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Practice Management

The QuickBooks Consulting Opportunity

Posted February 18, 2012 by Joe Woodard

veryone knows the universal presence of QuickBooks in the small to medium business sector. This presence is not marketing hype. QuickBooks boasts over 4.5 million users and QuickBooks enjoys over 90% market share for the small business sector and an ever increasing market share among emerging businesses with 1 to 5 million dollars in annual [...]

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Software

Moving Your Email to the Cloud with Google Apps

Posted December 21, 2011 by Justin Rasmussen

Microsoft Exchange has long dominated the email game but Google came along and changed it. Our hosts, Kim and Brian discuss the benefits of moving to Google. Video Transcript Welcome to My Office Today, I’m Brian and I’m Kim, today we’ll be discussing email and Google Apps. Since the early 1990′s, email has been a [...]

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Software

Better Business Integration Software

Posted October 21, 2011 by Justin Rasmussen

Hosts Brian and Kim discuss better business integration software. Many companies have spent years and countless dollars (for hardware, software, development, and consulting services) developing solutions that solve individual business problems. It’s not uncommon to find many different applications running within a small office. Video Transcript Welcome to My Office Today, I’m Brian and I’m Kim. [...]

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Productivity

Workflow Can Transform Accountant Firms

Posted September 19, 2011 by Justin Rasmussen

Workflow has been an integral part of our firms for years and our hosts Kim and Brian discuss how to better move work throughout the office. There has been old traditional ways to move work which included folders, notes, call messages; all were too easy to lose. A new form of workflow has emerged through software, [...]

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Billing

Practice Management Software Helps Charge What You’re Worth

Posted September 6, 2011 by Mike Giardina

have consulted with hundreds of firms over the last fifteen years about setting up billing software and practice management software. While each firm has its unique needs, one thing is clear: owners want to earn a good living for what they do. There are entrepreneurs, leaving the comfort of a secure job and paycheck to brave [...]

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Technology

Social Media Basics: What To Say?

Posted August 29, 2011 by Justin Rasmussen

Our hosts Kim and Brian discuss what social networks are out there and what you should be talking about. Share information that connects with your followers, both personal and professional. There’s strategy and ways to interact with your customers and potential clients. Did you miss our last video? Check it out here.

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Technology

Gaining An Advantage Using Tablets

Posted July 19, 2011 by Randy Johnston

Is this the year of the Tablet? Has the mobile Internet finally arrived? What business purposes are served by using mobile Internet devices and how can they help us serve clients better? Whether you are working with products from Apple, Motorola, Blackberry, HTC, Samsung or a myriad of other providers, access to the Internet, and [...]

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Email

Email Finds a Future in Google Apps

Posted July 8, 2011 by Justin Rasmussen

mail has been a staple in business ever since it made its debut, we grabbed on and haven’t let go. For many businesses having their own company branded email (@yourcompany.com) meant setting up a Microsoft Exchange server. Exchange has been around forever, or so it seems and it still remains to be a solid workhorse. [...]

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Network

Wireless Security Basics

Posted January 24, 2011 by Justin Rasmussen

  Image via Wikipedia Wireless networks have been around for quite a while now and many think there is nothing new to learn. While that may be true for the most part there is a lot that many people do not understand or simply refuse to be educated about. It only takes a few minutes [...]

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Communications

How to Speak and Be Heard

Posted November 23, 2010 by Justin Rasmussen

Friending, following, replying, wall posts; a constant stream of communication seems to overflowing into our lives. We read magazines, hear radio, watch pundits, everyone is talking about being social and connecting with their audience. As a business we don’t have an audience, we have customers, we have clients. We’re told we should be on Twitter, [...]

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Communications

Implementing a New Policy

Posted October 26, 2010 by Justin Rasmussen

As an office manager you know effectively implementing new procedures is critical. New procedures are implemented to improve results and efficiency. Say there is a procedure that takes 5 steps but it can be done without doing step 2 and 4, so they are eliminated, now you are left with a 3 step procedure that [...]

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Technology

Reach for the Cloud

Posted October 20, 2010 by Mike Giardina

A year ago, all I heard was cloud this and cloud that. I felt like I was in a crowded room where everyone was talking at the same time. After hearing so much and with so much attention given to this subject, I felt like a little clarity and practical application would be helpful. “Cloud [...]

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Communications

Changing Clients Perception of your Staff

Posted September 28, 2010 by Justin Rasmussen

A clients’ perception of a staff influences their expectations of a business. These tips should help with improving a client’s perception of your staff. Mark twain once said “Clothes make the man, naked people have little or no influence in society.” Presentation means a lot and it is important to constantly maintain and improve a [...]

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Confidential Data

Physical Environment

Posted September 16, 2010 by Justin Rasmussen

Keeping hackers out of your network is a serious concern these days but many owners overlook the security of their physical environment. Your servers and data are vulnerable in your office to vendors and disgruntled employees. If your employees have access to data and you are not tracking what your employees are doing then this [...]

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Confidential Data

Learn How To Share Data

Posted September 15, 2010 by Justin Rasmussen

Confidential data, it fills our office on a daily basis. Once it comes in, we guard it voraciously, but once we’ve completed our work we need to get the confidential data back to our clients. There are many ways to do this, from physically handing it to them to sending it to them over the [...]

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Communications

Email Policies

Posted September 7, 2010 by Justin Rasmussen

We all remember when email was such a novelty and was hardly useful, but now we seem to depend on email for almost every communication need. When email is used for every style of communication, some people find inboxes filling with short emails between staff members. Many staff members will also use email as a [...]

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Technology

Never Lose Data Again

Posted August 18, 2010 by Justin Rasmussen

According to research by the University of Texas, only 6% of companies suffering from a catastrophic data loss surviv, while 43% never reopen and 51% close within two years. Backup, we can’t avoid it no matter how hard we try. We’ll have to deal with it eventually, whether a staff member overwrites an important file [...]

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Confidential Data

Backing Up Data; Revisited.

Posted August 17, 2010 by Justin Rasmussen

There is more to backing up your information than you might think, and I’ll show you how to properly do it. Some might be asking, “Why should I back up?” The answer to that is simple, disaster recovery. Some might be thinking that a disaster is highly unlikely, well, what about accidental deletion or user [...]

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Confidential Data

Backing Up Data

Posted August 10, 2010 by Justin Rasmussen

When backing up your files there are a few different procedures to understand. High capacity removable storage media such as backup tapes present a data security risk if they are lost or stolen. Encrypting the data on these media formats can reduce this problem, but presents new complications. First, encryption is a CPU intensive process [...]

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Confidential Data

Data Breaches

Posted July 20, 2010 by Justin Rasmussen

Most staff members are trust worthy, but defending sensitive data must be considered. With Internet access on every work station as well as the growing amount of devices like iPods, businesses run an increased risk of data theft by employees and others with access to confidential data. Some hand held devices have memory capacity that [...]

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