Why Combine a Powerful CRM with QuickBooks Desktop
Feeling like you’ve outgrown QuickBooks and looking to move to an ERP? Despite what ERP companies are telling you, there’s an easier (and much cheaper) option that involves staying with QuickBooks Desktop. There are a few reasons you may be feeling your business has...
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Key Takeaways from Avalara Crush DC 2018
We have finished up sponsoring the 2018 Avalara Crush event. The information filled sessions presented a wide range of content from blockchain technology, to the future of AvaTax, to discussion around the current sales tax case that Wayfair is working on in the...
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How Moving to the Cloud Changed This Attorney’s Life
Pete has been a good friend of mine for many years. We used to go to summer camp together and we kept in touch. Now he's an attorney in Philadelphia specializing in labor law. His practice is not large - just him and a partner - but it's profitable and has a good...
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Transforming Your CPA Firm
Elevating CPA firm staff efficiency with a move to the cloud Just this morning, I was thinking back over the last few years. It’s astonishing to me that the world looks significantly different than it did just a few years ago. Artificial Intelligence and machine...
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More Tips To Make Next Year’s Tax Season Even Better
Tax season is officially over. Now that's something to celebrate! As accounting professionals, we strive for excellence, but unfortunately things don't always go exactly as planned. You may have read my first four tips in a previous post, if not, check it out here....
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The Right Networks Application Ecosystem
We are excited to announce the launch of our application ecosystem program! This new program is focused on best-in-class applications vetted to meet the needs of accounting firms and small businesses. Our application ecosystem is a hand-curated network of...
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Putting Clients First Means Putting Them in the Cloud
So – you made it through another tax season with your QuickBooks clients... We sat down with accountants from all over the country at the end of tax season to understand the process that they undergo each year. Whether it’s requesting documents, organizing paperwork,...
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4 Things You Can Do To Make Next Year’s Tax Season Even Better
Hopefully, your tax season went 100 percent smooth. No deadlines were missed. No mistakes were made. All of your employees were happy and found plenty of time to spend with their families. Your clients were completely satisfied. Yeah, I didn't think so. No matter big...
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Motivating All of Your Accounting Team Employees
It is important to understand that different people are motivated by different things and it's likely you have a mix of personalities on your accounting team. Each type of employee is likely to respond to personalized motivators, so it’s important to identify what...
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