Article

QB Sept 2019

September 9, 2019 

New! Receipt Capture in QuickBooks Online Drives Efficiency

With Receipt Capture, you and your clients can snap and store receipts digitally in QuickBooks Online to save hours of labor. Once receipts are uploaded to QuickBooks Online, they are automatically categorized and matched to transactions.

Automation_technology _.5558c5b706074

September 9, 2019 

Addressing the Fear of Automation

The tasks being automated aren’t what clients value. Does anyone truly believe that clients appreciate that your staff manually enters every number into a tax return or trial balance? Of course not.

Jim Boomer

hiring resume

September 5, 2019 

Avoid These 5 Hiring Pitfalls

Employers face hiring challenges in every business environment. Today, however, when the unemployment rate for accountants and auditors is just 1.5%, recruiting difficulties become even more severe.

Paul McDonald

Automation_technology _.5558c5b706074

September 4, 2019 

6 Process Improvement Considerations for CPA Firms

The accounting profession tends to overcomplicate processes and insert extra steps to ensure quality. Even if you’ve been through a process improvement initiative, unless you continually monitor the process and look for ways to improve it, these extra ...

Arianna Campbell

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August 26, 2019 

How to Use Data Discovery to Forecast Your Firm’s Future

, regulatory changes and more demanding clients, and it’s understandable if you’ve had little time to consider what’s ahead. These are created when the array of software, solutions and subscriptions you’ve deployed don’t play well together. One function of your firm could be using a customer relationship management (CRM) solution to handle interactions with clients...…

Mark van Leeuwen

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August 22, 2019 

3 Ways to Empower the Women at Your Firm

Companies that prioritize gender diversity are 15 percent more profitable than the median figures in their industry, but in order to unlock all that extra earning power, you need to first create an environment that puts women in the right positions to ...

Jodi Chavez

Automation_technology _.5558c5b706074

August 22, 2019 

IT Considerations in Mergers & Acquisitions

Merging or acquiring another firm is one of the most effective methods of growing an accounting practice. Potential candidates are usually vetted based on partner and practice compatibility, desired location for expansion, niche specialization ...

Roman Kepczyk

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August 22, 2019 

5 Industries with Sneaky Payroll Tax Requirements

Every year, small businesses spend countless hours trying to figure out payroll – and they often get it wrong. According to the U.S. Small Business Administration, approximately 45 percent of businesses incur IRS penalties each year ...

construction roofing

August 20, 2019 

5 Marketing Tips to Attract Construction Clients

If you have a large repository of returning customers and referrals, you may not feel like you need to focus on lead generation. But, even regular clients can stop coming back. So, rather than resting on your laurels and letting the competition gain ...

Becky Livingston

apps

August 15, 2019 

Apps We Love, August 2019: Cities & Local Government

What’s the first thing you do when you find yourself in a new city or town? Twenty-five or so years ago, you might ask someone for directions or look for a local visitor’s center as you enter the town. You could find the heart of the town by looking for a courthouse or see if...…

Gail Perry