Wednesday, April 24, 2019

Periodically changing your password is no...

Changing your password frequently can do more harm than good for the simple fact that we can’t remember them. So when we’re prompted to change our passwords, what’s the next logical step we take to remember them? We write them down via @LiscioCX

Periodically changing your password is no...

Periodically changing your password is no longer a good idea according to NIST. In order to keep your online information safe, the smart thing to do is to change your password periodically, right? Well, not according to the security gurus at the National Institute of Standards and Technology (NIST).
accountantvip

4 Big secrets to attract rather than recruit...

When it comes to hiring new accountancy staff to join your firm, you have to hire the right people. When it comes to the recruitment process, however, sometimes the right people aren’t even in the mix!

4 Big secrets to attract rather than recruit...

Here are four big things that you can do to attract rather than recruit the right accounting staff to your firm who really want to work for you.
accountantvip

Key Takeaways From Tax Season

What was your biggest “a-ha” moment from tax season? Tax year 2018 was unlike many others in recent history due to the legislation enacted by #TCJA. Here's what @dawnbrolin, @NayoCarterGray, @renee_daggett, @DebbieKilz, @tylermcbroomcpa, and myself said...

Key Takeaways From Tax Season

How did tax reform affect your practice and what can you learn for tax year 2019?
accountantvip

Tuesday, April 23, 2019

7 Signs A Leader Can Be Trusted

Which leaders are likely to leave their organizations in a state of grace, and which ones are likely to leave them in a state of disgrace? Here are 7 signs that a leader can be trusted...

7 Signs A Leader Can Be Trusted

Which leaders are likely to leave their organizations in a state of grace, and which ones are likely to leave them in a state of disgrace?
accountantvip

Vulnerability may be the Key to Success

Why do some people and companies fail to achieve their potential, while others seem to go from strength to strength without pausing for thought? Vulnerability may be the Key to their Success...

Vulnerability may be the Key to Success

Why do some people and companies fail to achieve their potential, while others seem to go from strength to strength without pausing for...Read More
accountantvip

Five Qualities of a Digital Leader

Digital disruption is a transformation that is caused by emerging digital technologies, which impact the value of existing products and services offered in the current market. Here are 5 Qualities of a Digital Leader through #DigitalDisruption

Five Qualities of a Digital Leader

The mindset you need to keep abreast of the digital sphere
accountantvip

Monday, April 15, 2019

IRS Explains Tax Treatment of State and Local...

The IRS clarified the tax treatment of state and local tax (SALT) refunds arising from any year in which the new limit on the SALT deduction is in effect.

IRS Explains Tax Treatment of State and Local...

Get clarity from the IRS on the tax treatment of state and local tax (SALT) refunds arising from any year in which the new limit on the SALT deduction is in effect.
accountantvip

Saturday, April 13, 2019

6 Ways to Deal With Difficult Tax and...

What do you do when the client is a royal pain in the you-know-what, but you still want to maintain your good reputation in the community and online? Here are six tips to help you navigate those waters gracefully via @NayoCarterGray

6 Ways to Deal With Difficult Tax and...

In this article, get six ways to deal with difficult clients; some of the techniques may surprise you.
accountantvip

5 reasons to file taxes on time and what...

If you’ve been dragging your feet or simply haven’t had time to file, don’t procrastinate any longer. There are many benefits to beating the April 15 deadline. Here are 5 reasons to file your taxes on time...

5 reasons to file taxes on time and what...

The post 5 reasons to file taxes on time and what happens when you don’t appeared first on QuickBooks.
accountantvip

Stop “working” on your firm’s culture - Firm of...

Now that I’ve gotten your attention with my provocative title, let’s discuss how to build your firm’s culture to be so sticky that no one wants to leave your firm via @JasonMBlumer

Stop “working” on your firm’s culture - Firm of...

Now that I’ve gotten your attention with my provocative title, let’s discuss how to build your firm’s culture to be so sticky that no one wants to leave your firm. As you build a firm, maintaining a healthy culture for your team is a worthy pursuit.
accountantvip

Friday, April 12, 2019

Update on the QuickBooks Online Advanced free...

Check out the recent updates to QBO Advanced...

Update on the QuickBooks Online Advanced free...

We recently launched an experience to a select group of QuickBooks® Online customers that provides a free upgrade period for QuickBooks Online Advanced.Today, we want to share more about this experience and what it means for you and your clients.How it worksSelect QuickBooks Online customers have been provided a risk-free, no-obligation, opportunity to try QuickBooks …
accountantvip

Why I Use 4 Monitors - Firm of the Future

While there’s nothing new about using more than one monitor, what about using four? In my situation, I use four monitors every day at my office desk, but it depends on the type of work you do to determine how many you’ll need. @CalebLJenkins #QBFirmOfTheFuture #PoweringProsperity @QuickBooks @IntuitAccts

Why I Use 4 Monitors - Firm of the Future

While there’s nothing new about using more than one monitor, what about using four?In my situation, I use four monitors every day at my office desk, but it depends on the type of work you do to determine how many you’ll need. Regardless, the bottom line is all about productivity.
accountantvip

Form 1040 instructions for tax year 2018: Plain...

IRS Form 1040 U.S. Individual Income Tax Return is a two-page document for taxpayers to determine, report, and file their income, deductions, and tax liability. While it’s one of the most common forms, it’s also deceptively complex. The IRS’s official Tax Year 2018 Form 1040 instructions are a full 117 pages.

Form 1040 instructions for tax year 2018: Plain...

The post Form 1040 instructions for tax year 2018: Plain language on what and how to file appeared first on QuickBooks.
accountantvip

Are credit card chips safe? What you need to...

Over the past few years, chip-based credit cards have become almost universally issued in the U.S., so if you’re reading this and have a credit or debit card, there’s a good chance that it has a chip in it.

Are credit card chips safe? What you need to...

Credit card chips have made in-person transactions safer, but there are still some things you should know to prevent yourself from becoming a victim.
accountantvip

Thursday, April 11, 2019

Is there a "normal" age to retire?

We hear many references to "normal" retirement age. But what, exactly, is normal? These days, even a normal retirement age is difficult to define.

Is there a "normal" age to retire?

Normal retirement age is the age at which you receive full benefits from retirement plans, including Social Security. But normal may vary.
accountantvip

IRS Form Schedule D explained

Form 1040, the US Individual Income Tax Return, requires you to file Schedule D to report gains and losses on the sale of investments, property, and other assets. Here's a quick look at the IRS Form Schedule D via @QuickBooks...

IRS Form Schedule D explained

The post IRS Form Schedule D explained appeared first on QuickBooks.
accountantvip

Form 1040X instructions in plain language: How...

Form 1040X instructions in plain language: How to file an amended tax return via @Quickbooks

Form 1040X instructions in plain language: How...

The post Form 1040X instructions in plain language: How to file an amended tax return appeared first on QuickBooks.
accountantvip

Wednesday, April 10, 2019

IRS Form Schedule B explained

Most taxpayers, including business owners, have interest or dividend income that must be reported on the personal tax return. Here's a quick look at the IRS Form Schedule B via @QuickBooks...

IRS Form Schedule B explained

The post IRS Form Schedule B explained appeared first on QuickBooks.
accountantvip

IRS Form Schedule A explained

You already know that deductions reduce your tax liability. And maybe you’ve reviewed a list of 2018 tax deduction you can take in 2019. Here's a quick look at the IRS Form Schedule A from @QuickBooks...

IRS Form Schedule A explained

The post IRS Form Schedule A explained appeared first on QuickBooks.
accountantvip

ProConnect™ Tax Customer Council Member Profile...

Check out the profile of my fellow ProConnect Tax Customer Council member, @BooksByKelly‏... This is a great profile of Kelly. I enjoy being on the council with Kelly.

ProConnect™ Tax Customer Council Member Profile...

In this profile, get to know Kelly Nokleby, EA, a tax practitioner and a member of the Intuit® ProConnect™ Tax Customer Council.
accountantvip

Monday, April 8, 2019

Tax Pros for Reel: If Accountants Could Be...

Check out my colleagues answers to what they would do with their special power if they were superheroes... I loved the answers from Dave Tolleth, Sagar Shah, & @BooksByKelly

Tax Pros for Reel: If Accountants Could Be...

How would these tax accountants improve their client services with super powers? Find out in this fun video.
accountantvip

Why email is a bad customer experience

Client communication is changing. Today, clients want a quick and convenient experience that weaves seamlessly into their daily lives. As technology evolves, your customer experience should too. Why email is a bad customer experience via @LiscioCX

Why email is a bad customer experience

To seamlessly serve your clients, you need to be where they are. You need a convenient, clean, and secure platform to communicate and collaborate. With the introduction of affordable, scalable secure file-sharing platforms like Liscio, a modern client experience is accessible to everyone.
accountantvip

Saturday, April 6, 2019

ProConnect™ Tax Customer Council Member...

Check out the profile of my fellow ProConnect Tax Customer Council member, @AndreaCPAQueens... This is a great profile of Andrea.

ProConnect™ Tax Customer Council Member...

Get to know Andrea Parness, CPA, CTC, in this profile of her tax practice.
accountantvip

Building a culture of shared vision and...

A strong culture keeps your team focused and working toward the same goals, helps your clients to receive great service, and increases your chances of attracting the best talent to work for your firm. Check out this video by @karbonhq to learn more.

Building a culture of shared vision and...

Find out the critical components of a modern accounting firm's culture, and learn actionable takeaways to foster these in your team.
accountantvip

The 3 stages to recruiting the perfect accountant

Recruitment is a costly and time-consuming process. Do it right and it can lead to exceptional gains in productivity, profit and growth. Get it wrong and the nightmare will cause you and your business a lot of pain. Check out this video by @karbonhq...

The 3 stages to recruiting the perfect accountant

Learn how to find the best candidate and the 3 steps you need to master to attract and retain the perfect accountant.
accountantvip

Friday, April 5, 2019

Treasury repeals hundreds of outdated tax rules

The Treasury Department finalized the repeal of 296 obsolete or duplicative tax regulations in response to President Trump’s executive orders early in his administration calling on the Treasury and other departments to get rid of unnecessary regulations.

Treasury repeals hundreds of outdated tax rules

The Treasury Department finalized the repeal Thursday of 296 obsolete or duplicative tax regulations in response to President Trump's executive orders.
accountantvip

ProConnect™ Tax Customer Council Member...

I was featured last month in an article by the Intuit ProConnect Tax Pro Center regarding my involvement on the ProConnect Tax Customer Council. Check it out and let me know what you think.

ProConnect™ Tax Customer Council Member...

Learn more about Caleb L. Jenkins, EA, CQP, including his family’s tax practice, why he serves on the Intuit® ProConnect™ Tax Customer Council and a bit about his background.
accountantvip

Let your humanity disrupt your technology use,...

Ping! Behold: the sound of the first morning email. Unfortunately, that undeniable sign of the work day starting is the exact kind of wakeup call you needed. Let your humanity disrupt your technology use, not the other way around...

Let your humanity disrupt your technology use,...

Ping! Behold: the sound of the first morning email. Unfortunately, that undeniable sign of the work day starting is the exact kind of wakeup call you needed. I wouldn't say rolling out of bed at 7AM is the easiest thing after a late-night session of mindless scrolling, but hey, you...Read More
accountantvip

TaxProTalk: Deductible or Not Deductible?

Check out this video by @jimatintuit and @TonyHunt07 as they discuss what is tax deductible and what isn't...

TaxProTalk: Deductible or Not Deductible?

In this episode of TaxProTalk, Jim and Tony identify mystery items and decide if they are deductible or not. Who will be crowned the champion?
accountantvip

Thursday, April 4, 2019

The Future of Finance: How to thrive in the...

The proliferation of new and emerging technologies is disrupting traditional business models, enabling startups to upend established businesses. The Future of Finance: How to thrive in the digital age via @Ash_Noah

The Future of Finance: How to thrive in the...

Over the last year, I've hosted roundtables with hundreds of CFOs and finance leaders in cities around the world. From Johannesburg to London to Boston, finance leaders all sang a similar tune when it came to their greatest pain point: they're all looking to transform the finance function from a...Read More
accountantvip

A Tax Strategy To Super-Size The Deductions...

Looking for a way to save on taxes, if not this year then in the future? A strategy to take the new, higher standard deduction and itemize other write-offs? I love this #taxstrategy called #bunching promoted by @lightlawrence2...

A Tax Strategy To Super-Size The Deductions...

The more generous standard deduction cuts down on itemizing. But what if you could do both?
accountantvip

7 Ways To Get A Jump On Your 2019 Income Taxes...

Headlines say many people were surprised by their 2018 tax bills. The best way to avoid tax surprises is to begin planning early. Study that 2018 return and take these steps via @RWcommunity

7 Ways To Get A Jump On Your 2019 Income Taxes...

You'll likely save a bundle by planning for 2019 taxes as soon as your 2018 income tax return is completed.
accountantvip

Wednesday, April 3, 2019

Still Waiting On Your Tax Refund? Here's When...

Still Waiting On Your Tax Refund? Here's When To Expect Yours via @jjeffrose

Still Waiting On Your Tax Refund? Here's When...

When should you expect your tax refund, especially if it's particularly large? It depends on how you file - e-file or paper file, direct deposit or paper check. Here are some guidlines.
accountantvip

Avoid the Efficiency Trap

In some respects, efficiency has become a buzzword in the profession. When you improve processes and invest in technologies to support efficiency, are you being efficient for efficiency’s sake? Avoid the efficiency trap of a short-term view...

Avoid the Efficiency Trap

Transformation is a favorite topic of conversation at accounting industry conferences and in CPA communities. At this point, firms know why they need to make changes. The challenge isn't convincing them they need to automate compliance work, modernize ...Read More
accountantvip

How to Use Foreign Currency Transfers With Bank...

Check out @Estherfriedberg's guide on How to Use #ForeignCurrency Transfers With Bank Feeds in #QuickBooksOnline #PoweringProsperity @QuickBooks @IntuitAccts

How to Use Foreign Currency Transfers With Bank...

Recently, I had occasion to listen while someone described the (lack of) functionality of foreign currency and the Bank Feeds feature in QuickBooks® Online (QBO) to new users.
accountantvip

Tuesday, April 2, 2019

Tax Pros for Reel: What Do You Love About Your...

What do you love about your clients? Check out what my colleagues on the ProConnect Customer Council shared about what they love about their clients... feat: @AndreaCPAQueens & @BooksByKelly.

Tax Pros for Reel: What Do You Love About Your...

In this video, several tax pros tell us what they love about working with their clients.
accountantvip

PSA: Don't Store 2FA Codes in Password Managers

Two-Factor Authentication (2FA, also known as Multi-Factor Authentication, or MFA) is all the rage these days, and for good reason. However, Don’t Store 2FA Codes in Password Managers. It seems convenient, but it’s a trap! via Shea Polansky

PSA: Don't Store 2FA Codes in Password Managers

It seems convenient, but it's a trap!
accountantvip

How to receive payments the right way in...

One of the reasons we like QuickBooks is because it uses language and processes that are familiar to small business people. Check out @CBGpartners guide on the right way to receive payments in QuickBooks...

How to receive payments the right way in...

How you record a customer payment in QuickBooks depends on why and how you received it. One of the reasons we like QuickBooks is because it uses language and processes that are familiar to small...Read More
accountantvip