practice management

The Case Against Mandatory Busy Season Saturdays

The Case Against Mandatory Busy Season Saturdays

I'm excited to share that my latest article, "The Negative Impact of Busy Season Saturdays," has been published on Accounting Today. In this piece, I delve into a topic that touches the core of our profession - the culture of mandatory overtime during busy seasons.

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Build A Focused Firm Finale: "Let’s Talk Practice Management"

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Build A Focused Firm Finale: "Let’s Talk Practice Management"

Hector Garcia, CPA, will summarize the key takeaways from all seven episode of this series. Discover the most important things accounting firm owners need to know about positioning, the business model, technology, sales process & onboarding, value pricing & offering guarantees, attracting & retaining talent, and innovation. Join us live to ask your questions and get answers from Hector.

Xero releases "Ask in Xero HQ"

Xero releases "Ask in Xero HQ"

Now you can send queries directly to your client’s email address from within Xero HQ. Each query is stored within Xero HQ along with your client responses and any attachments, making multiple records, emails and notes a thing of the past. Ask will be available to all Xero HQ users from the end of this month.