Welcome to Our Library

Our resource hub for the latest news and helpful tips.

Grab a beverage, curl up in the comfy virtual chair, and dig right in!

customer care

How Client Communications Can Go Wrong

By Tammy | June 4, 2023

Your clients are willing to put their trust and faith in your ability to deliver the tax and accounting services they need. But this is a type of trust that can be easily broken.

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customer care

High-Touch Customer Care

By Tammy | May 31, 2023

High-touch involves ensuring that you increase the human factor in all your client-facing efforts. Even though most of your business may be conducted online today, your customers still value social interaction, and because of this fact, high-touch methods can be the differentiator for your accounting firm.

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defining a virtual assistant

Getting the Help You Need Virtually

By Tammy | May 24, 2023

Keeping up with all of the routines can be difficult for those who work hard in their company or personal life. There are fifty million things to accomplish in one day with too little time and too few people to help. If you want to begin saving time, you can invest in a virtual assistant who will help you take some extra things off your plate.

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Accountants Ethical Behavior

3 Essential Ethical Behaviors for Accountants

By Tammy | May 10, 2023

As an accountant, it’s crucial to maintain a high level of ethical behavior. After all, you’re dealing with sensitive financial information, and your clients rely on you to keep that information confidential.
One of the most important ethical principles for accountants is integrity, meaning honesty and transparency in all your dealings and not engaging in deceptive or misleading behavior.

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5 Tips to Be Productive Today

By Tammy | March 20, 2023

Everyone has had those days, no matter what you do, it’s tough to feel productive. When it happens to me I try not to stress too much, but just follow my task list in order of priority and hope I’m not missing anything important! But what happens if one of those days hits you on a day that you absolutely need to be productive? Here are five tips that will help you get going and complete your necessary tasks.

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planning success

Client Management Through Daily Planning & Organization

By Tammy | March 15, 2023

What does client management and daily planning have in common? For starters, they are two essential skills for any business professional. When done well, these activities can help you stay organized and on top of your work.
Effective client management is essential for ensuring successful productivity. To make sure all of your clients get the attention they deserve, here are some effective strategies you can use for daily planning & organization. Doing this will help you maximize your productivity and ensure swift service to all your clients.

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Get Out Of Your Head For Success

By Tammy | March 1, 2023

Success in business stems from success in other areas of your life. You can’t really succeed to the extent that you would like to financially without making sure you’re up to par in other parts of your life, such as your mental state and physical fitness.

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tax prep

Hire a Tax Preparer or Go It Alone?

By Tammy | January 31, 2023

Albert Einstein once said, “The hardest thing in the world to understand is the income tax”. More and more people are making the move to doing their taxes at home. With programs like 1040.com and FreeTaxUSA available, the process can be simplified and the refund swift in coming. However, going it alone is not always the wisest or most cost-efficient choice.

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7 Tax Tips

7 Tax Time Tips

By Tammy | January 25, 2023

Feelings of dread and the tax season seem to go hand in hand. Preparing ahead of time for the filing of your income taxes can reduce your stress. At least you won’t have to go hunting at the last minute for your documents.

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strategic planning, goal setting

Your Complete Guide to Strategic Task Lists

By Tammy | January 10, 2023

Your Complete Guide To Strategic Task Lists Here’s the honest truth for entrepreneurs – your task list will NEVER be complete. There will always be more to do! So how can you manage everything without tasks or projects slipping through the cracks? Use strategic task lists. Why You Should Use a Strategic Task List A …

Your Complete Guide to Strategic Task Lists Read More »

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smart goals

Are You Realistic About Your Goals?

By Tammy | January 4, 2023

People often struggle in both life and business with the process of goal-setting—more than likely, you’ve read a lot about creating SMART goals. SMART is an acronym for: specific, measurable, attainable, realistic, and timely. Being realistic is one of the criteria for setting goals that will serve you, but the truth is, the rest of the acronym helps ensure that your goals are realistic.

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letter writing, handwritten letter

The Handwritten Letter

By Tammy | December 13, 2022

Letter writing seems to be a lost art in today’s age of instant messaging and email. However, whether it’s the power of the written word or the belief that a handwritten letter is more meaningful and unique, it is still alive and kicking as many people still prefer to receive handwritten letters and cards.

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planning goals

Tips For A Smooth Return After The Holidays

By Tammy | December 5, 2022

Taking some time off during the Holidays? Looking forward to enjoying some festivities, but dread the mountain of work you know will be waiting when you return? Make a few preparations now, before you leave, and follow some tips when you return, to help ease you back into a routine and maybe even stretch your relaxed and festive mood well into the first week or two of the new year!

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why do we need cybersecurity

Why Do We Need Cybersecurity?

By Tammy | November 28, 2022

Cybercriminals can make changes in a system without being detected by antivirus, and they know about all the software vulnerabilities. They are smart beings and they find ways to get into our systems and create havoc in less time than we expect. Still asking why do we need cybersecurity?

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time management

7 Strategies For More Productivity

By Tammy | November 8, 2022

One of the most difficult things about planning your day effectively is knowing how to prioritize your daily goals. With so many things that we want to accomplish each day, it can be tough to decide where to start. I’ve put together eight different strategies, and why they work. Choose the best one for you, or mix them up. There is no right or wrong way as long as you are making the most of your time and achieving your goals!

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