Sponsored Post Artificial intelligence (AI) application in business has companies big and small excited about the possibilities of this technology. But like all new technologies, it has to be applied properly and with clear strategies if businesses want to fully benefit from AI. By 2025, Tractica forecasts annual worldwide AI software revenue will increase to […]
When Is a Second Business Credit Card the Right Decision?
So your client has — or you have — a business credit card and it’s working nicely. The finances of the firm are in order and those lucrative rewards and points are save money on regular business spending. If that one card is no longer meeting their (or your) needs, however, maybe it’s time to […]
Business Development: 5 Steps to Improve the Client Experience
As all accounting firm owners know, no matter how busy you get, you can’t forget the most important aspect of your business — your clients. Their needs must be understood and met. The key to understanding and meeting your clients’ needs is to create an experience that adds value to their businesses. It’s about building […]
How QuickBooks Online Accountant Can Take Your Firm to the Next Level
A new program gives accountants a new way to provision, purchase, and manage top-rated Apps for your client, making it easy to take your firm to the next level with value billing. QuickBooks Online has recently launched a new program to help ProAdvisors add third-party apps to their wholesale billing account. With the launch there are […]
My 7 Top Tips for Effective Pricing for Accountants
We asked Mark Wickersham, author of Effective Pricing for Accountants, to share 7 powerful tips for how you can maximize your pricing based on value. Here are Mark’s top tips. I’ve spent many years advising accountants and bookkeepers on effective pricing and I’ve found some common factors that hold them back. Most firms believe clients […]
Sales Channel – Multi-Channel – Omni-Channel
Runaway sales departments have always scared the heck out of me as an accountant and inventory specialist. “Revenue solves all known problems,” Eric Schmidt, the former CEO of Google, was infamous for saying. Business owners around the country share that sentiment and emphasize making more sales before curtailing expenses. It’s that drive for ever more […]
Do You Need an Exit Strategy for Your Accounting Business?
Whether you plan to pass your business on to the next generation, hand it off to a partner, or sell it altogether, succession planning is essential to a smooth transition. Protect your legacy by developing a succession plan before you need it, and by considering the following tips to help you develop an exit strategy […]
Help Your Clients Stay Compliant — With Sales Tax Automation
When it comes to sales tax, getting to the point where you know the jurisdictions where you have nexus and are ready to start collecting tax is often no small feat. You resolved the sales tax nexus issue, now what? The next step is to implement a sales tax automation solution tailored to fit your […]
9 Steps to Picking & Choosing Technology
The advancement of technology in the accounting industry is presenting forward-thinking firms with the chance to completely change the way they operate. Modern systems and apps are letting accountants achieve far more, with a lot less. But for all the opportunities being presented, one big, new challenge has surfaced. How can you navigate the endless and […]
Speeding Up Access to QuickBooks Online Reports
Like most cloud-based accounting systems, QuickBooks Online enables you to export reports that you can view on screen to Microsoft Excel. The export process within QuickBooks Online itself only involves a couple of mouse clicks, but from there you may have to perform several more actions to finally see your report in Excel. In this […]