Category: Expert’s Corner
Ratio Analysis – Another Way CPA’s Can Keep Their Clients
In my last post I talked about how many people walking in my door tell me they are leaving their previous CPA (or tax preparer) because they aren’t getting the guidance they are hoping to get from that person. So this week I want to take a look at another way that you can ensure keeping your clients [...]
The Demise of the QuickBooks Third Party Developer?
I remember the first Intuit developer-Pro Advisor conference in San Francisco back in 2002, where I started friendships that have lasted throughout the decade. I remember meeting Bonnie Nagayama and feeling honored to meet this famous person whose name popped up all over the place; I am still honored to have such a smart friend, [...]
Why Most CPA’s Lose Their Clients (from where I sit)
Almost every time I have had a client come in the door and ask me about finding someone else to do their taxes their reason for wanting to leave their current tax preparer is the same. They are paying a lot of money and all they are getting at the end of the day is a [...]
Shopping for a QuickBooks Shopping Cart?
When I talk with new or potential customers, the question I get asked most is “What shopping cart should I use?” My answer is usually “It depends”. Generally I try to remain unbiased as I work with lots of different ecommerce products and try to remain “product agnostic”. In a previous article, I covered what [...]
Connecting Data Between QuickBooks and Other Applications–My Nightmare
Last summer I experienced a “data nightmare” with a QuickBooks data file. We were using QuickBooks Enterprise 12 R8 and the data file had about 5 years of transactions. The problems we encountered get to the core of what can go wrong when connecting two software systems together, but this case is specific to QuickBooks [...]
Considerations for Converting from QuickBooks Online to Desktop
So you’ve made the decision? You really must switch from QuickBooks Online to Pro, Premier or Enterprise? You probably think I’m disappointed, but I promise, I’m not. I totally understand and I’m here to help you make the transition. As I previously mentioned, there are just some things that QuickBooks Online (QBO) can’t do that [...]
Clarifying the Critical Fix Feature in QuickBooks 2013
Last week I wrote a speculative article about the new Critical Fix feature that was included in QuickBooks 2013 R6, based on some observations I made and some outdated information that I had from earlier in the year. Well, I was a bit off base on a few things, so here is an update. As [...]
How to use Twitter Search to Grow Your Business
Twitter can take you places. There is no question in my mind about that. Whether you are searching for information or looking for people who can use information that you can offer them. Today I want to focus on the second part – how you can use twitter to find people who are looking for [...]
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