CPAs & Accountants: Communicating the Value You Bring to a Client
“I can’t believe how much I was charged to have my taxes prepared. How difficult can data entry be?” I discovered this statement made by an acquaintance of mine while glancing through my Facebook posts...
View ArticleWhat Small Business Buyers Want in Their Accounting Software
According to a report by Software Advice, a trusted resource for software buyers, people have unique needs and motivations when searching for the right accounting software for their business. At...
View ArticleIncrease Your Bottom Line with Accurate Timesheets
“I make it a point to be accurate with my timesheet, said no employee ever.” Timesheets have a time-honored tradition of being the brunt of jokes from staff and management alike. Tracking how your...
View ArticleArchitects and Accountants, an Interview with Mark R. LePage, AIA
I had the pleasure of interviewing Mark R. LePage, AIA and I wanted to summarize the conversation here in our blog. The questions and the answers are summarized and very much paraphrased based on what...
View ArticleSetting up a Bookkeeping Engagement in BillQuick
Setting up a bookkeeping engagement in BillQuick makes a lot of sense. You’ll have to capture people’s time and keep track of your costs vs budget for any bookkeeping engagement and BilQuick does this...
View ArticleSetting up a Budget for a Bookkeeping Engagement in BillQuick
When you are using value pricing in a bookkeeping engagement, your income is based on a set monthly figure. When you are setting up a budget for a bookkeeping engagement you have to look at the costs...
View ArticleManaging Your Bookkeeping Engagement in BillQuick
Once you have your bookkeeping engagement set up with a budget in place. You’re ready to track progress and generally manage the bookkeeping engagement in BillQuick. There are a few housekeeping items...
View ArticleTracking Your Bookkeeping Engagement in BillQuick
In my previous two posts on Bookkeeping Engagements in BillQuick, I showed you how to get the engagement set up. Now you have what you need to track it. In short, now that the budget is set up along...
View ArticleHow to Submit and Approve Budgets in BillQuick
In our BillQuick for Accountants and Bookkeepers series, I have shown you how to set up a budget for a bookkeeping engagement. I showed you what this looks like assuming no approval process was...
View ArticleBetter Project Management Means More Profit for CPA Firms
Did we convince you to embrace the management side of running a CPA firm in “The Life Cycle of a Tax Return”? Ok, fine. Maybe you don’t jump out of bed in the morning and say to yourself, “I can’t wait...
View Article“My Spouse Will Just Do My Accounting.”
I am about to give you a cheat-sheet that will guide you through this potentially terrible idea, in the hopes that your decision is a well-informed one. Question 1 – “Spouse, is this something that you...
View ArticleEmployee Relations 101 for Professional Services Firms
What’s the key to long-term survival for your professional services firm? The answer is clients – finding and servicing great clients. The people and businesses that rely on you for your services are...
View ArticleArchitects and Accountants, an Interview with Mark R. LePage, AIA
I had the pleasure of interviewing Mark R. LePage, AIA and I wanted to summarize the conversation here in our blog. The questions and the answers are summarized and very much paraphrased based on what...
View ArticleSetting up a Bookkeeping Engagement in BillQuick
Setting up a bookkeeping engagement in BillQuick makes a lot of sense. You’ll have to capture people’s time and keep track of your costs vs budget for any bookkeeping engagement and BilQuick does this...
View ArticleSetting up a Budget for a Bookkeeping Engagement in BillQuick
When you are using value pricing in a bookkeeping engagement, your income is based on a set monthly figure. When you are setting up a budget for a bookkeeping engagement you have to look at the costs...
View ArticleManaging Your Bookkeeping Engagement in BillQuick
Once you have your bookkeeping engagement set up with a budget in place. You’re ready to track progress and generally manage the bookkeeping engagement in BillQuick. There are a few housekeeping items...
View ArticleTracking Your Bookkeeping Engagement in BillQuick
In my previous two posts on Bookkeeping Engagements in BillQuick, I showed you how to get the engagement set up. Now you have what you need to track it. In short, now that the budget is set up along...
View ArticleHow to Submit and Approve Budgets in BillQuick
In our BillQuick for Accountants and Bookkeepers series, I have shown you how to set up a budget for a bookkeeping engagement. I showed you what this looks like assuming no approval process was...
View ArticleBetter Project Management Means More Profit for CPA Firms
Did we convince you to embrace the management side of running a CPA firm in “The Life Cycle of a Tax Return”? Ok, fine. Maybe you don’t jump out of bed in the morning and say to yourself, “I can’t wait...
View Article“My Spouse Will Just Do My Accounting.”
I am about to give you a cheat-sheet that will guide you through this potentially terrible idea, in the hopes that your decision is a well-informed one. Question 1 – “Spouse, is this something that you...
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