client management

All clients want to make sure they are getting their money's worth - so we need to make sure we understand the technology of how to create value, otherwise known as 'sales!' Read more

People & Business

Kelly Nokleby, owner of Books by Kelly, discusses the concept of value pricing and bundled services. Read more

Tax Practice News 1 Comments

"We've decided to hire another firm." Are there scarier words in a service-driven business? Read more

People & Business

Kevin Miller, CMO of The Neat Company, gives you tips on how to manage your team and clients effectively, generating a smooth client experience. Read more

People & Business

Clio Grow, bringing practice management, client intake, and CRM has been announced for early 2019. Volume Ltd. has announced new training and certification experiences for Intuit QuickBooks ProAdvisors in the US and UK. Read more

Vendor Corner

Dawn Brolin and SmartVault tell you how creating a Disaster Recovery Plan can save you - and your business - from disaster. Read more

Tax & Practice Management 1 Comments

Join SmartVault as they go deep in the heart of taxes, to explore what Texas tax firms have to say about the future of the accounting profession. Plus, get entered to win a Texas pecan pie! Read more

Tax & Practice Management

Dawn Brolin, CPA, Advanced Certified QB ProAdvisor and managing member of Powerful Accounting, has developed two policy and procedure packets to help you standardize your business. Read more


The leading expense reporting software provider's latest suite of functionality enables today's accounting professionals to have greater visibility into their clients’ accounts. Read more

General Ledger

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