A viral Instagram video showed a smart car parallel parking in a huge space. At first laughable, it revealed a lesson: don’t judge too quickly. In life and business, ask, listen, stay kind, and consider alternative perspectives.

Not every provider is for every client. The best matches happen when providers set expectations, create calm experiences, and add value beyond the service. Ideal clients recognize this and build lasting relationships grounded in care, trust, and professionalism.

Be proud of what you did, not what you wish you had. Insights on hiring, tech adoption, client fit, and productivity hacks for firm owners—plus a smart quiz to build your perfect accounting tech stack.

Cloud technology saves time, protects data, and keeps workflows running—even when hardware fails. A clean, cloud-based tech stack ensures catastrophe readiness, allowing businesses and individuals to switch devices seamlessly and stay productive without costly downtime

Hiking Vail’s trails taught me lessons for business and life: celebrate your own wins, don’t compare to others, and keep pushing growth. Success isn’t someone else’s race—it’s about charting your own path and owning the journey.

Innovative small firms redefine success. They charge premium prices, work fewer hours, and fiercely protect boundaries. These firms prioritize lifestyle, client experience, and smart use of technology—proving you don’t have to be big to be impactful, profitable, or fulfilled in today’s accounting world.

Discover how to overcome resistance to change in accounting firms. Learn practical strategies to reduce pushback, build team buy-in, and implement new tools and workflows with ease—ensuring progress, improved efficiency, and stronger client experiences in a fast-evolving industry.

Many track health or business data—but is it actionable? Learn why clean, outcome-focused KPIs matter more than vanity metrics. From skewed step counts to misleading financial dashboards, discover how to build reliable, tech-enabled KPIs that drive real results in your business and life

Managing client communication can be overwhelming with so many options available. This guide shares a simple decision matrix for choosing the right method—text, call, app chat, tasks, or email—based on urgency, complexity, and desired outcomes. Learn how to streamline client interactions using tools like Financial Cents while setting boundaries and taming notification overload.

Struggling to choose the right tech for your accounting firm? FOBO—Fear of a Better Offer—might be the culprit. This guide breaks down how indecision stalls your growth and offers practical steps to overcome it. Learn how to confidently streamline your tech stack, define your firm’s freedom, and make impactful decisions without second-guessing every option.

Love-hate relationship with screen recordings? Same. Just like Yuka exposes product flaws, recording yourself at work reveals inefficiencies—painful but powerful. Tools like Loom make it easy to track progress, refine workflows, and improve communication. Embrace the cringe, record, review, and level up your process.

Overwhelmed by messy QBO files? I’m your accounting backhoe—ready to tackle the heavy lifting and clean up your books with precision. Let’s turn chaos into clarity so your firm can thrive. Let’s dig in!

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.

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!

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

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!