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How Bookkeepers & Accountants Can Overcome Imposter Syndrome

Nancy McClelland, LLC

The inspiration for the episode came when I heard Adam speak on Veronica Wasek’s 5-Minute Bookkeeper Facebook group (a must-follow if you’re a bookkeeper, in my opinion). I also shout-out colleagues Hope Brown , the Tax-Minded Bookkeeper, and Mariette Martinez of Master Your Books.

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CPA Pilot Launches AI Assistant for Tax Professionals

CPA Practice

CPA Pilot ‘s AI tax assistant leverages advanced algorithms to analyze data and offer precise insights quickly. CPA Pilot allows tax experts to focus on strategic and value add tasks for their clients and reduce the intensity of tax season. This commitment ensures CPA Pilot remains a trusted partner to tax practices.

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Bookkeeping Fundamentals for Small Business Owners

DuctTapeMarketing

Bookkeeping Fundamentals for Small Business Owners. Bookkeeping Fundamentals for Small Business Owners. A growing number of small business owners are outsourcing their bookkeeping to cloud-based companies that wrap around accounting software. Small Business Finances Bookkeeping Consultant Network and Training. 0 Comments.

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Empowering Bookkeepers: A Feminist Perspective

Accounting Insight

As we celebrate International Women’s Day, it’s crucial to recognize the pivotal role women play in various professions like finance, which is traditionally dominated by men. One subset of that field is bookkeeping, where women have been the backbone for centuries. So, what does this have to do with bookkeeping?

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Managing Security Issues with a Remote Workforce while Continuing to Grow Your Practice

Speaker: Jim Bourke, Managing Director Advisory Services at WithumSmith+Brown

Protecting data does not and should not result in a massive disruption to our business model, but instead, should be viewed as an opportunity to get to better know our clients and help them by delivering new services that in the past were never associated with a CPA firm.

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Outsourced Bookkeeping for CPAs: 8 Options Compared

Ryan Lazanis

If you’re a CPA firm looking to outsource your bookkeeping, you’ll want to check out this post on the 7 different options for outsourced bookkeeping for CPAs. Instead of hiring a bookkeeper in Canada or the US, you might instead offshore the entire accounting department to the Philippines.

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The Core Services of a Modern CPA Firm

Summit CPA

Modern CPA firms have moved beyond the repetitive bookkeeping that characterized their work in the past. Programs like QuickBooks and Intuit have made it possible for non-accountants to do basic bookkeeping.

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4 Steps to Building Your Client Advisory Services Practice With Passion & Purpose

Speaker: Amy Vetter, CEO of The B3 Method Institute

As a CPA, consultant and entrepreneur, Amy will share insights and best practices from her own experience starting and growing an advisory services practice on her own and as a Partner in accounting, and from her 10+ years of advising thousands of firm leaders on how to grow and scale their businesses.

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Change Your Mindset: The Key to Growing Your Accounting Practice

Speaker: David Bergstein, Chief Innovation Officer at Bergstein CPA

Join David Bergstein, Chief Innovation Officer at Bergstein CPA, as he shares insight on the accounting landscape, new trends, and practical tips for reevaluating your company's positionality. This session will cover: What it means to challenge tradition and change your company mindset.