Tax & Accounting Blog

7 Smart Reasons for Your Payroll Clients to Use Time Clocks

7 Smart Reasons for Your Payroll Clients to Use Time Clocks

Looking to enhance your payroll offering? There’s no better way than placing time clocks in your clients’ businesses. Time clocks are simple to implement; in many cases they integrate with your current payroll software. They also provide an additional revenue stream for your firm, in addition to other benefits we’ll explore in this post. Benefits … Read More

Blockchain, Accounting and Audit: What Accountants Need to Know

Blockchain, Accounting and Audit: What Accountants Need to Know

Among the many disruptive technology trends impacting the way we do business, blockchain is one lesser known within the accounting community. However, given its potential impact, blockchain is certainly not a trend that accountants can afford to overlook any longer. Defined as an open, distributed ledger, blockchain technology records and verifies transactions without any trusted … Read More

4 Types of Questions That Will Make a Splash Cultivating Relationships With Prospects via Email

4 Types of Questions That Will Make a Splash Cultivating Relationships With Prospects via Email

Understanding your clients’ needs is crucial to tailoring your products so they’re getting the most effective solutions but it can be challenging to ask the right questions. Jumping in feet first by asking the right questions can make a big splash. Here are four types of questions to ask when cultivating relationships with prospects. Reflective, … Read More

Recipe for Success: How an Accounting Firm Merger Created One Very Efficient Practice

Recipe for Success: How an Accounting Firm Merger Created One Very Efficient Practice

[Image ©Will Bragg] With an eye toward offering comprehensive financial services and excellent customer service, Davis & Graves, CPA LLP, has spent years investing in integrated systems. Before merging their practices into Davis & Graves in Gresham, Oregon, the two founding partners had gained decades of experience. Jerry Davis, CPA/PFS, and Thomas Graves, CPA/ABV, had … Read More