Accountant Professional Tips | Accountants Mon, 17 Jul 2023 21:21:49 +0000 en-US hourly 1 https://wordpress.org/?v=6.2.2 https://www.patriotsoftware.com/wp-content/uploads/2020/01/cropped-site-favicon-32x32.png Accountant Professional Tips | Accountants 32 32 Accountants Navigating the FTC Safeguards Rule https://www.patriotsoftware.com/blog/accountant-professionals/ftc-safeguards-rule/ Tue, 06 Jun 2023 18:12:17 +0000 https://www.patriotsoftware.com/?p=62776 As the compliance deadline of June 9, 2023 approaches, accountants must ensure they’re adhering to the Federal Trade Commission (FTC) Safeguards Rule. This can be a daunting task, but there are ways you can streamline the process. In this article, we’ll discuss the nine requirements of the Safeguards Rule and provide tips for compliance. What […]]]> What Are CPE Credits for Accountants?  https://www.patriotsoftware.com/blog/accountant-professionals/what-are-cpe-credits/ Thu, 11 May 2023 19:47:29 +0000 https://www.patriotsoftware.com/?p=62640 You’ve passed your CPA (certified public accountant) exam—hooray! But to keep your license active, you need to receive CPE credits according to your State Board of Accountancy’s requirements. So, what are CPE credits, and how can you earn them? What does CPE stand for in accounting? Several fields require that professionals undergo ongoing training to […]]]> Am I There, Yet? Taking Time off Work From Your Firm https://www.patriotsoftware.com/blog/accountant-professionals/taking-time-off-work-how-to/ Mon, 01 May 2023 17:37:14 +0000 https://www.patriotsoftware.com/?p=62519 Accountants aren’t famous for taking vacations. They’re known for working hard and seldom taking breaks. But long hours and late nights aren’t sustainable forever. If taking time off work isn’t on your radar, you may need to consider it eventually. Read on to learn how to take time off work as an accountant. Why taking […]]]> Future of Accounting: 6 Game-changing Trends to Keep on Your Radar https://www.patriotsoftware.com/blog/accountant-professionals/future-accounting/ Fri, 17 Feb 2023 18:02:22 +0000 https://www.patriotsoftware.com/?p=61597 Trends constantly come and go in the accounting world. At one point in time, managing books by hand was all the rage (and the only way to do it). Now, cloud-based accounting is on the rise. So, what does the future of accounting look like? Read on to find out the latest trends and how […]]]> When Is Busy Season for Accountants, Plus 5 Tips on Surviving https://www.patriotsoftware.com/blog/accountant-professionals/busy-season-accountants/ Fri, 10 Feb 2023 17:12:00 +0000 https://www.patriotsoftware.com/?p=61484 Late nights, long hours, and lots of coffee. Sound familiar? If you’re an accounting professional, this may happen to you throughout the year. But, there are a few times in particular when the work days get longer. Cue busy season. So, when is busy season for accountants? And, how can you survive it without burning […]]]> Not Another How-to! Client Communication Tips You Haven’t Heard a Million Times  https://www.patriotsoftware.com/blog/accountant-professionals/client-communication-tips-accountants/ Fri, 20 Jan 2023 18:58:46 +0000 https://www.patriotsoftware.com/?p=61121 You want to build a relationship with each and every one of your accounting clients. To do that, you need strong client communication. But when you’re juggling dozens or even hundreds of clients, effective communication is easier said than done. Read on for some quick wins that can help you improve client communication when you’re […]]]> How to Get Clients to Pay on Time: 7 Easy Steps to Make Sure Your Firm Gets Paid https://www.patriotsoftware.com/blog/accountant-professionals/how-to-get-clients-to-pay-on-time/ Fri, 06 Jan 2023 21:11:24 +0000 https://www.patriotsoftware.com/?p=60917 You work hard to ensure your client’s businesses do well. But, many accounting professionals struggle with an unreliable cash flow when clients pay late or forget to pay. The good news is your firm doesn’t have to suffer. Want to make sure your firm gets paid? Read on to learn how to get clients to […]]]> Small Business Accountants: Should You Talk to Clients About a Retirement Savings Plan? https://www.patriotsoftware.com/blog/accountant-professionals/talking-with-clients-retirement-savings-plan/ Fri, 16 Dec 2022 16:13:17 +0000 https://www.patriotsoftware.com/?p=60520 alt=""According to a May 2022 report from the Center for Retirement Research at Boston College, only 48% of small businesses with fewer than 50 employees offer a retirement plan. Not only does this disparity contribute to the retirement savings gap, but retirement benefits are increasingly seen as desirable by employees, meaning small businesses are missing […]]]> The Million-dollar Question: How to Make More Money as an Accountant https://www.patriotsoftware.com/blog/accountant-professionals/how-make-more-money-accountants/ Fri, 02 Dec 2022 18:20:46 +0000 https://www.patriotsoftware.com/?p=60214 In 2021, the median pay for accountants and auditors was $77,250 annually. But the highest 10% of accountants earn over $128,970. And if you’re like most hard-working accounting professionals, you may wonder how to make more money as an accountant. To make more money, you need to amp up your income. And as we all […]]]> An Accountant’s Guide to Offering Payroll Services to Clients https://www.patriotsoftware.com/blog/accountant-professionals/offering-payroll-services/ Wed, 09 Nov 2022 19:05:04 +0000 https://www.patriotsoftware.com/?p=59865 “Behind every good business is a great accountant.” As an accountant, you probably agree with this saying (as you pat yourself on the back). But, you’re more than an accountant to your clients: you’re also their trusted advisor. And as an advisor, your role extends beyond reconciling their accounts. It might extend so far as […]]]>