Facebook, Google and more unite to let you...

The Data Transfer Project is a new team-up between tech giants to let you move your content, contacts, and more across apps. Founded by Facebook, Google, Twitter, and Microsoft, the DTP today revealed its plans for an open source data portability platform any online service can join.

Facebook, Google and more unite to let you...

The Data Transfer Project is a new team-up between tech giants to let you move your content, contacts, and more across apps. Founded by Facebook, Google, Twitter, and Microsoft, the DTP today revealed its plans for an open source data portability platform any online service can join. While many com...Read More

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Treasury, IRS Issue Proposed Regulations on...

The U.S. Department of the Treasury and the IRS issued proposed regulations providing rules on the availability of charitable contribution deductions when the taxpayer receives or expects to receive a corresponding state or local tax credit.

Treasury, IRS Issue Proposed Regulations on...

Learn about the proposed regulations on charitable contributions and state and local tax credits.

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Bill Would Allow IRS to License and Regulate...

Senator Rob Portman (R-Ohio) has introduced a new bill in the Senate that would give the Internal Revenue Service the authority to regulate income tax return preparers. The bill is cosponsored by Senator Ben Cardin (D-Maryland). via @CPAPracAdvisor

Bill Would Allow IRS to License and Regulate...

The Protecting Taxpayers Act (S.3278) would "amend the Internal Revenue Code of 1986 to provide additional protections to taxpayers," according to the official description. The bill was referred to the Senate Finance Committee. The bill is still a ...Read More

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The Skills You Need To Succeed In 2020

2020 isn't that far away. As a professional, have you been paying attention to the changes happening in your workplace and how they are affecting you? How has your role evolved over the past five years? Do you consider yourself skilled for the jobs of the future? Do you even know what those jobs might be?

The Skills You Need To Succeed In 2020

2020 isn't that far away. As a professional, have you been paying attention to the changes happening in your workplace? Do you consider yourself skilled for the jobs of the future?

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QBOchat Interviews Receipt Bank - Automated...

So, @ReceiptBank is designed to connect the client with their accountant and bookkeeper – get the information off them as quickly as possible, as effortlessly possible. Mobile app is best in class. via @QBOChat #QBOChat

QBOchat Interviews Receipt Bank - Automated...

Receipt Bank connects accounts & bookkeepers with their clients to facilitate efficent data & document transfers, while saving everyone tons time. Visit today.

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5 Traits to Look for in Your First Hires | The...

Your small business has reached a cornerstone, and you’re ready to make your very first hires. Watching your company grow is exciting, but with it comes a lot of stress. Finding the right employees is enough to make anyone sweat. Here are 5 Traits to Look for in your First Hires...

5 Traits to Look for in Your First Hires | The...

Your first employees are the ones who join you on your company's journey, so it's smart to treat this process as though you are hiring future partners.

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Will AI and Automation Take Your Job?

Is technology pushing us towards a jobless future? What once was the conjecture of futurologists, academics and intelligentsia, has now become a widespread concern for the man on the street via @CPAPracAdvisor

Will AI and Automation Take Your Job?

Technology and its impact on the future or work is currently one of the most deliberated topics across the globe in business forums and leadership consortiums. At this year's World Economic Forum (WEF) at Davos, global leaders echoed concerns over the...Read More

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Introducing Bank Fetch: Putting Bank Statements...

Getting hold of your clients’ bank data is about to get much easier. No matter what your software, bank or process, Receipt Bank will soon be able to automatically fetch your client’s statements directly from their banking portal. That means no chasing, no downloading and no transcribing.

Introducing Bank Fetch: Putting Bank Statements...

Introducing Bank Fetch, an upcoming feature in Streamline and Optimise designed to make it easier to access your client's bank statements.

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What is chata.ai? | QBOchat

What is chata.ai? @thechataHQ is a conversational analytics assistant that helps users access, search and analyze data... via @QBOChat #QBOChat

What is chata.ai? | QBOchat

chata.ai, an app that integrates with QuickBooks Online, is a conversational analytics assistant that helps users access, search and analyze data.

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Preparing your accounting firm for growth

There is no one-size-fits-all model in the accounting industry anymore. This means that if you want to grow your firm, it is up to you to determine how you will best operate, what type of clients you want, what services they need, how you want to work, and what modern systems will bring this all together.

Preparing your accounting firm for growth

Before your accounting firm can achieve growth, you must carefully assess where you are now and what you want to achieve.

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QuickBooks Connect is for Tax Professionals, Too

You may have heard buzz from your friends and colleagues about QuickBooks® Connect, the big event held every year in San Jose, Calif., that offers training, networking and more. Some people assume that QuickBooks Connect is a conference solely dedicated to QuickBooks training and strictly for bookkeepers or QuickBooks consultants. And that could not be farther from the truth. #poweringposterity @Jasen_at_Intuit

QuickBooks Connect is for Tax Professionals, Too

Learn how you can benefit from Intuit’s QuickBooks Connect Conference as a tax professional.

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What is ChronoBooks? | QBOchat

ChronoBooks bolsters your accounting controls by continuously backing up your QuickBooks Online accounting data and allowing for time-travel restore or copy.

What is ChronoBooks? | QBOchat

ChronoBooks, an app that integrates with QuickBooks Online, bolsters your accounting controls by continuously backing up your QuickBooks Online accounting data and allowing for time-travel restore or copy.

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What's the big deal about machine learning anyway?

Machine learning has emerged as one of the biggest and most promising technology trends today, poised to greatly transform our lives and how we do business. We are already seeing early applications that provide smarter customer recommendations for online services such as Netflix or Amazon, the rise of virtual assistants like Siri, Alexa and Cortana, and improvements in healthcare such as better image scanning to detect cancer. Machine learning is the driving force behind autonomous vehicles, too.

What's the big deal about machine learning anyway?

Machine learning has emerged as one of the biggest and most promising technology trends today, poised to greatly transform our lives and how we do business.

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Security in the cloud for accountants

Cloud computing has become part of the general vernacular in recent years. Yet while many small and midsized CPA firms recognize the convenience offered by the technology, the enhanced level of security offered is often under-appreciated. And for any business in general, but CPA firms in particular, ensuring that the best security is in place is crucial given the amount of personal and financial information handled on a daily basis.

Security in the cloud for accountants

Going online offers many benefits, but doesn't relieve firms of the need to keep data safe.

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The new digital era calls for a new digital...

Over the past two decades, accounting software has evolved from stand-alone desktop solutions that didn’t “talk” to one another to the all-in-one suite. For years, the software suite was a vehicle for indoctrinating firms on technology infrastructure. The turnkey approach made sense back then, but not today. A reliance on a single vendor’s innovation to “keep pace” with a rapidly changing digital marketplace doesn’t work anymore — especially in a mobile-focused, on-demand consumer world.

The new digital era calls for a new digital...

Accountants can't settle for 'good enough' anymore -- it's time to 'think different.'

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The Top 3 Tech Trends You Should Embrace to...

Technology has been moving faster than ever before. In 1965, Moore’s law observed that the number of transistors in an integrated circuit doubles every two years (doubling performance). This has actually been happening at an even faster rate in the last 18 months. The question is: Can technology maintain this momentum? via @DavidBergstein

The Top 3 Tech Trends You Should Embrace to...

Learn about the three tech trends every tax professional should consider embracing to thrive in the future.

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Intentional Onboarding: The Key to Strong...

Each new client comes to an accounting and consulting professional in need of help, but with different expectations and definitions of what success means. Often, these definitions are incongruent with the professional’s definition of success. When the expectations are not in line, frustration and disaster are almost guaranteed. @zpcochran

Intentional Onboarding: The Key to Strong...

Many times, we are so glad to get a new client that we forget the bigger picture. We can lose sight of keeping both parties happy and building strong, long-term relationships built on mutual understanding, respect and success. Learn more here.

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Mentoring with Purpose: 5 Lessons I Learned as...

As an accountant who work with small businesses, as well as a small business owner myself, I have seen the amazing impact mentoring can have on the success of an individual and their business. Here are 5 Lessons I Learned as a #smallbiz owner | @taxbabeaz

Mentoring with Purpose: 5 Lessons I Learned as...

Hear from Alejandra Matias, EA, about how to approach mentorship with a purpose.

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How much you should be worth in your 20s, 30s,...

Everybody should have a net-worth target to shoot for by age, work experience, and income. Targets will help you stick to your financial plan and motivate you to do more if you're falling behind.

How much you should be worth in your 20s, 30s,...

Net worth targets can help you stick to your financial goals and retirement plan. Use a multiple of gross income based on age and years worked for a guideline to how much you should have saved as you age. There's no rewind button in life, so it's better to have too much money, than too little.

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The 8 Best PDF Editors

When you need a document that looks the same everywhere, no matter which app opens the file, you need a PDF. They’re the closest thing we have to digital paper. PDF files are ubiquitous for detailed forms, eBooks, whitepapers, and anything else where you don’t want text and fields to move around depending on your device and window size. Here are the 8 best PDF Editor Apps in 2018 by @Zapier

The 8 Best PDF Editors

From free apps to edit PDFs to professional PDF document suites, these apps are the best tools to edit any PDF file

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Planning Is a Key Advisory Service-Keep It...

Like a map that shows how to get from point A to B, a financial forecast will reveal which business decisions to make to reach the desired goals. It’s used to manage the business, and is the centerpiece of your advisory relationship.

Planning Is a Key Advisory Service-Keep It...

Getting to know your clients-asking the right questions and understanding their personal motivations-is key to client advisory and offering solid business advice.

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HR & Benefits Starter Kit

HR and benefits can be an intimidating topic for a small business owner. You must navigate federal and local employment laws, avoid cumbersome fees and fines, ensure your policies are both compliant and beneficial to your company all while providing enough benefits to your employees to keep them happy.

HR & Benefits Starter Kit

The post HR & Benefits Starter Kit appeared first on QuickBooks .

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Can Your Clients Claim a Natural Disaster Tax...

With wildfire season just behind us and hurricane season upon us, many taxpayers may be wondering if their taxes will be affected by natural disasters. As your clients’ trusted advisor, you can help them understand how they may be impacted, and you can use this information to help educate them.

Can Your Clients Claim a Natural Disaster Tax...

With hurricane season upon us, use this information to help your clients prepare for and recover from natural disasters.

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How to Check That Your Business Is in Good...

A Certificate of Good Standing (or Certificate of Existence) shows that you’re in good standing with your business’s home state. Most states have business entity search engines on their websites to check your good standing status. If you are not up to date, you can file for a Certificate of Good Standing.

How to Check That Your Business Is in Good...

A certificate of good standing proves that your business is compliant with regulations, taxes & fees. Here's how to check your "good standing" status in any state.

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New! Quickstart Templates and Notifications for...

Are you tired of work slipping off your radar or missing a step in your project plan? With the introduction of Work notifications and Quickstart templates, the Work tab in QuickBooks® Online Accountant (QBOA) is looking to stop that. These features really bridge the gap in making the Work tab feel more like a true practice and project management tool via @JacobBSchroeder

New! Quickstart Templates and Notifications for...

Streamline workflow with two new features: Jump start projects and tasks, and get email/Slack notifications.

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accountantvip

What Kinds of Skills Does a Good Manager Need?

Many people today believe they have the tools to be a good manager of a working team. However, what they don’t realize is there are many different facets to being a successful leader of others and encouraging them on to success via @coraltreetech

What Kinds of Skills Does a Good Manager Need?

Successful leaders do more than just manage – they lead. Chris Wise offers expert advice.

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What is a KPI? | Databox Blog

KPIs match a specific metric to a larger business objective. The metric, or indicator, will help each employee determine the weekly or monthly activities that they need to complete in order to accomplish the quarterly or annual objective.

What is a KPI? | Databox Blog

A Key Performance Indicator (KPI) is a metric that signals how well a company is achieving important business objectives. Learn how to set and track yours.

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3 Things You Need to Know to Lead a Virtual Team

Your business is thriving and your team is growing, and you may be wondering about expanding into the virtual team world. There certainly are clear benefits, including a larger hiring pipeline and no office overhead, but leading a virtual team can be tricky. Here are 3 Things You Need to Know to Lead a Virtual Team via @xcelbiz

3 Things You Need to Know to Lead a Virtual Team

Jessica & Greg Daley grew their firm from a local team of four to 17 completely virtual staff spread across the country.

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FASB simplifies accounting for cloud computing...

FASB issued a new standard Wednesday that is designed to reduce complexity for the accounting for costs of implementing a cloud computing service arrangement.

FASB simplifies accounting for cloud computing...

FASB issued new rules that are designed to reduce complexity for the accounting for costs of implementing a cloud computing service arrangement.

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accountantvip

What QuickBooks Online has Done for Me

I started my business seven years ago and was strictly QuickBooks® Desktop. I never even thought of using a different program. Fast forward five years later and I keep hearing about QuickBooks Online (QBO). I thought, “No, I have used this before; I’m not going to like it now.”

What QuickBooks Online has Done for Me

See the difference QuickBooks Online has made for Amanda Hinzmann's firm, and why it could significantly benefit your firm as well.

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It's Not Just Salary That Qualifies an Employee...

Your clients run businesses because they want to, not because they want to become experts in employment law. However, violating the Fair Labor Standards Act (FLSA) by misclassifying employees as exempt or nonexempt is more common than you might think – and those mistakes can be costly via @liz_farr

It's Not Just Salary That Qualifies an Employee...

Misclassifying an employee's status when it comes to the Fair Labor Standards Act can not only be very costly, but also damage a business' reputation. See the specific criteria for exempt and nonexempt employees so that you can your clients the important information they need.

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Quickbooks Online Accountant Toolbox | QBOchat

As a #QBOA user, you get access to some extra features and tools that regular users just don’t have. One of those features is the accountant toolbox. The accountant toolbox is the briefcase on the top navigation bar in #QuickBooksOnline via @CathyIconis

Quickbooks Online Accountant Toolbox | QBOchat

As a QuickBooks Online Accountant user, you get access to features and tools that regular users don't have, like the Accountant Toolbox. Learn more here!

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3 Key Depreciation Perks Clients Need to Know

Now is the perfect time for tax professionals to meet with their small business clients to see if it makes sense to invest in depreciable property in an effort to reduce taxable income and save tax dollars. As you know, the Tax Cuts and Jobs Act was signed into law on Dec. 22, 2017, and it provides many incentives for small business owners, including three ramped up depreciation benefits you should know about. Find out more below on the prior law, current law and some associated planning tips:

3 Key Depreciation Perks Clients Need to Know

Find out how the changes to depreciation under tax reform may affect your small business clients.

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accountantvip

What they don't teach accountants in college

If someone spends over $100,000 to become an accounting major in college, shouldn't that person know the following basic questions about entering this profession? How to start a new accounting practice from scratch? The various entry strategies for starting an accounting practice? The various business models for running an accounting practice? How to price and justify the value of accounting services? How to identify a target audience for a new accounting firm? The problems with selling accounting services? How to differentiate your accounting practice from every other firm in town? How to hire accountants and what to pay them? How to market your new practice? What services to offer and which to avoid?

What they don't teach accountants in college

These days, the cost of securing an accounting degree is rather exorbitant. Well over $100,000 at most private colleges. And lots of hard work to boot.

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accountantvip

How to Follow Up a First Meeting with a...

I frequently get asked the question of how to successfully follow up a first meeting and in this post, Martin Bissett outlines the techniques you can use to conclude your first meeting successfully.

How to Follow Up a First Meeting with a...

In this blog, Martin Bissett from the Upward Spiral Partnership outlines the techniques you can use to follow up your first meeting successfully with a prospective client.

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accountantvip

Poll: What is Your Favorite Way to Relax in the...

The life of an accountant or tax professional is rarely relaxing, but we want to know how you relax. In the below poll, tell us your favorite way to relax during the off season.

Poll: What is Your Favorite Way to Relax in the...

What’s your favorite way to relax after tax season? Tell us in this poll!

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It's App (Showdown) Season! Cast Your Votes by...

It’s that time again! You only have 1 more day to vote in the #SmallBiz #AppShowdown. Vote for your favorite time-savers, data organizers, problem fixers -- and any other kind of favorite new app of 2018 in the Small Business App Showdown.

It's App (Showdown) Season! Cast Your Votes by...

It's time to vote for your favorite apps in the 2018 Small Business App Showdown. Voting open until Sept. 16.

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QuickBooks Online New Features and Improvements...

Here’s a peek at the new features in QuickBooks Online that came your way in August 2018.

QuickBooks Online New Features and Improvements...

Among other changes and updates, learn how to edit your Find-a-ProAdvisor URL, a new feature to help you market your practice.

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Firm of the Future Profile: Sum of All Numbers

Firm of the Future Profile: Sum of All Numbers

Learn about the tools one Firm of the Future uses to grow, as well as advice to take your practice to the next level.

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QuickBooks Connect Adds Alex Rodriguez and...

Now in its fifth year, #QBConnect is bringing star power back to its main stage, with Alex Rodriguez (@AROD) and Mindy Kaling (@mindykaling), who will be joining Dylan Lauren (@DylansCandyBar) and Alex Banayan (@AlexBanayan).

QuickBooks Connect Adds Alex Rodriguez and...

QuickBooks Connect is back, and brings with it stars Alex Rodriguez and Mindy Kaling. Don't miss out on their stories and so much more that will leave you with great advice, information and motivation to grow your practices.

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Intuit Announces Five Finalists in 2018 Global...

Intuit Announces Five Finalists in 2018 Global...

See which firms across the globe were honored, and why they each represent Firms of the Future.

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The 25 Best Productivity Apps for Mac in 2018

Creation software isn’t enough on its own. Word processors, spreadsheets, creative tools, IDEs, email, databases, and more run our businesses and are the reason we have computers for work, but they’re not perfect.

The 25 Best Productivity Apps for Mac in 2018

Get more done in less time with these macOS apps and software, from tiny utilities to text editors to automation tools

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How to Travel Like a Pro

Business travel can be stressful and exhausting, but it doesn’t have to if you utilize some travel perks. Traveling for business may seem glamorous, but hectic airports, delays, the blur of different cities have a way of wearing on you over time.

How to Travel Like a Pro

Business travel can be stressful and exhausting, but it doesn't have to if you utilize some travel perks. Traveling for business may seem glamorous, but hectic airports, delays, the blur of different cities have a way of wearing on you over time.

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accountantvip

Four Ways To Take Your Business To The Next Level

Turn your dreams into a rewarding reality. When you decide you want to take your life to the next level, it helps to turn to an expert. Instead of trying to reinvent the wheel, you can use a proven system. To get started you want some strategies to set yourself up to succeed. #PoweringProsperity

Four Ways To Take Your Business To The Next Level

Turn your dreams into a rewarding reality. When you decide you want to take your life to the next level, it helps to turn to an expert. Instead of trying to reinvent the wheel, you can use a proven system. To get started you want some strategies to set yourself up to succeed. Turn your dreams into a rewarding reality. When you decide you want to take your life to the next level, it helps to turn to an expert. Instead of trying to reinvent the wheel, you can use a proven system.

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accountantvip

Defining a Core Transformation Strategy

As a firm, it’s easy to fall into a routine – to stick with the same processes and approaches to client work and customer service simply because you’ve no time to review your strategy. To evolve means stepping outside of your established practice mindset, and it will require energy, belief and motivation to bring about that change. #PoweringProsperity

Defining a Core Transformation Strategy

All accounting firms need a core advisory transformation strategy. You won't transform your team into winners without the right planning, goal-setting and training. Check out how in our latest post.

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The Secret to Becoming the Most Productive...

When you have a million things to do and are jumping from task to task, do you notice that you don’t get much done? There is a secret to being more productive. Being productive means, you are getting things accomplished not just being busy. #PoweringProsperity

The Secret to Becoming the Most Productive...

When you have a million things to do and are jumping from task to task, do you notice that you don't get much done? There is a secret to being more productive.

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The Secret to Customer Success: Awesome Agents

When Lisa Patel heard her name called, her mind went blank. Not only was she surprised to be one of a handful of winners of Intuit’s CEO Customer Success Awards, she was caught off guard in the moment. #BackingYou

The Secret to Customer Success: Awesome Agents

Intuit CEO Customer Success Awards highlight employees who exhibit excellence beyond their normal job duties. Meet our Awesome Agent honoree, Lisa Patel.

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What Are Direct Costs? COGS Definition

Direct costs (also known as costs of goods sold—COGS) are the costs that can be completely attributed to the production of a specific product or service. @noahparsons @liveplan

What Are Direct Costs? COGS Definition

Direct costs (also known as costs of goods sold-COGS) are the costs that can be completely attributed to the production of a specific product or service. Here's why this is important for growing and running your business.

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