5 min read
Aaron Sullivan: Nov 5, 2021, 10:30:00 AM
The World Series just ended, and it got us thinking about how accounting is a bit like baseball: it’s heavy on numbers and statistics, it can be mentally exhausting, there are a lot of late nights where your idea of eating healthy goes out the...
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5 min read
Jessica Veiga: Nov 3, 2021, 7:00:00 AM
How does an experienced accounting professional merge their years of experience and skills with the specific needs of their clients? To be honest, it...
5 min read
Aaron Sullivan: Oct 28, 2021, 11:28:45 AM
With the ongoing evolution of the accountant’s role thanks to technology (notice we didn’t say tech was replacing accountants!), it’s not always...
6 min read
Jessica Veiga: Oct 26, 2021, 10:00:00 AM
Let’s take a moment to consider how different accounting is these days. It’s no longer just about balancing books, running payroll, preparing taxes,...
5 min read
Aaron Sullivan: Oct 20, 2021, 7:30:00 AM
If you’re keeping up with accounting industry news and message threads, you’ve heard a lot about how accounting advisory services can lead to huge...
5 min read
Aaron Sullivan: Oct 19, 2021, 10:30:00 AM
Have you ever thought of how offering your services is like pulling teeth? Sadly, your clients might feel like meeting with their accountant is like...
5 min read
Jessica Veiga: Oct 12, 2021, 11:00:20 AM
There’s a lot of chatter in accounting circles and on accounting social media about the importance of client advisory services. Much of the messaging...
5 min read
Jessica Veiga: Sep 29, 2021, 1:07:13 PM
With emerging softwares and progress in automation, the role of the modern accountant is changing. We’re not saying that tech is here to take an...
5 min read
Aaron Sullivan: Sep 24, 2021, 8:00:00 AM
Remember going to the bank? We used to do it all the time for virtually every financial task related to our personal and corporate accounts. There’s...
5 min read
Jessica Veiga: Sep 23, 2021, 11:15:00 AM
The accounting industry is changing, and more business owners are looking to accountants as trusted resources for securing their financial future....
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6 min read
Aaron Sullivan: Sep 16, 2021, 7:45:00 AM
Sometimes entering a new client engagement can feel like walking into a middle school cafeteria after a food fight—broken food trays are scattered...
5 min read
Aaron Sullivan: Sep 14, 2021, 8:00:00 AM
It’s one of the most valuable reports a business owner can have: the profit and loss statement. But too often, entrepreneurs obsess over the bottom...
4 min read
Jessica Veiga: Sep 7, 2021, 2:00:00 PM
You know good bookkeeping is at the heart of healthy financials—and client advisory services (CAS), too. Whether you’re serving individuals or...