Lisa Chaud

A PDF is the most professional way for accountants to share information. Here are the six top PDF viewer and editor solutions that are currently available. 

Overcoming objections is difficult for any service provider, but it's possible with a few tips. Learn how to close deals faster and handle client objections, too.

The right accounting website builder will not only reduce set-up time, but it will also create a better visitor experience. Here are the top accountant website builders available.

Should you have a document management system apart from your tax software for secure document sharing? If so, then what is the ideal all-in-one solution?

Learn how to get accounting clients using proven methods that accounting firms and bookkeepers use to find their ideal clients.

CPA client intake forms can make your accounting or bookkeeping service stand out. Learn how to use intake forms, their benefits, and the types of forms to create.

As a bookkeeper or accountant, learning the globally accepted FIFO accounting method is a smart way to handle inventory or asset management for your organization. 

Onboarding new employees can be an exciting, yet daunting task if your organization doesn’t have a sample onboarding plan for new employees.

Accounting and bookkeeping firms must have a secure and easy way to share documents. Tax document storage is important as well. Here are three ways to share secure documents.