Tax season is over, and now the real work begins. The opportunity to work on your company, rather than “IN” your company, is abundant. You can accomplish that by networking … [Read More…]
In 2014, the number of people who owned mobile phones exceeded the number of people who owned desktop computers. So, it is now more important than ever for tax practices … [Read More…]
Most tax practices are bombarded by paper documents all day, every day, making it challenging to keep up with client communications and documents.
Even if you’re not trying to go completely … [Read More…]
It’s time to make sure your clients come to you for advisory services regularly, and not just once a year. Have you set up Dashboards that they can see? This … [Read More…]
Every tax season has its defining moments and tax year 2014 was no different. A few of the defining moments include the IRS providing much needed relief from Form 3115 … [Read More…]
It’s time to organize your office and get ready for long-term planning. Get up to speed on key compliance dates and what you need to tell your clients. As always, Intuit® Accountants is … [Read More…]
Imagine this: It is 4:57 p.m. and you are frantically searching for the nearest location to print, sign and fax the service agreement for a client before the 5:00 p.m. deadline. Time is running out … [Read More…]
A few months ago, I wrote an article for Intuit’s blog about what banks are typically looking for when underwriting a business loan.
In the last QB PowerHour on 04/16/15, I … [Read More…]
In the last article, I wrote about moving to the cloud and to QuickBooks® Online. The accounting profession is embracing the benefits of the cloud. Every day, our peers are … [Read More…]
I have heard so many people say: “I switched to QuickBooks® to get away from Excel,” but I do not understand in what universe these two tools are mutually exclusive.
I … [Read More…]