Wednesday, September 9, 2020

How would you manage your firm if...

Back in June, @karbonhq raised a thought-provoking question, "How would you manage your firm if shelter-in-place lasted 2 years?" I'm curious what you would answer to this question...

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

The Realities of Practice Management

Back in June, @AccountingWEB delivered a really good and essential guide, a framework, and a content series to help us better understand practice management and related technologies. Thanks @RPJohnston for your work on this.

The Realities of Practice Management

A new guide and content series to help firms make the most informed practice management decisions.
accountantvip

What Are the 6 Steps of Financial Planning?

Have you ever heard of the acronym #EGADIM? I heard it from @matthague1 earlier this year and it's a great 6 steps to follow for Advisory services.

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.
accountantvip

Tuesday, September 8, 2020

Will Coronavirus be just another name for Cyber...

With almost the same swiftness as the #COVID19 itself striking the various countries of the world, the cyber criminals began a new series of attacks of their own in which they sought to take advantage of the changes in technology & workplace etiquette.

Will Coronavirus be just another name for Cyber...

While the health pandemic seems to have been the primary focus of the coronavirus there has been a companion just as scary hiding in the background, cyber attacks based around the health scare.
accountantvip

What is your favorite QuickBooks Online shortcut?

Favorite Shortcuts in #QBO? ~ Melio in QBO for Bill Pay ~ Right-click duplicates ~ Workflows in QBO Advanced ~ Ctrl + Alt + F ~ QBO Payroll Packet ~ Date Field ~ and many more #PoweringProsperity @QuickBooks @IntuitAccts

What is your favorite QuickBooks Online shortcut?

How about a shorter path to a solution so you can spend more time with your clients - and even demonstrate your knowledge of QuickBooks® Online?
accountantvip

IRS provides tax breaks for recent disasters

The IRS recently announced that victims of the August California Wildfires have until Dec. 15, 2020, to file various individual and business tax returns, and make certain tax payments.

IRS provides tax breaks for recent disasters

Get the information you need on IRS filing and payment extensions to advise your taxpayer clients who have been impacted by recent disasters.
accountantvip

Monday, September 7, 2020

The best password managers of 2020 and how to...

If you're anything like me, the coronavirus pandemic probably isn't helping your short-term memory, especially when you're trying to remember multiple passwords. This article by @CNET explores the best password managers for 2020.

The best password managers of 2020 and how to...

Don't let your passwords descend into chaos, or be left vulnerable to hackers.
accountantvip