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Blog Articles & Video Accounting

Try These Pro Tips to Fix Sage Error 1603

Sage is a world-class software used by hundreds and thousands of small to medium-sized businesses to carry out their various accounting and taxation needs. However, the users often complain about the initial stages of the program, especially the installation. Sage error 1603 occurs when the users try to install the

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Avalara’s New Tax Compliance Tools for Accountants

Avalara, Inc., a provider of automated tax compliance tools and services for businesses of all sizes, has released an array of new tax compliance products and services designed specifically for accountants.  Know as Avalara for Accountants, the new offering was designed to provide accounting professionals with the technology to simplify and streamline

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Is There a Right Time to Donate for Tax Purposes?

Question. Julian, hello from “Patrick.” That’s not really my Christian name, and I’d as soon skip my last name. How come? Because, like lots of other accomplished authors, I’m bombarded with snarky emails from people who want to spell out why they resent writers. Julian, what follows are disclosures that

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Liscio and Karbon Form Integration Partnership

Accountant-focused file-sharing and mobile client app maker Liscio is now integrated with practice management tools maker Karbon. With Liscio and Karbon working together, staff will no longer have to chase clients for documents or search across multiple platforms for documents that clients have sent to you. Additionally, since all client communications,

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Teaching Your Clients How to Work With You

In the second article in this series, we looked at how we can help our “unreasonable and demanding” clients become less so by alleviating their fear and confusion. We do this by being a good host: Every time we engage with a new client or prospect – or whenever we

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PPP Forgiveness Other Income Figure on Form 1120S

As part of our ongoing effort to address reader questions on issues that impact their professional lives, or that of their clients, we established our Ask AccountingWEB effort. Here, we accept queries from other accountants that wish to have our contributing topic matter experts answer in as much detail as

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Why Leadership Means Leading Your Clients, Too

As early as nursery school, my report cards (despite “exceeding expectations”) would always mention, “Meghan needs to keep her social interactions to a minimum.” Later, my creative side had most friends and family thinking I would go into graphic design or become an educator. I’d like to think I was

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What Defines an Awesome Client Experience?

In the “old days” an awesome client experience meant a friendly front desk person to greet clients, a clean, professional office and knowledgeable caring staff who adhere to promised deadlines. These principles still apply but many of your clients might be transacting entirely electronically with you now.  For this reason, firms

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Expanding Your Tax Practice Through Referrals

There are many ways to grow your accounting business, but one of the most tried and true ways remains through referrals. Referrals are generally warm leads. The amount of time needed to close these leads is usually shorter because the prospect is taking the word of someone they trust. That’s

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