Mary Ellen Biery

Some industry experts believe that blockchain technology can be used to revolutionize accounting in several areas, but the term and some of its descriptions have left many people confused. One of the best explanations of what blockchain technology is ...

Accountants heading into tax season may question the wisdom of trying to generate additional engagements this time of year. However, research has provided some important reasons to combat the “I’m too busy to change” mentality, especially as it ...

Everyone is pressed for time, and accountants are especially so, particularly at certain times of the year. But every time you contact or meet someone, you have an opportunity to cultivate new business, whether it’s with the person with whom you’re speaking or with someone they know.

Building relationships with your accounting clients requires trust, rapport and an atmosphere for open dialogue. Many accounting firms use a checklist to prepare for client meetings and to facilitate information exchange. Here are some questions that many accountants who are clients of Sageworks have found helpful when interacting with their business clients.