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What Are Your Top Challenges for 2025?

I recently asked some members of our Advisory Panel about challenges they and their customers are facing in 2025. Two of our members, Paul Slaney...

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Help Us Shape the Future of Insightful Accountant: Take Our 3-Minute Survey!

Critical Accountant Shortage

The accounting profession’s staffing shortage has finally reached critical status after nearly a decade of declining accounting graduates. A drop in...

IRS Progresses in Employee Retention Credit Review, Flags Majority as Improper

Following a detailed review to protect taxpayers and small businesses, the Internal Revenue Service today announced plans to deny tens of thousands...

Measuring the Success of Your DE&I Strategy

MassCPA’s recent report “Workplace Inclusion: An Imperative for Change in the Accounting Profession” revealed significant Diversity, Equity &...

Client Communication Essentials for Accountants

Whether you're a new accountant or a seasoned professional, it's always good to remember the importance of good communication. Today, we're diving...

Peeling Back the Curtain on the Vendor/Firm Relationship

Late spring to early summer is an excellent time to consider what changes you would like to see in your practice. As busy season closes and you have...

Finding Your QBOA Company ID

There was a 'chili' commercial years ago that asked you, "when was the last time you had a big steaming bowl of chili?" The catch phrase "Well,...

Customizing the Icon Bar in QuickBooks Desktop

I recently wrote about some “oldie but goodie” features in QuickBooks Desktop. The article, "QuickBooks Desktop Weekly: Color Schemes in QuickBooks...

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