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Spotlighting Women in Advisory Practice: “Create a culture where everyone is happy,” says Alicia Shaul, CPA firm entrepreneur

ThomsonReuters

No matter what the culture of the firm is, you will be successful, the professor said. A culture of happiness and growth In the six years after she became a CPA, Shaul worked at several accounting firms and experienced some less-than-ideal managers. This strengthened her desire  to have her own firm.

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Managing stress for tax professionals

ThomsonReuters

Automate what you can 3. Nearly 9 in 10 accountants want a better work-life balance, while just over 70 percent would like more help from their organizations to manage mental health, according to ACCA’s Global Trends Survey 2023. Stress management for tax professionals is critical for avoiding burnout. Poor management.

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Improving wellness for tax and accounting professionals

ThomsonReuters

Jump to: What is wellness? What is wellness? It can help you prevent or manage health problems, as well as enhance your quality of life. Some sources of stress for accountants are tight deadlines, heavy workloads, complex regulations, and elevated expectations from clients or managers.

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Spotlighting Women in Advisory Practice: “We needed to focus on what people wanted,” says Erin Heath, CPA

ThomsonReuters

We needed to focus on something else, like what people want,” she says, adding that she then decided to purchase an advisory services tax solution. Indeed, farming and cattle businesses have unique needs , and Heath’s background and expertise helped her clients make decisions based on what wa s happening in their industries.

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How JCG Projects’ bookkeeper helped build the financial foundations of their business

Xero

In our customer series we highlight small businesses using financial services to make their life easier. . When Johnno Green set up JCG Projects over eight years ago, he quickly turned his renovations and repairs business from a one-man operation to a team of tradies. Cash flow is the biggest stress in a business.

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147 Cloud Accounting Software Apps: The Big List

Ryan Lazanis

Invoicing, bank reconciliations, bank and credit card feeds, financial reporting, managing accounts payable and accounts receivable, multi-currency, and the ability to connect to 100’s of 3rd party apps to help small businesses automate all parts of the accounting process. Their web-based product is packed full of accounting features.

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The Definitive Accounting Workflow Guide

Ryan Lazanis

In this article, you’re going to learn about what an accounting workflow is, the purpose your workflows serve in your firm with 9 key workflows that you can optimize in your accounting firms. What is a Workflow? What are the Benefits of a Workflow? Recurring Task Management. Client Onboarding. Service Delivery.

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