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Welcome to Our Library

Our resource hub for the latest news and helpful tips.

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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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cybersecurity

Anatomy of a Data Breach

By Tammy | October 17, 2022

Despite the prevalence of the breach-centric news cycle, many everyday individuals may not know what a data breach is, how they typically start, and why they occur.

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CYBERSECURITY

4 Easy Steps to Keep You Secure

By Tammy | October 5, 2022

4 Easy Steps to Keep You Secure Cybersecurity has become one of the biggest hot topics inside and outside technology circles over the last two years. From securing learning devices due to a rise in digital learning during the COVID-19 pandemic to coping with the fallout of high-profile breaches of national infrastructure such as the […]

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Outsourcing

Outsourcing: The Key to Success

By Tammy | September 26, 2022

Think back to when you first set out to build your business. Do you remember what your “wants” were? For most, whether building a small business or becoming an entrepreneur, the first need, or “want”, was to have a business that provided the income you needed without overtaking your life. Working in the Corporate world was sucking your life away. Sure, you had an awesome career, maybe an excellent salary and title, but at what cost? Long commutes, long hours, you were missing out on the joy of life. So you decided to take matters into your own hands.

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cybersecurity

10 Tips to Keep Your Online Environment Safe

By Tammy | September 19, 2022

10 Tips to Keep Your Online Environment Safe There are a lot of new opportunities for hackers. New ways to enter your business or home virtually and steal your data, your clients data, your personal information, and even spy on you! You can protect yourself significantly just by following these ten tips. 1. Stay Off […]

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build a business plan

Don’t Rush Into Business! Slow Down and Do This First

By Tammy | September 12, 2022

Everybody wants it now. We live in an instantaneous world – news reaches millions of people as it’s happening. Gone are the days of waiting a week for a letter. I remember writing my cousin and then waiting for her return letter, which was always at least two weeks. Do you remember seeing something you had to have in a magazine and ordering it – 6 to 8 weeks delivery time! So be honest, with online ordering and same-day delivery options, we only begrudgingly accept delivery of over two weeks if that’s the only option we can find.

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