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As a CPA one of the biggest complaints I hear about others in my profession is one of complacency. “My accountant doesn’t seem to know my business,” one business owner…
While accounting firms have made great strides to embrace technology and provide clients with premium, on-demand services, there is still work to be done in the area of data security….
Last week, the annual Accountex event was held in Boston. As a local company, we were happy to sponsor the event and host multiple key speaking sessions. In these sessions…
A short history of self service in accounting. Ready? 1978: A small business owner has her bookkeeper log cash transactions in a One-Write manual entry system. Payroll is done…
Working remotely is no longer a pipe dream within the accounting profession—we are firmly living in the remote workforce era. Some firms have come a long way, harnessing the power…
If you’re running an accounting firm you’re likely faced with a significant issue: Should you host your (and your clients’) data internally or move it to the cloud? A few…
On its face, it can seem like an easily solvable equation. Clients are looking for more value from their CPA firm or accounting professional. From their end, CPA firms and…
As a company that works with many Quickbooks Desktop accountants and is in the business of financial data, we are often amazed at the risks accountants take in the name…
The time has come to elevate clients upward and onward Ten years ago, the accounting profession was just starting to experience the advent of cloud-based technologies. The term “hosted” was…