Blog

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April 1, 2014 

An Accountant’s Checklist for Client Meetings

Building relationships with your accounting clients requires trust, rapport and an atmosphere for open dialogue. Many accounting firms use a checklist to prepare for client meetings and to facilitate information exchange. Here are some questions that many accountants who are clients of Sageworks have found helpful when interacting with their business clients.

Mary Ellen Biery

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March 28, 2014 

Ranking the Top Business Brands in the U.S.

Some brands are iconic, like Coca Cola, Disney, Microsoft and Google. Others are just as well-known, but perhaps less respected, like some fast food or alcohol and tobacco companies. While others have an even lower impression... think Enron? But which brands do small businesses trust the most?

Isaac M. O'Bannon

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March 24, 2014 

Should Accounting Firms Sell Health Insurance?

When it first became clear that tax preparers – including CPAs – would have to be the front line in implementation of the Affordable Care Act, I voiced a lot of concerns. I doubted it would be possible for accounting professionals to serve as both trusted advisors and health insurance sales people.

Dave McClure

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March 23, 2014 

The Biggest Tax Mistakes for Small Businesses

There are strategies that these business owners can take to help alleviate many of these tax time woes, and a big one is by staying in more frequent contact with their accountant. That's according to a new nationwide survey of accounting professionals.

Isaac M. O'Bannon

 A Conservative Fix for ObamaCare

March 13, 2014 

A Conservative Fix for ObamaCare

Every American citizen should have access to affordable, quality health care. Most of us would agree on the principle; it is the implementation that has everyone befuddled. It’s not just that the implementation of the ACA has been marked by cronyism, bad decisions, failures, fraud, political floundering, lies and stealth taxes. It is that the…

Dave McClure

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March 11, 2014 

The End of Windows XP – What it Means for Your Firm

On April 8, 2014, Microsoft Corporation will finally end technical and security support for the Windows XP operating system, its 12-year-old, second-most-ever popular operating system. That may not seem like a big deal, except for the following factors...

Dave McClure

 How To Produce Positive Change Through Appreciative Inquiry

March 10, 2014 

How To Produce Positive Change Through Appreciative Inquiry

Most firms are in the process of reflecting on their progress during this time of year. Often, that reflection leads to negative feelings of what did not happen, goals that were not met, numbers that were not obtained and people who left. A more effective process is one called Appreciative Inquiry.

Sandra Wiley