Here's a great article by @Spotycus on him changing his perspective about #QBLive. I'd recommend reading it.
Money is a hard topic to discuss, and hard financial times can make people question their beliefs about money. Here are 3 Ways to Work on Mental Strength to Better Help Manage Your Company's Money.
“Dreams are the touchstones of our characters,” Thoreau, a man who delighted in his imagination, once wrote. Your vision is your most important dream or mental picture.
Here's @sandrawiley's suggestion for Accounting Firms: Hire team members who aren't accountants at all.
July’s no time for breaking a sweat at work... Here's a list of the feature improvements with QuickBooks for July. #QBFirmOfTheFuture #PoweringProsperity @QuickBooks @IntuitAccts
I'm excited to see the list of new Intuit QuickBooks Accountant Council members. I've served on the Intuit ProConnect Tax Council and it's been one of the best things I've done. #QBFirmOfTheFuture #PoweringProsperity @QuickBooks @IntuitAccts
You did it. You went out on your own, started your own accounting practice, and now you’re on to the next step: growth. Now you're hiring your first employee? Here's what you should know...
As we become a more technologically advanced society, the high value we place on human interaction has surprisingly remained intact. So, here are 3 Tips to Organize and Strengthen Your Client Relationships this Summer.
Some prospects are looking for the cheapest provider of the service; and I think most of us, after a number of years in any profession, can filter these out pretty quickly. They are ‘cheap,’ and do not make good clients...
During the regular tax season, your practice can feel like a well-oiled machine; you and your team are on top of client communication, deadline driven and downright efficient, but once the deadline has passed... Check out these tips by @renee_daggett.
QuickBooks Online Receipt Capture reads the receipts, extracts information, and automatically matches the receipt to a transaction. It's a great tool for basic receipt management. #QBFirmOfTheFuture #PoweringProsperity @QuickBooks @IntuitAccts
Email is a simple communication tool, but the amount of time an employee spends replying to emails can lower their overall productivity. Enter: Slack. @SlackHQ was developed to solve this problem with one simple equation: less email = higher productivity.
Business travel is a far cry from a vacation. While there are occasionally some enjoyable moments, it’s not exactly “kick back, and relax” kind of travel. So, why not use @Divvy_HQ and similify your travel expense management?
Most people hate repetitive tasks and few things are as tedious, repetitive, and frustrating as expense reports. If you think your current reporting system is at least tolerable, you’re fooling yourself. If that's you, check out @Divvy_HQ...
Not only is getting reimbursed as an employee not ideal, but it’s also even a worse idea as an employer. From a budgeting perspective, you have no real-time information about how much your employees have spent until... In steps @divvy_hq.
All of us have been in this embarrassing situation - We meet someone for the third or fourth time, only to realize we can't remember what that person's name is. Here are 8 Apps To Help Remember People's Names via @jboitnott
There is an old saying that “many hands make light work." That is a primary benefit of collaboration. Here are some ways to help maximize your team's collaborative spirit via @jboitnott.
Have you ever hired a new staff member who you were sure was going to be perfect, only to soon realize you have hired the wrong person? Here are 30 questions to help identify great candidates via @Karbonhq.
As a record number of baby boomers head toward retirement, the accounting industry must prepare itself for a major brain drain. So, how do we develop tomorrow's top accountants? Check out this report from @Karbonhq.
#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.
Recruiting new staff is one of the most common pain points for accounting firm partners. @Karbonhq 2017 talent survey identified that finding and acquiring great talent is presenting more of a struggle for accounting firms than any other aspect.
CA is taking consumer privacy to the next level. In June 2018, #CCPA was signed into law. Similar to the #GDPR, the CCPA is designed to protect client data by enforcing tighter restrictions on how companies collect, share, and sell personal information.
We talk a lot about closing the books. What about opening them? @ReceiptBank asked their partners to share the books that have shaped their approach to business. What do you think should be on every accountant’s book-shelf?
Given the increased automation of routine tax & accounting tasks, #smallbiz owners are relying on accountants for mentorship, #strategicplanning & consulting, rather than just an occasional compliance task or once-a-year tax meetup via @MBSAccountancy.
Here are three things Intuit and QuickBooks do to elevate the accounting profession, plus three ways you can use our tactics to boost your firm via @mistymegia
In this video, I discuss the value my clients see in advisory services and how our company helps them plan for the future, so they can better understand how to make their businesses thrive.
The race to own customer experience is on. Beyond the accounting profession, companies are recognizing the importance of delivering a rich client experience to differentiate themselves from the competition via @DarrenRoot.
While there's no one answer for how much money you'll need to scrape together, these five questions can help you set your startup budget via @mariaaspan.
A long to-do list can be overwhelming. Sometimes, you might want to take a step back and look at the day, week, or month at a high-level, visualizing what's coming up rather than just plowing through a list of to-dos.
Business lingo has a funny way of sounding more complicated than it is. For example, if you run a business on your own, you’d probably just say you’re a business owner. So, what does sole-proprietor mean to you? via @JShieldsmith
The IRS has stopped faxing tax transcripts to taxpayers, tax professionals, and third parties to protect against identity theft. The IRS also stopped mailing tax transcripts to third parties. The new policy covers individuals and businesses.
Great article by @lynda_artesani on the insights she learned from #SNH19 which was her first Scaling New Heights conference.
To help advance collaboration at your company, focus on developing these four habits, as well as encouraging wider adoption of these habits within the organization via @jboitnott.
Not so long ago, we won our clients through referrals, and most of our client base lived within a 5-10-mile radius from our office. Those times have passed. With cloud technology upon us, we now have access to clients anywhere in the world. So, how do you earn your clients business? Check out this article by @AmyVetterCPA.
It’s been said on more than one occasion that creative people have brains that are just wired differently. The most famous of them still had routines, but they’re very different when compared against what we’d describe as a routine.
As automation is perfected and human labor is displaced in the 21st Century — we move into a new industrial age. Can we use the last industrial revolution lessons? via @jpillerboard
As a service provider, the time of your employees is both your biggest asset and expense. What it’s spent on will determine the fate of your company and enable or prohibit your growth. So, why are you chasing your clients? via @karbonhq
A lot has been said about the the entrance of #Millennials into the workplace. But with the youngest Millennials now in their mid-twenties, a new generation is starting to join the workplace; #GenZ via @timahrensbach. We have 4 #GenZ team members and they are awesome! :)
It’s tempting to create an ‘ideal remote candidate’ profile, but you’ll have better results if you focus on capabilities instead. Here are the capabilities that determine if an employee will thrive in a remote job via @teresamdouglas.
Are you in a mental fog, the result of a hundred competing demands on your attention? You just need to focus — but on what? Here's a great article on prioritising your to-do list by @emmavj.
The relationship between the two scarce resources that dominate our life, #Time & #Money, is more complex than it may look at first sight. Check out what @koenfucius has to say about it...
The average person types approximately 40 wpm (with speedier, professional writers averaging between 65-75 wpm). On the flip side, the average person can speak between 110-130 wpm while talking casually. Try this #productivity hack to save time.
In this video, #entrepreneurs reveal what it takes to be successful today and how young minds can achieve great heights by aspiring and dreaming.
Top 10 Secrets to Success by Warren Buffett
There is a lot of great new tech in the ecosystem. Check out this awesome list of 5 apps to keep your eye on in 2019 to help streamline productivity for your firm and for your cleints via @NeverCallMeRich
Clients may assume that if something isn’t either taxable income or a tax deduction for the current year, they don’t need to tell their tax professional about it. Case in Point: Non-deductible IRA contributions which require Form 8606 ~ via @liz_farr
#BigData has been so frequently discussed across industries and in the media that it feels like the most prominent buzzword of the last decade. But how do we use this big data to our advantage? Check out 5 ways by Maria Sanchez on @AccountingWEB.
Client is defined as a person (or entity) who uses the professional advice or services of another. Check out this blog by @ElevateLamb about why we should have #customers not #clients.
Today, business innovation & artificial intelligence (#AI) seem to go hand-in-hand to improve many areas of a business. In customer service, for example, #chatbots are now interacting with online customers to improve #customerservice via @brunamartinuzzi
The Treasury Department & the IRS recently issued legal guidance under the #TCJA & the Consolidated Appropriations Act of 2018, providing information on certain deductions to cooperatives and their patrons. Check this out from @IntuitAccts.
There is one task in the world that I hate more than anything else. That one task is looking through job ads and then having the courage/energy to hit the apply button... via @Tim_Denning
We know that disruption is upon us. Not later, not soon, but right this instant. We’re already in the digital age and the profession is changing fast and challenging our minds to keep up. So, how do we navigate the digital age? via @AICPA
If you’re a small business owner, you probably do quite a bit of typing. #Voicetyping on #GoogleDocs frees you from the hassle and stress of typing by allowing you to dictate any kind of writing into Google Docs.
