In The Spotlight


miners2
Practice Management

Can We Work Together?

Posted  April 30, 2013  by  Mike Giardina

It’s time for the accounting industry to adopt what firms demand when it comes to open data and open-source architecture.

Full Story »

image1
Software

Clean up Your QuickBooks Customer Lists Using Excel

Posted  April 30, 2013  by  Doug Sleeter

Lists are one of the most important building blocks of QuickBooks. Lists store information which is used again and again to fill out forms. For example, when you set up a customer in the customer list, the customer’s name, address, tax code, tax item, price level, etc., are used to automatically fill out an invoice, sales receipt, or customer letter.

Full Story »

Old Fashioned Filament Bulbs Popular
Marketing

Illuminate your firm’s image

Posted  April 30, 2013  by  Justin Rasmussen

What we do outside of our businesses, is just as important as what we do in them. Cause marketing can transform our firms and the way we see the world.

Full Story »

control panel2
Marketing

The 4 MOs of Networking

Posted  April 30, 2013  by  Christine Hollinden

Networking has always been a major component of any accounting firm’s business development efforts.

Full Story »

car assembly2
Technology

What Your Technology Investment Reveals About Your Firm’s Lifecycle

Posted  April 30, 2013  by  Donny Shimamoto

Many people are now familiar with managing their 401k accounts and recognize that they need to adjust their investment mix as they go through different stages of life. When you’re young and just starting your savings, you can make more risky investments with the hope of greater returns. As you get ready to retire, you [...]

Full Story »

war-story-bk
Practice Management

Tax Problem Resolution: A War Story

Posted  April 29, 2013  by  Lawrence Lawler

As National Director of the American Society of Tax Problem Solvers (ASTPS), I have the opportunity to talk to practitioners all over the country. They call for lots of different reasons. Most callers want to discuss a case they are working on or some unusual situation they have encountered. My favorite calls are those that [...]

Full Story »

 
 
 

dream2
0
comments
Marketing

Create Your Dream Practice

Posted  April 30, 2013  by  Chris Frederiksen, CPA, PFS

What a great time to be starting your own practice! The economy is picking up, clients are looking for new and expanded services, and you are not burdened by the legacy systems that plague the majority of existing firms.

Full Story »

mail bag of mail2
1
comments
Marketing

Direct Mail Marketing is alive and well

Posted  April 30, 2013  by  Justin Rasmussen

Tangible, effective, trackable advertising still moves prospects through our doors, completing every marketing plan.

Full Story »

reputation2
1
comments
Marketing

Make your Online Reputation Benefit You

Posted  April 30, 2013  by  Mike Martello

Today the Internet is the principal method of sharing and exchanging information for consumers and businesses alike. In order to attract quality clients in this environment, it is crucial to ensure your online reputation is delivering a positive message about you and your practice.

Full Story »

miners2
0
comments
Practice Management

Can We Work Together?

Posted  April 30, 2013  by  Mike Giardina

It’s time for the accounting industry to adopt what firms demand when it comes to open data and open-source architecture.

Full Story »

letterpress2
0
comments
Marketing

Beyond Wishful Thinking: A Planned Approach to Growth

Posted  April 30, 2013  by  Damien Greathead

Growth ranks highly in terms of goals and objectives for 2013 for many firms. Yet few firms think strategically about how this growth will occur. For some it will be a merger or acquisition; while others will try to lure a partner (and their book of business) to their firm. However for the vast majority [...]

Full Story »

image1
0
comments
Software

Clean up Your QuickBooks Customer Lists Using Excel

Posted  April 30, 2013  by  Doug Sleeter

Lists are one of the most important building blocks of QuickBooks. Lists store information which is used again and again to fill out forms. For example, when you set up a customer in the customer list, the customer’s name, address, tax code, tax item, price level, etc., are used to automatically fill out an invoice, sales receipt, or customer letter.

Full Story »

Old Fashioned Filament Bulbs Popular
0
comments
Marketing

Illuminate your firm’s image

Posted  April 30, 2013  by  Justin Rasmussen

What we do outside of our businesses, is just as important as what we do in them. Cause marketing can transform our firms and the way we see the world.

Full Story »

5810163712_ac8a7f249e_z
0
comments
Cloud Computing

8 Successful Migration Guidelines

Posted  April 30, 2013  by  Allen Adjamin

We’ve all been there, from new versions of off the shelf software, enterprise systems, to line of business solutions — migrations are an inevitable and never-ending necessity to continue to enjoy the fruits of new versions and new technologies. Data migrations can be complex projects, but they don’t have to be.

Full Story »

control panel2
0
comments
Marketing

The 4 MOs of Networking

Posted  April 30, 2013  by  Christine Hollinden

Networking has always been a major component of any accounting firm’s business development efforts.

Full Story »

7153890801_1cd867d50e
0
comments
Cloud Computing

Managing Growth with the Cloud

Posted  April 30, 2013  by  Jim Torpey

Professionals that currently run accounting software on local desktops or in-house servers, deal with a number of headaches on a daily basis. A CFO often handles the corporate books while each division of the company continues working with semi-recent data copied and pasted into spreadsheets.

Full Story »