I’ve been remote for years, and hiring remote team members almost as long. Like the hiring process, there are some must-haves. If there's one thing remote hiring teaches you, it's this: technical skills will get someone through the door. They won't tell you if that...
Do You Know the Story They’re Telling? If there’s one thing I’ve learned working with small and mid-sized businesses, it’s this: Your numbers are always talking. But most business owners don’t know what they’re saying — or how to understand the stories they’re telling...
They turned in their laptop. You disabled their email. You’re covered, right? Not even close. When an employee leaves—whether it’s a planned departure or a sudden exit—your financial systems can be left wide open if you don’t have the right offboarding process in...
Finding Your People [Unbalanced Podcast Interview] Being an entrepreneur can feel isolating sometimes. Talking about it matters because it helps immensely to be reminded that we’re not meant to build alone. I recently joined hosts Candy Bellau and Samantha Hallburn on...
We’re honored to be recognized by Woodard in their feature, “Automated Accounting Services: A Leader in CAS.” When I started Automated Accounting Services, my goal wasn’t just to “do the books.” Over the years I’ve built a team that empowers business owners to make...
When you run a small business, wearing multiple hats is normal. But when one person wears all the financial hats—that’s where trouble starts. I’ve seen it more than once: A trusted team member who enters invoices, cuts the checks, and reconciles the accounts… and...
I can’t tell you how many times a small business owner has called us in for help with their books—only for us to uncover something much bigger. They often think it’s just a reconciliation issue or a miscategorization. But once we start digging, we almost always find...
Running a business of any size is no small feat. When it’s a small business, the buck stops with you— you’re in charge of all decisions, putting out fires, and wearing more hats than you ever imagined. It makes sense that internal controls often get overlooked, but...
When I got the opportunity to offer comments on this How to Sell a Business article for HubSpot, I jumped because this has dominated so many conversations lately and has been a topic I've focused on in the last year. I've found there are two groups of people getting...
Modernizing a family-owned business is almost never just a technical decision—it’s deeply personal, with multiple stakeholders often holding strong opinions about how things get done. For one company we’ve been working with, the question of whether to overhaul their...
If there’s one thing Q1 reminds us of every year, it’s this: time management isn’t just a nice-to-have for accountants—it’s the difference between staying ahead and constantly playing catch-up. And let’s be real—when everything feels like a priority, how do you avoid...
Building and leading an accounting firm is about so much more than the numbers—it’s about the people. The industry is facing major talent challenges, from hiring the right people to retaining them long-term. At our firm, we’ve been intentional about creating a...
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