Converting to the Cloud During a Pandemic
Technology changes. It’s one of the few constants as accounting technology continues to advance at a rapid rate. Sometimes you can delay the change, even resist it, and sometimes you have no choice. We work with accounting firms that use a myriad of applications, both cloud-based and desktop software hosted on servers. We have the first-hand […]
So Back to the Office with Caveats
I have, for the last 21 years worked from anywhere I could get a connection. Whether on top of Casper Mountain, at the beach in San Diego, or in another country while on a surf trip, the internet allowed me to work. I told people that often asked about my commute here in Southern California, […]
How accountants are making a difference
A couple of weeks ago AccountingWEB.com with Andy and Seth, had a webinar on charging clients during COVID-19. The range of the panelist was well done and the discussion thoughtful and informative. Frankly, after so many promo webinars that end up as sales pitches, this particular webinar was a welcome respite from people trying to […]
Remoting in days of COVID19
I have been remoting for many more years than I care to admit. The idea of shelter in and work from home would seem easy right? Yeah, not so much the requirement of keeping to others time was helpful in me keeping scheduled. What happens when everyone around you loosens their schedule? The first week […]
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 […]
Should You Pay for Your Client’s SaaS?
Many years ago, back in the previous century, we recommended that accounting firms, wanting to become more efficient and promote themselves as forward-thinking, should use ASPs when managing their business client’s accounting software. That is still a viable option for quite a lot of businesses and firms. We even went so far as to tell […]
Action plan: Implementing Apps in your Accounting Firm
This can be used for any case of any implementation from a new client on-boarding, new product line and especially app or software changes. Told as true story, because it does paint the picture of what not to do. Full disclosure, I take some on-boarding support calls for FileThisPro. In that capacity I have run into […]
Meet My New Employee, AI
Recently, I reviewed an analytics module added to FloQast, a cloud-based closing system for accountants. While there are several analytics systems accounting firms can use to report on the health of the firm’s business clients, FloQast is different. It is made for accountants by accountants to answer the question: HOW IS OUR FIRM DOING? The […]
What was that deposit?
Insourcing your clients’ bookkeeping and accounting has become rather commonplace. The first step was to take over the payroll, then AP and expenses. Those two areas have become rather easy to manage and run virtually thanks to apps such as Gusto, QuickBooks Payroll ADP, Ovation, bill.com, Entryless, Receipt Bank and Expensify to name just a […]
