Friday 31 July 2015

Want to Stand Out From Competing Accountants?...

What's in a name? Would an #accountant smell as sweet by any other name?

Want to Stand Out From Competing Accountants?...

The second you introduce yourself to a new prospect simply as an accountant, you’ve already hurt your chances of landing that client. You’ve also positioned yourself to compete on price – a place you don’t want to be. The reason? When you use a generic label that your prospect is already familiar with – in […] The post Want to Stand Out From Competing Accountants? Change Your Name! appeared first on Sleeter Report .
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» 6 Indicators Your Business Is About To Hit...

6 Indicators Your Business Is About To Hit The Wall via @MikeMichalowicz Yup #charity too!

» 6 Indicators Your Business Is About To Hit...

The later the phone call, the worse the news. And for me, those calls usually happen around 10 p.m. at night. My office phone rings and I know who and what’s on the other end of the line before I pick it up. It’s an entrepreneur in desperation. Their business is going under. They either didn’t pay attention to the signs, or they didn’t know the signs. For new entrepreneurs it’s often a combination of both. There are dozens of indicators you’re about to be considering working for someone else, maybe where you wear your name on your shirt and a uniform and people talk to you through a speaker in the drive-through lane. But you don’t have to go there if you don’t want. 1. Your modified “Cash Ratio” drops below 0.2. Cash Ratio is your cash...Read More
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Thursday 30 July 2015

7 Reasons to Attend QuickBooks Connect;...

@QuickBooksCA #QBConnect; Early-Bird Pricing Ends July 31 Do u no ur way to San Jose?

7 Reasons to Attend QuickBooks Connect;...

As the communications director for Intuit’s® Accountant & Advisor Group, and driver of the accountant experience at QuickBooks® Connect, I have been reflecting on why it’s so important to inspire, ... [Read More…]
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Wednesday 29 July 2015

Some Tips on Beating Procrastination

Some Tips on Beating Procrastination - if you can't beat it, join it? #Business

Some Tips on Beating Procrastination

Do you ever procrastinate? Abe Lincoln may have outlined it best when he said; “You cannot escape the responsibility of tomorrow by evading it today”. Or perhaps you might prefer Ellen DeGeneres’ take on it, “Procrastinate now, don’t put it off”. But seriously, I imagine for many of us the answer is yes, at least some of the time. Here a few things that may help you push past this negative and limiting state of mind. Give yourself 10 minutes.Having trouble getting started? Try working in a sort of frenzy for 10 minutes. Force yourself to take action, whatever it is, for 10 minutes. The best choice would be doing the most difficult task you have on your plate. After the 10 minutes are up you will likely find you have the energy and...Read More
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Tuesday 28 July 2015

Attaching Receipts and Other Documents in...

Attaching #Accounting Documents in @QuickBooksCA Online - the death of filing cabinets!

Attaching Receipts and Other Documents in...

QuickBooks Training & QuickBooks Consulting. Best rated in Miami & Broward By Hector Garcia On July 23, 2015 · In QuickBooks Online, it is possible to attach copies of receipts and other documents to individual transactions. On the expense side, this is extremely useful for saving receipts to verify certain purchases and expenses. On the invoice side, project plans, job specifications, even pictures can be attached to customer invoices. As an example, let’s save a receipt on our computer as a pdf file. Then we will attach that receipt to a credit card charge. Above is a screenshot of a credit card expense being entered into QBO. The arrow points to the Attachments section of the transaction window. We have a pdf of the receipt....Read More
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Monday 27 July 2015

QuickBooks Tips: Use QuickBooks Reporting for...

QuickBooks Tips: Use QuickBooks Reporting for Improved Efficiency #Charity #Accounting

QuickBooks Tips: Use QuickBooks Reporting for...

It’s quite often that a business owner approaches us asking us to do their bookkeeping and they’ve been keeping their books on an Excel spreadsheet. Although the information appears to be organized, your data is completely independent in an excel sheet and has no integration with the rest of your business. You also have no method of generating the kinds of reports you need to run your business. Try a program like QuickBooks, which can eliminate the need to duplicate entries in multiple places. Have more questions about using QuickBooks? Want to get hands-on training to and really start to learn your way around it? Take a look at our QuickBooks training program and see if we can help you! Related PostsShould You Be in the Cloud?Why You...Read More
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Sunday 26 July 2015

Business Owners - We Can All Manage our Time...

Business Owners - We Can All Manage our Time More Efficiently - Part 1 #Accounting

Business Owners - We Can All Manage our Time...

None of us seem to have enough time in the day do we? We all have the same number of hours, yet why do some of us get so much more done than others? Here are some ideas drawn from my various readings and personal experience. Some you may already be familiar with, but there’s nothing like a refresher or reminder to actually use them is there?Begin with a good Organizer Use an organizer system to streamline your daily tasks and projects if you’re not already doing so. Although there are paper based systems, such as Daytimer, there are many online systems and applications and most are easy to use. If you’re using an online calendar it probably is already part of your mailing program, such as Microsoft’sOutlook. Google Calendar is another...Read More
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QuickBooks Online and QuickBooks Desktop...

@QuickBooksCA Online vs Desktop #Accounting features compared, including Remote Access

QuickBooks Online and QuickBooks Desktop...

Register for nest webinar where we explore QuickBooks Online and QuickBooks Desktop features!
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Saturday 25 July 2015

Heads Up! 2 New Requirements for Ontario...

Heads Up! 2 New Requirements for Ontario Employers #Accounting #Bookkeeping #Charity

Heads Up! 2 New Requirements for Ontario...

Heads Up! Two New Requirements for Ontario Employers qboadventuresPosted on July 22, 2015 More change for Ontario employers is on the way. Here are the things you need to be aware of:Minimum wage will increase to $11.25/hour on October 1, 2015Employers must provide each new employee with a copy of the Ontario Employment Standards (OES) within 30 days of their start. Raising the minimum wage in Ontario is linked to the Consumer Price Index, which determines if minimum wage will increase on October 1 of each year. This movement came into effect on November 20, 2014, as part of the Stronger Workplaces for a Stronger Economy Act, 2014, now the law in Ontario. Currently, the requirement for informing employees of the Ontario Employment...Read More
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Thanks a Million! QuickBooks Online now has a...

@QuickBooksCA Online now has 1,000,000 paid subscribers. Yes, it's a thing. #Accounting

Thanks a Million! QuickBooks Online now has a...

QuickBooks Online now has over 1 Million paying small businesses using it every day to manage their finances and gain insights into their businesses.  
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Friday 24 July 2015

QuickBooks Tips: Customer Types and Speeding up...

QuickBooks Tips: Customer Types and Speeding up an Entry #Accounting

QuickBooks Tips: Customer Types and Speeding up...

Today we’re going to offer you two QuickBooks tips for the price of one (although the price is essentially the same, since these are free ). Tip #1: Are you using Customer Types in QuickBooks? It lets you then run reports based on those types. Great for tracking marketing efforts! Tip #2: Looking for a fast way to type in today’s date for a report in QuickBooks? In the date field, type the letter ‘T’ and voila, you are at today’s date. Have more questions about using QuickBooks? Want to get hands-on training to and really start to learn your way around it? Related PostsQuickBooks Tips and Tricks: Setting Up Your Chart of AccountsWhy You Shouldn’t Use Journal Entries in QuickBooksDavid vs. Goliath: The Cloud Computing Battle in...Read More
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How to “Ubersize” Your Technology

#Accountants can “Ubersize” their Technology - good 20/20 hindsight biz article

How to “Ubersize” Your Technology

Blockbuster thought they had it made, yet they could have turned into a Netflix. Borders thought in terms of books, when they should have thought in terms of Kindles and ... [Read More…]
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15 Time-Tested Apps Your Business Can't Live...

15 Time-Tested Apps Your Business Can't Live Without - here to stay, but plan and control!

15 Time-Tested Apps Your Business Can't Live...

Learn how to eliminate pain points in your business with a special 4-part webinar series. Watch recorded sessions and learn more about upcoming topics here.Business Automation June 1, 2015 This story first appeared in the June issue of Entrepreneur. To receive the magazine, click here to subscribe. In app-land, there’s a never-ending quest to serve up the next thing that makes life easier. But we think you’d be better served with our collection of battle-tested apps. They’ll help you run your business more efficiently and let you do so from your iOS or Android smartphone.Money Take a photo of any receipt with your smartphone. From there, the simple and intuitive Expensify lets you assign it to a trip, category or client and save it. When...Read More
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Wednesday 22 July 2015

QuickBooks® Connect Unveils Dynamic Lineup for...

QuickBooks Connect Unveils Dynamic Lineup for Accounting Track! #QBConnect Are you going?

QuickBooks® Connect Unveils Dynamic Lineup for...

QuickBooks® Connect, a unique event created to connect, educate and inspire accounting professionals, small businesses and developers, is returning to San Jose, Calif. on Nov 2-4, with a jam-packed agenda ... [Read More…]
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Five Ways to Run Your Startup With Your Mobile...

Five Ways to Run Your Startup With Your Mobile Device + @QuickBooksCA

Five Ways to Run Your Startup With Your Mobile...

Patrick Icasason July 3, 2015 Share on Facebook.Share on Twitter.Share on Google+ Modern devices have advanced far beyond the computers of decades past. So much, in fact, that the smartphone in your pocket is just as powerful—if not more—than the desktop computers used by most offices in the ‘90s. If you wanted, you could run your entire business straight from your mobile. All you really need is the right combination of applications. Excluding things like email and task management, which are critical to personal productivity but not as applicable to running your business as a whole, there are apps for nearly every aspect of operating a company. Many clients (especially B2B) have a 30- to 90-day waiting period before they pay...Read More
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Tuesday 21 July 2015

Why Emotional Intelligence Matters for Accountants

Why Emotional Intelligence Matters for #Accountants - The People Side of Numbers

Why Emotional Intelligence Matters for Accountants

With new pressures coming at accountants from all directions in the early 21st century, many are beginning to realize that dealing with change is a fundamental part of their working lives. One of the most uncomfortable realizations is that technical expertise is no longer enough to guarantee your professional success in this environment. Whether they are working in practices or companies, accountants have got to learn and apply emotional intelligence – using intangible skills to empathize and influence colleagues and clients. This article sets out why it’s important to devote more time to these soft skills. The next instalment will offer more practical pointers and links to help you incorporate some of the lessons into your personal...Read More
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Considerations Before Hiring a Bookkeeper - Part 1

How to Hire a #Bookkeeper - Part 1 #Accounting #Practical #Advice

Considerations Before Hiring a Bookkeeper - Part 1

Bookkeeping is sometimes the great big unknown when running a business. You know that you need accounting and bookkeeping functions performed for your business, but unlike hiring a salesperson to sell your product or service, you may not know the right questions to ask a potential bookkeeper. Whether you decide to hire an individual bookkeeper or a bookkeeping company there are some questions you should ask and information you should gather. Many of the questions are things you would ask of any potential supplier or employee, but there are some that are unique to the bookkeeping function. Let’s take a look at some of them.Do They Have a Strong Attention to Detail? It’s always good to have someone sweat over the details and even more so...Read More
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Why You Shouldn't Use Journal Entries in...

Minimize Journal Entries in @QuickBooksCA (DT and Online) #Accounting #Technical

Why You Shouldn't Use Journal Entries in...

Both QuickBooks Desktop Versions, and QuickBooks online give you the ability to post transactions via Journal Entry. Most pieces of true accounting software will. That means that rather than creating an invoice, or entering a bill, you can just post the bare bones of the transaction into your software, assuming you know your debits and credits. However, just because you can, doesn’t mean that you should. QuickBooks is a very powerful piece of software for the price point, and can provide you with a whole host of information about your business if you use it properly. Although posting your transactions by journal entry will give you an accurate income statement and balance sheet, that is pretty much all you will get. Within QuickBooks...Read More
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Sunday 19 July 2015

QuickBooks Connect Chicago: a Small Business...

Anyone interested in a.@QuickBooksCA Connect Toronto? We have #accountants here too!

QuickBooks Connect Chicago: a Small Business...

Build your expertise, distinguish yourself and help small businesses to find you with QuickBooks Online Certification. Join Intuit and your peers for QuickBooks Online Certification Prep Training and Exam. When you attend this full-day of training, you'll come away prepared to take the certification exam. Most will do it on-site before leaving for the day! It's FREE, includes up to 5 hours of CPE, includes meals and if you pass your exam onsite...we'll award you with a $30 Amazon Gift Card! 8:30 - 9:30 a.m. Doors Open, Breakfast & Networking 9:30 - 9:45 a.m. 9:45 - 10:00 a.m. 10:00 - 10:30 a.m. 10:30 - 11:00 a.m. 11:00 - 11:45 a.m. Intuit Breakout Sessions, Round 1 11:45 - 12:45 p.m. 12:45 - 1:30 p.m. Intuit Breakout Sessions, Round...Read More
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Mario Nowogrodzki talks: The importance of...

Mario Nowogrodzki talks: The importance of #accounting inventory management @QuickBooksCA

Mario Nowogrodzki talks: The importance of...

July 9, 2015 On a scale from 1 to 10 the importance of inventory management for wholesale distribution and manufacturing companies should be viewed as a 10 being that it is considered the heart of a business’ operations alongside supply chain management. The absence of strong inventory management strategies, practices and disciplines compromises customer satisfaction and results in financial losses.Mario Nowogrodzki of Mendelson Consulting QuickBooks expert and consultant Mario Nowogrodzki of Mendelson Consulting truly understands the importance of inventory management. One of his company’s primary areas of expertise lies within supply chain, inventory and warehouse management. Using this expertise and their proven growth strategies,...Read More
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Saturday 18 July 2015

Rootworks is Excited to Announce Intuit’s New...

Intuit’s Firm of the Future Contest @QuickbooksCA #Accounting #AreYouReady

Rootworks is Excited to Announce Intuit’s New...

Firms that are future-ready are those that continue to enjoy great success—and that’s you! All of your work to transform your practice into a Next Generation Accounting Firm® has lead up to this distinction, so be sure to read our full blog post and visit www.FirmoftheFuture.com to submit your entry. Big recognition and big prizes await! #QBFirmoftheFuture
accountantvip

To Fix Rate or Not to Fix Rate - That is the...

To Fix Rate or Not to Fix Rate - That is the #Accounting Question

To Fix Rate or Not to Fix Rate - That is the...

I don’t know if in your business you typically charge hourly or by the project, but I imagine it’s likely a policy decision you’ve wrestled with. While many creative professionals such as graphic designers and writers charge by the project, more traditional professions such as law and accountancy tend to favour an hourly rate. This latter category would also include bookkeeping services, something that my company provides. We tend to be unique in this industry with our fixed price billing model. I feel it’s not just to our advantage to use this pricing policy, but more importantly it’s to our client’s benefit as well. No unexpected billing surprises. If you are billed by a fixed price then that is what you pay – the fixed price. There...Read More
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Friday 17 July 2015

Beware of Email Phishing Scams | Intuit News...

Beware of Email Phishing Scams | Intuit News Central - this should be old news, but heh

Beware of Email Phishing Scams | Intuit News...

Phishing is an attempt to acquire information, such as usernames, passwords and credit card details, by masquerading as a trustworthy entity in an electronic communication.
accountantvip

How Winners set goals

Full disclosure - I rarely write down my goals either.

How Winners set goals

ByChris DeanonJuly 9, 2015inHow To Did you know that less than 10% of people have clear goals written down? It is no surprise that these top 10% of performers have a greater earning ability and are able to increase their earnings year on year. There are two types of people, those in control of their future and those people who just go through life thinking that life keeps happening to them. I would say the split of these people would be the same 10% vs. 90%. If you don’t have clearly defined goals, neither do most people and the last time we checked there wasn’t a class at school teaching you how to set goals and more importantly, achieve them. There are many myths around goal setting. We find one of the biggest myths is that people tell...Read More
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GoPayment Android app redesign

I don't do #accounting on my phone, but getting paid, that's a different story!

GoPayment Android app redesign

Our new QuickBooks GoPayment Android app lets you get paid faster and manage items easier! Here's a look at what's new. The article GoPayment Android app redesign appeared originally on QuickBooks Blog .
accountantvip

Thursday 16 July 2015

QB-Os: The Most Important Meal of the Day!...

QB-Os: The Most Important Meal of the Day! #ILoveQBO - #Fun #Accounting #Swag

QB-Os: The Most Important Meal of the Day!...

Our customers are at the heart of everything we do, so when the idea for a cereal called “QB-Os” received an enthusiastic response during a #QBOChat, we decided to think outside ... [Read More…]
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Wednesday 15 July 2015

QuickBooks Online - Is it Right for Your...

. @QuickBooksCA Online - Is it Right for Your Canadian Business? - Part 1 #Accounting

QuickBooks Online - Is it Right for Your...

QuickBooks Online – Is it Right for Your Business? – Part 1 QuickBooks Online – Is it Right for Your Business? – Part 1 There has been a lot of buzz in the Canadian bookkeeping industry about QuickBooks Online or QBO, as it’s called in the Biz. QBO has been available in the US for many years, but only in the last year or so has Intuit actively developed it and started marketing it in Canada. The main selling feature of QBO is that it is an entire cloud-based accounting software program. If you are already one of our clients, then this isn’t life altering for you or your business, as we’ve been in the Cloud since 2010. But for most business owners this is a game-changing announcement. In the past, the scenario for a lot of business owners...Read More
accountantvip

Intuit Canada Wants to “Follow You Home” (But...

Intuit Canada Wants to Follow You Home (But Not in a Creepy Way) #tax #accounting #profile

Intuit Canada Wants to “Follow You Home” (But...

Want to tell the QuickBooks® Online and ProFile® teams what you think they should change about the software (live and in-person)? Ever think to yourself that we could make ProFile ... [Read More…]
accountantvip

Tuesday 14 July 2015

Building Client Loyalty in the “Age of Disruption”

Building Client Loyalty in the “Age of Disruption” Even #accounting gets disrupted!

Building Client Loyalty in the “Age of Disruption”

For years now, we’ve been talking about how our profession is poised on the brink of massive changes, driven primarily by the explosive growth of digital technology. We have successfully ... [Read More…]
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2015 Review of QuickBooks Online | CPA Practice...

2015 Review of @QuickBooks Online by CPA Practice Advisor #Accounting

2015 Review of QuickBooks Online | CPA Practice...

QuickBooks Online is a good fit for those looking for a solid financial product that is one step above basic micro-business accounting solutions, yet not filled with a lot of unnecessary features. QuickBooks Online is also easily scaled up to the more...Read More
accountantvip

Sunday 12 July 2015

Cloud Accounting: Helping To Save The...

Cloud #Accounting: Save The Environment One File At A Time #Paperless #Office

Cloud Accounting: Helping To Save The...

Every journey begins with one step. While trying to eliminate your carbon footprint is a lofty if not impossible goal there are small things every individual can do to improve the world we live in and leave a sustainable planet for our children.Environmental benefits of cloud computing While cloud computing may not seem all that eco-friendly at first glance, a closer look reveals a number of benefits. A six-month study conducted by Lawrence Berkeley National Laboratory and Northwestern University with funding from Google has found that moving common software applications used by 86 million U.S. workers to the cloud could save enough electricity annually to power Los Angeles for a year.Virtual Meetings Can Save Time, Money and the...Read More
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Thursday 9 July 2015

Dan Wernikoff on the Uniqueness of Small...

Dan Wernikoff: Small Businesses are Unique | THE METHOD BLOG @MethodCRM @QuickbooksCA

Dan Wernikoff on the Uniqueness of Small...

Dan Wernikoff, Intuit’s GM of the Small Business Group, speaks to the changing face of the QuickBooks customer base. Every small business is unique and with integrated and extensible software like QuickBooks and Method, they can have a solution that’s just right for them.
accountantvip

How to ‘Get Connected’ with @QuickBooksUK

QB gives M+M's a run for their money! Oh, they talk to #accountants too.

How to ‘Get Connected’ with @QuickBooksUK

At QuickBooks, we spend a significant amount of time listening to accountants to find out what drives them, what frustrates them, and what could make their lives so much easier. Most accountants are constantly seeking insight and the latest advice that could affect their profession and allow them to prepare their practice for future success, […] The post How to ‘Get Connected’ with QuickBooks appeared first on UK Small Business Centre | QuickBooks .
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What’s up in apps that work with @QuickBooks...

What’s up in apps that work with @QuickBooksCA Online: July 2015 #accounting

What’s up in apps that work with @QuickBooks...

This QuickBooks apps update includes Avalara, Insightly, Replicon, StockAid, Chrometa, and more! The article What’s up in apps: July 2015 appeared originally on QuickBooks Blog .
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Tuesday 7 July 2015

Lean in: Women, Work, and the Will to Lead

Lean in: Women, Work, and the Will to Lead (and the will to own up to your mistakes)

Lean in: Women, Work, and the Will to Lead

I have been devouring Sheryl Sandberg’s book: “Lean in: Women, Work, and the Will to Lead” I have found it exhilarating and thoughtful. She talks about gender equities and inequities in the workplace and home. Her passion for this topic clearly comes through and her observations keen. She tells on herself with examples from her life. She is honest about her mistakes and successes. A risk most of us would not take. She is passionate about bringing about more women into high leadership positions. Women making powerful choices that encourage them to live life passionately and to its fullest. She describes the struggles between juggling work, kids and home while maintaining a career that she loves and is demanding. She celebrates the...Read More
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Monday 6 July 2015

Upcoming Events ' QuickBooks Data File...

Event - @QuickBooks Data File Management - Mendelson Academy - for #accountant techies

Upcoming Events ' QuickBooks Data File...

QuickBooks data files often need to be maintained or “tuned” for proper performance. Also, with normal use (wear and tear), QuickBooks data files sometimes require troubleshooting or repair. This session will teach some of the behind-the-scenes of QuickBooks data files, the ins and outs of file size considerations, tricks on how to speed up QuickBooks, how certain uses of QuickBooks affect performance, and best practices for troubleshooting problem files.WHAT YOUR WILL LEARN FROM OUR WEBINAR Data File Size ConsiderationsWhat to DoTypes of QB Use, Size of Transactions
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Saturday 4 July 2015

What QuickBooks Advanced Reporting Can Do for You

What QuickBooks Advanced Reporting Can Do for You

What QuickBooks Advanced Reporting Can Do for You

Reporting and QuickBooks is always a topic of discussion. Clients and accountants alike spend countless hours capturing data, and then spend countless hours more trying to get out the reports they need. To address the limitations of its reporting feature, Intuit released Advanced Reporting, which is included with QuickBooks Enterprise 14 R6P and higher for those […] The post What QuickBooks Advanced Reporting Can Do for You appeared first on Sleeter Report — QuickBooks and Beyond .
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Friday 3 July 2015

Insightful Accountant’s “QB Talk” for July:...

Insightful Accountant’s “QB Talk” for July: Working with Payroll in @QuickBooks

Insightful Accountant’s “QB Talk” for July:...

Intuitive Accountant is running a series of web seminars – “QB Talk” – from April-August 2015, with each one taking place the second Wednesday of each month at 1 pm ET ... [Read More…]
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The 5 People You Definitely Don’t Want On Your...

The 5 People You Definitely Don’t Want On Your Team

The 5 People You Definitely Don’t Want On Your...

Having a team with diverse personalities is a good thing; different types of people will bring different perspectives and viewpoints, and that will usually lead you to better outcomes. But there are some personality types that you definitely don’t want … Read »
accountantvip

Hector's Expense & Class Allocation Trick in...

Hector's Expense & Class Allocation Trick in @QuickBooksCA - Speed up the monthly JE's

Hector's Expense & Class Allocation Trick in...

QuickBooks Accountant Edition and QuickBooks Enterprise 2013 or above only. This technique is used to “import” expense allocations calculated vis Excel
accountantvip

Wednesday 1 July 2015

How to Adjust to a More Demanding Job

How to Adjust to a More Demanding Job - Step it up! Go for it!

How to Adjust to a More Demanding Job

If you’re used to a job that comes easily to you and where you can take the occasional long lunch and get all your work done in 35 hours a week, it can be tough to adjust to a new, … Read »
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