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
