3 Changes to Client Communication When Working Remotely

By |2020-05-26T11:52:02-04:00May 26th, 2020|Accounting|

3 Changes to Client Communication When Working Remotely

Client Communication When Working Remotely

Aside from the logistics, working from home requires adapting methods in which we communicate with clients.

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

Can we Apply Amazon’s Processes to an Accounting Firm?

By |2020-03-06T13:39:06-05:00March 6th, 2020|Accounting|

Can we Apply Amazon’s Processes to an Accounting Firm

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.

Can we Apply Amazon’s

QuickBooks Online – A Small Business Owner’s Perspective

By |2019-10-29T17:58:22-04:00October 30th, 2019|Accounting|

QuickBooks Online

I recently presented an Introduction to QuickBooks Online to about a dozen growing, dynamic business owners.

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

3 Big Moments at Scaling New Heights 2019

By |2019-09-02T14:29:35-04:00August 29th, 2019|Accounting|

Carla Caldwell speaking at Scaling New Heights

I just want to share a couple of thoughts about my Scaling New Heights experience.

Big Moment #1

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

You made it through April 15, now talk to your clients

By |2019-04-17T10:06:19-04:00April 17th, 2019|Accounting, Consulting|

You made it through April 15th now talk to your clients - hand pushing communication button

You made it through April 15, now talk to your clients

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

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