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Chris Salisbury knows tech, and as a CPA, he knows accounting and taxes. But what really sets his firm apart is how he has combined the best tech with best practices to realize better client service and higher profits. After working for more than a decade at large regional firms in North Carolina, Chris and […]

A cornerstone of her tax practice is the Intuit Lacerte tax preparation system, which Dawn has used since 2013, when she partnered with the other accounting practice.

Two vital factors dictate your clients’ survival and success: cash flow and happy customers. Connecting the two means finding a payment system that not only allows your clients to get paid faster after a transaction is complete, but also doesn’t ...

As your clients’ trusted advisor, you’re expected to deliver seamless solutions to their everyday needs, tapping into the best tools and technology to bring their business and your firm long-term success and growth.

As the finance director for the Access Community Action Agency (www.accessagency.org), and a lifelong Connecticuter, Parker Stevens has seen how many of his neighbors in and around the city of Willimantic are in need of assistance. Serving Windham ...

Payroll is often one of the largest expenses for small businesses. In fact, according to the Intuit State of Small Business Cash Flow - Payroll study, nearly half of small business owners who aren’t self-employed estimate 30 percent of their company’s ...

The modern age of the practice management system is here, and it’s offering accounting firms more efficiencies than they have ever had in the past. A practice management system goes beyond time entry into managing the complete life cycle that is your client relationship. This is the driving factor behind Practice Engine, along with the […]

Big things are in store for QuickBooks Online (QBO) Advanced. At the beginning of 2019, Intuit added Client Overview for accountants to its feature set and announced that four more important features – expanded custom user permissions, enhanced ...