Content Hub

6 Simple Steps to Make Your Accounting Practice a Success

When anyone sets out to start a business, it's normal to feel a little overwhelmed ― it seems like there are as many ways to run a business as there are minivans in the Costco...

4 Ways to Keep Your Clients Happy and Loyal

While maintaining transparency is an important step to building strong client relationships, there are other things you can do to make clients happy. Happy clients are clients who...

State Tax Extension Deadlines 2021 - Disaster Relief

Many states affected by recent natural disasters, including Hurricane Ida, have received tax extension deadline...extensions.

How Anyone Can Streamline Document Management To Maximize ROI

3 Things You Should Do With New Clients

There’s nothing quite like that feeling of landing the perfect new client. Not only is it great to watch your accounting practice grow, but there’s something about the chance to...

4 Ways Accounting Professionals Can Boost Their Social Media Presence

If you’re thinking about developing a social media strategy for your accounting firm, you’re on the right track to boosting your marketing efforts. But before you focus on a...

How Much Should An Accounting Firm Spend On Marketing?

Marketing budgets are clearly not one-size-fits-all. It’s no wonder accountants struggle with determining how much to spend on marketing. In one case, you talk to peers and hear...

IRS Postpones Tax Deadlines For Victims of Hurricane Ida to Jan. 3

The Internal Revenue Service is now offering a tax deadline extension for victims of Hurricane Ida to Jan. 3, 2022. Tuesday's announcement comes as the Category 4 hurricane has...

How to Build Strong Client Relationships at Your Accounting Firm

Building strong client relationships in your accounting firm is one of the most important things you can do to have a successful business. Happy clients who keep coming back for...

Why You Should Wish Clients a Happy Birthday and How to Get Started

Showing your clients you care can come down to the small details — even typing their name in an email, rather than addressing the note as “Dear Client” can make a big difference....

Attention Quickbooks Users! New Integrations Available Through Canopy

For our customers who use Quickbooks Online, we know it can sometimes be a hassle to constantly switch between programs to do your job. But now it's time to say goodbye to these...

Canopy Announces Robust Integration with QuickBooks Online

June 29, 2021 LEHI, Utah--(BUSINESS WIRE)--Canopy, the leading cloud-based practice management platform for accounting professionals, announced that it has integrated with...

What To Do If Your Client Gets an IRS Notice

Getting an IRS notice in the mail is probably one of the more frightening tax-related things that can happen to most of your clients. Often, taxpayers are so overwhelmed by the...

How To Attract Millennial and Gen-Z Employees to Your Accounting Firm

With 75% of AICPA members eligible for retirement, it’s critical that younger talent be brought into your offices sooner rather than later — Millennials will soon make up...