Co-Founder & CEO, Relay
When it comes to data security and convenience, your small business clients often want it all. They want to share logins and email you sensitive data but also want you to protect their data from bad actors.
How can your firm navigate this tricky balance to deliver a smooth customer experience while reducing firm liability?
We asked 15,000+ accountants, CPAs and advisors for their #1 tip for small businesses heading into 2025. Here is their expert advice, distilled into five must-follow rules to thrive.
Learn how to find and choose the right accountant for your small business, whether you're just getting started or growing fast.
