Congratulations to my staff! I’m thrilled that we were able to attend the Intuit Boot-camp on the QuickBooks Online Program. We spent 2 days watching the experts show us the new enhancements and some tips and tricks. We think these enhancements will help ourselves and our clients in our cloud-based accounting software. Watch this quick video and then check out the bullet points below… Some important new enhancements: +NEW –… Read more
This video is a portion of a recent panel discussion with Andrea and other tax professionals on how they set up their offices and were able to support their clients during the COVID-19 Pandemic. Andrea also discusses how cloud software, payroll portals, and document portals enabled her team to support their clients’ grant applications. We are not sure what the new normal will look like once we “open our doors”… Read more
I recorded this video over the summer (right, I am not standing on the beach in this gear in December!) A Plan with Small Actionable Steps Will Help Create the Goals we Have in Mind for Our Business and Ourselves and what better time to put this tip to use than now… This message is just perfect for this time of year. We are all hoping to start 2020 with… Read more
I was asked to write an article for Tax Pro Center for the Intuit ProConnect site, you can click through and read it here: “How to Channel More Positive Energy in Your Tax Firm”. Then watch this video about our firm: Final Thoughts Positive energy resulting from respect, appreciation and support of ideas can bolster most relationships. What works for accounting firms works for other businesses as well. Watch the… Read more
There is “No Time Like the Present” For You to Start Planning for an Amazing 2020 Have you thought about what 2020 holds? Now is the perfect time to book your Business Strategy Session. You’ll get guidance on updating or setting up your Business Plan. It’s hard to believe but the year is almost over! AND…there is “No Time Like the Present” for a Business Strategy Session. We sometimes call… Read more
I hope you are enjoying my photos and takeaways, please do send feedback if these tips have resonated with you. Please share in the comments if and how you have implemented them in your firm/business/practice, but do not judge me by my “selfie” taking ability, I do feel I am getting better. Conference Day 2 takeaways started as soon as I finished my morning workout: Peloton Bike at the Hotel… Read more
I hope you were able to watch the vlog I posted last week. In the video I discuss the importance of a solid vision statement, one that you and your team create together and believe in. Here is the link to watch the video and read the post in case you missed it. I hope it inspires you to take action. Have you been working to create a successful business/professional… Read more
On the road again, this week I am heading to San Jose for an accounting technology conference; in the next few weeks I am also scheduled to travel to Florida and Long Island for specialized industry and tax conferences with my staff members. Recently I have shared “best practices” for attending conferences and networking events, no need to reiterate, but follow these links for a refresher: Tips for getting the… Read more
Do you want to stay on the path to creating the business you want? Once you can clearly identify your short term and long term goals, use your vision statement to keep you and your team on track. Watch our video below to see what we mean. I hope this video inspires you to take action… Then start creating your business plan using this complimentary resource: how to develop an… Read more
I hope you were able to watch the vlog I posted last week. In the video I discuss how we “create time” by eliminating or reducing administrative tasks with the smart use of technology. My example of an easy win is to implement an automated payroll portal system that eliminates administrative time for the employees and the “boss”. Implementing just this one administrative task can free up time, eliminate notices… Read more
I hope you were able to watch the vlog I posted last week. In the video I discuss how we “create time” by eliminating or reducing administrative tasks through our technology bundle. Here is the link to watch in case you missed it. I hope it inspires you to take action I wanted to follow along on the same theme of creating time, to give you an excerpt from our… Read more
If you’re like most small business owners, there are never enough hours in the day to complete every task on your list. Often you’re faced with prioritizing what you need to do right now – deal with a customer, meet a deadline, attend an event – and the things you know you should do for the ongoing growth of your business. Scheduling time to attend to these business activities on… Read more
As a small business owner, you’re likely always looking for ways to achieve more. Maybe you created a 90 Day Action Plan at the beginning of the month or quarter and are feeling the pressure. Have you “taken action” yet? You might have resolved to make more money, find more clients, or grow your business. It’s fantastic to have an idea of what you want to do, but… How will… Read more
Have you ever pondered over an issue and felt the stress building up only to find that the solution pops into your head while you are in the shower, on a long walk, or sitting in traffic? I was working with a couple on a retirement and relocation plan. During our discovery session, I could practically feel their stress over some very hard decisions they would need to make over… Read more
I have returned from an amazing 3 day tax and accounting symposium on Long Island sponsored by my professional group. Bad news – there were so many great sessions, it was hard to choose. Good news – most of the sessions were taped, giving me a chance to listen to those I may have missed during some down time in my office. No one believes that their education ends when… Read more