discover 5 free software faves

young businessman thinking, software icons in thought cloudreplace costly subscriptions with free alternatives to popular programs.

by beth ziesenis
app of the week

february isfree and open source software (foss) month! we nerds celebrate the programmers and developers who share their creations so that we all benefit.

more apps of the week:make your computer a clean slate|recycle and repurpose old devices|enlist ai for more productive meetings|keep teams on task with project management apps|apps to put your affairs in order|app of the week: celebrate black business month|app of the week: cheap flights|help your clients save money|time to upgrade your spreadsheets|app of the week: secretly stash cash|easy apps for increasing client engagement with video|app of the week: grow your business knowledge and career skill sets|app of the week: upgrade your resume|app of the week: end procrastination|
see all:apps of the week here|
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to celebrate, check out these free open-source options that hold their own against the well-known paid versions.

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chatgpt: what it is. why you need to know.

open.ai

and why google is worried.

by rick richardson

chatgpt was created by the technology company openai. microsoft is now testing the ai language to enhance its office suite of products, including word, outlook and powerpoint.

more tech this week:russia-linked ransomware back with a vengeance|amazon aws: the mainframe killer?|amazon launching its first internet satellites|russian solarwinds hackers at it again|nasa finds a $10 quintillion asteroid|firms must balance benefits, risks of emerging technology|microsoft and google go to war
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openai has had a lot of press lately given that their ai productschatgptanddall-e 2.

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where to next? we have apps for that.

use these apps to plan your next vacation on the cheap.

by beth ziesenis
app of the week

has going back to work after the holidays already got you in the mood to take off work? the last tuesday of january isnational plan for vacation day, so it’s a perfect time to plan the perfect trip.

more apps of the week:make your computer a clean slate|recycle and repurpose old devices|enlist ai for more productive meetings|keep teams on task with project management apps|apps to put your affairs in order|app of the week: celebrate black business month|app of the week: cheap flights|help your clients save money|time to upgrade your spreadsheets|app of the week: secretly stash cash|easy apps for increasing client engagement with video|app of the week: grow your business knowledge and career skill sets|app of the week: upgrade your resume|app of the week: end procrastination|
see all:apps of the week here|
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actually, those of us with wanderlust probably spend a fair amount of time on travel apps, specifically hoping to find that too-good-to-be-true dream trip. here are two of my favorites.

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vector databases: the newest tool for the ai era

rapid data searches and production-ready features can be game changers.

by rick richardson
technology this week

making data-driven decisions is becoming increasingly understood by companies in every industry as a requirement for competing today, in the next five years, in the next 20 years and beyond. according tocurrent market research, the worldwide artificial intelligence (ai) market will “increase at a compound annual growth rate (cagr) of 39.4 percent to reach $422.37 billion by 2028,” driven by the exponential expansion of unstructured data in particular.

more tech this week:russia-linked ransomware back with a vengeance|amazon aws: the mainframe killer?|amazon launching its first internet satellites|russian solarwinds hackers at it again|nasa finds a $10 quintillion asteroid|firms must balance benefits, risks of emerging technology|microsoft and google go to war
goprocpa.comexclusively for pro members.log in hereor2022世界杯足球排名 today.

the era of data overload and ai has arrived, and there is no turning back.

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accountants’ top problems for tax season 2023

as tax season gets underway, a lot to worry about.

join the 5-minute survey. get the answers.
start here.

by 卡塔尔世界杯常规比赛时间 research

if you’re not worried as we plow into the busy season, you aren’t paying attention.

more tax season ’23:tax season 2023: better or worse?|tax: the procedural checklists your firm needs|stop tax return review shortcuts|offers in compromise aren’t for everyone|trump’s tax returns: read the originals here|survey: tax software favorite keeps crown

on the front lines:langworthy, expanding with 200 new clients.

goprocpa.comexclusively for pro members.log in hereor2022世界杯足球排名 today.

and if you are concerned, you’re not alone.

  • in van nuys, calif., steve glick came up with a new concern: “now the software companies—turbotax, intuit, etc.—are competing against their customers by preparing tax returns.”
  • gretl siler, at succentrix business advisors, in panama city, fla., has the problem everyone wishes they had, plus the one everyone wishes they didn’t. she says, “note that i am not having any problem with increasing prices or with competitors. the problem is too many new clients and staffing… plus the irs is still terrible.”
  • to be sure, there’s bob langworthy, the founder of southern maine’s management accounting. he couldn’t name a single concern. “none!” he says. “we served 1,000 clients last year and already have more than 200 committed new clients this season.”

for 2023, the卡塔尔世界杯常规比赛时间 busy season barometerexpanded the list of possible concerns, 24 in all, plus an “other” option. it’s our longest list ever, and accountants checked off each and every possible worry.

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proper workflow demands consistency

pixelated blue text tools are only as good as their users.

by penny breslin
it’s not just the numbers

workflow. tasking. these two words are thrown around quite a bit and sometimes they are used interchangeably. so, let’s get this part defined a bit more.

more:top tech tools for building your new bos business|workflow tools can deepen client relationships|going viral: today’s top marketing strategies|top ten types of clients (and 24 more reader suggestions)|which kind of team do you have?
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workflow definition:noun, the sequence of industrial, administrative or other processes through which a piece of work passes from initiation to completion

tasking definition:noun,a piece of work to be done or undertaken

verb,assign a piece of work to

workflow is always a noun and tasking can be either a noun or a verb. no wonder people get this confused.

a good friend and fellow quickbooks proadvisor, liz scott from accounting lifeline, does these great little workflows for her clients that work directly in their accounting application. she builds the workflows into dropdowns on the browsers. here is an example for making a deposit:
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three apps for ‘inbox zero’

try these apps to simplify email communication and storage.

by beth ziesenis
app of the week

man writing in notebook at desk

the last business week in january isclean out your inbox week, and we have apps to help you.

more apps of the week:make your computer a clean slate|recycle and repurpose old devices|enlist ai for more productive meetings|keep teams on task with project management apps|apps to put your affairs in order|app of the week: celebrate black business month|app of the week: cheap flights|help your clients save money|time to upgrade your spreadsheets|app of the week: secretly stash cash|easy apps for increasing client engagement with video|app of the week: grow your business knowledge and career skill sets|app of the week: upgrade your resume|app of the week: end procrastination|
see all:apps of the week here|
goprocpa.comexclusively for pro members.log in hereor2022世界杯足球排名 today.

an app that disguises email as chats? check.
an app that reads and organizes your email for you? check.
an app that is perfect for teams? check.

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automate your thank-you letters

tell clients, friends, and family to have an awesome, magnificent day.

by beth ziesenis
app of the week

man writing in notebook at desk

the second full week of january isuniversal letter writing week. you can celebrate that and build your vocabulary with these useful apps.

more apps of the week:make your computer a clean slate|recycle and repurpose old devices|enlist ai for more productive meetings|keep teams on task with project management apps|apps to put your affairs in order|app of the week: celebrate black business month|app of the week: cheap flights|help your clients save money|time to upgrade your spreadsheets|app of the week: secretly stash cash|easy apps for increasing client engagement with video|app of the week: grow your business knowledge and career skill sets|app of the week: upgrade your resume|app of the week: end procrastination|
see all:apps of the week here|
goprocpa.comexclusively for pro members.log in hereor2022世界杯足球排名 today.

snail mail apps can help you reach out without lifting a pen or finding a stamp. plus, you can celebratenational thesaurus day on january 18(thesaurus pioneer peter mark roget was born on jan. 18, 1779) using apps that allow you to visualize word connections.

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tips for getting clients started on bos

bonus: two case studies.

by penny breslin
it’s not just the numbers

i love the question i get when i set up someone on back office support systems. “what do i need to have to get this started?”

more:top tech tools for building your new bos business|going viral: today’s top marketing strategies|top ten types of clients (and 24 more reader suggestions)|which kind of team do you have?|meet the new bos
goprocpa.comexclusively for pro members.log in hereor2022世界杯足球排名 today.

i tell them i need to know your name, address, phone number, ein/ssn and your passwords. except for the guy who closed his bank account and had to have the old statements mailed to him, i run with a chromebook and make sure there is accessible wi-fi when i go onsite. if i need to collect documents that have never been digitized, i just have them download dext and start snapping pics. no paper, no pen, no mess and typically a stunned prospect who wants to become a client. see, i can’t sell, so i let the technology do the selling for me.
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top tech tools for building your new bos business

a businessman with some jigsaw puzzle pieces in his handlots of specific recommendations for small to midsized firms.

by penny breslin
it’s not just the numbers

obtaining the source documents is the most difficult aspect of being a virtual back office support (bos). waiting for documents is the death knell for this type of work.

more:workflow tools can deepen client relationships|the best tech for your team and clients|marketing? know your goals first|eight things to stop doing now|you don’t have to do everything|why ai is not the enemy
goprocpa.comexclusively for pro members.log in hereor2022世界杯足球排名 today.

luckily, technology has provided tools to take away this pain.

here are just five of the tools we use currently to collect information from our clients:

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make your computer a clean slate

before the bustle of busy season begins, give your workspace some space.businessman holding a wastebasket with a desktop computer in it

by beth ziesenis
app of the week

the shoebox full of old photos has been replaced by a data-hogging digital folder of images and video clips documenting soccer games, breakfasts, and selfies. and both are still just as unorganized as ever. (or is that just my computer?)

more apps of the week:recycle and repurpose old devices|enlist ai for more productive meetings|keep teams on task with project management apps|apps to put your affairs in order|app of the week: celebrate black business month|app of the week: cheap flights|help your clients save money|time to upgrade your spreadsheets|app of the week: secretly stash cash|easy apps for increasing client engagement with video|app of the week: grow your business knowledge and career skill sets|app of the week: upgrade your resume|app of the week: end procrastination|
see all:apps of the week here|
goprocpa.comexclusively for pro members.log in hereor2022世界杯足球排名 today.

in any event, since january isnational clean up your computer month, it’s time to tackle the 10 jillion megabytes of images you have in more than 50 file locations.

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yes, technology disrupts – but for the better

hitendra patil: celebrate the pandemic’s silver lining.

the disruptors
with liz farr for 卡塔尔世界杯常规比赛时间

technology is disrupting the profession, but for the good.

hitendra patil, cpa, long the head of customer success ataccountantsworldby iris and an independent advisor,says that the silver lining of the pandemic is that it forced accountants to move to the cloud and to develop distributed labor models–changes that are here to stay.

more:donny shimamoto: future firm growth requires a mindshift|jennifer wilson: empower young workers to build the firm everyone loves|mike whitmire: re-think your hiring and training practices|hector garcia: success strategies of a quickbooks youtube superstar|blake oliver: why tax work yearns to be free|private equity explodes in u.k.|brannon poe: the status quo must go|accounting nerds, unlock your super powers|disruptor: jason statts shakes up the status quo|think small to think big with matt wilkinson|when financial statements go extinct with corey schmidt|can geraldine carter save accountants from themselves?|re-inventing accounting with tyler anderson

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“we can’t fight the rapid technological changes – we can only leverage them to provide better service and insights to our clients,” patil said. “technology puts advisory services within the financial reach of more small business owners. but the superpower that accountants still have is the ability to connect our clients’ goals and aspirations with what’s happening in accounting,” he added, saying that it enables conversations on a higher level. “instead of pestering them for bank statements and receipts, we can ask about trends we see in the financials,” patil said.

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transform your marketing with crm

the right system can streamline client communications and simplify prospecting leads.streamline sales and marketing with the right crm.

by sandi leyva
the complete guide to marketing for tax & accounting firms

a crm is a system that helps you centralize marketing and customer communications with clients and prospects. it stands for customer relationship management, and most of these systems are now in the cloud as web apps.

more:nine thoughts on self-marketing for the introvert|don’t let prospects fall through the cracks|five kinds of small thinking|three questions for the new year|13 reasons to master consumption marketing|when to talk about fees|take a moment for appreciation|beyond compliance: what more you can provide|boost your cross-selling in two easy steps
goprocpa.comexclusively for pro members.log in hereor2022世界杯足球排名 today.

what crms do
it’s amazing what crms can do these days. as client contact points have grown over the last few decades beyond phone and fax, so have crms’ capabilities to unify client messaging. at the core level, all crms typically allow you to store customer and prospect contact data, such as name, address, company name, titles and so forth. most of them allow you to create custom fields to store things like type of entity, marriage or filing status, and what accounting software they use.

here’s where it starts to get fun.

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kickstart nye resolutions to learn a new language

grow your foreign language vocabulary while you surf!businesswoman talking to businessman over tablet

by beth ziesenis
app of the week

did you knowdecember is national learn a foreign language month? being fluent in another language can increase your client base and make you a much more valuable cpa.

although there are plenty of apps and resources where you can go to study a new language, it’s easy to forget to make the effort to open them.

more apps of the week:protect your computer from malware and more|enlist ai for more productive meetings|keep teams on task with project management apps|apps to put your affairs in order|app of the week: celebrate black business month|app of the week: cheap flights|help your clients save money|time to upgrade your spreadsheets|app of the week: secretly stash cash|easy apps for increasing client engagement with video|app of the week: grow your business knowledge and career skill sets|app of the week: upgrade your resume|app of the week: end procrastination|
see all:apps of the week here|
goprocpa.comexclusively for pro members.log in hereor2022世界杯足球排名 today.

fortunately, there are several apps that can help you learn without having to sit through tutorials or go to class. where was all this in college?

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workflow tools can deepen client relationships

pixelated blue text bonus case study: how we work with our direct small business clients

by penny breslin
it’s not just the numbers

managing tasks and workflow through email, handwritten notes, telephone messages or walking down the hall is a recipe for disaster. a web-based tasking app, preferably linked to your document management system, allows the back office support to inspect what they expect:

  • recurring tasks done on time and accurate load leveling of resources
  • audit trail of work
  • set up, review, make notes, share information and complete tasks while maintaining the relationship with the client

more:find the best tech for your team and clients| choose your little black dress of technology|pick your favorite clients|keep the accountants focused on accounting|what do you want advisory services to be?
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tasking applications come on the market regularly and there are a few that are specific to the accounting industry. they can run the gamut in price ranges and capabilities. from advance flow to 17 hats, a firm large to small can find one that will work and fulfill 80 percent of their needs. below are some we work with and that get high reviews with our staff:
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