Jessica King

Jessica King

Jessica King is an experienced B2B marketing expert with a history of working in software, SaaS, technology, accounting, and services spaces. Jessica's passion for social sciences and communication drew her to sales and marketing, where she has worked with clients across a range of industries, including retail, education, technology, and more. With real-world experience at top marketing and software companies in Boston, assisting hundreds of businesses across numerous stages of growth, and a BS in Psychology & Counseling, Jessica is uniquely qualified as a senior leader and team player to help lead businesses to maximize their reach, tell their stories, digitally evolve, and build mission-driven marketing strategies.

Recent posts by Jessica King

7 min read

8 Essential Things Accountants Should Have for The 2021 Tax Season

By Jessica King on Jan 19, 2021 1:30:00 PM

It’s here….

You know, that time of the year where accounting practices (like yours) are inundated with corporate tax preparation. Some repeat clients from previous years, some first-timers.

Topics: tax preparation 2021 tax season Rapid Write-Up Package
6 min read

3 Accounting Trend Predictions to Take Advantage of in 2021

By Jessica King on Jan 7, 2021 1:30:00 PM

Every industry experienced massive shifts in 2020, and accounting is no exception. Stemming from all we learned in the last year, the burning question for 2021 is simply, “What’s next?” 

Topics: accounting automation Accounting trends operations
8 min read

How to Handle New Clients & Their Messy Year-End Close

By Jessica King on Dec 22, 2020 2:00:00 PM

Year-end is a great time for your accounting firm to prepare for an influx of client requests. For better or worse, tax deadlines create a natural force for businesses to think about organizing their financials.

Topics: Year-end close bookkeeping clean-up end of year
7 min read

Maximize Productivity at Your Firm With This Refresher

By Jessica King on Dec 10, 2020 11:30:00 AM

Can you believe the holiday season is already upon us?! In some ways, it feels like 2020 started three years ago, and in other ways, it feels like we blinked and we’re suddenly preparing to celebrate a new year. Regardless of how you feel about this year, it can be easy to overlook the time-tested tips we rely on for making sure we’re getting everything done...and doing it well.

Topics: CPA firm success accounting firm advice Productivity
7 min read

What’s the Key to Accounting Firm Differentiation?

By Jessica King on Dec 1, 2020 9:00:00 AM

Do you ever feel like the services you offer—those that are massively important to your clients’ business health—are taken for granted? You might even feel like clients view accounting firms as a necessary evil just to help them get through tax season.

Topics: cpa firm CPA firm success accounting firm automation
6 min read

How The Top Firms Attract a 6-Figure Monthly Book of Business

By Jessica King on Nov 24, 2020 10:00:00 AM

Accounting firms are like nearly every other business out there when it comes to the range of success they see on a monthly basis: some are still trying to figure out how to get off the ground, while others pull in 6-figures in revenue each month.

Topics: CPA firm greatness accounting firm advice attracting new clients CPA firm growth
7 min read

Tech vs. Humans: How to Divvy Up the Accounting Work

By Jessica King on Nov 3, 2020 11:00:00 AM

When we talk about automation technology, it’s easy to let our imaginations run wild and jump to the distant future when bots might be able to operate independently from humans. But despite huge advances in automation technology, we’re not there yet, and we still need humans!

Topics: automation automated accounting human-assisted AI automation for CPA firms
6 min read

Everything You Need to Know About Machine Learning and How it Can Help Your Accounting Firm

By Jessica King on Oct 29, 2020 10:30:00 AM

We might be a bit biased, but we think technology is an accounting firm’s best bet for achieving real growth in a short amount of time. In short, the output of automation is more time for humans, which creates new opportunities for firm growth.

Topics: machine learning CPA firm greatness machine learning for accountants CPA firm growth CPA firm automation
7 min read

3 Ways COVID-19 Will Change the Future of Accounting Firms

By Jessica King on Oct 27, 2020 10:30:00 AM

On January 1, 2020, the Journal of Accountancy wrote that "Technology is going to bring huge changes in the 2020s." When the author wrote those words, they were thinking 5G, machine learning, and blockchain. 

Topics: COVID-19 Accounting firm transformation accounting firm predictions
6 min read

What is Automated Bookkeeping and How Do I Integrate it into my Accounting Firm?

By Jessica King on Sep 30, 2020 10:00:00 AM

Do you know what automated bookkeeping is or how it benefits accounting firms?

Don’t worry—you’re not alone. Lots of people have questions about what exactly automated bookkeeping is. To help, we've put together a quick, simple overview of how automated bookkeeping works and how accounting firms can easily integrate it into their existing business practices.

Let’s jump in!

Topics: Automated Bookkeeping accounting firm automation getting started
7 min read

The Top 4 Bookkeeping Mistakes Costing You Money—and How to Stop Them

By Jessica King on Sep 24, 2020 1:00:00 PM

When we think about the most successful accounting firms and businesses, we think of those that have it all together. They operate effortlessly and have everything in order...or so it seems.

The reality is that they’re successful because they’ve figured out how to overcome numerous obstacles, including money leaks in their back office.

Topics: bookkeeping mistakes Bookkeeping Challenges Money Leaks
7 min read

3 Steps to Developing a Forward-Thinking Virtual Firm

By Jessica King on Sep 21, 2020 2:59:38 PM

The CPA firm of the future will likely look much different than how firms have looked for the past several years—and that doesn't have to be a bad thing! If the COVID-19 crisis has taught us anything, it’s that a virtual CPA firm is not only possible, but it’s necessary.

Topics: automated accounting COVID-19 remote firm Virtual accounting firm

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