Firm Management

September 12, 2019 

While the leader/team member structure doesn’t have the comprehensive reach of a parent/child relationship, leaders all too often adopt a “do as I say, not as I do.” As a leader, you may not be held accountable for your mistakes and misjudgments.

Amy Vetter

September 11, 2019 

Having been a college-level personal financial planning instructor at Education 2 Go (ed2go) for almost a decade, I can recommend the format, the interplay between instructors and students, and the variety of educational offerings.

Gail Perry

September 11, 2019 

It is hard to believe how much document management has changed over the last thirty years. Modern systems have far greater capabilities than those designed even ten years ago. Are you using your document management system (DMS) just like you have in ...

September 10, 2019 

If your firm is targeting educators and tutors as a new industry vertical, or looking to expand its opportunity within this vertical, here are some marketing tips.

Becky Livingston

September 10, 2019 

BQE Software Inc. and Stripe have partnered to help professional service firms get paid faster via online payment solution with automated posting to BQE Core accounting.

September 9, 2019 

The tasks being automated aren’t what clients value. Does anyone truly believe that clients appreciate that your staff manually enters every number into a tax return or trial balance? Of course not.

Jim Boomer

September 5, 2019 

By recommending and acknowledging that we have an understanding of our clients’ challenges and concerns, we are fulfilling an important role, that of a consultative partner. It’s an important step in cementing relationships that ultimately builds our ...

September 4, 2019 

The accounting profession tends to overcomplicate processes and insert extra steps to ensure quality. Even if you’ve been through a process improvement initiative, unless you continually monitor the process and look for ways to improve it, these extra ...

Arianna Campbell

September 2, 2019 

If your firm is targeting educators and tutors as a new industry vertical, or looking to expand its opportunity within this vertical, here are some marketing tips.

Becky Livingston

August 29, 2019 

How does your firm exchange important financial documents with clients? Do clients send bookkeeping and tax docs by regular mail, or via email? The Doc.It client portal is perfect for firms of 3 or more accountants. Download the guide to learn more.

August 29, 2019 

Let’s start here: I am not a tax professional. I understand very little about taxes beyond the W-somethings I fill out at work. Fortunately, I don’t need to be an expert. That’s what my CPA, Dorothy, is for. And she’s been an incredible asset to me these last several years, helping me move states, change...…

August 28, 2019 

Demand for accounting and finance professionals remains high according to July's jobs report numbers from the U.S. Bureau of Labor Statistics (BLS). Employers added 164,000 jobs in July, including 6,300 jobs in accounting and bookkeeping services.