Recent articles by Tim Sines

3 Biggest Cybersecurity Liabilities Accounting Companies Face

By Tim Sines / March 7, 2022

What are the top cybersecurity threats for accounting firms? In this post, we look at what threats your business will likely encounter in the near future.

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Managing Remote & WFH Accountants Without Micromanaging or Neglecting

By Tim Sines / February 21, 2022

Need help remotely managing your accounting team? In this post, we share tips on how to do so effectively, even if you’re completely new to remote work.

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How to Keep Your Clients Informed of COVID-19 Benefits & Tax Programs

By Tim Sines / February 7, 2022

Keeping your clients informed doesn’t have to be a source of stress, especially through the pandemic. Here are some tips to keep in mind.

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Secure File Sharing: How To Manage Security During Tax Season

By Tim Sines / January 24, 2022

Are you complying with secure file sharing laws? Here’s how you can manage your client’s sensitive information safely come tax season.

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The Case For Better Engagement Letters

By Tim Sines / January 10, 2022

If you’re familiar with engagement letters, you know they’re a necessary part of protecting your business as you engage with clients. Here’s how to write better legally binding engagement letters.

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Tax Security: Is Your Tax Software Keeping Your Client Information Safe?

By Tim Sines / December 27, 2021

Tax security is a key part of the puzzle when you’re running a compliant CPA business. Here’s everything you need to know to ensure you’re safeguarding sensitive client data.

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Accounting Practice Management Software-min

Streamline These 5 Tasks with Accounting Practice Management Software

By Tim Sines / December 13, 2021

Streamline your accounting practice with accounting management software and save tons of overhead hours and expenses when you revise these five tasks.

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How To Track Time And Billing To Manage Your Accounting Team

By Tim Sines / November 30, 2021

Ever wondered about the best way to manage your accounting team? Enter accounting practice management software. Here’s how to leverage it to work with the seasonality of accounting.

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Creating Employee Performance Reports That Account for 2021 Turbulence

By Tim Sines / November 15, 2021

Employee performance reports can be challenging to execute well in 2021. Yet with the right approach they can be an asset to your company. Here’s how.

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Client Portals vs. Disconnected Communication Systems-min

Client Portals vs. Disconnected Communication Systems

By Tim Sines / October 18, 2021

Client portals and a disconnected communication system are two different ways of managing clients. Here’s how they differ and which one you should opt for.

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5 Workflows Every Accounting Firm Should Master

By Tim Sines / October 4, 2021

Accounting firms should turn complex projects into streamlined workflows. In this article, we cover five critical workflows that every firm should master.

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Does Scope Creep Eat Away at Your Profit?

By Tim Sines / September 20, 2021

Scope creep is a common problem for accounting firms. In this article, we explain the concept of scope creep and show you how to avoid it.

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