Dangerous Document Sharing Mistakes – Are You Making Them Too?

Document sharing is something we do constantly as bookkeepers and accountants. We share electronic documents with clients, vendors, our clients’ customers and suppliers, and the list goes on. While document sharing is a typical activity in our world, I have been shocked time and again when seeing what ‘typical procedures’ actually involve for many of us. For […] ...

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5 Ways Attending Accounting Conferences Pays Off

Every year I spend thousands of dollars and lose billable time so I can travel to at least a few conferences. Some of them are huge events. Others are smaller “cozy” gatherings. However, most freelance bookkeepers won’t do this. Heck, most CPAs at multi-partner firms don’t either! So this begs the question, why would I […] ...

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APP HAPPY – New Live Webinar on March 28

If you’ve been trying to figure out which third party apps will work best for you in your bookkeeping business, I’ve got some good news for you! I’m running a brand new online training class this coming Tuesday, March 28 at 2:00 PM EDT (New York) Not sure if you can attend live at that time? […] ...

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Bookkeeping Business Planning – 7 Fast Steps for Real Results

How often do you use business planning to grow your practice? Once a year? Quarterly? Weekly? Only when you first started your bookkeeping business and winging it thereafter? Whether you want a ‘fresh start’ to your existing business, or you’re truly starting from scratch brand new, here’s a quick summary of what has worked for […] ...

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Can Bookkeepers Change The World?

In a word, YES. But the more important question is, Will we? What we do as bookkeepers can literally be world changing, for ourselves, our clients, and even on the other side of the planet! I’m not being melodramatic. What we have the ability to do, whether we realize it or not, can have a […] ...

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