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AI is getting plenty of attention in accounting, but what does actually using it inside a modern firm look like? At ConnectCPA, AI is being used for much more than automating routine tasks. Tom Sun, VP of Operations, shares how the firm is using AI to better understand capacity, …
Learn what an AI bookkeeping agent actually does, how it differs from traditional automation, and how it can reduce repetitive work while...
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Get clients to submit expenses on time without constant reminders. Discover simple ways to reduce friction, automate receipt capture, and...
Becoming a top small business advisor is not about abandoning bookkeeping. It is about elevating it. It requires better pricing, stronger...
Customer service doesn’t have to be complicated, it comes down to one simple idea: doing the right thing, every time.
There’s a point where working harder...stops working. Most bookkeepers hit it without realizing: You put in extra hours You double-check...
The bookkeepers who thrive today aren’t just recording numbers — they’re bringing much more to the table. You're in a precarious position...
Inspired by Stephen Covey’s bestselling book, I started thinking about what these habits look like in the world of bookkeeping. Be...
It’s an uncomfortable question. But it’s one every bookkeeper should ask. Imagine you’re a business owner scrolling LinkedIn looking for...
And too many bookkeepers confuse the two. Why? Because bookkeeping is a technical skill. Getting clients is a communication skill. One is...
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