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Best Practices for Building Trust with Your Clients

For accountants, clients are the lifeblood of business. After all, without them there is no business. Firms that know this often make marketing and client acquisition a top...

What is a CAF Number and How To Get One: Step-By-Step Guide

If you are looking to start offering tax resolution services, there’s a few things you’ll need to take care of first. One of those things is getting a CAF Number. We’ll walk you...

Dawn Brolin's Keys to a Successful Work-Life Balance

Dawn Brolin, CEO of Powerful Accounting provides valuable insights into achieving success and work-life balance in the accounting profession. She encourages accountants to...

Why Won't My Team Just Accept Change?! (Part 2)

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The Ultimate Guide to Tax Resolution For Tax Professionals

A Year in Review 2023: New Canopy Features

It's hard to fathom how quickly another year has passed, and yet here we are, reflecting on a compilation of new features and functionality that Canopy has introduced throughout...

Why Won’t My Team Just Accept Change?! (Part 1)

Have you ever had a brilliant idea for your firm that crashed and burned because the rest of the team just wasn't "on board" with your genius? (and we KNOW that you ARE a genius…...

Nancy McClelland on Balancing Passion, Work, and Maintaining the...

Nancy McClelland, CPA & Owner of The Dancing Accountant discusses how she balances her love for dance, her passion for her profession, and her commitment to creating a caring and...

9 Must-Read Books for Accountants in 2024

Some people say that comfort is the enemy of growth — and we tend to agree. As accounting plays a more central role in daily business operations, complacency and relying on old...

The Imposter Syndrome and Advisory Services

How can I provide Advisory Services if I don't even know what they are? What if I give the wrong advice? What if my client finds out I don't know everything? What if they talk to...

Penalty Abatement for Small Partnerships

There are a lot of compelling reasons to offer tax resolution services, but tax resolution can also get complicated, and that scares away a lot of tax professionals. Luckily, not...

Elizabeth Manso on Embracing Technology, Meaningful Relationships,...

Elizabeth Manso, President and Founder of Brigade — which provides real-time business accounting consulting, shares how her firm bravely embraced technological transformation,...

Setting Healthy Boundaries with Clients

So you've landed a new client at your accounting firm — congratulations! You tell them you're flexible and can work with them whenever they want, leaving an open-ended working...

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