Top folder structures
If you can’t efficiently navigate a sea of files, you risk getting lost amongst them…
Riley MalinsFebruary 8, 2023
3 reasons for the accountant shortage (and how CPA firms can attract candidates in 2023)
If you’ve followed financial news over the past several months, chances are you’ve seen at…
Julian GaylorFebruary 7, 2023
Top 5 tips for accounting firms to find qualified workers
Trouble finding qualified staff continues to be a top concern for accounting firms of all…
Julian GaylorJanuary 29, 2023
How to make document approvals faster
The time between a document’s submission and approval will tell you whether your internal reviews…
Riley MalinsJanuary 23, 2023
How to run an effective audit at a time of record audit fines
Auditing, when done right, is supposed to provide a protective seal between a company and…
Julian GaylorJanuary 16, 2023
Client onboarding in a remote world
While running a business through the COVID pandemic had its downsides, one of the upsides…
Riley MalinsNovember 7, 2022
Top 5 office time wasters
Buying and selling accounting practices – as I have done a few times over my…
Riley MalinsNovember 1, 2022
Advice for implementing a client portal
Each and every client in your care trusts you to handle their private information. It's…
Riley MalinsOctober 5, 2022
Software Friction Fatigue – The Hidden Cost that’s killing your bottom line
Working in the SaaS (Software as a service) space, I see a lot of great…
Julian GaylorSeptember 1, 2022
