I built a custom chatbot for my website in under five minutes using Chatbase—no coding required! Now, Decimal enhances user experience by answering FAQs and making site searches more interactive. AI-powered chatbots are a game-changer for customer engagement, automation, and website support. If you've been putting off chatbot integration, now’s the time!

Big institutions make simple tasks feel like an obstacle course—endless emails, clunky PDFs, and zero streamlined processes. From renewing insurance to securing a line of credit, it's a frustrating maze.

Here's the fix: Make it easy for clients! Use online forms, secure uploads, e-signatures, and clear instructions. A seamless process isn’t just nice—it keeps clients from looking elsewhere.

Is your business running on outdated systems that 'work' but feel awkward? It might be time for a renovation! Upgrading from spreadsheets to a practice management app, going paperless, implementing automation, and using a password manager can boost efficiency, security, and client experience. Plus, an online scheduler and templates save time and streamline operations. These aren’t just upgrades—they’re investments in your firm’s future, giving you more freedom and flexibility. Ready to renovate? Let’s get started!

Change is hard—even when it’s something as simple as upgrading a toothbrush. In this lesson on change management, a long-overdue switch to an electric toothbrush mirrors the struggles businesses face when adopting new technology. From resisting change due to cost or habit to realizing the benefits only after making the leap, the journey is rarely smooth. But with small steps, the right tools, and team buy-in, the transition becomes easier. The key? Start small, embrace setbacks, and keep moving forward.

Contingency planning is crucial for accounting and bookkeeping firms to maintain data security, service continuity, and regulatory compliance. This blog covers key strategies, such as documenting workflows, using password managers, ensuring client data backups, and preparing your team for unexpected disruptions. Implementing these steps ensures your business runs smoothly and your clients are well-supported during any unforeseen circumstances.

Streamline your workflows with these five tips: Start by defining your goal—know your endgame! Build around key milestones for structure, and don’t overcomplicate things—simple checklists work wonders. Add extras like tasks, notes, and automation later. Focus on processes that need love, like tricky steps or frequent missteps. Progress beats perfection every time, so dive in, tweak as you go, and make your business flow smoother than ever. You’ve got this—start creating your dream workflows today!

The 2025 accounting events are must-attends for growth and connection. Scaling New Heights tackles AI, automation, and advisory services. Get Connected by Intuit Canada offers CPD hours, QuickBooks updates, and networking in Montreal, Vancouver, and Toronto. Bridging the Gap explores innovation and mental health in accounting. WorkflowCon focuses on streamlining firm workflows. CPB Canada Ignite in Calgary delivers professional development and industry-specific sessions. Intuit Connect promises top-notch speakers and networking. Don’t miss these opportunities!

Discover five essential communities that can supercharge your accounting or bookkeeping firm in 2025. Follow industry leaders, explore automation strategies, and learn from workflow-focused groups—all offering fresh insights, peer support, and practical solutions for everyday challenges. Ready to collaborate, learn, and grow? These communities will empower you to boost efficiency, spark innovation, and connect with like-minded professionals.

Kick off 2025 with five powerhouse business apps—from Form Builders and Online Schedulers to Password Managers, Practice Management, and Recording Tools. se user-friendly solutions automate repetitive work, enhance collaboration, and keep your firm organized, freeing you to focus on what truly matters: providing top-notch service and fostering client relationships. Explore each tool, start small, and level up as your business grows!

It doesn’t take much to move your day from the monotony of mundane tasks and manual systems to the magic of efficiency.

By changing up your tech stack with with the addition of an online scheduler, you will find yourself thinking of your day as rewarding rather than busy!

“Stop overthinking. Just do one thing.”

Discover the 10 common pitfalls that can drive clients away—before you even realize it. From unclear communication to rushing relationships, our guide helps you identify and fix the habits that might be costing you valuable business.

Gratitude in action: a heartfelt thank you for doing what’s expected—whether it’s completing tasks, meeting deadlines, or simply showing up with a great attitude. It’s the small acknowledgments that create big waves of appreciation

PSA for QBO users: A recent change to "Your Books" may have unchecked the "add PDF" option for invoice delivery—double-check your settings to ensure seamless document management and accurate sales tax capture.

Is it time to realign your business for 2025? I’m taking a hard look at what I love doing, what I do best, and where I can bring the most value—now’s the perfect time to reset and head into the new year fresh and focused!

Finding joy in sharing knowledge isn’t always easy, especially with naysayers around. Learn how to embrace your work, manage the ‘yuckers,’ and empower others by staying true to what drives you.

Cyber threats lurk where we least expect. Uncover your security blind spots and safeguard what matters most.

QBO Tech Tip: Learn the essential steps for managing QBO bank feed transactions to keep client files clean and compliant. From closing books to setting up smart processes, discover the tips that prevent unwanted entries and ensure data accuracy.

Discover the essential security elements to look for in cloud applications: bank-level encryption, DDoS prevention, data storage locations, internal security policies, login/logout options, SOC2 compliance, and user permissions. Protect your business and client data by ensuring these key features are in place.