Articles
How to Create a Chart of Accounts For Your Professional Service Firm
A Professional Services (PS) firm’s chart of accounts is more than a bookkeeping tool. It’s a resource. It provides …
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Articles
Bookkeeping Service Fees: Should You Pay $250 Per Month?
Remote bookkeeping is in the midst of a boom. In a bad way. It seems like new providers pop up every week. They have roc …
Articles
Small Business Tax Advice: 5 Signs It’s Time to Look for a New CPA
Having a clear understanding of your finances is vital to running a successful business. It’s important to have a CPA …
Articles
Working Remotely: How to Set Your Employees, and Your Business, Up for Success
According to surveys of American workers, 43 percent of employees work from home some of the time, with a full three per …
Guides & eBooks
The Four Levers of Profitability for Professional Service Firms
Profitability is easy enough to understand but putting it into practice is another matter. Companies often get lost in t …
Articles
How to Calculate Gross Profit Margin: A Small Business Owner’s Guide
The Gross Profit Margin calculation describes how profitable a company’s goods and/or services are. It’s an importan …
Articles
Profit Growth: How to Set, Track and Achieve your Goals
Every company sets financial goals, but are they basing them on the right metrics? We’ve seen too many businesses st …
Videos & Webinars
The EOS Accountability Chart: How to Best Fill the Finance Seat
Hi, I’m Cal Wilder, founder and CEO of SmartBooks Corp. This video is for all you EOS implementers and users of the entr …
Articles
Successfully Filling the EOS Finance Seat
If you’re familiar with the Entrepreneurial Operating System (EOS), you know it’s a popular management system used b …