How to write an engagement letter for your bookkeeping or CAS firm
At its most basic level, an engagement letter is a contract between a bookkeeping firm and its client that outlines the firm’s services, fees, and the responsibilities [...]
How to delegate successfully in your bookkeeping firm
Learning how to delegate work is essential if you want to scale your firm profitably. But when it’s a firm you have invested hundreds of hours in [...]
Cloud Bookkeeping: Running a Virtual Firm
Founded in Silicon Valley in 2005, our CAS firm migrated to cloud-based apps in 2011. Collaboration between our firm and clients improved and staff location (office vs [...]
7 Essential Chrome Features All Cloud Accountants Should be Using
Chrome is the browser of choice for about 65% of the internet’s users, and I understand why that is- Chrome has so many features that make working [...]
Creating a new QBO account without a Chart of Accounts
When you create a new QuickBooks Online account for one of your customers, Intuit helpfully populates it with a full Chart of Accounts. Which is probably really [...]
Growing your firm (without spinning out of control)
Firms often struggle with how exactly they can take on new clients and expand their client service offerings without descending into chaos. But it is possible to [...]
How to create a scalable client onboarding process (and happy customers too!)
The first 90 days of an engagement is a crucial period that can set the tone for your firm's relationship with the client in the future. Therefore [...]