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sixteen technology solutions for accounting firms

hands on keyboard, network illustrated with connected dots

use what fits your needs, not what’s trendy.

by august aquila
max: maximize productivity, profitability and client retention

certainly, there are several technological solutions that can greatly benefit a cpa firm by enhancing efficiency, accuracy and client service. here are some technological solutions that can be considered:

  1. accounting software and erp systems: utilizing robust accounting software or enterprise resource planning (erp) systems like quickbooks, xero or sage can help streamline financial management, bookkeeping and reporting processes.

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  1. cloud-based solutions: moving your firm’s operations to the cloud allows for real-time collaboration, data accessibility from anywhere, and better data security. cloud accounting software like quickbooks online or xero can be particularly helpful.

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management

how to get organization minutes in order

a 34-point checklist.

by ed mendlowitz
77 ways to wow! the checklist handbook for advisory services.

corporate, llc, partnership and not-for-profit organizations are usually required to have minutes memorializing certain actions taken by the board of directors or governing body. yet, many do not either because it has never been done, is a bother, is considered not necessary or overlooked through inaction or unawareness.

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however, it is something that should be done as a best practice, as recognition that there are non-active stakeholders who need transparency, or as tangible evidence that the actions recorded took place timely. in some instances, the irs looks for minutes as a symbol that the affairs were handled on a businesslike basis or were not one-sided “secret” actions by those in control.
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marketing & sales

shut down the scarcity mentality

coins and small bills in a plastic box

reconsider your prices. here are 10 questions to help.

by martin bissett
business development on a budget

undercharging – or lowballing as it’s also called – is the scourge of the profession. it has always been present, and unfortunately, it will probably be with us for the foreseeable future.

undercharging is directly related to fear – fear of rejection.

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when you are building your pipeline according to the process, you have assigned fees you think might be in the ballpark of what you believe you could get from a new piece of work or a new client. you may tend to estimate on the low side, which is not a bad idea in theory, because it lets you be pleasantly surprised when it’s anything beyond that.

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featured video

hartman: upwork to “40 under 40” in 3 years | the disruptors

celerity’s founder turned a side-hustle into a fast-growing success.

this is a preview. the complete 1-hour video episode, with commentary and transcript, is first available exclusively to pro members | go pro here
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the disruptors
with liz farr

tailor hartman didn’t start celerity accounting with a grand plan. the initial goal was to make enough from an accounting side gig to pay down his student loans while he worked full-time as an assistant controller. he found his first clients in an unorthodox place – upwork.

“i started going on [upwork] to find cleanup gigs, you know, quick cleanup gigs for like 30, 40 bucks an hour in quickbooks or maybe even netsuite,” he shares.  

卡塔尔世界杯常规比赛时间 celebrates:the 100th episode of the disruptors

more streaming: telka: transform fear into fuel | woodard: move past reports; deliver results | baker: find true purpose to end burnout | brolin: the w.i.n. leadership formula | gertrudes: how eos & “unreasonable hospitality” reshaped growthlab | vilms: the power of people in a tech-driven world | dickerson: from diagnosis to disruption | kapilovich: treat people like people | martha yasso: from wall street to main street | jackie meyer: tax plans in 90 seconds? believe it  | erica goode: build a $200k firm in 15hrs/week | randy crabtree: live at the intersection of passion & skill |mcclelland and telka: women ready to rewrite the rules of accounting | jacob schroeder: ai won’t replace accountants—but it will reveal who’s replaceable | ditching corporate america: the bold story behind pbs accounting’s rapid rise | jean zick: happy team = happy clients | breslin & greathead: be a client advocate |

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those cleanup gigs turned into monthly accounting. “i ended up getting enough clients where i could quit my job within three months… which is pretty crazy.” as a testament to celerity’s excellent service, those early clients remain loyal today.

“we still have all of my existing upwork clients, which is crazy.”  

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