Saturday, August 3, 2019

Kelly Nokleby, EA, on Bundled Services

My fellow tax council member, @BooksByKelly, discusses the concept of value pricing and bundled services in this video. Great concepts Kelly! I love what you did with your pricing packages.

Kelly Nokleby, EA, on Bundled Services

Kelly Nokleby, EA, a member of the ProConnect™ Tax Customer Council, discusses why offering bundled services is an important part of an advisory services practice and explains her four packages.
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Friday, August 2, 2019

Custom fields in QuickBooks Online Advanced

At first glance, it’s easy to miss all the new features hiding inside QuickBooks® Online Advanced, but once you dive in and start taking advantage of the new tools, you will never look back again via @Spotycus.

Custom fields in QuickBooks Online Advanced

At first glance, it’s easy to miss all the new features hiding inside QuickBooks® Online Advanced, but once you dive in and start taking advantage of the new tools, you will never look back again. Now, one year after launch, we have a couple of clients that we purposely upgraded to the new offering … …
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Artificial Intelligence: Key Considerations for...

At the end of the day, strategic planning and constant communication are what make an AI program successful. With the right approach, you can ensure that your technology is always working for you, not against you.

Artificial Intelligence: Key Considerations for...

ld, investment and asset management firms are seeing increased pressure to incorporate artificial intelligence and data-driven tools into their business practices.
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9 Business Sustainability Strategies

The 8.1-billion-dollar question is: how do we as consumers, as businesses, and as communities make the most of what the world has to offer without creating unsustainable living environments?

9 Business Sustainability Strategies

9 Business Sustainability Strategies for small and medium companies to consider in hopes of positively transforming the global supply chain
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Thursday, August 1, 2019

Who Should Business-Owning Clients Pay First?

Many companies run into cash flow problems at one point or another. This brings up the question: “Who gets paid when?” Here's a great list of things to prioritize which gets paid first and who gets paid last.

Who Should Business-Owning Clients Pay First?

Your client's company is in a tight spot. Who gets paid first?
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Single-member LLCs vs. sole proprietorships:...

Do you run a business? If so, you may be confused about the different types of entities available. If you’re the sole owner of a business, there are two different types of business entities that you’ll choose from...

Single-member LLCs vs. sole proprietorships:...

The post Single-member LLCs vs. sole proprietorships: Registering your business appeared first on QuickBooks.
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What’s new in apps: July 2019

Check out the new apps in the QBO App store: @timepayofficial - managing a/r @GoJirav - financial planning @apigrate - sync time entries into QBO Roger.ai - manage a/p #QBFirmOfTheFuture #PoweringProsperity @QuickBooks @IntuitAccts

What’s new in apps: July 2019

Thinking of expanding your current portfolio of services? Summer is a great time to explore new services to offer your existing clients. Some clients need help with tasks beyond accounting with collections, payments, and financial planning. QuickBooks® Apps can help by connecting third-party services and platforms with your clients’ QuickBooks. Here are some new apps …
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