How to Say “No” to Accounting Clients
Nobody wants to be the bad guy, and saying no to accounting clients often makes you feel like one. It can be difficult to manage client expectations, [...]
How to Price Your Bookkeeping Services
Are you struggling to find the right price for your bookkeeping services? We understand — numbers might be our business, but talking about money is always hard. [...]
5 Important KPIs for Accounting firms
KPIs, or Key Performance Indicators, help you measure how your accounting firm is performing in different areas, like client satisfaction or marketing. In business, the goal is [...]
Using LinkedIn In Your Hiring Process
LinkedIn is one of our favorite ways to keep up with old colleagues, spread the news about our business, and make lasting connections, but did you know [...]
5 Mistakes to STOP Making in Your Bookkeeping Firm
We all make mistakes, but some mistakes can be costly – and detrimental – to your bookkeeping business. The good news is that many bookkeeping firms are [...]
How to Create a Technology Plan For Your Bookkeeping Firm
A technology plan is a long-term strategy for how you utilize and prioritize technology — and it's time for your bookkeeping firm to adopt one! We know [...]
Happy Employees, Happy Clients: How You Can Drive Client Satisfaction by Taking Care of Your Team
Did you know that satisfying your clients starts with satisfying your employees? It’s true. Happy employees can lead to happier customers. Think about it: do you feel [...]