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    Retain Clients

    10 Proven Strategies for Accounting Firms to Retain Clients Long-Term

    Sharissa Barnett Sharissa Barnett
    November 20, 2024
    Why Today’s Clients Expect Client Portals from Their Accounting Firms

    Why Today’s Clients Expect Client Portals from Their Accounting Firms

    Sharissa Barnett Sharissa Barnett
    November 13, 2024
    The Role of Office Management Software in Remote Work

    The Role of Office Management Software in Remote Work

    Sharissa Barnett Sharissa Barnett
    November 1, 2024
    True Up in Accounting

    What is a True-Up in Accounting and Why is it Important?

    Sharissa Barnett Sharissa Barnett
    October 16, 2024
    The Impact of Time Tracking on Accounting Firms

    The Impact of Time Tracking on Accounting Firms

    Sharissa Barnett Sharissa Barnett
    September 3, 2024
    accounting-working-on-practice-manager-skills

    11 Top Skills Every Successful Practice Manager Needs

    Sharissa Barnett Sharissa Barnett
    August 27, 2024
    Tax professional conducting process audits for continuous improvement

    Streamlining Business Processes: A Step-by-Step Guide to Process Audits

    Sharissa Barnett Sharissa Barnett
    August 20, 2024
    tax professional working with an accountant practice management software

    Choosing the Right Accountant Practice Management Software for your Accounting Firm

    Sharissa Barnett Sharissa Barnett
    August 6, 2024
    accounting management Strategies using a laptop and drinking coffee

    Maximizing Remote Work Efficiency in Accounting Firm

    Sharissa Barnett Sharissa Barnett
    July 30, 2024
    man using AI while on a tablet and wearing headphones remotely

    The Power of AI in Accounting: Benefits and Future Impacts

    Sharissa Barnett Sharissa Barnett
    July 23, 2024
    Caring Compassion: Vital for Accountants' Well-being

    Caring Compassion: Vital for Accountants' Well-being

    Sharissa Barnett Sharissa Barnett
    June 26, 2024
    blue chart flow organizational structure for accounting department

    Organizational & Business Structure for Accounting Department: Best Practices

    Sharissa Barnett Sharissa Barnett
    June 19, 2024
    Accounting work life balance using a calculator and chart worksheet

    Work Life Balance in Accounting & CPA Firms

    Sharissa Barnett Sharissa Barnett
    June 11, 2024
    Business women working in office on SOX in Accounting

    What Accounting Firms Should Know About SOX?

    Sharissa Barnett Sharissa Barnett
    May 31, 2024
    woman preparing for tax season at a desk with a computer screen and paperwork.

    Mastering Tax Preparation: Key Updates and Tips for the 2024/2025 Season

    Sharissa Barnett Sharissa Barnett
    May 1, 2024
    Workload management for accounting firms

    Navigating Tax Season Challenges: Strategies for Accounting Firms

    Sharissa Barnett Sharissa Barnett
    April 19, 2024
    business women sitting in the car using a accountant software

    Top Tool for Accountants: Mastering Remote Work with Basil

    Sharissa Barnett Sharissa Barnett
    March 29, 2024
    three ladies walking and talking about career advancement for accountants

    Advancing Your Accounting Career: Mastering Technology Trends and Continuing Education

    Sharissa Barnett Sharissa Barnett
    March 22, 2024
    an accountant doing calculations

    The Role of Artificial Intelligence in Accounting: Advantages, Use Cases & More

    Sharissa Barnett Sharissa Barnett
    March 15, 2024
    automating accounting processes in your tax business

    The Benefits of Automating Accounting Workflows: A Complete Guide

    Sharissa Barnett Sharissa Barnett
    March 8, 2024
    accounting friends building professional relationships

    Building Professional Relationships in Accounting: Key Tips and Strategies

    Sharissa Barnett Sharissa Barnett
    February 29, 2024
    effective communication skills for accountants in business

    Effective Communication Skills for Accountants: Key to Conflict Resolution

    Sharissa Barnett Sharissa Barnett
    February 22, 2024
    Time Management Software for Accountants to boost productivity

    Effective Time Management Strategies for Accountants: Boost Productivity and Minimize Stress

    Sharissa Barnett Sharissa Barnett
    February 14, 2024
    key performance indicators accounting team meeting

    Unlocking Financial Success: Essential Accounting KPIs for Business Growth

    Sharissa Barnett Sharissa Barnett
    February 9, 2024
    how to market an accounting firm marketing sign

    Marketing Strategies for Accounting Businesses in 2024

    Sharissa Barnett Sharissa Barnett
    January 31, 2024
    accounting information technology using graphs and calculator

    The Role of Modern Technology in Accounting: Automation, Data Analysis, and More

    Sharissa Barnett Sharissa Barnett
    January 23, 2024
    The words goals for smart accounting goals.

    Setting SMART Goals for Accountants: A Guide to Success in Accounting

    Sharissa Barnett Sharissa Barnett
    January 19, 2024
    accounting working on clients taxes using a practice management software for accountants

    Unlocking the Power of Revenue Management in the Financial Industry

    Sharissa Barnett Sharissa Barnett
    January 9, 2024
    tax professional using a Accounting practice management software to complete task

    The Best Accounting Practice Management Software for Secure File Sharing

    Alison Garcia Alison Garcia
    December 18, 2023
    Technology for Effective Accountant Practice Management Software and tax professional tools

    Technology for Effective Accountant Practice Management Software

    TS Srinivasan TS Srinivasan
    December 6, 2023
    a group of accountants working on invoice processing together.

    What is Invoice Processing? Definition, Steps, and Procedure

    Sharissa Barnett Sharissa Barnett
    December 4, 2023
    bookkeeper duties and responsibilities for small businesses using a calculator and laptop

    What are the Duties and Responsibilities of Bookkeeper?

    Sharissa Barnett Sharissa Barnett
    November 27, 2023
    Basil practice management for accountants and business owners official logo

    Press Release | Basil All-In-One Practice Management for Accountants & Business

    Sharissa Barnett Sharissa Barnett
    November 9, 2023
    openai-chatgpt-for-accounting

    What are the benefits of ChatGPT for Accounting?

    Sharissa Barnett Sharissa Barnett
    November 6, 2023
    healthy eating habits for accounts

    Balancing the Books and Your Plate: Healthy Eating for Accountants

    Sharissa Barnett Sharissa Barnett
    October 27, 2023
    Laptop, cell phone and notes to write a CPA Fee Increase Letter

    Mastering the Art of Crafting an Effective CPA Fee Increase Letter

    Sharissa Barnett Sharissa Barnett
    October 20, 2023
    Seven Tips for Balancing Work and Life in Accounting

    Navigating the Busy Season: Work-Life Balance for Accountants

    Sharissa Barnett Sharissa Barnett
    October 16, 2023
    an accounting handling figuring out how to handle difficult customers.

    Mastering Customer Relations: How to Handle Difficult Customers?

    Sharissa Barnett Sharissa Barnett
    October 9, 2023
    money and dollar signs for taxes professionals

    Strategies for Boosting Revenue and Sales in Your Accounting Firm

    Sharissa Barnett Sharissa Barnett
    October 5, 2023
    accounting counting money for her firm

    The Role of Ethics in Accounting: Key Characteristics for Accountants

    Sharissa Barnett Sharissa Barnett
    September 26, 2023
    starting a tax business money graphics

    How to Prepare for Starting a Tax Business in 2023

    Sharissa Barnett Sharissa Barnett
    September 16, 2023
    innovation-in-accounting-team

    Develop a Culture of Innovation in Accounting Firm for Your Team

    Sharissa Barnett Sharissa Barnett
    September 8, 2023
    group of accountants working together on their laptops

    The Role of Technology in Accounting Business Development

    Sharissa Barnett Sharissa Barnett
    August 24, 2023
    accountant working with calculator and documents

    From Spreadsheet Chaos to Streamlined Success: Do accountants use CRM?

    Sharissa Barnett Sharissa Barnett
    August 17, 2023
    accountant working remotely on her laptop

    Basil | The Next Generation Of Business Software

    Keshav Srinivasan Keshav Srinivasan
    August 11, 2023
    accounting going over finances with a calculator

    Time and Billing Software for Accountants: Streamlining Your Business

    Sharissa Barnett Sharissa Barnett
    August 4, 2023
    man working on his laptop using a cloud accounting software

    Revolutionizing the Industry with Cloud Accounting Technology

    Sharissa Barnett Sharissa Barnett
    July 29, 2023
    Simplify Your Decision: The Top Cloud Sharing Practice Management for Your Accounting Firm

    Simplify Your Decision: The Top Cloud Sharing Practice Management for Your Accounting Firm

    Sharissa Barnett Sharissa Barnett
    July 21, 2023
    Human and robot hand

    The Future of Accounting: Exploring the Benefits of Artificial Intelligence

    Sharissa Barnett Sharissa Barnett
    July 17, 2023
    Key Considerations for Entrepreneurs Starting an Accounting Business

    Key Considerations for Entrepreneurs Starting an Accounting Business

    Sharissa Barnett Sharissa Barnett
    June 29, 2023
    The Benefits of Using a Client Portal for Your Small Business

    The Benefits of Using a Client Portal for Your Small Business

    Sharissa Barnett Sharissa Barnett
    June 16, 2023
    two bookers reviewing their new bookkeeping client checklist

    The Ultimate Guide to Creating a Comprehensive New Bookkeeping Client Checklist

    Sharissa Barnett Sharissa Barnett
    June 9, 2023
    laptop, calculator, documents and money in a desk for management software for accountants

    Exploring the Benefits of Management Software for Accountant's

    Sharissa Barnett Sharissa Barnett
    May 30, 2023
    Calculator, money and payroll tax paper

    Payroll Taxes Definition for Business Success

    Sharissa Barnett Sharissa Barnett
    May 22, 2023
    tools for starting an online bookkeeping business

    10 Steps To Successfully Starting an Online Bookkeeping Business

    Sharissa Barnett Sharissa Barnett
    May 5, 2023
    business leaders reviewing financial report

    Top Way to Stay Organized Using a Small Business Organization tools

    Sharissa Barnett Sharissa Barnett
    May 2, 2023
    man working on his laptop using a cloud accounting software

    Cloud Accounting vs Traditional Accounting: Revolutionizing the Industry

    Sharissa Barnett Sharissa Barnett
    April 13, 2023
    women in the elevator giving an accountant elevator pitch

    Sure to Win! Accountant Elevator Pitch Examples

    Sharissa Barnett Sharissa Barnett
    April 5, 2023
    Man owning an accounting firm working at desk

    Keys to Success for Owning an Accounting Firm

    Sharissa Barnett Sharissa Barnett
    March 22, 2023
    Skyline buildings for accounting firm structure

    Top Business Accountant Firm Organizational Structure to Consider

    Sharissa Barnett Sharissa Barnett
    March 13, 2023
    Tax red word sign showing people how to start a tax preparation business

    The Ultimate Guide: How to Start a Tax Preparation Business

    Sharissa Barnett Sharissa Barnett
    March 8, 2023
    lady in backseat on laptop reviewing how to keep track of business expenses

    Understand The Background Of How To Keep Track Of Business Expenses.

    Sharissa Barnett Sharissa Barnett
    February 17, 2023
    cpa vs accountant woman working in office on laptop

    CPA VS Accountant: What can a CPA do that an accountant can't?

    Sharissa Barnett Sharissa Barnett
    February 3, 2023
    Human and robot hand

    The Reasons Why We Love Accounting Artificial Intelligence.

    Sharissa Barnett Sharissa Barnett
    January 27, 2023
    Challenges Facing The Accounting Profession In 2023

    Challenges Facing The Accounting Profession In 2023

    Sharissa Barnett Sharissa Barnett
    January 20, 2023
    ladies using the best tax softeware

    Best Tax Software for Accountants & Accounting Firms in 2023

    Sharissa Barnett Sharissa Barnett
    January 11, 2023
    Secure cloud-based file sharing server room

    Why Is Everyone Talking About Cloud Storage Advantages?

    Sharissa Barnett Sharissa Barnett
    January 4, 2023
    Bookkeepers working on a proposal template for clients

    Free Bookkeeping Proposal Template That Wins Clients

    Sharissa Barnett Sharissa Barnett
    December 22, 2022
    A person working on a laptop using small business accounting software

    Small Business Accounting Solutions for Bookkeepers

    Sharissa Barnett Sharissa Barnett
    December 9, 2022
    laptop and person working in bookkeeping

    Tips for Writing a Bookkeeping Engagement Letter for Your Business

    Sharissa Barnett Sharissa Barnett
    November 28, 2022
    lightbulb illustration

    Key Steps to Grow Your Firm by Using Business Processes in Accounting

    Sharissa Barnett Sharissa Barnett
    November 11, 2022
    what kind of software does a CPA need? CoraCloud.

    Accounting Software for CPA's that Maximize Efficiency

    Sharissa Barnett Sharissa Barnett
    November 2, 2022
    laptop and notepad for accounting practice management

    Tips on Selecting the Best Accounting Practice Management

    Sharissa Barnett Sharissa Barnett
    October 21, 2022
    accountant working at desk

    How do you automate an accounting department?

    Sharissa Barnett Sharissa Barnett
    October 3, 2022
    CoraCloud and Uncat Live Webinar

    Basil & Uncat LIVE next Thursday

    Sharissa Barnett Sharissa Barnett
    August 12, 2022
    Sharing important documents with CoraCloud Practice Management.

    Secure Sharing and Distribution of Sensitive Documents

    Sharissa Barnett Sharissa Barnett
    August 5, 2022
    How to Stay Ahead in 2022 with Best Business Practices

    How to Stay Ahead in 2022 with Best Business Practices

    Sharissa Barnett Sharissa Barnett
    July 18, 2022
    How Business Owners are Staying Organized & Focused on Client Projects

    How Business Owners are Staying Organized & Focused on Client Projects

    Sharissa Barnett Sharissa Barnett
    July 7, 2022
    Best Practices When Starting Your Own Business in Accounting

    Best Practices When Starting Your Own Business in Accounting

    Sharissa Barnett Sharissa Barnett
    June 27, 2022
    Best Ways to Increase Productivity During and After Busy Tax Season

    Best Ways to Increase Productivity During and After Busy Tax Season

    Sharissa Barnett Sharissa Barnett
    June 13, 2022
    Determine Which Low-Cost Cloud Sharing Portals is Best for Your Industry

    Determine Which Low-Cost Cloud Sharing Portals is Best for Your Industry

    Sharissa Barnett Sharissa Barnett
    June 3, 2022
    How to Effectively use a client Portal to Maximize Your Small Business

    How to Effectively use a client Portal to Maximize Your Small Business

    Sharissa Barnett Sharissa Barnett
    May 27, 2022
    6 Tips for Distributing Sensitive Documents for Tax Professionals and Clients

    6 Tips for Distributing Sensitive Documents for Tax Professionals and Clients

    Sharissa Barnett Sharissa Barnett
    May 5, 2022
    Cloud-Based Software for Tax Professionals to Store Client Documents

    Cloud-Based Software for Tax Professionals to Store Client Documents

    Sharissa Barnett Sharissa Barnett
    April 25, 2022
    Tips for Working Remotely and Staying Organized with Basil

    Tips for Working Remotely and Staying Organized with Basil

    Sharissa Barnett Sharissa Barnett
    March 30, 2022
    The Latest in Basil Feature Release 2.6.5

    The Latest in Basil Feature Release 2.6.5

    Sharissa Barnett Sharissa Barnett
    March 11, 2022