Changes to Client Communication When Working Remotely – For many, virtual communication is an unfamiliar approach. Yet, with a few adaptations, we can ease clients’ uncertainty and smooth the transition to
Processes: Recently, I had the opportunity to tour an Amazon fulfillment center with my family. The experience of walking through this amazing facility was incredible, and afterward, I thought about how we could apply the fulfillment process at Amazon to accounting services.
QuickBooks Online – A Small Business Owner’s Perspective – Many of these businesses use QuickBooks Desktop or even QuickBooks Online, often with other apps, and all have an accounting professional working with them either as a tax adviser, payroll processor or
In one of my sessions at the Scaling New Heights conference, where I was talking about managing processes in our firm, one of the comments that came back to me from an attendee, later
Many small businesses who work with accountants have been telling me they are often very surprised about their tax bill. There is much frustration over how much they owe. Of course, the
