In the News
Automated Accounting Services Awarded a 2025 Woodard Top 50 CAS Practice
We’re honored to be recognized by Woodard in their feature, “Automated Accounting Services: A Leader in CAS.”
When I started Automated Accounting Services, my goal wasn’t just to “do the books.” Over the years I’ve built a team that empowers business owners to make confident, data-driven decisions.
This recognition reflects our commitment to bringing clarity, strategy, and partnership to every client relationship.
HubSpot Feature: How To Sell Your Business and Make a Successful Exit
When I got the opportunity to offer comments on this How to Sell a Business article for HubSpot, I jumped because this has dominated so many conversations lately and has been a topic I've focused on in the last year. I've found there are two groups of people getting ready to sell their business:
Woodard Feature: Do You Have the Time (Block)?
If there’s one thing Q1 reminds us of every year, it’s this: time management isn’t just a nice-to-have for accountants—it’s the difference between staying ahead and constantly playing catch-up.
And let’s be real—when everything feels like a priority, how do you avoid drowning in deadlines?
Woodard Feature: Adapt to the Talent Crisis with a Diverse, Tech-Savvy Accounting Team
Building and leading an accounting firm is about so much more than the numbers—it’s about the people. The industry is facing major talent challenges, from hiring the right people to retaining them long-term. At our firm, we’ve been intentional about creating a workplace that attracts top talent, supports growth, and makes people want to stay.
Firm of the Future Article: Leverage the power of the QuickBooks Online Project Center
When I was selected to present on QuickBooks Online’s Project Center at Intuit Connect, I said, “Sign me up!” I really enjoy the opportunity to help other accountants unlock new ways to show up for their clients.
As a quick overview: The QuickBooks Online Project Center revolutionizes project costing and profitability tracking. Leveraging a centralized platform equips you with essential tools to monitor profitability, manage expenses, and identify the key factors driving your project's success.
Woodard Feature: Cultivating Professional Growth Through Continual Learning
The Woodard Report recently featured an article I wrote about continual learning.
Accounting is always evolving. That may sound strange, given that math is math, but new technologies and changing regulations mean that we have to be on our toes to best serve clients AND make sure we have the most efficient way to work. For me, it goes beyond professional competence, though that matters, too.
Woodard Feature: What’s Next for You? Succession Planning Matters Now
The Woodard Report recently featured an article I wrote about succession planning.
M&A is everywhere these days...especially in the accounting space where older professionals are ready to pass the torch to younger generations. We're also seeing it with our clients as well, some of whom are getting ready to buy and sell businesses.
Monique Swansen named one of the Top 50 Women in Accounting 2024
I can’t tell you how excited I was to get an email letting me know that I was named one of the Top 50 Women in Accounting this year.
Automated Accounting Services Recognized as a Woodard Top 50 Accounting Services Practice
SALISBURY-BASED AUTOMATED ACCOUNTING SERVICES NAMED TOP 50 ACCOUNTING SERVICES PRACTICE AWARDS BY WOODARD
Monique Swansen Named Top 100 ProAdvisor for 2024
SALISBURY-BASED AUTOMATED ACCOUNTING SERVICES CEO MONIQUE SWANSEN NAMED TOP 100 PROADVISOR 2024 BY INSIGHTFUL ACCOUNTANT
QB Power Hour: Niche Nuances - Cannabis and CBD Industry
Recently Michelle Long, CPA, MBA and Daniel DeLong at QB Power Hour invited me for a guest appearance on their live show!
We covered niche nuances with a specific focus on the cannabis and CBD industry.
CPAPA Article: Cash Recycler Machines Help Reduce Theft and Undercounting for Retailers
CPA Practice Advisor recently featured an article I wrote about cash recycling machines.
Originally developed for banks, cash recyclers simplify cash handling and improve security, making them an excellent choice for various retail businesses.
CPAPA Article: Help Cannabis Clients Plan for the Next 4/20 and Earn More Revenue
CPA Practice Advisor recently featured an article I wrote about what accountants to help clients earn more for the next 4/20
As an accounting professional, if you’ve served agriculture, research labs, or retail operations, you already know 4/20 is more than just a day in April to cannabis users…it’s a holiday nearly as big as Black Friday to traditional retailers.
Monique Swansen Named Top 100 ProAdvisor for 2022
SALISBURY, MASS. – May 25, 2022 – Monique Swansen, founder and CEO was named a Top 100 ProAdvisor by Insightful Accountant for the fourth year running.
"I'm so honored by this award," said Swansen who helps growth-minded clients in the professional services and cannabis industries improve their business and accounting practices.
CPAPA Article: If Your State is Legalizing Marijuana, Here's What Accountants Need to Know
CPA Practice Advisor recently featured an article I wrote about what accountants need to know now that more and more states are legalizing Marijuana.
As an accounting professional, if you’ve served agriculture, research labs, or retail operations, you already know the basics of serving a cannabis company. The biggest difference lies in the stringent reporting requirements and understanding cannabis taxation.
Firm of the Future Article: Cleanups are big money, but are they worth taking?
While cleanups are a necessary part of any great financial plan, they can also become heavily involved.
That’s why I wrote Cleanups are big money, but are they worth taking?. I am honored to be featured with Firm of the Future.
Vote for the Top 100 ProAdvisors of 2022
Clients, friends, and family, I would truly appreciate your vote to be an Insightful Accountant Top 100 ProAdvisor again this year.
You can vote for up to 3 candidates, so if you read this and can take a moment to vote for me and two other well-deserving nominees, please do! The deadline to vote is May 6, 2022!
FYLE Article: Scaling your team: How hiring outside Bookkeeping Services builds profit
Fyle featured an article I wrote about outsourcing your bookkeeping services and how it can build profit in your business.
CPA Practice Advisor Article: The Main Difference Between Cannabis Clients And Regular Businesses
CPA Practice Advisor recently featured an article I wrote about the differences between cannabis clients and regular businesses.
Your cannabis clients are on a unique path. Since marijuana has been largely illegal in recent history, there’s no tried-and-true business blueprint cannapreneurs can follow when it comes to growing and selling marijuana.
Firm of the Future Article: How QuickBooks Time can help you increase billable time by 11% (or more!)
I talk with other accountants and business owners about the best ways to track employees’ time. These can be huge concerns for my clients and it’s why I use QuickBooks® Time, as well as always recommend the app to clients who need timekeeping support.