by Monique Swansen | May 5, 2025 | Features
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...
by Monique Swansen | Jan 21, 2025 | Features
When I was selected to present on QuickBooks Online’s Project Center at Intuit Connect, I said, “Sign me up!” I really enjoy the opportunity to help other accountants unlock new ways to show up for their clients. As a quick overview: The QuickBooks Online Project...
by Monique Swansen | Jan 14, 2025 | Business
When the owner of a family-owned business came to us, he shared something we hear a lot: “I think I’m making money, but I don’t know for sure. Is my pricing set up the right way?” He’d been figuring out his gross margin by subtracting commissions and...
by Monique Swansen | Dec 15, 2024 | Features
The Woodard Report recently featured an article I wrote about continual learning. Accounting is always evolving. That may sound strange, given that math is math, but new technologies and changing regulations mean that we have to be on our toes to best serve clients...
by Monique Swansen | Oct 30, 2024 | Features
The Woodard Report recently featured an article I wrote about succession planning. M&A is everywhere these days…especially in the accounting space where older professionals are ready to pass the torch to younger generations. We’re also seeing it with...
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