Category Archives: Q & A

TFB Spotlight: Yoseph West of Relay – Virtual Bookkeeping & Online Banking

We’ve long been saying that virtual bookkeeping is what we all need to be offering to our clients, and now more than ever this is true, thanks to COVID-19. In this TFB Spotlight we caught up with Yoseph West of … Continue reading

Posted in Audios, Q & A, Videos, Virtual Bookkeeping | Tagged , , , | 8 Comments

Cyber Threats & Insurance for Accounting Professionals

The rate of cyber threats and attacks on organizations in the financial world seems to be on the increase. And while we may think that it’s only large players like iNSYNQ and CapitalOne, the reality is, ALL of us are … Continue reading

Posted in Articles, Q & A, Videos, Virtual Bookkeeping | Tagged , , , | 2 Comments

Bookkeeping Business Freedom: TFB Spotlight on Cyndi Thomason of Bookskeep

Can you envision bookkeeping business freedom for yourself? What’s that, you say? It’s not only getting free from your job by starting a bookkeeping business (if that’s where you are today), but it’s building a true business and making the … Continue reading

Posted in Articles, Audios, Case Studies, Q & A, Videos, Virtual Bookkeeping | Tagged , , , | 8 Comments

Business Systems: Can Your Bookkeeping Practice Really Run Itself?

Most independent bookkeepers struggle with their bookkeeping business systems to gain true efficiency and harness automation. But somehow the vast majority of us are stuck in a cycle that has us working longer and harder. We’re struggling both with their … Continue reading

Posted in Articles, Audios, Q & A, Videos | Tagged , , , , | 4 Comments

What Kind of Professional Insurance Do Bookkeepers Need?

Something that we don’t hear much about in the bookkeeping profession is the risks we are taking on when handling sensitive client information and / or affecting their financial well-being. Is it a requirement for us to carry professional insurance … Continue reading

Posted in Articles, Q & A, Videos, Virtual Bookkeeping | Tagged , , , | Comments Off on What Kind of Professional Insurance Do Bookkeepers Need?