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September 17, 2019 

To Text (or Not To Text) Your Clients

In the business communication classes that I teach, I’m often asked how we accountants should respond when clients want to communicate with us via text messaging. Sometimes this question falls directly down generational lines ...

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September 16, 2019 

How to Keep Up with the Job Market

Demand for accounting and finance professionals remains high according to July's jobs report numbers from the U.S. Bureau of Labor Statistics (BLS). Employers added 164,000 jobs in July, including 6,300 jobs in accounting and bookkeeping services.

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September 11, 2019 

Apps We Love – Sept. 2019: Tutoring

Having been a college-level personal financial planning instructor at Education 2 Go (ed2go) for almost a decade, I can recommend the format, the interplay between instructors and students, and the variety of educational offerings.

Gail Perry

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September 11, 2019 

Do Your Best Document Management

It is hard to believe how much document management has changed over the last thirty years. Modern systems have far greater capabilities than those designed even ten years ago. Are you using your document management system (DMS) just like you have in ...

QB Sept 2019

September 9, 2019 

New! Receipt Capture in QuickBooks Online Drives Efficiency

With Receipt Capture, you and your clients can snap and store receipts digitally in QuickBooks Online to save hours of labor. Once receipts are uploaded to QuickBooks Online, they are automatically categorized and matched to transactions.

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September 9, 2019 

Addressing the Fear of Automation

The tasks being automated aren’t what clients value. Does anyone truly believe that clients appreciate that your staff manually enters every number into a tax return or trial balance? Of course not.

Jim Boomer

hiring resume

September 5, 2019 

Avoid These 5 Hiring Pitfalls

Employers face hiring challenges in every business environment. Today, however, when the unemployment rate for accountants and auditors is just 1.5%, recruiting difficulties become even more severe.

Paul McDonald