As a leader, it may be challenging to consistently ensure you and your team are moving toward your company’s goals. Depending on the flow of projects, it can sometimes be easy for teams to lose focus as new priorities emerge and workloads shift. How can you ensure sustained progress toward your goals and alignment with your team?

It’s easy to assume that leadership is reserved for those with a specific title or position of authority. CEOs, directors, and managers are often the first people who come to mind when we think of leaders. However, true leadership is more about the actions you take, the values you embody, and the impact you have on those around you, than on the title you possess...

An Accounting Workflow Consultant focuses on optimizing and improving the systems and processes that companies use to manage their accounting tasks.

So you want to be a manager, but don’t have comprehensive business experience? What do you do? Here are a few steps to boosting your experience and getting that promotion!

Let’s be real. We all on occasion experience disappointment. Maybe we were hoping for a promotion, and it was awarded to another colleague. Perhaps we studied hard for an exam and got a sub-par score. Maybe we compromised our values for an expedient outcome, and are now feeling the disappointment within ourselves. Whatever the nature of your disappointment, it is sure to rear its ugly head at some point in the workplace. What can you do to mitigate the effects of disappointment in an environment where showing emotion might not be useful or professional?

How self-aware are you as a leader? Try to assess yourself openly and honestly. A high level of self-awareness is the foundation for effective leadership.

Ah, confidence. It is often exuded effortlessly by those who possess it, while those who need it struggle to express it. Yet, confidence is a fundamental trait of effective leadership. How can you gain unwavering confidence?

Flat rate vs. Hourly rate accounting. This can be a difficult choice for clients when they are looking for a new bookkeeper or accountant for their accounting maintenance. As a client, you will want to make sure your accountant doesn't overcharge you, and an hourly rate implies that you are getting exactly what you pay for. For decades hourly rate accounting has been the standard by which the Accounting Industry has built itself. However, is it really the most cost effective? There may be more drawbacks than benefits.

Visualization has emerged in recent years as a powerful tool in helping professionals, not only gain greater focus on their paths forward but also increase their chance of recognizing opportunities that contribute to success.

You don’t need to be an accountant to have heard about the Balance Sheet and P&L. If you don't have an accounting background, just know that these two reports are the foundation to understanding a company’s health. Each report on its own provides important information about a company's financial status. When used together, they create a complete picture of the company’s operations and value. Here's just a few basics:

Business owners know that change is an essential part of growth. But what do you do when your employees resist change? How can you inspire them to get on board?…

What does it mean to make a meaningful impact as a business consultant? Although producing results for the client is an important aspect, the value of a strong Consultant-Client relationship is based on more than just results. The secret ingredient lies in exhibiting three characteristics:

Debits and credits can be confusing, especially to business owners and bookkeeping staff who do not have a formal background in accounting. Debits and credits are fundamental elements of “double-entry” bookkeeping and exist within every accounting system. Here are a few basics….

Let’s be real. Creating and running a business can be a stressful endeavor. Whether you have built the business from the ground up or been entrusted to run the business, daily stressors can take their toll…

I see a trend occurring in the financial services and consulting space that is somewhat bothersome. As many service-based professionals convert to remote work, there is a push for increased automation and productization. This is, in itself, not a negative thing, since productizing your service offerings can provide greater consistency and efficiency…

Your coworker messed up again. Your teammate is doing things differently than the rest of the team and it is making your job harder. What do you do?

What is workplace conscientiousness?

"You may think that if you have a small business, the experience you need from a bookkeeper can be “small” as well. There is nothing further from the truth.