Documented SOPs (Standard Operating Procedures) and workflows are essential for building efficient, consistent, and scalable firms. They streamline processes, improve compliance, support contingency planning, and enhance the client experience. Learn how to create clear, structured SOPs and workflows that boost productivity, empower teams, and set a strong foundation for growth — without the overwhelm.

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.

Legacy businesses risk fading away if they don’t evolve. Modernize your firm by ditching paper, using online scheduling, and implementing practice management apps to enhance efficiency and client experience. Don’t let outdated processes hold you back—embrace cloud-based accounting, automation, and digital workflows to future-proof your business.

Boost your QBO workflow efficiency with Chrome folders and bookmarks! Organize client files, streamline reconciliations, and speed up recurring tasks with a structured bookmarking system. Save time, ensure consistency, and scale effortlessly. Combine it with a password manager for instant access. Implement this smart bookkeeping hack today for a smoother QBO experience!

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Is your business running on outdated systems that 'work' but feel awkward?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!

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 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.

Choosing the right practice management app can be overwhelming—Discover the top thirteen must-have features in a practice management app for your accounting or bookkeeping firm. From custom fields and email integration to native automation and workflow templates, this list will help you streamline operations and bring efficiency to your day.

I bet you are thinking, “Why are we discussing checklists? That seems like a pretty rudimentary topic?”

Yeah, um…no… 

Checklists are the basis for all our work.

We are living in an awesome cloud technology era. We no longer have to live in our spreadsheets and docs - we could, but they are awkward and inefficient. Plus, even though they are free, they may cost us more than the fabulous paid apps out there.

If people don’t love using an app, they simply won’t use it to its fullest - or perhaps not at all.

User Experience (UX) and User Interface (UI) are essential considerations in deploying and embracing technology.

Running a successful business means email communication runs rampant. But what if there was another way? A way to run your business so that it doesn’t require your inbox to overflow with to-dos constantly? Would you do it? I would hope so!