A Case for Slack
Several years ago, we instituted Slack within our company. Since that first set up of one channel we have maximized and continue to maximize this communication method. Slack is texting on steroids. Emails have become secondary and we utilize them at a minimum. However, we do have an integration with our slack to push emails […]
Cloud, AI and Humans or Why do we call it Bookkeeping …?
The presenter was nervous and asked me what he was to do. I said I use QuickBooks for your company, and I have no idea what I am doing, and I could use an accountant to teach me. The next two days were dedicated to showing them how much help was needed and a QuickBooks […]
Is Software the Answer to Value-Added Billing?
Will software provide the tool for doing value added and consulting work? When you started your firm, you knew from your early internship and years spent getting your feet wet, how to do billable hourly tracking. There is a plethora of software on the market, many tied into practice management software, that assists you in […]
Consulting for a Back Office Accounting Solution
As a listed professional advisor or network member on several accounting solutions, I often get requests from businesses to assist them in fixing their current usage of the back office software, setting up a new company file, training the staff on best usage of the software, or, more often how to integrate with add-ons. Most […]
Research on Objection: “My Clients Won’t (Insert Objection Here).”
More often than not when I am speaking with Accountants and Bookkeepers I hear, ‘My clients won’t …’ In the past, I have put on my bookkeeping/accounting disguise and verified the validity of this type of response myself. And lately, since firms have hired me to go out to their clients and set them up […]
Technology: Not the End, But a Good First Step
Cloud-based systems such as QBO, Xero, and Intacct, as well as many new proprietary systems, are gaining a foothold, FINALLY! Heck, my little company has done five conversions just this month alone. This is a great thing to witness. Now the next step. Technology can save you money if you adapt your internal operations to […]
The Future of Accounting as Presented to Indian CAs
In the last two years, I have had the opportunity to discuss the future of accounting in the Baltics, India, and across the US. The message is the same everywhere, and the drive and belief in the message are being taken on by the youth of all these places. I recently had the opportunity to […]
