Add more profits to your practice in 2014, plus give yourself a raise!

This is a great time of year to reassess, rethink, and refocus your business.  If you want to add more profits to your business in 2014 and are not sure how you are going to do it, then I want to let you know of a program that is only available for the next few weeks, then it disappears forever.   Read more

Request to have a QuickBooks Online Company migrated to the New, Updated Version of QBO

Over the past several months, I have enjoyed sharing the new, updated QuickBooks Online with accountants and bookkeepers across the US and Canada in the Freedom in the Cloud roadshow events.  It is great to see how excited people get when they see and learn more about the new QuickBooks Online.  It really is awesome!   Read more

Early Bird pricing deadline for Ultimate Accounting vCon is December 15, 2013

Just a quick reminder that Sunday, December 15, 2013, is your last day to get the early early bird registration rate for the Third Annual Ultimate Accounting vCon July 24-25, 2014.  If you’ve already registered, thank you!  Don’t miss our award winning virtual conference!

Our all-new 2014 content will include hot topics like helping you help clients speed up cash flow, creating new revenue streams for your practice, how to monetize the new products you see, and much more. We’re including plenty of hands-on demos, case studies, and checklists to help you grow your business.  Read more

QuickBooks News: Printing 1099-MISC forms for 2013 – Who is Affected by Recent Notice from Intuit

I wanted to help clarify some confusion resulting from a notice recently provided to QuickBooks users.  The notice applies to users of QuickBooks 2010 or older (i.e. versions that have been sunset and are no longer supported).  If you are using QuickBooks 2011 or newer, make sure QuickBooks has the latest release and you can print 1099-MISC forms.  You can download the latest release for your version of QuickBooks here. Read more

Happy holidays, 40% off, and Event of the Year Award

Happy Small Business Saturday and Cyber Monday!

Just a quick note to share a big announcement:   Sandi Smith Leyva and I are teaming up again in 2014; we’re hosting our content-packed, award-winning 2014 Third Annual Accounting vCon, and we’d LOVE for you to be there.   We had so much fun doing the first two vcons, and we can’t wait for July.

It’s a 2-day virtual conference designed to help you:

Stevie Award Accounting vCon - virtual conference

  • Learn how to move from compliance work to value-added “trusted advisor” work that impacts your clients’ profit as well as yours.
  • Update your marketing, technology, and customer service skills and earn up to 12 hours of CPE.
  • Virtually “meet” peers, share best practices and ideas, and win cool prizes.
  • Gain the confidence, skills, and tools to serve your clients better and get rewarded in the process
  • Save airline and hotel costs, stay cozy at home, and still get live access to great training and accounting industry thought leaders.

Our first two vcons were so successful that Michelle and I earned a 2013 Bronze Women in Business Stevie Award in the Event of the Year category.   We’re breaking ground in the accounting industry with this type of event, and it’s participants like you that make it so much fun and successful.  So don’t miss out on the Event of the Year!

Now 40% off through December 15, 2013

To your success,


P.S.  Please thank our Platinum Sponsors:

Intuit helps small businesses and accounting professionals save time managing their business finances so they can spend time doing what they love: growing their businesses.  From desktop to online, payroll to payments, small business to professional accounting and tax solutions, Intuit is leading the way in developing products and services so that customers can never imagine going back to the old way.

Right Networks®:  Trusted worldwide, Right Networks® is the leading provider of hosted applications for small business accounting firms. Right Networks hosts data and applications for a rapidly-growing client base. Right Networks is the right choice to move your organization into the cloud easily, reliably, and securely.

Funding Gates, the company behind FG Receivables Manager, is set on making collections the easiest part of running a business. With FG Receivables Manager, companies can effectively & effortlessly manage open invoices by moving their AR management to the cloud. Operating as a CRM for receivables management, FG Receivables Manager prioritizes customer accounts, allows users to take notes, log calls, send reminders & more.

Initial Results from Intuit’s 2013 Average Billing Rates Survey

As an international trainer for Intuit®, I get to meet accounting professionals from across the United States, Canada and the United Kingdom … and I’ve discovered we have a lot in common. It seems a lot of us face challenges in finding and retaining clients in this difficult economy. In addition, we are usually so busy that we overlook the importance of good client service – which is important to cultivating and maintaining client loyalty and our trusted advisor relationship.  Read more