Growth Strategies: Balancing People and Emerging Technologies Webinar – January 24, 2024

Together, we explored the evolving landscape of emerging technologies and their integration into the world of CPAs without losing the vital human touch. Here’s a quick recap of what we explored: Key Takeaways: Harmonious Integration: We discovered how technologies and human expertise seamlessly intertwine, opening new horizons in accounting. Real-world examples showcased how new technologies, […]

7 Steps to Maximizing Your Bookkeeping Financial Model

Bookkeeping is an essential part of running any successful business. It allows you to track your financial transactions and ensure you are compliant with tax laws and regulations.  But just having a basic bookkeeping system in place is not enough to maximize the financial potential of your business. To truly take advantage of your bookkeeping […]

What SMBs Want From Their Accounting Teams

Small and medium-sized businesses (SMBs) face a unique set of challenges when it comes to managing their finances. With limited resources and staffing, SMBs need their accounting teams to provide expert guidance and support. So what do SMBs want from their accounting teams, and how can accounting teams better serve SMBs? Timeliness One of the […]