Drake Tax Workflow: Everything You Need to Know in 2026
In the hectic tax season, handling a large volume of returns not only induces stress but also leads to a significant number of errors. In such a scenario, tax firms…
Connect with Julie Watson
Julie Watson loves helping businesses navigate their technology needs by breaking complex concepts into clear, practical solutions. With over 20 years of experience, her expertise spans cloud hosting, virtual desktop infrastructure (VDI), and accounting solutions, enabling organizations to work more efficiently and securely. A proud mother and New York University graduate, Julie balances her professional pursuits with weekends spent with her family or surfing the iconic waves of Oahu’s North Shore.
Why Businesses Should Consider QQube Hosting on Cloud
QQube is a versatile business intelligence solution built for QuickBooks. It converts QuickBooks data into customizable reports and dashboards, providing businesses with valuable insights. However, as a desktop solution, its…
Combining Multiple QuickBooks Company Files? Here is How To Do It
Many CPA and accounting firms manage multiple business entities in different QuickBooks company files. Although having multiple company files makes data management convenient, it creates visibility challenges. Therefore, businesses often…
Bookkeeper vs. Accountant vs. CPA – What is the Difference?
Managing money is one of the biggest responsibilities of running a business. Whether you’re a solo entrepreneur or a growing company, you need accurate financial records, smart financial planning, and…
Lacerte Remote Access Benefits for Tax Firms and Professionals
Lacerte is a trusted tax preparation and filing software used by many small and mid-sized tax firms. It helps tax professionals manage complex returns, reduce manual work, and file returns…
Lacerte Hosted vs Desktop: Which One Is Better for Your Tax Firm?
Today, choosing tax software isn’t just about finding the right tool; it’s about impacting the entire operations. When you know that every deadline, tax return, or compliance aspect depends on…
55 ChatGPT Prompts for CPAs and Accountants
In today’s fast-changing financial environment, accountants and CPAs are constantly seeking ways to improve efficiency, enhance client relationships, and stay ahead of regulatory changes. According to the Thomson Reuters Institute’s…
15 Best Time Tracking Apps to Integrate with QuickBooks in 2026
Accounting firms invest heavily in analytics, AI, and cutting-edge reporting, yet many still struggle with the basics: knowing exactly how staff time is spent. Missed billable hours, manual spreadsheets, and…
Why Most Firm Transformations Fail: Technology or Change Management?
Accounting firms are investing heavily in AI, automation, advisory services, and new technologies. Yet many transformation initiatives fail to deliver the expected results. The problem is rarely the technology alone….
Disconnected Finance Processes Are Costing Businesses More Than They Think
As businesses grow, finance processes often become disconnected across separate tools for accounts payable, accounts receivable, banking, cash flow, and reporting. Each tool may solve a specific problem, but together…
