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Conference in the Cloud Teaches Accountants How to Profit from the Cloud

Don asks a question about how to handle a high-maintenance client, and Jackie and Scott chime in with their opinions. Cindy asks about the special offer a vendor made yesterday, and Shannon clarifies.

Sandi’s teaching a session on pricing, Michelle is networking with particaccounting vconipants, and other participants and exhibitors are intermingling in the Exhibit Hall.  Sounds like a typical accounting conference, right? There’s just one difference: many participants are at home (some in pajamas!) in front of their favorite computer. They didn’t spend a dime on airfare, hotels, or taxis. They’re watching, often from multiple monitors and/or PCs, the current session, chat room conversations, Exhibit Hall displays, and much more in this fully virtual event. Read more

QuickBooks Tip: Tie out the Profit & Loss by Job to the Profit & Loss Report

If you use QuickBooks for job costing, then you should assign a customer:job to each transaction (including admin or overhead as a job).  However, sometimes transactions are not assigned a job.  If you compare the standard Profit and Loss to the Profit and Loss by Job you may discover the totals do not agree.  This quick video demonstrates how to compare the reports and identify transactions not assigned to a customer:job. Read more

Transform Client Relationships from Transactional to Consultative

Accountants, CPAs, Bookeeepers and others who want to start or grow their accounting practice will find this free webinar contains valuable and beneficial information.

Join Ian Vacin (Vice President of Marketing & Product at Xero), Michelle Long (CPA, MBA – Owner of Long for Success) and Steve Chaney (CPA – Owner of Chaney & Associates) as they share proven strategies and experiences on how accounting professionals can leverage modern cloud solutions to transform their relationships with clients from transactional, hourly relationships to consultative ones that place the accounting professional back as the Trusted Advisor.  Specifically, learn the process (with easy to follow steps) to move your once a year clients (like write-up / tax clients) to be monthly paying consultative relationships.  Gain perspective on the process, the conversations,and the outcomes of these new relationships and revenue streams. Read more

Accounting Professionals — Add Profits to Your Practice with Concur

One of my New Year’s Resolutions is to focus on helping accounting professionals grow their business and improve profitability.  Adding Concur to your ‘toolbox’ for your firm or clients and joining the Concur Advisor Program is one way to add profits to your accounting practice. Read more

Busiest Day for Expense Reports Exposes Potential Two Billion Dollar Waste for U.S. Businesses

Finance departments across the U.S. brace for holiday rush as expense report volume doubles on December 19th

Redmond, Wash., December 17, 2012 – As many employees get ready for their holiday break, company accountants are bracing for one of the most chaotic and costly times of the year.  Concur (NASDAQ: CNQR), a leading provider of integrated travel and expense management solutions, identified December 19th as the busiest day for submitting expense reports in the U.S last year*.  For the vast majority of businesses that haven’t yet automated the expense reporting process, this means a tidal wave of T&E reimbursement requests overwhelming manual and paper-based expense reporting process.  It also has an impact on a company’s cash-flow and underscores a huge cost disparity between manual and automated processes.  Read more

Want to start, grow, or accelerate your accounting or QuickBooks practice in 2013?

If you are looking to start, grow, or accelerate your QuickBooks accounting practice in 2013, I’m excited to let you know about a program that’s generating quite a buzz. It’s especially for QuickBooks ProAdvisors, ISPs, EAs, CPAs, and bookkeepers who want to take their accounting, IT, or QuickBooks consulting practice to the next level.

Here are some excerpts from 2011 and 2012 members: Read more

QuickBooks 2013 – R4 Update – Color for the Icon Bar and More

QuickBooks 2013 received numerous changes in appearance and not all were popular with users.  In another blog post, I discussed several of the changes in appearance and I shared poll results of people’s opinions of the changes.  Many people commented here, in my Linkedin Group, in the Intuit Community Forums and elsewhere about things they did not like in QuickBooks 2013. Read more