1 min read
Goodbye QuickBooks Desktop, Hello Cloud: 5 Game-Changing Integrations
Jessica Veiga: May 31, 2023 9:00:00 AM
Jessica Veiga: May 31, 2023 9:00:00 AM
1 min read
Goodbye QuickBooks Desktop 2020: A New Era for Cloud-Based Accounting
Jessica Veiga: May 3, 2023 9:00:00 AM
5 min read
Solve Your Capacity Planning Challenges With These 4 Action Items
Jessica Veiga: Nov 26, 2021 11:00:00 AM
Achieving any form of balance or equilibrium within accounting can be like learning a new language: it’s far easier said than done. It’s more like...
5 min read
To Better Serve Clients, Focus on These Soft Skills in Accounting
Jessica Veiga: Nov 11, 2021 1:45:00 PM
Accounting isn’t just about numbers. At its core, a career in accounting is a career in people and relationships. So for accounting professionals to...
5 min read
Better CAS Means Better Questions: 5 Questions to Ask Your Clients
Jessica Veiga: Nov 3, 2021 7:00:00 AM
How does an experienced accounting professional merge their years of experience and skills with the specific needs of their clients? To be honest, it...
6 min read
Identifying Clients Who Need CAS & Meeting Their Expectations
Jessica Veiga: Oct 26, 2021 10:00:00 AM
Let’s take a moment to consider how different accounting is these days. It’s no longer just about balancing books, running payroll, preparing taxes,...
5 min read
Want Happy Accounting Clients? These Strategies Will Help
Jessica Veiga: Oct 12, 2021 11:00:20 AM
There’s a lot of chatter in accounting circles and on accounting social media about the importance of client advisory services. Much of the messaging...
5 min read
The 5 Deliverables Businesses Really Want From a Virtual CFO
Jessica Veiga: Sep 29, 2021 1:07:13 PM
With emerging softwares and progress in automation, the role of the modern accountant is changing. We’re not saying that tech is here to take an...
5 min read
When's the Perfect Time to Offer CAS Services?
Jessica Veiga: Sep 23, 2021 11:15:00 AM
The accounting industry is changing, and more business owners are looking to accountants as trusted resources for securing their financial future....
4 min read
How Bookkeeping Fits Into CAS & Why You Should Set it on Autopilot
Jessica Veiga: Sep 7, 2021 2:00:00 PM
You know good bookkeeping is at the heart of healthy financials—and client advisory services (CAS), too. Whether you’re serving individuals or...
5 min read
Follow These Marketing Best Practices to Drive More Advisory Clients
Jessica Veiga: Aug 20, 2021 9:00:00 AM
As the leadership coach Marshall Goldsmith wrote, “what got you here won’t get you there.” And when it comes to marketing your accounting firm, he’s...
6 min read
Overcoming Talent Retention Hurdles in Accounting Firms
Jessica Veiga: Aug 12, 2021 9:30:00 AM
Talent shortage is a problem in accounting. It has been for decades, and it’s only getting worse. Firms face a historical struggle to find quality...
4 min read
Your Most Urgent Need Is Capacity — Here's How to Increase It
Jessica Veiga: Jul 22, 2021 10:00:00 AM
If you could pull a lever to create more capacity at your accounting firm, would you? Of course you would! We know from speaking to many...