,especially due to the very nature of the business. You’re juggling a millionthings at once, from client acquisition, data handling, financing, and so on—asingle workday can never seem enough. For many, accomplishing everything ontheir to-do list proves to be impossible, even with a strong foundation ofmotivation and good intentions.
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5 Key Features of Accounting Management Apps Your Firm Needs
April 6, 2021
The workflow and business process management (BPM) apps market has seen significant growth in recent years as more and more businesses rely on using them to streamline their work. Now, there are numerous practice management software options for accounting firms out there that you can use to boost your work efficiency and be more productive.
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6 Workflow Tips To Keep Your Accounting Firm Efficient
March 6, 2021
When you are running an accounting firm, you must implement effective workflow management. It lets you create a streamlined workflow, manage a large number of employees, boost your productivity, and offer reliable client services. Unfortunately, if you don’t know the basics, it can be easy to miss out on opportunities. As such, you should consider the following workflow tips for your proper guidance
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3 Reasons CPAs Should Seek Workflow Management Software
February 19, 2021
While many businesses rely on accounting firms to satisfy their accounting and bookkeeping needs, numerous trends and innovations continually affect the work of such service providers. For example, automation has allowed many accounting tasks to be done without human intervention through software—meaning that even companies with little to no accounting experience can conduct their accounting to a certain extent.
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How to Juggle a Heavy Workload Without Affecting Quality
February 11, 2021
Nothing is more frustrating than realizing it's crunch time when it's too late. Tax season is the busiest time for accounting firms, and for this reason, you can't allow any room for mistakes. During this hectic time, firms deal with a hefty workload that could sometimes deem unmanageable. So how do you deal with this?
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Accountability in Accounting - What It Is and How Do You Build It
January 28, 2021
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3 Types of Accounting Practice Management Software - A Guide for Firms
January 21, 2021
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Steps for CPA Firms to Take to Survive the COVID-19 Crisis
January 11, 2021
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Tips on How To Manage Last-Minute Tax Clients Effectively
December 17, 2020
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How Cloud-Based Accounting Software Can Protect Against Pandemic Setbacks
November 5, 2020
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3 Reasons Your Firm Should Invest in a Document Management System
September 24, 2020
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3 Critical Tips to Keep Your Accounting Firm Secure
September 17, 2020
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Creating a Succession Plan - Why It Matters
September 7, 2020
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How to Have Effective Virtual Meetings - 4 Tips
August 19, 2020
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Keeping Up With Accountants - How to Increase Productivity During Heavy Workloads
August 5, 2020
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4 Reasons Why Accountants Should Switch to Cloud Computing
July 9, 2020
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How CPAs Are Helping SMEs During the Pandemic - What to Know
June 8, 2020
As the COVID-19 pandemic continues to impact business operations, priorities are beginning to shift and legislative relief programs are becoming more and more in demand. Nowadays, it’s essential that businesses have access to an accounting workflow software or the help of a CPA.
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How To Reinforce Your Accounting Firm's Foundation With Smart Business Practices
May 31, 2020
Savvy accounting firm owners work to consistently maximize growth, profitability, and value,regardless of the state of the economy. The right strategies help you weather downturns,leverage opportunities, as well as achieve growth and hit targets. While the industry’s currentstate helps your business grow, these cycles will likely get disrupted.
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Communication is Key - Don't Hesitate to Communicate
May 28, 2020
<blockquote align=center><h1><i>“Communication works for those who work at it.”</h1>John Powell</i></blockquote>
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5 Questions in Finding the Best Workflow Management Software
May 24, 2020
Choosing the right workflow management software is not always easy. With so many choicesavailable, it might be difficult for you to find the one that makes the most sense for yourbusiness. If you’re particularly new to the industry, you might not even know what the rightchoice would look like.
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If It's Free, It's For Me - Free Overlooked Tax Resources
May 21, 2020
Entering this new climate of uncertainty - amongst tax season no less - we have been struggling to complete our taxes in a prompt fashion, while also enduring this new work environment.<br>
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3 Ways to Transform Your Firm's Business Model With Technology
April 25, 2020
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How Workflow Technologies Can Boost Your Accounting Firm — What to Know
April 16, 2020
It's not a reach to say that most accounting firms are constantly finding ways to improve their respective workflows. Now that the industry has long graduated from using audit trunks and tax binders in favor of digital tools, there seems to be a pressure to work faster and smarter. In accounting, the break necking pace in which technology accelerates is not a good mix with the busy seasons and staff retention challenges. It leaves firms to navigate all on their own to stay afloat. They must find a way to adapt to the changing times by making use of the new technology available and improve their respective processes.
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Bond as a Team, Benefit as a Business.
April 15, 2020
Business is better when it's team-ran and led. From Ford's assembly line to winning Super Bowl teams, teamwork has made the dream work. Working remotely, however, has made it easier to feel less like you are part of a team and more like you're flying solo. The good news is that there are actions you can take right now to let your employees know you still have their backs. Today's blog offers some inspiration and advice on how to reign your team back in and show them support.
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Remote Worker How to Demonstrate Accountability - What to Know
April 11, 2020
Due to the ongoing pandemic, a lot of companies had to switch to a remote working setup. For others, this comes as second nature due to the previous telecommuting policies they had in place. For many, however, this sudden transition comes as a shock as they had little time to prepare.
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How Cloud Computing Benefits Small Business Owners - What to Know
April 4, 2020
Cloud computing gives small businesses a way to access data on the go. It provides access to applications any time, on any mobile device. When small businesses use cloud computing, they store their data on a network of servers hosted on the Internet. Management and processing of the data also happen remotely, which helps them secure large amounts of data.
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Pivoting Your Accounting Operations With The Covid-19 Pandemic - What to Know
March 27, 2020
The sudden outbreak of the novel coronavirus has effectively upended most businesses in varying industries. For a lot of these companies, their operations have curtailed, their revenue has plummeted, and there's no way in telling when there will be a chance to recover. For a business to stay afloat, the company must react to the situation accordingly lest allow themselves to fail without a fight.
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Tools For Accountants to Get Through Tax Season
March 5, 2020
Add to this the various city- or territory-specific tax rules, and you have yourself a situation that would test even the most patient accountant. However, tax season should not be all that bad. Here are a few tips to help your accountants get through the busiest days of the fiscal year.
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Why your firm needs Client Relationship Management Software
January 17, 2020
Investing in a Client Relationship Management (CRM) tool is a major decision that your company has to go through. Whether you run an accounting firm, a marketing agency, or a business from other industries, a CRM app or software can be a vital tool used to manage your clients for overall efficiency. If you haven't set a CRM system in place yet for your company, now is the best time to integrate this. Why? Below are five good reasons to start utilizing CRM software for your business.
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5 Reasons to move to a Cloud-Based CRM in 2020
January 2, 2020
Simply put, CRM is an approach used to manage a company's interaction with both regular customers and prospective clients through the use of data analysis of customers' history. The goal of such an approach is to improve business relationships with customers, increase customer retention, and drive sales growth.
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The Benefits of Using Cloud-Based Firm Management Software
December 18, 2019
Anything cloud-based signifies less fretting, better security, and fewer papers. This is why it doesn’t come as a surprise that cloud-based firm management software has become the talk of the town. After all, facilitating a smooth accounting workflow is often thought to go hand-in-hand with paperwork.
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Don't become a statistic: Accountants and data security
August 1, 2019
Many still believe that housing data on a physical desktop is safer — but the opposite is true. When using the cloud, your information is securely stored in data centers, managed by service providers who implement advanced security protection at a level which would be extremely complex and expensive for businesses to emulate on premise. The cloud also offers data redundancy, because ultimately, information is stored in multiple locations, allowing for natural disasters or other issues that may disrupt one physical server site.
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