Author's posts

How to choose a financial advisor: a step-by-step guide to finding the right partner

#Productivity

How to choose a financial advisor: a step-by-step guide to finding the right partner

Learn how to choose a financial advisor in 6 clear steps, from checking fiduciary status and fees to vetting credentials and background records.
When does a small business need a fractional CFO? Cost, duties, and how to hire one

#Productivity

When does a small business need a fractional CFO? Cost, duties, and how to hire one

Learn when small business CFO services make sense, what a fractional CFO actually does, how much it costs, and how to find the right fit.
When should you fire your accountant? (And how to do it right)

#Productivity

When should you fire your accountant? (And how to do it right)

Not sure if it's time to fire your accountant? See the clear warning signs and a step-by-step plan to switch without disrupting your business.
Should I hire an accountant for my small business? Here’s how to decide

#Growth

Should I hire an accountant for my small business? Here’s how to decide

Wondering if it's worth hiring an accountant for your small business? See the real costs, benefits, and signs it's time to stop doing it yourself.
When to Hire an Accountant: Clear Signs It Is Time to Outsource Your Finances

#Productivity

When to Hire an Accountant: Clear Signs It Is Time to Outsource Your Finances

Not sure when to hire an accountant? See 7 clear signs it's time, from startup setup to IRS audits, plus how to find the right accountant for your business.
How to hire a fractional CFO: the complete guide for scaling businesses

#Productivity

How to hire a fractional CFO: the complete guide for scaling businesses

Learn how to hire a fractional CFO for your growing business, including costs, vetting steps, key interview questions, and where to find the right fit.
How to hire an accountant for small business: the ultimate guide

#Productivity

How to hire an accountant for small business: the ultimate guide

Learn when to hire an accountant for your small business, how costs typically break down, and what to ask before you sign with a small business accountant.
Should I do my own bookkeeping or hire a bookkeeper?

#Productivity

Should I do my own bookkeeping or hire a bookkeeper?

Weighing DIY bookkeeping against hiring a bookkeeper? Compare the real time and cost trade-offs, the signs it's time to outsource, and how to decide. (154 characters)
Two years running: TaxDome wins the 2026 Silver Stevie Award for Employer of the Year

#Productivity

Two years running: TaxDome wins the 2026 Silver Stevie Award for Employer of the Year

TaxDome wins the 2026 Silver Stevie Award for Employer of the Year, second year running, recognized for its equity program, offsite, and AI-forward culture.
IRS Nationwide Tax Forum 2026: 43 sessions to attend in NY, Orlando & San Diego

#Productivity

IRS Nationwide Tax Forum 2026: 43 sessions to attend in NY, Orlando & San Diego

TaxDome is heading to the IRS Nationwide Tax Forum in New York, Orlando and San Diego. Here's every session on the schedule, city by city.
TaxDome AI: more than 2,000,000 documents organized for accountants this past tax season—and we’re just getting started

#TaxDome updates

TaxDome AI: more than 2,000,000 documents organized for accountants this past tax season—and we’re just getting started

2M+ documents already renamed and tagged with TaxDome AI. Firms have saved an estimated 16k+ hours of work. 
12 best ways to market your bookkeeping business 

#Growth, #Marketing

12 best ways to market your bookkeeping business 

Maximize the potential of your bookkeeping business with 12 top marketing strategies. Attract more clients and grow your brand with tried-and-tested techniques.
Top 13 secure file-sharing tools for accountants

#Document workflow

Top 13 secure file-sharing tools for accountants

Discover the best file-sharing tools for accountants. Improve security, collaboration, and efficiency with our top picks, including TaxDome, Dropbox, Google Drive, and more.
TaxDome client app named a 2026 Webby Award Honoree in Fintech, Financial Services & Banking

#TaxDome updates

TaxDome client app named a 2026 Webby Award Honoree in Fintech, Financial Services & Banking

Running a great accounting firm has always required two things working together: a team that delivers excellent work, and clients who show up and stay engaged to help keep work moving forward. The TaxDome client app was built to close the gap between those two things — giving clients an experience so intuitive that uploading […]
Accounting technology trends in 2024: what you need to know

#Growth

Accounting technology trends in 2024: what you need to know

From AI to blockchain, explore emerging accounting technology trends in 2024. Discover how these new technologies can elevate your practice this year.
Trivia behind the numbers: 20 amazing accounting facts you never knew

#Productivity

Trivia behind the numbers: 20 amazing accounting facts you never knew

From ancient origins to modern impacts and quirky anecdotes, discover fascinating accounting facts and trivia that will surprise and entertain you and your friends.
How to create a tax return letter for clients: examples and template

#Accounting templates, #Accounting workflow

How to create a tax return letter for clients: examples and template

Enhance communication this tax season by learning from real examples how to create an effective tax return letter for clients. Use our template to get started.
TaxDome mobile app for practitioners upgraded to include document management, workflow, and communication

#TaxDome updates

TaxDome mobile app for practitioners upgraded to include document management, workflow, and communication

Discover on-the-go management with TaxDome’s Firm mobile app. Enjoy secure chats and SMS, assign and manage jobs, comment on tasks, and more.
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