Tips for Accountants Articles

You’ve likely heard about, or experienced firsthand, a shortage of accountants. So what gives? Where did all the accountants and prospective accountants go? And what can you do if you experience talent shortages in your firm?

As the compliance deadline of June 9, 2023 approaches, accountants must ensure they’re adhering to the Federal Trade Commission (FTC) Safeguards Rule. This can be a daunting task, but there are ways you can streamline the process. In this article, we’ll discuss the nine requirements of the Safeguards Rule and provide tips for compliance.

You’ve passed your CPA (certified public accountant) exam. Hooray! But to keep your license active, you need to receive CPE credits according to your State Board of Accountancy’s requirements. So, what are CPE credits, and how can you earn them?

Accountants aren’t famous for taking vacations. They’re known for working hard and seldom taking breaks. But long hours and late nights aren’t sustainable forever. If taking time off work isn’t on your radar, you may need to consider it eventually. Read on to learn how to take time off work as an accountant.

Trends constantly come and go in the accounting world. At one point in time, managing books by hand was all the rage (and the only way to do it). Now, cloud-based accounting is on the rise. So, what does the future of accounting look like? Read on to find out the latest trends and how […]

Late nights, long hours, and lots of coffee. Sound familiar? If you’re an accounting professional, this may happen to you throughout the year. But, there are a few times in particular when the work days get longer. Cue busy season. So, when is busy season for accountants? And, how can you survive it without burning […]

You want to build a relationship with each and every one of your accounting clients. To do that, you need strong client communication. But when you’re juggling dozens or even hundreds of clients, effective communication is easier said than done.

You work hard to ensure your clients’ businesses do well. But, many accounting professionals struggle with an unreliable cash flow when clients pay late or forget to pay. The good news is your firm doesn’t have to suffer. Want to make sure your firm gets paid? Read on to learn how to get clients to […]

According to a May 2022 report from the Center for Retirement Research at Boston College, only 48% of small businesses with fewer than 50 employees offer a retirement plan. Not only does this disparity contribute to the retirement savings gap, but retirement benefits are increasingly seen as desirable by employees, meaning small businesses are missing […]