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If you’ve ever thought: “Payroll isn’t for my firm”… at the time, you may very well have been right. The traditional payroll model that’s managed to linger over the years…
In this month’s blog, we will be discussing how to export data and related filters. We get a lot of inquiries about how to move data from one QuickBooks file…
Easy transaction imports from CSV spreadsheet, Excel, and bank transactions Are you wondering how to import bank transactions into QuickBooks® Desktop or QuickBooks Online without doing hours of manual work…
If You Have Remote Employees—You Need to Set Them Up with the Right Remote Work Equipment. In this post, I’m sharing the basics that every remote employee must have in…
Accounting firms continue to move critical business applications to the cloud and off in-house servers, the CPAFMA Digital Survey revealed…
To help define what it means to be a “digitally driven firm,” let’s go back in time… In March 2020, most businesses transitioned to remote work overnight. Some accounting firms…
2022 CPA Practice Advisor Thought Leader Meeting: 6 Takeaways for Firms This past week, I participated in CPA Practice Advisor’s annual Thought Leader meeting alongside CPAPA’s “40 Under 40” top…
It’s not groundbreaking news that the accounting profession struggles with staffing challenges. Firms have found it difficult to find and retain the right talent due to the stereotypes of long…
A Few Weeks Ago, I Participated in the CPA Consultant’s Alliance (CPACA) Forum. The CPA Consultant’s Alliance (CPACA) “is a working group of thought leaders united in their efforts to…
