Lisa Chaud

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.

Virtual accounting firms need the right payment system in order to easily manage client transactions. Here’s a look at five top payment processors.

Want to add financial advisor services to your firm? Our financial advisor checklist can help you streamline the process today.

Want to send clients a review request template for your business? Read through our email examples and tips on how to ask for a review the right way.

Looking to move your tax, accounting, or bookkeeping business online? Here’s a look at the tools needed to start and grow your online accounting business.