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.
Is Your Business Really Profitable? Understanding Financial Health Beyond the Bank Balance
A healthy bank balance often makes small business owners feel like they’re in good financial standing—it’s something I see all the time. Unfortunately, what’s in the bank (and what’s not in the bank) doesn’t always tell the full story.
How, you might ask?
On one hand, you might be sitting on cash and still not be profitable. Conversely, you may wonder why your business is profitable on paper, but there’s barely any cash in your account.
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.
Does Your Bookkeeper Prioritize Continual Learning?
Even though the principles of accounting—and to that end, mathematics—don’t see huge changes from year to year, if ever, the field of accounting faces the same continual change as the rest of the world. New tech, new industries, new regulations, and new reporting requirements. All of that means that any bookkeeper or accounting pro who isn’t committed to continual learning risks falling behind.
Enhancing Accounting Services Through Strategic Time-Blocking
As an accounting firm, staying ahead isn’t just about keeping up with the numbers. Instead, by optimizing how we manage our time, we can serve you—our clients—better. So why is an accounting firm talking about time-blocking? It boils down to two main reasons
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
Growing via M&A in 2024: Strategies for Buyers and Sellers
2024 is the year for Mergers and Acquisitions (M&A). In fact, every group I’ve seen putting together conferences is talking about M&A as a tool for making an exit plan or growing your business. It’s the go-to strategy for companies looking to scale up, diversify, or even make a grand exit.
The Questions Most Cannabis Businesses Don’t Think to Ask During the Licensing Process
Many business owners know me for my work with companies offering professional services. I’m also a cannabis accounting pro and have devoted the last several years to becoming an expert so I can support cannapreneurs as they grow their business.
Because cannabis is still a Schedule I substance, cannabis businesses must operate under strict regulatory oversight and there are unique nuances to operations and accounting. In my work with cannabis businesses around the country (especially in the Northeast), I get lots of great questions that I frequently answer with content.
4 Things Every Small Business Should Know About Their Finances in 2024
Hard to believe it’s already 2024. For the last year, the most important advice I’ve been sharing with clients is to think and plan ahead. By putting in the time to get your plans and financials in order throughout the year, you can save so many headaches when it comes to year-end bookkeeping.With that in mind, I want to share some of our top advice from the past year with our four most popular articles from 2023.
Entity Tax Reporting —what is the best business model for you?
You’re probably here because tons of people are talking about S-Corps and why it’s a good idea for business owners to move to that tax structure. In truth, they’ve gained traction following the pandemic, especially when everyone was after the PPP loans. However, before you go full-steam ahead on switching to a S-Corp entity, it’s important to understand the implications for your business.
The learning curve of passion-fueled businesses
People who start a business out of passion are often missing key information about running the business, as is the case with a huge number of cannapreneurs. As the number of states legalizing cannabis increases, so does the number of eager business owners who have a big learning curve when it comes to actually running their business.
What is Cash Recycling and Why Do Cannabis Businesses Need It?
Cash recycling is a modern approach to cash management that streamlines the cash handling process. Cash recycling machines not only make cash handling processes much more efficient, but they also add an extra layer of security. Cash recyclers increase security by reducing the amount of superfluous cash on site.
Important Takeaways from 4/20 for Cannabis Businesses
4/20 is, arguably, the biggest holiday in cannabis culture, drawing out everyone from daily smokers and tokers to the most casual of cannabis users.
As a cannabis business owner, you know that it’s not all fun and games, and that it takes work to plan for an event this big. Now that it’s in the rearview mirror, here are some lessons for improving future 4/20 events
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.
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!
The New Faces at Automated Accounting Services and Accounting For Green
Here we grow. Over the last 24 months, we’ve focused heavily on the green — your green. After all, we’re on a mission to help as many businesses — like yours — as possible develop a deep understanding of your finances so you can make the best possible financial decisions.
So we’d like to thank you for trusting our team to help you grow. That trust — coupled with your referrals — is helping our team offer even more services to you as we grow too.
Friday Night Live for Accountants
Last week, I was thrilled to be invited onto Friday Night Live for Accountants!
If you’re not familiar with it, the name says it all! It’s a live broadcast Friday nights where a guest financial professional joins to share their perspective on the accounting industry.
How Investing In A Cannabis POS And Inventory Management System Protects Your Business
Have you invested in a cannabis point-of-sale (POS) system yet?
When it comes to security for your cannabis business, it’s not just about protecting your physical product from outsiders. You also need to stop yourself from inadvertently breaking state and federal rules.
Before the cannabis industry started taking off, compliance and quality issues were virtually non-existent. Lab testing wasn’t even required!
Monique Swansen Named Top 100 ProAdvisor for 2021
Monique Swansen, founder and CEO of Automated Accounting Services and Accounting for Green has been named a 2021 Top 100 ProAdvisor by Insightful Accountant, an independent news and information source written specifically for the small business advisor to keep up with current technology, trends in the industry and continuing their education.