New Crypto Tax Guide

Blockworks, a cryptocurrency news outlet, has released “The Investor’s Guide to Crypto Taxes” sponsored by Ledgible, a crypto tax and accounting platform for professionals....

Accountants and Uncomfortable Conversations: What avoiding them is costing you

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We’re the stereotypical introverts. Okay, not all of us. But most people still hear accountant and think of a guy with a green visor...

Be Prepared! September is National Preparedness Month

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Did you realize that we have a "National Preparedness Month?" As the father of 1 Eagle Scout and 1 “soon to be Eagle Scout,” “Be...

Turning your blog posts into marketing material

Scene: You have a decent blog on your website. Multiple pieces of content are available and maybe your current clients are reading them. But...

First Internet Bank launches Do More Business™ Checking

Small business owners take note. First Internet Bank's Do More Business™ Checking is an account designed to help them accomplish more in less time....

It’s not the CRM, it’s you — How to make tech work for you

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Scene: You already have tried multiple pieces of software to solve a problem and each time you’re sold a bill of goods that does...

Why your practice can benefit from more structure

CPA firms typically have been organizations with well-defined structure. As COVID drastically changed working environments, more remote work and flexible schedules started shifting how...

3 ways to protect your client data

The IRS is warning about new cyber security risks and fraud scams on a weekly basis. There is no doubt that accountants are at...

Managing millennial money — Attracting clients with technology

The next generation of clients is here. Many of us still think of millennials as the 20-something, just out of college crowd, when actually...

5 ways to successfully develop your team

Finding the right team may feel harder than ever right now. So keeping the great team you have, should be a top priority. Studies have...

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To plug in or to not plug in? A look at EV credits

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The Inflation Reduction Act of 2022 changes the rules on electric vehicle credits. Are they still worth the investment and which ones does the...

Why tax efficiency is a top concern

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We recently marked the official opening of the 2022 return filing season. The IRS began accepting returns on Jan. 23. As per usual, not...

3 ways to encourage creativity in your practice

Accountants tend to think in black and white. Maybe it is the world of numbers and rules we live in all day. But when...