Taking on More Clients. Jake Grimm, Director of Technology Summit CPA Group, a Division of Anders CPAs + Advisors As Director of Technology, I implement and create best practices for tech delivery to our clients. I was instrumental in getting the structure and...
Fathom will no longer be included as part of your QuickBooks Advanced subscription. Fathom & QuickBooks Online Advanced FAQs Starting August 1st, 2022, Fathom will no longer be included for free as part of QuickBooks Online Advanced. Answers to common questions...
Raise your hand if you have ever pretended to understand something but have no clue what is going on? For me, it was almost every day in 11th-grade math class. On the other hand, raise your hand if you have ever had an absolute lightbulb moment when everything...
A visit with Duncan Lloyd, Executive Director of Cloudaccountant.com . Reach Reporting had the opportunity to visit with Duncan Lloyd, a Chartered Accountant that has held several high-profile FD positions including a large training provider. Cloudaccountant.com is a...
What makes a person genuinely good at what they do? What are those essential traits they possess to help them raise the bar in their profession? We all possess different characteristics and talents that make us unique. Some people have the uncanny ability to chat with...
Effective communication between an accountant and their client is the key to a successful partnership. Without it, all the numbers and data are useless. The balance sheet, the income statement, and the cash flow statement (also known as the Big 3) are critical to...
