Resources

Workflow automation for accounting firms

Practical, no-fluff guides on automating the admin around the books — written by an ex-Accenture Data & AI consultant who builds the automations.

June 2, 2026 · 6 min read

The 1099 & W-9 Prep Checklist for Accounting Firms (Don't Wait Until January)

Most 1099 pain is self-inflicted: W-9s never collected at onboarding, then a frantic December scramble. Here's the order of operations to fix it — and how to automate the chase from QuickBooks.

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