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 […]
Change is Inevitable
There have been a plethora of articles on the changes technology is bringing to the workplace: how accountants and bookkeepers need to integrate these technologies into their firms and utilize them for the added value sale, to increase client retention and client relationship, and manage internal workflows and employees. “So many apps, so little time” […]
Competing with the Big Four: Outsourcing as the Leveler
Many companies find that having data entry work done by staff in India is very helpful not only to the bottom line, but also to the internal staff that is dealing with incoming calls, clients, and the day-to-day activity. The India teams accomplish their work during the US evening. I have workers in several locations: […]
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 […]
Getting Small Business Leads
Getting certified in the many small business accounting programs is an excellent way to get leads. All the companies listed below have certification programs that include sending leads to your firm. Another program that has good lead generation capabilities is Thumbtack. For a bookkeeper, the typical lead cost is $2.00 and leads arrive in your […]
