Category: Accountant Insights


Thoughts on growing a business, raising money, getting the word out,
and increasing profits. Plus, ZipBooks news!

  • Five Helpful Customer Service Tips for Accountants

    Posted 3 days ago in Accountant Insights
    by Yakov Karda

    A majority of small businesses (86%) consider their accountant a trusted business advisor. But that doesn’t always mean that these clients will be with you for life. In fact, a CCH Accounting Firm client survey shows that over half of all businesses have been approached by other accounting firms, while 20% of individual clients have […]

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  • How to Make Your Own Accounting Logo

    Posted 2 months ago in Accountant Insights
    by Dmitry Leiba

    Have you heard the joke about the interesting accountant? No? Me either.  (As a company full of accountants, we’re allowed to make that joke). Accounting may be notoriously boring, but that doesn’t mean your logo has to be. You might have an idea in mind, might be looking to rebrand, or might be starting from […]

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  • How to run a modern bookkeeping business (Hint: you need the right software)

    Posted 2 months ago in Accountant Insights
    by Rachel Cottam

    Not much has changed in accounting since, well, the 19th century.  We’ve abandoned the abacus and opted for software alternatives, but much of it is still rather archaic.  Whether you’re a recent graduate looking to launch your own accounting firm or a veteran bookkeeper hoping for a better alternative to QuickBooks, we’d like to welcome […]

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  • 5 ways to create a firm culture that improves employee retention and satisfaction

    Posted 5 months ago in Accountant Insights
    by Michelle Dimas

    “Tourist Tuesday” at Nichols Accounting Nampa office (part of Employee Appreciation Week, August 2018) Each year, there is a season that every accounting student simultaneously dreads, prepares, and looks forward to…recruiting season.  It’s a grueling time of year. Days are filled with firm visits, recruiting events, midterms, extracurricular business and accounting club activities, first- and […]

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  • What is Corporate Accounting and how does it compare to Public Accounting?

    Posted 5 months ago in Accountant Insights
    by Rachel Cottam

    Whether you’re starting out in your accounting career, looking to transition between fields, or just plain curious, it’s important to define corporate accounting and know how it differs from a career in public accounting. What is corporate accounting? Accountants who work in the corporate or private sphere are employed by non-accounting companies rather than accounting […]

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  • The Dos and Don’ts of sending client documents

    Posted 6 months ago in Accountant Insights
    by Deb Greenleaf

    How many times has your client emailed you a password for their bank account? Or sent you a Form W-9 with their Social Security Number in an unencrypted email? With data breaches and identity theft becoming more common and more widespread, it’s crucial to examine your own communication channels and whether you are exchanging information […]

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