Insights

Bookkeeping

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Case Study with Dext: How We Grew Our Bookkeeping Solution

Case Study With new workplace changes in the past year due to COVID-19, we are humbled to share that, thanks to effective use of technology …

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QuickBooks Connect: The Evolving Needs of SMBs

Entering a new generation of finance digitization, accountants should focus on managing business operations, getting expertise from professionals, and embedding themselves into their client’s business in 2021.

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Strategic Cloud-Based Bookkeeping = People + Technology

The complete online accounting journey requires people plus technology. Bookkeepers drive the system, using judgement and critical thinking alongside automation…

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Story of Digitizing Impact of Mail

A Story About Digitizing Your Finances: The Impact of Mail

Before I start, I need to clarify that I, like many of us, love receiving actual paper mail. This love of mine started in the …

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Case Study: Bookkeeping Support Frees Up Owner’s Time

Small and medium sized business face all kinds of unique challenges. In today’s video, the client was trying to launch a new product but kept …

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Value of Digitizing Your Finance Function

This is part one of a two-part series. To learn more about how to phase your digital transformation, check out our step-by-step guide on Wicket’s …

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Starting a New Career During COVID-19: Challenges and Thoughts

2020 may have earned the title for roughest start to a year thus far (that does not involve a major conflict). To say the least: …

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Sherpa Stories: Accounting in a Small Business

A Common Problem The client was getting pulled all directions AND trying to do the bookkeeping by themselves. Hasn’t every small/mid-sized business leader been here? …

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Make Year-End Payroll Easy: A Checklist

If one of the tasks on your “to do” list is year-end payroll, please read on for a checklist to ensure your year-end process is seamless and 2019 starts off successfully!

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Considering Cloud Accounting?

Cloud accounting software is becoming more widely used by businesses and accounting firms of all sizes but for many there remains some uncertainty about what the benefits are for making the change beyond access to financial information anytime, anywhere.

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