Congratulations on surviving tax season (at least the first round)! Now it’s time to focus on growing your practice. Rapid changes in technology continue to significantly affect the accounting industry. If you are not keeping up, then you are falling behind — perhaps faster than ever!
Data entry is being eliminated (or at least minimized) and replaced with data management and analysis. Many accountants and bookkeepers must adapt to survive. However, the changes also represent a great opportunity for us to provide more valuable services for clients and enhance our role as trusted advisor.
In nearly every business, there is at least one area of inefficiency or procedures that need improvement. It may be something that is still a manual process, doesn’t integrate, requires double entry or other problems. Usually, there is an app to eliminate the pain points and inefficiencies. This is a great opportunity to improve the client’s processes and profitability and grow our practice too. It’s a win for the clients and a win for us!
First, start with a needs assessment to help identify the pain points and problem areas of the business (either your own practice or the client’s business). Next we identify, evaluate and implement apps to help streamline their operations and workflows — APPify the Processes with apps that integrate with QuickBooks and QuickBooks Online. This is a great way to grow your practice with additional consulting services and partner programs to provide additional revenue streams for your practice. These steps will be discussed in more detail in the first webinar of the series (sponsored by Intuit).
Join me for the APPify the Processes webinar series — designed specifically for accounting professionals to help you grow your practice. Each webinar will provide practical and valuable information including:
- Key benefits of the app – problems it solves
- Who is it right for — which clients or industries
- Quick demo of how it works — key features and integration
- Comments from a peer — hear from an accountant or bookkeeper who has implemented it
- Partner program
Register now for the FREE webinars. If you cannot attend during the scheduled time, register so you get the link for the recording emailed to you. If you attend the live webinars, you may win free prizes like an autographed copy of my books or other great prizes!
All webinars start at 1:00 pm CDT and last one hour. Register now!
For each webinar, there will be some prizes given away including:
- Autographed copy of my QuickBooks Practice Set (or QB Online Practice Set) (Priceless!)
- QuickBooks 2013 (either QB Accountant or QB Premier) (MSRP $399 or $499)
- Other prizes the sponsors may contribute
- GRAND PRIZE — attend all 6 webinars live and you could win QB Enterprise 13.0 (MSRP $3,000)
Winners will be randomly selected from attendees of the live webinar.
Register for Each Webinar Below
May 1 ScanWriter offers an unprecedented Data Entry Automation solution that enters 100’s of transactions into QuickBooks or Excel from your bank and credit card statements, bills, sales orders, and more!
Watch the recording of the ScanWriter webinar here and download the handout here APPify ScanWriter.
May 6 Intuit — Learn how to APPify the Processes, conduct a needs assessment, identify, evaluate, test and implement apps. We’ll discuss Intuit apps, the app center and more.
Watch the recording of the Intuit webinar here and download the handout here: Intuit Apps.com – APPify the Processes.
May 8 Bill.com — Grow Your Practice with Bill Pay: Learn how to easily automate your client’s payables and receivables online. Route bills for approval, store and share documents, send invoices via email or US mail, pay and get paid, charge customers via ACH or credit card. Automatically sync with QuickBooks; Desktop, Hosted or Online.
Register for Bill.com webinar here.
May 14 Concur — Automatically create expense reports from credit card charges and TripIt travel itineraries. Seamlessly sync your expenses with QuickBooks. Capture receipts, reimburse employees and get on with business. Do it all online, or go mobile!
Register for Concur webinar here.
May 20 TSheets Time Tracking — 5-star rated on Intuit’s Apps.com, TSheets is the time tracking solution that’s a real power player for payroll. Mobile, easy to use and works with most accounting solutions. Eliminate manual & duplicate time entry for super fast payroll & invoicing.
Register for TSheets Time Tracking webinar here.
May 29 Avalara — Thousands of sales tax jurisdictions and taxability rules. Tax-exempt customers. Tax filing deadlines. Avalara AvaTax streamlines it all – and works inside your billing system.
Register for Avalara webinar here.
Registernow for all the APPify the Processes and Grow your Practice!
Plus, More Great Content with Fresh Ideas to Grow Your Practice
Join me for a high-content, award winning accounting conference with a price tag you won’t believe! The Ultimate Accounting vCon is a 2 day virtual conference with practical, grow-your-business advice plus great how-to sessions on all your favorite software and some you may not know about yet. Details and register here. Discounted pricing through April. 20.
Hi Michelle, any chance you know of another company that provides similar automated data entry software?
Hi Michelle! Love your books, etc! Does Bill.com integrate with QBO (USA) well? I have a client that could really use it, if it does.
Yes Bill.com integrates with QBO. 🙂
I am having an issue. The existing undeposited funds is a mess. I already have the bank wired into QuickBooks. I did not know that I had to manually choose my bank when filling out the customer payment. I realize that now. All of my received payments / received transactions all show undeposited funds and I need them to show Deposited. I have already went through the steps of Banking>>Make Deposits, after I am in Make Deposits I have three boxes at the top-1-Deposit To> my bank -2-Date -3-Memo , the rest of the page is the white and blue strips and they are blank but if i press Previous at the top left some will show in the white and blue strips but the only thing is is where it says >From Account>>Undeposited Funds is listed; now i click on it and i have the option to change it to my bank; when I do this a warning window pops up and tells me>> The account you entered is the account you are depositing to. This field should contain the account where the money is coming from.<< . This is a big issue right now. ( IRS )
If anyone cares to respond please fill in each and every step PLEASE” I’m very appreciative.
Would these webinars be appropriate for a Canadian QBO partner?
Hi Fred! Yes, I would encourage you to join us for the webinars and vCon too! I will make sure we point out specifics for Canadian attendees. For example, here’s details from TSheets:
QBOnline Canada users can use TSheets if they sign up for a TSheets account directly ( http://www.tsheets.com ), and then install our QB Add-On and link to their QBOnline account that way.
QBDesktop Canada users however can only use TSheets if they sign up for a TSheets account directly, and then *call support*, so that we can install the Web Connector version of our Add-On for them.