tech and fintech

six money-making strategies to take you beyond quickbooks

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how to give clients real solutions, options and opportunities they’ll love.

by sandi smith leyva, cpa
accountant’s accelerator

many accountants are quickbooks proadvisors who offer quickbooks consulting to their clients; you may be one of them.

more at 卡塔尔世界杯常规比赛时间 for soloists and small firms: proactive ways to get more referrals   |  the three biggest money leaks in your practice   |  new client opportunities with mobile apps   |  six questions to launch your summer strategy sessions   |  what most accountants miss in the five simple steps to get more clients   |  10 ways to add a “money maker” hour to your day   |  11 sources of wealth we can celebrate   |  nine value-adds to command a higher fee   |  how to design your business around your strengths

here are the opportunities i see to expand your client services in the area of quickbooks consulting, or for that matter, any accounting software consulting. read more →

will zero data entry end your tax practice?

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five things you need to know and three things you need to do.

by frank stitely, cpa
stitely and karstetter 

get ready for a transformation in the tax business unlike anything we have experienced since turbotax.  the transformation will force many of your colleagues to sell, retire, or go out of business.  it will force many of your staff out of the profession.  it will change the way you serve clients.  and, it will either result in tremendous opportunity for you or end your practice.  this transformation is zero data entry.

more stitely: three trends that will transform your tax practice or eliminate it  |  value, billem & dunn: a value billing case study  |  why value billing won’t transform your life  |  the problem with frank stitely? we need more frank stitelys!  |  the problem with timesheets? not enough timesheets!   |  who’s missing in action from your workflow processing system?   |   how to make an extra $72,000 by working smarter read more →

new client opportunities with mobile apps

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sandi smith leyva
sandi smith leyva

the top apps accountants need to know

by sandi smith leyva

mobile accounting has definitely arrived. a great first question to ask clients who are asking for mobile accounting is to just double-check to see if they have already downloaded their bank apps. if not, that may be something you can help them get set up.

but don’t just think about the core accounting system. get them hooked up with their bank, credit card accounts, paypal, payroll, and any other peripheral support that has an app, like timesheets, field services, and project management. when you do, they will be ecstatic at your resourcefulness and you will be their latest mobile genius.

there are some great new apps that extend core accounting systems’ functionality into our mobile devices. let’s take a look at a few of them for accountants, from quickbooks to adp and a host of new applications: read more →

business clients tell accountants: evolve or die

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is your accountant ahead of the curve on technology, or behind?

source: sleeter group
 clients find accountants’ tech skills lacking.

by rick telberg
卡塔尔世界杯常规比赛时间

as small and medium-sized businesses move increasingly online and adopt technologically integrated accounting systems, many tax and accounting firms will need to evolve or face extinction, according to a new survey obtained by 卡塔尔世界杯常规比赛时间. read more →