Smarter Accounting with Chat GPT: CAS Firm Best Practices
The future is now; is it time for your accounting firm to evolve using AI tools like ChatGPT? As AI advances, businesses nationwide are drawing up usage [...]
The Art of Saying No: How Bookkeeping Firms Can Set Boundaries with Clients
Although it can be scary to say, “no” isn’t a bad word. It can be a vital part of your vocabulary when it comes to setting boundaries [...]
Building Trust Online: The 5 Key Elements of a Bookkeeping Firm Website
White digital marketing can help you build a brand and attract clients, a bad website could also be holding your bookkeeping firm back. Is 2024 the year [...]
From Chaos to Order: Building Procedures in Your CAS Firm
We could all use a little more structure in our day-to-day life. We buy planners, set reminders on phones, and strive every day to sort through our [...]
When to Decline: A Guide for CAS Firms on Client Selection
Saying “no” to a potential CAS client can make you feel like the bad guy… and nobody wants to be the bad guy. However, not every prospective [...]
Unlocking Hidden Talent: How to Recruit Non-Traditional Candidates for Bookkeeping Roles
Non-traditional candidates might be just what you need to bring a fresh face to your bookkeeping firm. In our last blog, we discussed the importance of hiring [...]
Future-Proofing Your CAS Firm: Success Strategies for 2024 and Beyond
Accountants may be great at predicting financial performance, but nobody can predict the future. Anything can happen, which is why you must prepare your business for the [...]