Friday, February 21, 2020

Pathways to Growth: When technology meets...

When was the last time you visited the office of your chief information officer? Did it look like a post-apocalyptic RadioShack? Check out what @JimBourke says about the opportunities w/ #tech. #QBFirmOfTheFuture #PoweringProsperity @IntuitAccts

Pathways to Growth: When technology meets...

Get IT out of the back room and working for your firm.
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The steps to eliminate email anxiety

Have you ever been stressed at the sight of 20+ unread emails? Had a sinking feeling when you see a client email arrive at night? @karbonhq has a couple great tips about this... #QBFirmOfTheFuture #PoweringProsperity @QuickBooks @IntuitAccts

The steps to eliminate email anxiety

If you've ever felt stressed at the sight of your inbox, you know what it’s like to have email anxiety. But no amount of worry allows you to do your best work.
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The accountant’s not to-do list: 5 things to...

When you’re faced with a mountain of work, your initial instinct might be to create a #todo list of everything you need to get done. This technique is popular for a reason—it works. Check out what @karbonhq says about this... #QBFirmOfTheFuture #PoweringProsperity @QuickBooks @IntuitAccts

The accountant’s not to-do list: 5 things to...

Removing these habits from your day will leave you with more time, greater reward, and boost your accounting firm’s efficiency.
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Thursday, February 20, 2020

7 More Apps That Can Help You Get Through Tax...

As any professional knows, tax season can simultaneously feel like a never-ending marathon and a breath-stealing sprint. Check out this list of 7 apps that @MBSAccountancy compiled to help us get through #taxseason successfully.

7 More Apps That Can Help You Get Through Tax...

Apps are an integral value-add to our professional and personal lives, but how to they make tax season a bit easier? Find out in this article from Cassidy Jakovickas, CPA.
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Watch out, millennials — Generation Z is poised...

The stars look set to align for #GenZ, which appears to be destined to become homeowners at a higher rate than #Millennials. Check out what @jepassy says on this. #QBFirmOfTheFuture #PoweringProsperity @QuickBooks @IntuitAccts

Watch out, millennials — Generation Z is poised...

Many economists believe that more members of Gen-Z will become homeowners than millennials.
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4 Credit Scores that Matter to Business Owners...

Not all credit scores are created equally. What you may not have known is that your small business has a business credit score. Check out these 4 Credit Scores that matter by @Divvy_HQ. #QBFirmOfTheFuture #PoweringProsperity @QuickBooks @IntuitAccts

4 Credit Scores that Matter to Business Owners...

Why DivvyAutomatic ExpensesCreditBudgetsSmart CardVirtual CardsRewardsSend RequestTravelBill PayAboutPricingSecurityBlogCareersPartnersResourcesCase StudiesHelp CenterFAQsContactGet the appTake a demoLoginGET A DEMO
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Wednesday, February 19, 2020

Short- and long-term financial tips from ag...

Volatility appears in agriculture in a multitude of ways. Here are some financial tips from Brian Philpot on how to stay afloat in the highs and lows of farming. #QBFirmOfTheFuture #PoweringProsperity @QuickBooks @IntuitAccts

Short- and long-term financial tips from ag...

The fluctuation of input costs and other expenses creates more uncertainty for farmers.
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Tagging coming to QuickBooks Online

When it comes to 'tagging', according to @QBMurph, it has been around a lot longer then you think. In fact, it may well have been around since the time of the caveman. Did you know that it is coming to #QBO? #QBFirmOfTheFuture @IntuitAccts

Tagging coming to QuickBooks Online

Liz tells you about this new 'Beta feature' and Murph gives you a brief history of tagging and his comments and thoughts about the new functionality.
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Diana Crawford, CPA, and Matthew Hague, EA,...

In this video, my fellow tax council members, @DianaCrawford, of Crawford, Merritt & Company, and Matthew Hague, EA, CFP®, of Guide Wealth Management, talk about why working in the cloud is good for their practice and clients.

Diana Crawford, CPA, and Matthew Hague, EA,...

Diana Crawford, CPA, and Matthew Hague, EA, CFP, discuss the benefits of working in the cloud.
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Tuesday, February 18, 2020

Read up on industry news or current events

Here are three great questions to ask when reviewing industry news by @MBSAccountancy. #QBFirmOfTheFuture #PoweringProsperity @QuickBooks @IntuitAccts

Read up on industry news or current events

Find out what you an accomplish in 15 minutes or less to improve your firm and yourself in this "15 minutes or less" series.
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What's the Right Way to Handle a Slip-Up from...

Bookkeepers frequently encounter messy books. Often, these messes are caused by well-meaning business owners or members of their families who have attempted to do the bookkeeping themselves. #QBFirmOfTheFuture #PoweringProsperity @QuickBooks @IntuitAccts

What's the Right Way to Handle a Slip-Up from...

When Your Competitor Messes Up
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5 Tips to Lower Your Stress for Tax Season

Tax season can be extremely stressful if you aren’t truly prepared. Check out these tips by @NayoCarterGray to lower your stress level.

5 Tips to Lower Your Stress for Tax Season

How do you relieve stress during tax season? Check out this article from Nayo Carter-Gray, EA, with 12+ tips.
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Monday, February 17, 2020

Stop procrastinating! 5 tips to get your most...

It’s constantly in the back of your mind. It weighs you down with equally overwhelming feelings of guilt and dread. It’s your to-do list. #QBFirmOfTheFuture #PoweringProsperity @QuickBooks @IntuitAccts

Stop procrastinating! 5 tips to get your most...

Whether you’re in busy season, or really any time during the year, don’t fall victim to the monster of procrastination. It’s your to-do list.
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Can Companies Come to Grips With AI Hype?

Companies are using more artificial intelligence and starting to realize some quantifiable benefits. However, Can Companies Come to Grips With AI Hype? #QBFirmOfTheFuture #PoweringProsperity @QuickBooks @IntuitAccts

Can Companies Come to Grips With AI Hype?

As AI options pile up, it gets harder to tell what's real from what's fake. But there may be reason to hope for greater clarity, KPMG says.
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What Matters to Your Millennial Clients?

Did you know that over half of millennial business owners in the United States do NOT have a 4-year degree? Do you know what matters to #millennial's? Check out @Kaydee_411's great post on this. #QBFirmOfTheFuture #PoweringProsperity @IntuitAccts

What Matters to Your Millennial Clients?

Millennial clients value different things from previous generations
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Friday, February 14, 2020

How to Take Better Steps to Meet the Needs of...

Our clients are professionals. They are using automation and growing their business. Our competitors are most likely automating as well. Here's a great article by @bkeepersfriend on this... #QBFirmOfTheFuture #PoweringProsperity @QuickBooks @IntuitAccts

How to Take Better Steps to Meet the Needs of...

This article is designed to challenge those of us that need to increase our offerings to better meet the needs of the professional service sector. Let’s st
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5 hacks to rewire your brain for creativity

Did you know that possess the power to rewire your brain and tune up your cognitive abilities? Here are 5 hacks to give you significant gains in creativity and performance.

5 hacks to rewire your brain for creativity

Did you know that possess the power to rewire your brain and tune up your cognitive abilities? Here are 5 hacks to help you be creative and perform.
accountantvip

The one thing resilient leaders do differently

Pressure has become an inevitable part of daily life. It’s unavoidable. But the best leaders and organizations adapt promptly without getting thrown off course by the uncertainty and the rapid rate of modern business.

The one thing resilient leaders do differently

It's all about your "stress mindset." The good news is, with a bit of effort, you can improve your reaction to daily stressors. Pressure has become an inevitable part of daily life. It's unavoidable. But the best leaders and organizations adapt promptly without getting thrown off course by the uncertainty and the rapid rate of modern business. The one thing that sets them apart is a resilient mindset. Resilience is the ability to withstand pressure and challenges while maintaining your psychological and physical well-being. Rather than waiting to act until burnout has hit, practicing a resilient mindset is a proactive measure. If you create mental strength before you really need it, you'll have one more tool in your toolbox to help you...Read More
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Thursday, February 13, 2020

Andrew Poulos, EA, on the Value of Providing...

In this video, my fellow Tax Council member @AndrewGPoulos, EA, of Poulos Accounting & Consulting, Inc., discusses the “why” behind providing advisory services to his clients.

Andrew Poulos, EA, on the Value of Providing...

Andrew Poulos, EA, discusses how providing advisory services is a value-add for his practice.
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3 Major Impacts of Financial Automation Now and...

Invoiced published new research on where the accounting profession stands on the path to adopting financial #automationtechnology. Below are a few notes of guidance for CPAs based on the findings. #QBFirmOfTheFuture #PoweringProsperity @IntuitAccts

3 Major Impacts of Financial Automation Now and...

How will financial automation impact the CPA profession specifically?
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4 tips for spotting a phishing email

Securing your company’s information isn’t optional anymore; it’s a necessity for any business interested in remaining relevant in an evolving commercial landscape. Check out these 4 tips for spotting a #phishing email from @MBSAccountancy.

4 tips for spotting a phishing email

A small business is a hack or data breach away from danger, or even extinction. Follow these expert tips to be prepared and keep your business secure.
accountantvip

Wednesday, February 12, 2020

Evolve from knowledge worker to wisdom worker

#ArtificialIntelligence #DataScience #Automation. These are the new buzzwords on the lips of all forward-thinking executives and businesspeople. But how do we transition from being a #KnowledgeWorker to a #WisdomWorker? Check out what @MBSAccountancy says.

Evolve from knowledge worker to wisdom worker

With artificial intelligence, automation and other innovations, you must embrace change to be successful. Get expert advice on how to do so.
accountantvip

In Order to Address Your Firm's Skill Needs You...

Accounting firms and finance organizations see digital transformation on the horizon and realize they must navigate a significant skills gap. The first step in closing the skills gap is to define it. See what Mike Ramos says on @AccountingWEB. #QBFirmOfTheFuture #PoweringProsperity @QuickBooks @IntuitAccts

In Order to Address Your Firm's Skill Needs You...

Accounting firms and finance organizations see digital transformation on the horizon and realize they must navigate a significant skills gap.The compe
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Addressing Your Clients’ Future Needs With...

How many times have you had a client, in the heat of the season, who has given you information you wish you already had? Often, clients neither realize the extent of what we do, nor know the extent of our knowledge. Check out what @april15taxes says...

Addressing Your Clients’ Future Needs With...

Covering some simple life changes in your tax planning discovery will go a long way to establishing your trusted advisor role. Find out how Susan Tinel, EA, builds her advisory services practice.
accountantvip

Tuesday, February 11, 2020

Which Expenses are Deductible?

In our very long and complex tax code, tax deductions come in all shapes and sizes, and have a lot of sticky rules attached to them. For example, business expenses must be ordinary (common and accepted in an industry) and necessary (helpful and appropriate for the trade or business) to be deductible. Check out what @mikeatintuit says here.

Which Expenses are Deductible?

Get a summary of deductible and non-deductible expenses from Mike D’Avolio, CPA, JD, and share the summary with your tax clients.
accountantvip

ProConnect Tax Customer Council Member Profile:...

Check out this profile of my fellow tax council member, Timothy Wingate Jr., EA, who is the founder and president of G+F Business & Financial Consulting LLC in West Palm Beach, Fla. Follow him here: https://www.linkedin.com/in/twingatejr/

ProConnect Tax Customer Council Member Profile:...

Get to know Timothy Wingate Jr., EA, a member of the Intuit® ProConnect™ Tax Customer Council, in this profile of his practice.
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Preparing Your Clients for 2020 Wage Compliance

In 2020 companies may find themselves required to pay overtime to employees that they previously were not required to. During a time with record low unemployment, employee retention should be at the forefront of every manager and business owner.

Preparing Your Clients for 2020 Wage Compliance

The introduction of a new decade may surprise many business owners, especially how 2020 will impact their payroll expenses. More than half of the states in the US have increases to their minimum wage which went into effect as of January 1st, 2020.
accountantvip

Monday, February 10, 2020

Art of Accounting: Preparing for a client meeting

According to @emendlowitz, "I always prepare for client meetings. Sometimes I overprepare because I don’t want to be unprepared and also because I want to control the pace, direction and timing of the meeting."

Art of Accounting: Preparing for a client meeting

I always prepare for client meetings. Sometimes I overprepare because I don’t want to be unprepared and also because I want to control the pace, direction and timing of the meeting.
accountantvip

February 2020 Tax and Compliance Deadlines

Tax season brings many opportunities for you to connect with your clients. Along the way, don’t forget to let them know about important tax and compliance deadlines. Here’s a list for February 2020.

February 2020 Tax and Compliance Deadlines

Get a list of tax and compliance deadlines for February 2020.
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Alejandra Matias, EA, on the Benefits of...

In this video, my fellow tax council member, Alejandra Matias, EA, of Taxes United, discusses how bundled services benefits her firm and her clients. Check it out and follow her here: @taxbabeaz

Alejandra Matias, EA, on the Benefits of...

Alejandra Matias, EA, discusses the benefits of bundled services.
accountantvip

Saturday, February 8, 2020

QuickBooks Live: An opportunity for ProAdvisors

For the QBO ProAdvisors wanting to expand their current business, I'd recommend checking out QuickBooks Live (#QBLive). This is a whole new way of helping #SMBs in the future. #QBFirmOfTheFuture #PoweringProsperity @QuickBooks @IntuitAccts

QuickBooks Live: An opportunity for ProAdvisors

QuickBooks® Live Bookkeeping fills the gaps for small businesses and self-employed who aren’t currently connected to ProAdvisors and accountants.
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QuickBooks Online: Evolution and innovation...

Here's some huge changes coming to #QBO in the future... These changes include: - Two views, 1) for small business owners, 2) for accountants - A whole new way of segmenting your income/expenses using "Tags" Get the whole scoop in this article... #QBFirmOfTheFuture #PoweringProsperity

QuickBooks Online: Evolution and innovation...

QuickBooks® Online is a unique platform that brings together accounting professionals and business owners, to help small businesses succeed.
accountantvip

Team Gift Ideas for Work

Showing your appreciation for your entire team can be a genuine gesture that helps promote your team's culture. Here are some team gift ideas for work. #QBFirmOfTheFuture #PoweringProsperity @QuickBooks @IntuitAccts

Team Gift Ideas for Work

Showing your appreciation for your entire team can be a genuine gesture that helps promote your team's culture. Here are some team gift ideas for work.
accountantvip

Friday, February 7, 2020

Addressing Your Clients’ Future Needs With...

I love these ideas by @april15taxes on addressing our clients future needs with proactive tax planning. :)

Addressing Your Clients’ Future Needs With...

Covering some simple life changes in your tax planning discovery will go a long way to establishing your trusted advisor role. Find out how Susan Tinel, EA, builds her advisory services practice.
accountantvip

Technology Generation Gap: Generational...

If you want to understand the generational differences in today's workforce based on the technologies they use, check out this article by @sandrawiley. #QBFirmOfTheFuture #PoweringProsperity @QuickBooks @IntuitAccts

Technology Generation Gap: Generational...

Tap into the generational differences in the workforce, so that you can embrace change, cater to the next generation of workers, and grow your firm.
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QuickBooks Online Payroll: Everything you need...

#QBO Payroll is undergoing an overhaul... Here's a summary of the changes and what you need to know about Intuit's plans for transitioning their current suite a of products to the new one. #QBFirmOfTheFuture #PoweringProsperity @QuickBooks @IntuitAccts

QuickBooks Online Payroll: Everything you need...

Payroll solutions are extremely important for you and your clients. Get the latest regarding QuickBooks Online Payroll and see how it benefits you.
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