5 Essential Steps to Include in Your 1099 Checklist
The deadline for filing your 1099s can be as soon as a few weeks away – and the time for making your 1099 checklist is running out! [...]
Tips for Onboarding New Bookkeeping Clients in 2022
Onboarding your bookkeeping clients can be tricky. You never get a second chance to make a good impression. From our first ventures into the “real world,” we [...]
How to Have a Price Increase Conversation With a Client
The price increase conversation is never easy. Working with money is one thing – talking about it is different. In accounting especially, it can be difficult to [...]
Reviewing Your Engagements: Do They Need to Be Updated?
Reviewing your bookkeeping engagements is an important first step in beginning a new year. We know you want to start your 2022 off right, which means it [...]
Are All Your Bookkeeping Engagement Letters up to Date?
Bookkeeping engagement letters are important documents that need to be updated as client work changes and your firm evolves. Basically, they serve as a contract between you [...]
Review Your Bookkeeping Client List: Who Are You Going to Fire?
With the year coming to a close, it’s time to take a good hard look at your client list and decide who’s getting left out of your [...]
Start on those 1099s now!
1099s can be a headache -- especially when you have to gather all the necessary information in a short amount of time. Don’t wait until January to [...]