I know, I know, we are in the final stretch of tax season and you may be thinking, Why the heck is Brolin blogging about events now? Doesn’t she know that the tax deadline is just days away? I can’t even…   I hear you! Yes, this is a beyond busy time for many of […]

Dawn Brolin, CPA, CFE, The Designated Motivator for Accounting Professionals We’re coming up on almost six months since the last Scaling New Heights conference, but I still vividly remember the moment at that event when my entire view of how to secure my own firm and handle data security requirements changed for good, and for […]

Do you still have clients using cash or checks to make purchases? Or maybe you do? If so, you know there has to be a better way! Your clients (and your firm) should be using a corporate card.  In fact, I have saved you the legwork of looking for the perfect alternative with my Starting […]

Truly Financial offers a bank account that pays you cash back for everyday purchases, gives you insight and control over your team’s spending, allows you to send domestic payments without worrying about bank fees, makes international payments feel as easy as domestic ones, and allows you to hold and exchange foreign currencies in your account.

You can choose from several account types that will help you feel like a local business, even when you are operating your business globally. Through their U.S. checking account, companies can receive Automated Clearing House (ACH) and Fedwire payments. You can also send payments to anyone in the U.S. or abroad. The second type of account are Euro and GBP accounts. These can receive and hold funds via SEPA and local clearing. The final kind of account is the multi-currency account. This account allows users to receive or send wires in 32 different countries.

Veem Make Every Day National Privacy Day for Online Payments January 24, 2022 Did you know? This Friday, January 28, is National Privacy Day! Seeing as this international celebration is dedicated to the education and promotion of privacy and data protection best practices, I figured we could celebrate by looking at one of the safest […]

Does your practice have a niche in accounting or tax preparation for e-commerce businesses? Maybe you’re a bookkeeper with clients who are moving toward an e-commerce model. No matter how your e-commerce clients find you, the best way to meet the opportunity to serve them is by providing an integrated, automated, comprehensive solution, including all […]

Hello! What a wild ride the past few years have been for the accounting profession. We’ve been called on like never before to be a trusted advisor to our business clients, a reliable resource for individuals who need our expertise when dealing with the financial fallout of the pandemic, and of course, being the conduit […]

Join Dawn on November 10 at 2 p.m. for the premiere of The Designated Motivator for Accounting Professionals: Reassess Your Success to Maximize Tax Season Profits webinar. Based on the new book, The Designated Motivator for Accounting Professionals, Dawn leads this strategy-focused session to help you implement key changes for more productivity and profitability this […]

I recently participated in Accounting today’s webinar panel for The Technology Foundations of a CAS Practice. It was an awesome opportunity to connect with so many of my fellow practitioners. Not surprisingly, we ran out of time to answer all of the questions during the webinar, so I am following up here with some responses […]

I believe that being in the same physical space and having social contact with people is fundamental to our health, well-being, and the quality of our relationships—this goes for both personal and professional interactions in my book! Sometimes our geographic proximity makes having virtual-only interactions necessary, but when you can really connect in the flesh with the people you do business with, that’s when the ideas and power of a partnership can really flow!