Monday, August 31, 2020

Who Is Looking After the Wellbeing of Owners...

As the world gets used to a new normal, it’s fair to say that everyone has had many challenges thrown at them over the past three months as well as throughout their lives. @RPJohnston asks who is looking after the well-being of owners and managers here in this article.

Who Is Looking After the Wellbeing of Owners...

Who is looking after the wellbeing of owners and managers? Learn practical tools to understand internal priorities using The Executive Code
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Tuesday, August 25, 2020

QuickBooks Online new features and improvements

It's near the end of summer but @IntuitAccts and @QuickBooks keep cranking out the updates for #QBO. Get the full scoop here. #QBFirmOfTheFuture #PoweringProsperity

QuickBooks Online new features and improvements

Get the latest in QuickBooks Online and QuickBooks Online new features, as you look to build your role as your clients' trusted advisor.
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Saturday, August 8, 2020

How accounting firms grapple with client retention

With each passing year, new challenges for tax preparers present themselves. One thing that hasn’t changed is that you need to start preparing long before your busy season begins.

How accounting firms grapple with client retention

Attracting new clients is vital for growth, but retention is even more important.
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Friday, August 7, 2020

Why your clients need a mid-year withholding...

It’s always a good idea for employees to check their withholding throughout the year. Changes in a client’s personal situation — marriage, divorce, a new baby, or a spouse’s return to work — can trigger a change in the client’s tax picture.

Why your clients need a mid-year withholding...

Help your tax clients and their employees understand the latest changes to Form W-4.
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How to save on marketing costs

In order to lead in marketing and sales, even in tough times, you need to be smart about the way you cut costs. Here are 7 recommendations from @Divvy_HQ for improving your marketing strategy while eliminating redundancies and inefficiencies.

How to save on marketing costs

Cutting advertising costs doesn’t have to mean decreasing ROI. Check out these seven ways to reduce overall spend while improving marketing strategy.
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What is a wire transfer?

Sending money by mailing checks or cash is almost completely obsolete. We have so many effective ways of transferring money from business to business, or from individual to individual electronically. So, what is a wire transfer? @Divvy_HQ has your answer.

What is a wire transfer?

A wire transfer is a fast and secure exchange of money electronically through banks and other providers. A wire transfer is different from an ACH transfer by...Read More
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Thursday, August 6, 2020

5 digital habits to work better, faster, and...

Despite its myriad benefits, tech has helped fuel our worst habits — procrastination, laziness, and overspending, just to name a few. Here are 5 digital habits from @karbonhq to work better, faster, and more creatively.

5 digital habits to work better, faster, and...

While tech benefits your life in countless ways, you have to draw the line in order to get the most from your devices rather than falling prey to them.
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The definitive guide to recruiting for...

When building and growing your accounting firm, there is arguably nothing more important than recruiting. Despite its challenges, it is possible to find amazing people. Check out @karbonhq guide for #recruiting...

The definitive guide to recruiting for...

Finding great staff is far and away the most common challenge for accounting firms. This guide shows you how to get it right.
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How secure are your internal communication...

Email accounts, smartphones, tablets, and the dozens of tools you access online to keep your business moving makes accessing information easier—and not only for your own team. Are you sure your internal communication channels are secure?

How secure are your internal communication...

If your communication channels aren’t protected, then the information that’s being shared cannot be considered private.
accountantvip

Wednesday, August 5, 2020

How would you manage your firm if...

What would your firm do if shelter-in-place lasted for an extended period of time? @karbonhq explores this thought provoking question in this article. Why even ask this question? Don't some just want to return to “normal"?

How would you manage your firm if...

The initial disruption of coronavirus has calmed down. Now it's time to consider what's needed to continue moving your firm forward in the long run.
accountantvip

Small business, smart cybersecurity

In the modern age of running a business, #cybersecurity should be one of your top priorities. We need to work smarter, not harder, to keep our bottom lines strong.

Small business, smart cybersecurity

Find out why more and more tax firms are looking to the cloud for hosting their software; this infographic discusses cybersecurity and how information in the cloud is less vulnerable to hackers.
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Want to be an advisor? Shift your perspective!

If you really want to be an advisor & earn that “trust” that we keep hearing so much about, get some help. Find training, methods, or processes that help you gain confidence in your own skills. Your clients need you now more than ever via @evenanerd.

Want to be an advisor? Shift your perspective!

One of the traits of a trusted advisor is to be able to shift the way you view your engagements; get some tips from Geni Whitehouse, CPA.
accountantvip

Tuesday, August 4, 2020

QuickBooks Online new features and improvements...

The weather’s hot, but @QuickBooks has got plenty of cool updates for July 2020 all designed to make your work easier—so you can get it done and have plenty of time left over to enjoy all your favorite summer activities.

QuickBooks Online new features and improvements...

The weather’s hot, but we’ve got plenty of cool updates designed to make your work easier—so you can get it done and have plenty of time left over to enjoy all your favorite summer activities.What’s new in JulyIndustry benchmarks now availableNew month-end review workflowNew Bill Pay by Melio now available for QuickBooks Online AccountantBusiness View …
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Top 3 things I learned from tax season

Check out the top 3 things that were learned from the 2019 tax season from leading @IntuitAccts Tax Pro Center authors, including, @jeokanecpa, @TL_Wingate_Jr, and myself.

Top 3 things I learned from tax season

Get key insights from several tax pros on how they are using what they learned from tax season to prepare for the future.
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Three Metrics of Business Success

These three metrics of business success — growth, profitability and productivity — form the foundation of business success.

Three Metrics of Business Success

There are three metrics of business success that breakthrough businesses focus on: growth, profitability and productivity.
accountantvip

Monday, August 3, 2020

5 tips for professional development in a time...

It may sound difficult to build your career during a crisis, but here are five simple ways to focus on your professional development:

5 tips for professional development in a time...

Follow these easy personal development steps during crisis you’ll be able to incorporate professional development into your new career routine.
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Cybersecurity basics for the tax practice

Whether you work remotely or in the office, how do you secure your network? Securing your office systems in a local or wide area network environment is required for retention of taxpayer data. Check out this article for the basis from @IntuitAccts.

Cybersecurity basics for the tax practice

Now is a great time to ensure your systems are available, secure, and reliable; Kevin Smith offers many tips to make you more aware of your risk and less vulnerable to hackers.
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The essential metrics to measure your firm’s...

How well do you really know how your firm is performing? Can you accurately predict where you will be next month, next year and beyond? Check out the recording from this webinar from @karbonhq.

The essential metrics to measure your firm’s...

Learn the critical metrics and KPIs you should track to truly understand your firm’s performance and future growth.
accountantvip

Saturday, August 1, 2020

The Realities of Practice Management

With the help of @K2Enterprises, and author @RPJohnston, @AccountingWEB produced an essential guide -- a framework -- and full content series to help accounting firms better understand #practicemanagement and related technologies.

The Realities of Practice Management

A new guide and content series to help firms make the most informed practice management decisions.
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What Are the 6 Steps of Financial Planning?

Have you ever heard of #EGADIM? I hadn't until @matthague1 brought it up in a discussion on the @IntuitAccts #TaxCouncil. Since then, I've used this to think about a model for my advisory relationships with my clients.

What Are the 6 Steps of Financial Planning?

What are the six steps of financial planning? When you follow these simple guidelines, you can use the same planning steps as professional planners.
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Is maximizing PPP loan forgiveness the real...

Here's a great article from Steven Pinsky & Roberto Hinojosa at @UHYAdvisorsNY where they explore the question about the real endgame of #PPP #LoanForgiveness. Check it out at @AccountingToday.

Is maximizing PPP loan forgiveness the real...

A fresh look at the Paycheck Protection Program suggests other ways businesses may want to think about it.
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