Not sure if you need Expensify? There are at least 7 signs you should consider it.
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Financial monitoring is an essential function to assist in making informed business decisions. Do you utilize budgets, or targets? Our thoughts…
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Xero TaxTouch is built for on-the-go use and pairs bank feeds with popular swiping motions – a combo that lets users easily separate and classify their business expenses – while also generating real-time estimates of earnings and tax.
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There are opportunities available in all communities to make a positive impression on today's children, youth and young adults. We encourage you to seek out events that, with your involvement, can make a difference in the lives of our young people.
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Consider 3 areas in managing your small business: Accounting System, Cash Flow and Profit Improvement
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Small and micro businesses are represented by mom and pop operations, entrepreneurs, stay at home moms and dads, etc. No matter how small your business, there are some fundamental questions you need to address. For an improved chance of success, take time to reflect and document your plans for strategy, execution, and growth.
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Another typical desktop application horror story was written this week. A small business owner lost her accounting records due to a desktop software application crash, resulting in data file corruption. (Problems: backups were not regular, nor maintained; software was outdated and not on the current version).
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Payrolls, bookkeeping, tax planning & preparation, financial statement preparation, etc. are services that have long been the core services provided by accountants. These staple services are still offered and needed, but are now being provided in different ways. With the availability of cloud based accounting systems and online file sharing, accountants and their clients are better able to work collaboratively towards a common goal. With mobile devices and web based applications, access to information anytime and anywhere makes for a mutually beneficial working relationship.
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I am currently developing an orientation and onboarding process for prospective clients, as well as, making plans to apply it to existing clients. I believe it to be vitally important for a CPA and a prospective client to underake an orientation process to determine if each is a good fit for the other.
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It's a constant evolution to building client relationships through digital file transfers, real-time file access, collaboration and sharing. File sharing options are numerous, including Evernote, Dropbox, Box, Sharefile, SharePoint, SmartVault, etc. Which is the right one to implement?
Read MoreA concept. Purpose Accountants. What is our why? How do we provide the services we believe customers want? What is it we do? Shouldn't we focus on what small business owners really demand and want from a CPA? The traditional accountant is outdated, destined to become irrelevant.
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