Category: Accounting

In the accounting industry, cloud accounting is a hot topic. Accountants and bookkeepers are moving their clients off of desktop software and onto cloud accounting applications to reap the many benefits of productivity, security, and collaboration that these tools offer. This trend goes hand in hand with one that’s been around a while in accounting:…

When we think about the word “advisory,” we accountants might think of financial ratios. Advisory is so much more than that. It’s, in effect, everything we do for our clients that is not compliance work – work required due to government regulations and deadlines. Here is a comprehensive list of advisory services to consider adding…

You’ve just subscribed to a newsletter that you’re excited about and don’t want to miss any emails. What can you do?  That’s where whitelisting comes in. A whitelist is a list of email addresses that you can create. Placing an email address on a whitelist tells the computer that you want to receive emails from…

While the Certified Public Accountant will always be the Holy Grail of certifications in our profession, there is no shortage of additional certifications you can reach for. This blog post is my attempt to list them all in one place so you can choose wisely about the best way to spend your study time. Certifications…

It’s not enough for accounting professionals to simply know their debits and credits. Having a deep knowledge of accounting software is also required, and software certifications help to measure that skill in individuals to some degree. Software certifications serve a couple major purposes: they help educate accountants on the software they use, and they can…

It was 2011, I believe, when I hosted my very first webinar. Before that I was doing teleseminars, but I really like the video aspect that webinars brought. Hardly anyone was doing webinars in 2011, and the accounting professionals who loved trying new things – the early adopters — were always on the webinars, learning…

While the accounting industry may not have a red-carpet, star-studded awards night like the Grammy Awards or the Oscars, individuals and companies can still achieve recognition of greatness or accomplishment in our profession. And why shouldn’t they be acknowledged for their hard work? After all, we’re the financial backbone of entities throughout the world. Below,…

One of the top challenges for small businesses is managing cash flow effectively. There are times when the most experienced business owner can run short just before payroll day or get into trouble because they didn’t plan for a large expenditure. Not having enough startup cash causes a significant number of small businesses to fail…

As more and more people use remote tools such as GoToWebinar, you may experience issues with the audio or sound portion of the webinar. Here are the basics and how to troubleshoot a “no sound” problem. First, do you plan to listen via your computer speakers/headset or via a telephone line? In our webinars, you…

I wanted to help my staff blow off some steam this week, so I asked them to come up with some tasks that we can all do while we’re sheltering in place and doing our thing to flatten the curve. If your kids (or you) are already asking “Are we there yet?” here are some…