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
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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.
How to Modernize Your Accounting Firm – Go Virtual!
“Just released! I had a great time being interviewed by Brannon Poe on the Accountant’s Flight Plan Podcast – sharing tools, stories, and examples of
Why We’re Changing the Conversation with Clients and Colleagues
Businesses know that satisfied customers and employees are the foundation of success. But they also know that successes aren’t limited to dollar signs. Relationships we
Books to Inspire Success as a Business Leader
Books to Inspire! 2020 was an unprecedented year where many business leaders had to navigate changes in how they conduct business and manage team members
Project Efficiency with Karbon
23 minutes. Statistically, it takes twenty-three minutes to fully refocus after a task interruption. How many times a day are you distracted searching for specific
How to ADAPT with CAUSE in the Workplace
How to ADAPT with CAUSE in the Workplace Over the past several months, we seem to have collectively gone from panic to acceptance. As it
3 Changes to 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
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,
