Each year I prepare and provide to colleagues, for free, a usable updated checklist file. This year's Word file has 370 pages containing 205 separate checklists. I posted a column with a description ...

When tax season rolls around, neglected accounting tasks can haunt small business owners. It’s a pain to categorize income and expense transactions from memory or track discrepancies among hundreds of ...

My updated Word file of checklists is now available. There are 190 tax season, practice management and personal tips checklists on 328 pages in a usable searchable Word format. I added 12 checklists ...

Engaging an independent accountant is one of the smartest investments you can make as a growing business—not only to stay on top of your finances, but to transform all of those crunched numbers into ...