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!
High-Touch Customer Care
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.
Getting the Help You Need Virtually
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.
3 Essential Ethical Behaviors for Accountants
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.
5 Tips to Be Productive Today
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.
Client Management Through Daily Planning & Organization
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.
Hire a Tax Preparer or Go It Alone?
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.
Your Complete Guide to Strategic Task Lists
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 […]
Are You Realistic About Your Goals?
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.
Effective Daily Planning: Getting Things Done
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.
What Is Your Time Vampire?
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.
4 Easy Steps to Keep You Secure
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 […]
