Experience the value and benefits of cloud accounting with a modern accountant specially trained in applications like Xero, ZenPayroll, Bill.com, QuickBooks Online, etc. We believe you should have the opportunity to succeed. Alone is hard, together is better. Partner with a cloud accountant today.
Read MoreWhen we were kids, we had grand visions of being stronger than life and acting as if we were superheroes. We could leap across the widest creeks, run faster than our friend's bicycles and scooters, and pick up and toss the mightiest of rocks. Our creative minds, unhindered by preconceived limitations, allowed us to imagine the impossible and convince ourselves we actually accomplished those feats.
Read MoreAnother typical desktop application horror story was written this week. A small business owner lost her accounting records due to a desktop software application crash, resulting in data file corruption. (Problems: backups were not regular, nor maintained; software was outdated and not on the current version).
Read MoreWe recently connected Fathom (a financial analysis application) with Xero and QuickBooks Online to enable us to provide better financial reporting and business insights for small business owners. The results are outstanding!
Read MorePayrolls, bookkeeping, tax planning & preparation, financial statement preparation, etc. are services that have long been the core services provided by accountants. These staple services are still offered and needed, but are now being provided in different ways. With the availability of cloud based accounting systems and online file sharing, accountants and their clients are better able to work collaboratively towards a common goal. With mobile devices and web based applications, access to information anytime and anywhere makes for a mutually beneficial working relationship.
Read MoreI am currently developing an orientation and onboarding process for prospective clients, as well as, making plans to apply it to existing clients. I believe it to be vitally important for a CPA and a prospective client to underake an orientation process to determine if each is a good fit for the other.
Read MoreIt's a constant evolution to building client relationships through digital file transfers, real-time file access, collaboration and sharing. File sharing options are numerous, including Evernote, Dropbox, Box, Sharefile, SharePoint, SmartVault, etc. Which is the right one to implement?
Read MoreA concept. Purpose Accountants. What is our why? How do we provide the services we believe customers want? What is it we do? Shouldn't we focus on what small business owners really demand and want from a CPA? The traditional accountant is outdated, destined to become irrelevant.
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