August 8, 2023
13. Xero Roadshow and QuickBooks Pricing
Hear Carla’s take from the Xero Roadshow in Atlanta and also Kevin and Carla discuss QuickBooks Online pricing and competition among accounting apps
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Technology
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Efficiency
Improve your systems and processes for better productivity and client experience.
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There is nothing worse than seeing the potential of your accounting firm hindered by antiquated technology, confusing workflows, or disengaged team members.
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Whether it’s adding a new cloud-based platform, streamlining processes, updating communication best practices, or aligning talent within your firm, every incremental improvement will drive your success over time.
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Podcast episodes
July 14, 2023
12. Review of early summer Conferences
Kevin & Carla highlight their take-aways from conferences they attended this year- AICPA Engage and Scaling New Heights.
June 15, 2023
11. Customer Experience for a Firm
Kevin & Carla discuss the Customer Experience at their firms, including what it is and how it permeates throughout the organization
the latest
News
Unlock Efficiency with QuickBooks Ledger – it’s a game changer!
QuickBooks Ledger is here and I couldn’t be more thrilled. I don’t normally get excited enough to write a blog, but this is different. This
Preparing to Convert a client to QBO
You’ve heard it all before, and yet maybe still haven’t converted a client to QuickBooks Online yet. Are you ready to hear the real-life, “I’ve
Why Convert your firm and clients to QBO from QB Desktop
The move to online enables firms to plan for and embrace the future of their firm. Not only will future-ready firms be charging for more valuable services, but as more accountants retire and firms plan for succession, they will be asking a higher price when they get ready to sell.
