how to maximize on-site client meetings
plus two traps to avoid.
by penny breslin
it’s not just the numbers
advisory & consulting
how to leverage chatgpt in advisory work
learn the language of commands and prompts. and check the math.
by sandi leyva
get started with chatgpt cpe here.
free consultation? not always
don’t give it away too easily.
by ed mendlowitz
202 questions and answers: managing an accounting practice
use timesheets for productivity, not billing
back office support calls for flat rates. here’s why.
by penny breslin
it’s not just the numbers
see your client to a graceful exit
it takes a few years, so get started.
by anthony glomski
best practices for source doc permissions and handling
four steps to asserting control.
by penny breslin
it’s not just the numbers
is your client’s wealth truly protected?
many policies are too small. here’s another option.
by anthony glomski
seven things you must know about ai
be serious, not amused.
by hitendra patil
rise of the aiccountants
sixteen guidelines for naming conventions
why they matter so much.
by penny breslin
it’s not just the numbers
revisit your back office support procedures
remember it’s not just your team on board, it’s also your clients.
by penny breslin
it’s not just the numbers
every back office support client needs a playbook
here’s the specific information that should be included.
by penny breslin
it’s not just the numbers
you have to manage three kinds of procedures
need help with internal procedures? here are three apps for organizing them.
by penny breslin
it’s not just the numbers
should you offer financial services?
10 points to consider before adding them to your practice.
by ed mendlowitz
202 questions and answers: managing an accounting practice