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Embracing Transformation Work (Part 5)

So now that we have defined the category, and we have defined the impact on small businesses, why start the journey? ...

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Zero Dollar Checks

Have you heard of Zero Dollar Checks? When is the last time you used one in QuickBooks Online? Let’s explore why you...

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Machine Learning in Accounting Software

You know how important cloud-based accounting is in your firm and your clients’ businesses. But what about machine...

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Invoicing Customers in Patriot Software

The first step to getting paid is creating and sending an invoice to your customer. To streamline the invoicing...

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Worker Misclassification: Four Tips for Clients

You know how important it is to correctly classify a worker as either an independent contractor or employee. But do...

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QuickBooks Live Update - February 2021

Editor’s Note: This article originally appeared on Intuit QuickBooks Firm of the Future

Intuit continues to evolve ...

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Receipt Bank is Now Dext, With New Features

Dext is the new name for Receipt Bank, provider of accounting apps and software tools. These tools integrate with...

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The Tidying Up Method: No More Task Overload!

When I opened my accounting firm, I was soon buried in a mess of “mind clutter.” That’s what I call ideas, projects and...

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A Bookkeeper’s Wish for 1099 Filing

Another 1099 filing season was passing. As I struggled to obtain information to file those pesky forms, I thought there...

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Your Leverage Point in Online Marketing

Over the last few years, I've been regularly invited to speak to small and large groups of accounting professionals. I...

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