7 Tips to Create Happy Clients

7 Tips to Create Happy Clients

Happy clients are the lifeblood of any business, and this is especially true for those in the accounting industry. But how can you create happy CPA clients? How do you keep them coming back and referring you to their friends and colleagues? The key is to focus on...
Technology Benefits for Accounting Firms

Technology Benefits for Accounting Firms

In today’s fast-paced business world, companies that do not adapt to new technology may fall behind. Accounting firms are no exception to this rule. However, many small and medium-sized accounting firms are hesitant to adopt new technology, as per Sage’s...
Value-Based Pricing for Accountants

Value-Based Pricing for Accountants

Are you tired of hourly billing and the constant pressure to track your time? Have you considered switching to a value-based pricing model that focuses on delivering the best possible results for your clients? If so, you’re not alone. Many accounting firms are...
Financial Literacy in Business

Financial Literacy in Business

Have you ever found yourself in a meeting with your accountant or financial advisor and realized that you have no idea what they’re talking about? You’re not alone. In fact, a study by Wasp Barcode found that 21% of small business owners don’t have...
How Accountants Become Financial Advisors

How Accountants Become Financial Advisors

Accountants have always been seen as the number crunchers, the ones responsible for preparing and maintaining financial records. However, as businesses face economic hardships and closures due to the pandemic, more accountants are being asked to provide financial...