Featured Posts

[eBook] 7 Secrets to Hiring Exceptional Seasonal Staff for Accounting Firms

By Dawn W. Brolin, CFE, CPA Now that extension season is over, it’s time to get serious about recruiting for seasonal help. Even if your firm isn’t heavy into tax, it’s worth investing a little time to ensure you can tap into the right resources when you do need extra help. Based on my own wins …

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4 Things I Hate About You: When to rid yourself of toxic clients

By Dawn W. Brolin, CFE, CPA How do you feel about the prospect of firing clients? For many firm owners the process can be intimidating. It can also be difficult to determine whether you should fire a client or try to salvage the relationship with some frank discussion about what needs to change if you are …

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Using the Right Tech to Build a Better Bookkeeping Business

By Gabrielle Fontaine, PB, ASBC  In my previous blog post, I discussed the fact that one of the keys to having a successful bookkeeping business is to be able to get the information you need from your clients in a timely way. Depending on clients for this is one of the biggest challenges many of …

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How to Stop Clients from Killing Your Bookkeeping Business

By Gabrielle Fontaine, PB, ASBC  There’s a reason why most of us professional bookkeepers love what we do—it’s because we have the opportunity to make a positive impact on the lives of our clients. In the ideal client relationship, we can alleviate significant stress and free their time so they can focus on building their …

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Your Bookkeeping Checklist for Year-End Sanity

By Gabrielle Fontaine, PB, ASBC  The summer is nearly gone and the kids are back in school. So, with only four months left to the year, what’s a virtual bookkeeper to do? Get ready for busy season, of course! Soon small business clients who have been attempting to handle their bookkeeping records themselves will realize …

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Harvey – You Are Not Going to Beat This SmartVault Team

To our SmartVault Friends, Thanks to all of you that have reached out to me and to many of our team members asking if we are OK.  The short answer is that as of today, our Houston-based employees are all safe. But Harvey is continuing its relentless hold on our city. And many of our employees have had …

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Six Online Security Tips for Virtual Bookkeepers

By Gabrielle Fontaine, PB, ASBC  Are you a virtual bookkeeper, or are you thinking of taking your traditional bookkeeping practice to the cloud? Then there’s something you need to pay attention to so you don’t put yourself at risk. It’s secure handling of sensitive electronic information. What do I mean? Well if you’re working with …

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How I Use SmartVault to Save Time and Protect My Clients

By Gabrielle Fontaine, PB, ASBC  SmartVault is THE most important app (besides QuickBooks) for over 7 years now in my freelance virtual bookkeeping practice. Why? Because it both saves me time by helping me streamline my bookkeeping workflow, as well as giving me top-notch protection for my clients. Since I also teach other freelance bookkeepers …

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How to Help Clients Clear the Four Key Hurdles of Technology Adoption

Client portals, cloud-based document management and collaborative workflow solutions are important tools that increase your firm’s efficiency—but what if your clients are reticent to use them?  It’s likely that both your firm’s productivity and the quality of your overall client experience will suffer. Tax season can be a painful reminder of this, especially if your …

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SmartVault Launches e-Signature Solution for Professionals

HOUSTON, TX – December 21, 2016 – SmartVault, a leading provider of online document management and secure client portal solutions today announced the launch of its secure, easy-to-use e-signature solution for professionals. SmartVault’s e-signature solution is powered by RightSignature and gives SmartVault customers a convenient and efficient way to request signatures on documents directly from …

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