Article

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November 29, 2021 

How Streamlining Payments Helps Build Vendor Relationships

When vendors want to be paid by check, it's often because they have some sort of mechanism that makes it easy to process them. In larger companies for example, that often means using their treasury bank to do lockbox processing for them.

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November 23, 2021 

Checklist for End-of-Year Activities with Clients

As we march toward the end of another challenging year, the question remains if we are prepared for a glitch-free wrap of the business year. Along with tax and accounting, there are some tax, compliance, legal, information technology (IT), and ...

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November 22, 2021 

Self-Care for Busy Accountants

The key to burnout prevention is through self-care and better work-life balance. Find ways to make self-care a part of your routine to protect yourself in times of stress.

Amy Vetter

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November 7, 2021 

CPE for Free at Ensuring Success

I'd like to take this opportunity to remind you that our annual live-streamed conference, Ensuring Success, is occurring on December 8 and 9. This is not like any other conference you've attended. There is no charge to attend this conference.

Gail Perry

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November 18, 2021 

Why Your Firm Needs Gated Content

If you’re new to the world of content marketing, you may have heard the term “gated content” and wondered what it is and how it can help your firm. There are many advantages to gating your content, but it’s important to understand when and how to use it.

Katie Thomas

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November 18, 2021 

How to be Proactive vs. Reactionary as a Tax Pro

Clients look to their tax pros for expert advice. To showcase your proactive mindset, start sharing your expertise about broader topics and investments in their business you believe are the best for your clients in the long run.

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November 18, 2021 

Apps We Love: Nov. 2021 – Lifestyle Apps

There's no doubt COVID-19 has changed both our work and personal lives in myriad ways. As I reflect on how we have altered our day-to-day existences in the past year and a half, I find there are apps I have incorporated into my daily life that I didn't...

Gail Perry

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November 17, 2021 

How to Create a Lead-Generating YouTube Channel

If your firm isn’t leveraging a YouTube channel for its brand, you may be missing out. According to HubSpot, in 2021, “84% of video marketers say video has been effective for generating leads.” Benefits of YouTube for B2B Marketing When your video channel is optimized—meaning with keyword-focused titles and descriptions—you can reach a wider audience...…