Many #smallbiz owners are already immersed in Q4 prep; however, it is always possible they could accidentally forget to include something important on their to-do list. Here are 10 Essential Things Every Small Business Owner Should Do Before Year-End...
Kristine Latchaw provides tips in this article on how to motivate #introverted employees and bring out the best: 1️⃣ Build a diverse workplace 2️⃣ Provide clear expectations 3️⃣ Prepare for group interaction 4️⃣ Help them be their best selves
Identifying specific advisory needs starts with a firm’s clients. Bringing in non-CPAs to meet client needs provides a holistic look at the client experience.
Many tax professionals are already providing their small business clients with tax planning advice, in addition to tax compliance services. Here are various tax law provisions and year-end tax planning tips to pass on to your client via @mikeatintuit.
While AI is a broad term, it all comes down to data and getting a learning engine to do a better job. As machines learn by trial-and-error and/or pattern recognition, data is the fuel for their learning process.
As trusted advisors to our clients, we want to be certain we are always providing the best possible service to help small businesses succeed. But what about when dark clouds roll in? What are the red flags that alert us to troublesome conditions?
QBO has added a new feature for Accountants to better advise their #smallbiz clients. They are calling the feature: Business Performance Dashboard. This feature calculates ratios, metrics, & visualizes through formulas and charts for our #smallbiz clients. #QBFirmOfTheFuture #PoweringProsperity @QuickBooks @IntuitAccts
QBO Advanced has added a new integration with Google Sheets. In this article, @lynda_artesani, shares 3 ways to use this: 1️⃣ Internal: Undeposited Funds 2️⃣ External: Ask My Accountant 3️⃣ Internal & External: Budget & Forecasting Collaboration. #QBFirmOfTheFuture #PoweringProsperity @QuickBooks @IntuitAccts
Great insights by my friend @WallCPA about what App Developers must focus on: 1️⃣ Eliminate barriers to entry (that means great phone support) 2️⃣ Focus on the relationship with the Accountant 3️⃣ Clean interface is essential 4️⃣ Adds Value/Time
Everywhere we turn, someone seems to be saying that technology will disrupt this industry or that profession. Yet, despite its near constant use, disruption is often misapplied or used in the incorrect context. Great insights by @AmyVetterCPA.
The term “strategic advising” can seem daunting, but what accountants are really doing is finding new ways to support small businesses with insights from the work they are already doing for them via @mommyceo at @liveplan
Sebastian Murolo, CPA has put together a great guide on planning for #datasecurity in this article. The #IRS and the #FTC both have guidelines for data security that professionals need to follow.
When most people hear the word “accountant” they immediately think of taxes or bookkeeping…& the nerdy introvert on their computer screen. @donnyitk shares three why's for accounting in today's market: 1️⃣ Peace of Mind 2️⃣ Vision & Clarity 3️⃣ Hope
Do you ever wonder how to bridge the divide between #GenX and #Millennials? My friend @Kaydee_411 has posted the first article in her new series about discovering the way that millennials want to work and grow with your company.
QuickBooks has rolled out the all-new Accountant University: 1️⃣ One place to go to for all the training you need (Virtual or Live) 2️⃣ Easy to navigate, works on any device #QBFirmOfTheFuture #PoweringProsperity @QuickBooks @IntuitAccts
We all know how important employees are to any company. Here's what to look for in your future star employees via @alexavontobel
Technology is the driving force behind the need for subscription billing, it has made several steps in the delivery of bookkeeping services redundant or of no value.
When it comes to #cybersecurity, there are no offensive strategies, only defensive ones. The traditional approach relies on prevention strategies. However, there is an alternate approach called “Defense in Depth” which is much more effective.
When you use Wi-Fi networks that aren't in your control, such as those at a coffee shop, hotel, or airport, you instantly become low-hanging fruit for perpetrators—unless you use a VPN. Great review on VPN's and what they do...
Side hustle, moonlighting, freelance, a gig that’s part-time or full-time: Whatever a growing number of your clients call this job, it usually boils down to “self-employed” in the eyes of the tax man.
Business leaders make decisions each day: big and small, positive and negative. To make these decisions in moral and ethical ways, we must adapt the essential qualities of a leader.
To help your business stay lean and agile, you may want to consider implementing a Standard Operating Procedure (SOP) for you and your team.
Artificial intelligence, the Internet of Things (IoT) and virtual reality are just a few of the technologies changing how we live, work and play. Great review of the future of how humans & robotic tech can work together in the future by @kellisontaylor...
A great way to clearly and succinctly communicate important strategies to the team is with meetings. Meetings offer focus and alignment, an opportunity to problem solve quickly and overall can help save time.
My colleagues, @PiccCPA & Chris James, KD discuss the importance of using the cloud to manage all client services and seamlessly connect the dots to meet customer expectations in this video. Check it out.
We all know that relationships can be key resources for our personal and professional growth as leaders, so we suggest changing your mindset. Forget networking. Instead, focus on creating high-quality connections.
Several tax practitioners share their perspective in this video on the ever-changing tax industry and how to look at the bigger picture for their clients including pricing structure changes and technological advancements.
How to Handle Unrelated Business Income Tax on #NonProfits - check out this webinar from my friend @GreggBossen. #UBIT
Whether you work in a brand new start-up or a well-established tax and accounting practice, networking is critical to success via @PurelySolutions
You probably don't have time to read this. And yet, if you're like many business owners, you probably have to read this because you're in need of some work efficiency tips. Great article by Geoff Williams on @AmericanExpress.
The bad guys are going after the accounting industry. With over 35 percent of cybersecurity breaches hitting professional services, it’s no longer a question of if a firm will be attacked, but when via @LiscioCX
If you set business objectives, you need to figure out how to track your progress toward achieving them. #KPIs are some of the best performance measurement tools available. Here are 7 of the best KPI's to track...
Choosing a bank for your small business is a process that needs careful thought & planning. Here's a great guide by @QuickBooks that states what we need to look for in choosing a bank...
Tax and accounting professionals just want their computers and software to work. However, before you can “just make it work,” it’s important to understand how you want to work: hosted, on premises or in the cloud via @kuruburu.
Email is costing you more than you think. Between time spent sorting through messages, sending follow-up after follow-up to unanswered emails, and dodging cyberattacks, the true cost of email affects your business and your bottom line via @LiscioCX
Depending on your level of tech-savvy, you might be unaware that @TSheets time tracking software plays well with others, such as, @UseBreeze, @knowify, @lawnbuddyict, @KarbonHQ, @AeroWorkflow, @PayEvo, @JazzDotCo, @onpay_payroll, @ADP, @asana, & @ClicData
Recovering from a cybersecurity incident can be a daunting undertaking, especially if you’ve lost information that’s critical to running your manufacturing facility.
As technology has grown, we’ve not only been bombarded with opportunities to run our tax and accounting practices more efficiently; we’re also overwhelmed with the numerous app options that supposedly help us better manage our workflow via @NayoCarterGray
So much of the time, productivity is illusory. How many times have you been working on a project, and right when you get into a groove, you’re thrown out of it by a ping of some sort from a co-worker, client, or boss? Great article by @karbonhq.
Social media permeates our lives, commands our attention, and has made a lot of money for the people who have learned how to use it to market their products via @tylermcbroom.
We're all drowning in email. And if you're spending 15 minutes on every reply, no productivity system is ever going to save you. Not inbox zero, not batching, not turning off notifications—nothing. Your only hope is retirement via @zapier
Mortgage rates have a huge impact on how much homeowners end up paying for their homes, so it’s no surprise that a mortgage deal that’s completely free of interest charges is big news.
Filing your business payroll taxes may be the most frustrating process in your business, and it becomes more complex as you add more staff. Processing payroll can be summarized in five steps. Great article by @QuickBooks.
Most business owners understand profitability from a fundamental standpoint. If the revenue from sales covers your expenses, you’re turning a profit. Profits mean positive cash flow. Here are 4 ways to measure your profitability by @QuickBooks.
Cybersecurity is something people are talking about a lot – and with good reason. @MBSAccountancy describes in this article how #cybersecurity is a critical opportunity for Advisory services in this article.
Projects was first introduced to #QBO in 2016, bringing the program one step closer to the #JobCosting functionality provided by QuickBooks Desktop. @Spotycus shares how to use Projects instead of Classes in this article. @QuickBooks @IntuitAccts
There seems to be much conversation recently around the notion that tax & accounting jobs are going away over the next five to 10 years — eclipsed by the advancement of technology. @Jasen_at_Intuit writes a great article about the 4th industrial revolution here.
I love it - we finally have #MileageTracking in QBO. @StacyKildal gives all the details about this new feature in this article. #QBFirmOfTheFuture #PoweringProsperity @QuickBooks @IntuitAccts
When looking at all of the healthcare benefit options available, your head might start spinning. Here is a simple list of questions to ask, and get answered, when making a decision via @QuickBooks.
Here’s a round-up of the tools that @Intuit @QuickBooks think are the best options for growing #smallbiz in the #podcasts space, including, @StartupNation, @HarvardBiz IdeaCast, The Sales Engagement Podcast, @johnleedumas, @SalesHacker, and @garyvee.
Once your business is booming, or you have a huge piece of news to share, it can feel as if public relations is a distant dream. Here are 4 ways to create DIY public relations for your small business via @QuickBooks.
Here’s a round-up of the tools that @Intuit @QuickBooks think are the best options for growing #smallbiz in the #mediaoutlets space, including, @FastCompany, @Forbes, @businessinsider, and @HarvardBiz.
Here’s a round-up of the tools that @Intuit @QuickBooks think are the best options for growing #smallbiz in the #CRM space, including, @zoho, and @hubspot.
After twenty years in business consulting to organizations all across the world, I am utterly convinced that what is best for your company, employees, customers, and bottom line is a wholehearted commitment to #organizationalhealth via @patricklencioni.
