As much as I love Canopy and everything it has done for our firm, software can’t solve bad habits. And when it comes to time management, every owner has them!Continue…
All-in-One vs. Best-of-Breed Accounting Software: Which Tech Stack Strategy Is Right for Your Firm?
All-in-One vs. Best-of-Breed Accounting Software: Which Tech Stack Strategy Is Right for Your Firm? All-in-One vs. Best-of-Breed Accounting Software (2026) TL;DR What Is the best tech stack strategy for accountingContinue…
The Month-End Close Your Firm Deserves, Right Where You Work
Your general ledger is doing its job. Your close process shouldn’t be fighting against it. If you run bookkeeping or Client Accounting Services at your firm, you’ve probably built aContinue…
If you had to choose between: A) a rotating series of temps who are smart and capable generalists but lack accounting expertise, or B) a fully onboarded team member whoContinue…
Your meetings are working. Your notes should be too. If you’re like most modern accounting firms, you’ve probably already experimented with AI meeting assistants. Maybe you’ve tried Otter.ai to transcribeContinue…