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.

QBO Tech Tip: Adding default tax codes for Canadian customers helps you streamline invoicing, especially for out-of-province and exempt sales. You'll save time and ensure accurate tax coding—this tip is particularly beneficial for e-commerce clients managing various tax regions or product lines.

In life and business, running uphill builds strength, while walking downhill lets you enjoy the view—balance is key! Whether you're powering through challenges or slowing down to see the bigger picture, finding the right pace is essential for growth and success.

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.

QBO Tip: Learn how to filter for attachments and easily download them in batches or individually, simplifying your expense management.

Learn from the "back-in boat guy" and master your ideal client strategy. Identify your ideal customer, understand their needs, know where to find them, and set your price to build a client base you love.

Manage current reconciliations while waiting for older paperwork using a "soft reconciliation" approach. Start by customizing your reconciliation filters for current date ranges and proceed with the soft reconciliation. This method allows you to continue progress without pausing the entire project until older details are available.