The Financial Edge

How do small accounting firms network? How important is communication? How do you use reporting to improve communication?

As businesses enter a new year, many are looking to grow their clientele. However, before...

With more and more accountants striking out on their own, here are a few things you should consider as you begin your firm.

Quality financial reporting is vital to help point your client in the right direction. By ensuring your reports are meaningful and measurable, you are showing your knowledge of your client’s company, its current situation, and its goals. 

People are leaving their jobs in droves in search of their own promised land. During this great exodus, the need for accountants rises, creating opportunities for accountants who see the signs.

As an accountant, you understand the fear that many business owners face when it comes to their...

Congratulations! Your accounting firm is growing! You are no longer a small mom-and-pop business...

Your clients are wisely searching for the right financial professional who can help them unlock...

The Problem Dave Carlson, President and Chief Operating Officer of Summit Technology As President...

Contributing factors to Accounting stress Today's business structures make financial and...

Have you ever forgotten the "Why" of Financial Reporting and Analysis? As you sit at your desk and...

Accounting is at a defining moment. With businesses looking for more than just end-of-month statements, IT has stepped up their AI efforts, while accountants are improving their deliverables and communications.
Who will succeed?

Not everyone thinks financial statements, spreadsheets, and numbers are exciting. I know, weird,...

Accounting Principles Accounting Principles, commonly known as GAAP, are an essential aspect of...

“Ladies and gentlemen, welcome to the main event. In this corner, weighing in at 225 pounds and...

As Director of Technology, I implement and create best practices for tech delivery to our clients. I was instrumental in getting the structure and templates set up within Reach Reporting to support our team with financial dashboards and reports they provide their clients.

Fathom HQ has been part of the QuickBooks Online Advanced reporting package since October 2018. With Fathoms’ Smart Reporting free offer ending soon, the question most users are having is why?

More than Financial Numbers Today’s business leaders are no longer satisfied with pure numbers....

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.

Effective communication between an accountant and their client is the key to a successful partnership. Without it, all the numbers and data are useless. 

There have been far too many times in my own life when I would go into work at 4:00 am to go home at 10:00 pm and go into my home office to work some more, only to do it all again in 3 more hours. I was not checking to make sure my business and life books were balanced, and I began resenting every day and becoming a person people avoided.