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Featured Post

LedgerDocs vs Dext: How Do They Compare?

For online bookkeeping firms who collaborate with their clients using cloud based apps, there are many ways to store and manage financial documents. In this

Featured Post

LedgerDocs vs Dext: How Do They Compare?

For online bookkeeping firms who collaborate with their clients using cloud based apps, there are many ways to store and manage financial documents. In this

Five Common Questions About Cloud Content Management Answered

As a bookkeeper or accountant, you face a mountain of paperwork daily, and managing it all can often feel like a full-time job. Fortunately, with

How Digital Document Management Simplifies Tracking Business Expenses

As a bookkeeper for small business owners, you know how vital accurate expense tracking is for the financial health of your clients business. However, working

The Top 5 Canadian Tax Deductions Small Businesses Often Miss (and How Accountants and Bookkeepers Can Help Capture Every Receipt)

As an accountant or bookkeeper, you know how common it is for a small business owner to miss out on valuable tax deductions simply because

5 Common Document Management Mistakes Bookkeepers Should Avoid

Creating a system for document management is a great way to improve the accuracy and efficiency of your bookkeeping process, but there are a few

Essential Metrics for Bookkeepers To Track For Successful Client Management

Building a strong rolodex of bookkeeping clients can be challenging. It often takes months of phone calls, follow-ups, and estimates to land a lead. That’s

The Struggles of Digitizing Bookkeeping Documents and How Overcome Them

Digitizing bookkeeping documents has become necessary to keep up with modern business document filing standards, however the journey from paper to pixels can be a

Tips for Bookkeepers To Handle a Ghosting Client

If you work with clients, you know that communication is key. But what happens when your clients become unresponsive or “ghosts” us. This is a

Paperless Accounting: Benefits and Best Practices

In recent years there has been a massive emphasis on prioritizing efficiency and sustainability in your business practices. One significant shift that many accounting, bookkeeping,

How to Keep Sensitive Financial Information Safe

In the digital age of information, keeping confidential company information safe is becoming increasingly more important. Concerns about cyber security continue to grow, as more