6 min read
Aaron Sullivan: Nov 10, 2020 2:47:46 PM
Growing an accounting firm means you become a pro at overcoming your firm’s obstacles as well as helping your clients overcome theirs. Likely, one of those obstacles you’re familiar with is client onboarding—how to begin delivering your valuable...
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4 min read
Jessica Veiga: 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...
3 min read
Jessica Veiga: 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...
3 min read
Kierstyn Kalman: Oct 20, 2020 12:30:41 PM
With all that’s gone on—with all that’s still going on—most accounting professionals are busier than ever. On one hand, your business clients need...
7 min read
Kierstyn Kalman: Oct 13, 2020 10:30:00 AM
Earlier this summer, as an escape from the mask city life, my boyfriend and I decided to take a ride to Cape Cod and hike the Dune Shacks Trail. I...
6 min read
Aaron Sullivan: Oct 1, 2020 1:00:00 PM
Back in early 2020 when the entire world began to shut down because of the pandemic, accounting firms were already in the swing of their busiest...
3 min read
Jessica Veiga: Sep 30, 2020 10:00:00 AM
Still wondering what bookkeeping automation actually means—or why everyone’s talking about it? You’re not alone. Many accounting pros aren’t totally...
5 min read
Jessica Veiga: 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...
5 min read
Jessica Veiga: 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...
13 min read
Aaron Sullivan: Sep 2, 2020 1:30:00 PM
The internet is full of misinformation, and that’s no surprise to anyone. In fact, 52% of Americans believe they’re served fake news on a regular...
4 min read
Jessica Veiga: Aug 28, 2020 2:00:00 PM
Here’s some exciting news for automation nerds like us: automated bookkeeping services are rapidly gaining in popularity! We know—it’s pretty cool....
4 min read
Jessica Veiga: Aug 25, 2020 11:00:00 AM
When you think of a CPA firm that seems to have it all together, what comes to mind? Is it their services and clientele? Their firm size or funding?...
5 min read
Jessica Veiga: Aug 13, 2020 1:30:00 PM
There are lots of reasons why a CPA firm might be ready for acquisition. Business climate changes, firm growth, or partners reaching retirement age...