In my updated checklist file, I included a “preparer’s work process and procedures checklist.” This started out as a checklist for beginners with step-by-step procedures to follow, but as I got into ...

A few accountants recently called me to vent about being shorthanded and asked for suggestions on how they could get through tax season without turning down any business or dropping clients.

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Katherine Haan, MBA, is a Senior Staff Writer for Forbes Advisor and a former financial advisor turned international bestselling author and business coach. For more than a decade, she’s helped small ...

For many small business owners, the term "accounting software" can sound more complicated than it really is. It often brings to mind technical systems or processes that feel better suited for ...