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Welcome to Our Library

Our resource hub for the latest news and helpful tips.

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Starting Your Own Business Does Not End Your Vacations

Find the Perfect Balance: How Business Owners Can Enjoy Well-Deserved Vacations

By Tammy | June 28, 2023

It’s true that entrepreneurship requires dedication and hard work, but the notion that starting your own business completely erases your vacation time is a misconception. In fact, being the master of your own destiny can offer a unique opportunity to craft a lifestyle that incorporates both work and leisure in a balanced way. By embracing smart strategies and leveraging the advantages of entrepreneurship, you can maintain a fulfilling personal life and enjoy well-deserved breaks without compromising the success of your business.

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listening, customer care

Listening is the Key to Exceptional Customer Care

By Tammy | June 21, 2023

Listening to your customers is the key to exceptional customer care. Ignoring their feedback and complaints can not only result in the loss of valuable customers but damage your reputation as a business. Without taking their needs into consideration, you cannot provide satisfactory services or products that meet their expectations. Therefore, it’s imperative that you listen attentively to what they have to say and act upon their concerns promptly.

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connecting with clients, customer care

The Importance of Connecting With Clients

By Tammy | June 14, 2023

In today’s fast-paced and competitive world, establishing a genuine connection with your clients goes beyond just providing a product or service. It’s about creating a bond that goes deeper, fostering trust, and showing them that you genuinely care about their needs and aspirations.

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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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productivity

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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success

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 […]

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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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TIME MANAGEMENT

Effective Daily Planning: Getting Things Done

By Tammy | October 31, 2022

It’s no secret that the world is a fast-paced place. We’re constantly inundated with new information, technology, and change. For many Accountants and CPAs, this pace can be overwhelming. If you don’t take the time to plan your days, you can easily lose focus and become less productive. This can lead to even more stress and anxiety as you try to play catch-up.

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Time Vampire

What Is Your Time Vampire?

By Tammy | October 22, 2022

Timewasters almost seem as if they’re utterly uncontrollable because they come from outside sources. They can be family, friends, colleagues, and bosses, and others, causing the issue for you. Identify these issues for yourself. Once you realize what’s happening, start setting boundaries, or find a way to work around the person or thing that’s distracting you.

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