From “New-Year Motivation” to “Lasting Momentum”: Building Sustainable Progress

Each new year begins with a surge of enthusiasm. Teams feel energized, leaders set ambitious goals, and optimism runs high. But as routines settle in and operational pressures return, that early excitement often fades. This shift is not just seasonal; it can quietly impact productivity, morale, and overall performance at a time when steady focus […]

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And That’s A Wrap

This photo was taken at the 2024 #TaxTwitterRetreat, hanging out with some buddies, and I thought it was cute good-bye pic :-} Live events are the bomb, and I can’t recommend enough attending some! Change is hard. Not changing will be harder. This is my final weekly email to you, and my last regular blog

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Important Things to Keep in Mind About Cloud Accounting Security

Accounting is one of those age-old occupations, steeped in tradition. The essentials of maintaining numbers related to a company’s financial activity or that of a private client haven’t changed much. Business types change, financial instruments change, but the essentials of profit and loss remain the same. What has changed is the ability of accounting firms

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IRS Ramps Up Efforts Against Identity Theft in Accounting and Tax Preparation

In 2021 the FTC received 1.4 million reports of identity theft. While we often think of phishing frauds and online imposters as the source of these crimes, identity thieves also target accounting firms due to the types of data they process. Accounting and tax firms collect the personal details of clients and employees including Social

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No Surprises! Benefits of a Subscription Billing Model

For decades, the accounting industry has universally billed its clients based on set rates, typically hours-based, for specific time spent or discrete tasks performed. In recent years, however, we’ve started to see a significant shift in these billing structures. A recurring payment, also referred to as a subscription, recurring billing or automatic payment, is an

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