Rightworks

FTC Safeguards Rule: A Complete Compliance Checklist for Accounting Firms Key Takeaways Tax preparation firms are named examples of financial institutions under the FTC Safeguards Rule, so most accounting and tax practices are covered regardless of size.

Desktop, Online, or Hosted: Which QuickBooks Setup is Right for You? Key Takeaways Running QuickBooks locally, whether on one computer or an in-house server, means your team owns every security and backup decision. QuickBooks Online gives you browser-base

6 Ways to Boost Your Accounting Firm's Efficiency in 2026 Key Takeaways Use a phased rollout, not a single big-bang launch, when modernizing your firm's technology stack. Prioritize a cloud-based core accounting platform and document management system fir

Value-Based vs. Fixed Fee Pricing for Accounting Firms: Which Is Right for You? Key Takeaways Value-based pricing ties fees to the outcomes a firm delivers, while fixed fee pricing charges a flat rate regardless of the value provided. Firms that shift to

Why IT Can Make or Break Your Accounting Firm Merger Key Takeaways Technology integration is often left out of accounting firm M&A due diligence, even though it can determine whether a merger succeeds or stalls. IT gets sidelined for four common reasons:

Compliance for Accountants: Why Cybersecurity Is Really a Client Trust Issue Key Takeaways Compliance for accountants is less about satisfying a regulator and more about proving your firm protects the client data it holds. The FTC Safeguards Rule, IRS gui

How to Create a Disaster Recovery Plan: Step-by-Step Checklist Key Takeaways A disaster recovery plan reduces downtime, prevents data loss, and minimizes disruption when a disaster strikes. Common approaches range from basic backup and restore to fully ma

New-Hire Onboarding Checklist: 6 Must-Haves for Accounting Firms Key Takeaways Assemble a cross-functional onboarding team before you extend an offer, not after a new hire's first day. Build separate onboarding steps for in-office, hybrid, and remote hire

Managed IT vs. In-House IT: Which Is Best for Your Accounting Firm? Key Takeaways Managed IT tends to work best for firms without a dedicated IT department that need predictable costs and broad security coverage. In-house IT tends to fit larger or technic

Cyber Insurance: Requirements and How to Lower Premiums Key Takeaways General liability, professional liability, and crime coverage all exclude the costs of a cyber incident, leaving a gap only a standalone cyber policy fills. Cyber insurance pays first-p