Effective Communication
CPA's are usually known for their ability with numbers, not their communication skills. So how can you set yourself apart from the crowd and master some basic skills in communication that will help yo...
4 Jan 202455min
An Inside Look Into Building A Winning Partnership Strategy
See a need. Fill a need. It's the ultimate rule to building a business, and it's also a great rule for continuing to expand an already successful business. In this episode of By the Books, Jeffrey and...
7 Dec 202346min
Navigating the Complexities of Tax Prep and Practice Management
Not all CPAs are created equal, and it's essential to know when you're choosing the right one for your company.So, how do you know what's right for you?On this episode of By the Books, Linday welcomes...
2 Nov 20231h
Decoding Entity Types and Taxation: A Guide for Small Business Owners
C-Corp, S-Corp, LLC, what should your business be classified as, and what are the potential liability issues by not being within the right classification?In this episode of By the Books, Jeffrey and L...
5 Okt 202341min
What You Need To Know About Changes in Credit Card Processing Fees (Before You Get Fined)
Credit card processing fees can add up quickly for businesses, and often, the solution is passing those fees on to the customers. However, credit card companies like VISA are putting a foot down on wh...
7 Sep 202344min
QuickBooks Desktop vs. Online: Understanding the Key Differences and Migration Considerations
Is it time to finally migrate from QuickBooks Desktop to an online version?Many business owners know they need to make the switch but are avoiding the inevitable because it feels like an overwhelming ...
3 Aug 202340min
How To Set Up Your Business For Success
As you evolve in your business, it’s common to find that your clientele will evolve right with you.In this episode of By The Books, Lindsay and Jeffrey discuss why setting minimums and parameters arou...
6 Juli 202347min
Are You a Transactional Networker?
Do you network with the sole purpose of getting leads?When it comes to networking, yes, there's definitely a purpose behind it of building your business. However, there are those who network with the ...
1 Juni 202346min
