The DNA of a Great Client Onboarding Process

As an accountant, you’ve likely already figured out how to save time by creating an onboarding process that's as quick and efficient as possible.   But while your time is ...

High Times: Accounting for Cannabis Companies

On October 17th, 2018, Canada legalized recreational pot; the second country in the world to do so. As a result, an estimated $4.3 billion Canadian cannabis industry was ...

Convincing Accounting Clients to Move to the Cloud

If you’re a cloud bookkeeping or accounting firm, you already know the many benefits of using technology to make your job faster, more efficient, and more user-friendly. ...

The Beginner's Guide to Social Media Marketing for Accountants

It’s no secret that social media has become an integral part of how we communicate today. But while you may be an expert at sending your friends adorable cat videos or using ...

6 Reasons Accounting Firms Should Leverage Payroll Software

Let’s face it, accounting firms are not too fond of payroll. Processing payroll is a tedious, repetitive, time-consuming, and error-prone process. What’s worse is that ...

Find Your Niche: How to Focus Your Firm's Effort

Accounting has generally been viewed as a one-size-fits-all service where any customer is the right customer. The problem with this approach is that instead of doing one thing ...

Kissing Billable Hours Goodbye

Billable hours are a cornerstone of the accounting industry. For decades, the system has provided a clear and transparent way to keep track of who is doing what. Firms simply ...

5 Recruitment Tips for Small Accounting Firms

Small teams can be the best teams, but only if you start with the right people. For small accounting firms, this means recruiting people that are not only great at their job, ...

Standing Out: A Beginner's Guide To Marketing For Accounting Firms

20 years ago, moving from one accounting firm to another was something few people thought about doing—let alone actually did. However, times have changed, and these days many ...

Startup Financials & Data You'll Want In Your Pitch Deck

So you’ve taken the plunge, launched your startup, gained traction, and now you’re looking for external funding. You might not be a CFO or an MBA, but that won’t matter - ...