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How Advisory Services Help Grow Your Firm

Mar 19, 2019

Accountants and bookkeepers are facing challenges with inefficient spreadsheets, seasonal work loads, and client retention. Luckily there are ways to leverage cloud accounting...

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The Current Status of the Accounting Profession: More than Just an Industry

Sep 4, 2018

Accounting is more than an industry; it is a rapidly changing culture and profession. Accountants, Bookkeepers, Chartered Accountants, and CPAs cannot manufacture and sell...

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Accountant by Day-NHL Goalie by Night

Apr 20, 2018

Scott Foster found himself in quite a unique experience a few weeks ago.  As an accountant by day, he is working with clients and crunching numbers, but at night, he is one of...

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Are you a 'NextGen' Accountant?

Feb 9, 2018

Recent studies show that over 93% of small business owners now value accountants as their trusted source of business advice. This represents a huge opportunity for accounting...

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Bill clients for Value, not Time

Jan 22, 2018

Due to circumstances largely out of the control of accountants and bookkeepers, traditional tax and compliance work is being commoditized and profits squeezed by fierce...

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Helping Your Advisor Help You

Jan 4, 2018

A lot has been written about what a trusted business advisor can do for small and midsize enterprises. This ranges from sophisticated forecasting, risk mitigation, cash flow...

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ProfitSee is an Accredited Software by the ICAEW

Jan 1, 2018

ProfitSee is the first and currently the only Financial Forecasting and Budgeting tool to be accredited by the Institute of Chartered Accountants of England and Wales (ICAEW).

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What is a dashboard, why would I want to move beyond dashboards, and what else is there?

Dec 10, 2017

By now you’ve probably heard you should be, or could be, moving your accounting or bookkeeping firm towards providing advisory services. The first place firms usually turn to...

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Discussing Fiscal Management and Flourishing as a Trusted Business Advisor with Will Crist [podcast]

Sep 19, 2017

There are many disciplines required to make a business successful, but the most important and most difficult for business owners to handle is fiscal management of the company. ...

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Brazilian Accountants Head to the Cloud

Sep 14, 2017

And now for something a little different… I had the good fortune to visit in the beautiful city of Sao Paulo  this month to talk to Brazilian accountants about cloud...

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