Category: Success Tips
Cloud Accounting with Xero–An Overview
As a part of my ongoing series of articles on cloud accounting programs for small businesses, let’s take a look at Xero. This is a product that started in New Zealand in 2006, and they brought their product to the US just a few years ago. It is a well-funded company that has a lot [...]
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 [...]
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 [...]
Improving QuickBooks Performance by Boosting RAM
I have openly been critical of Intuit’s intentional limitations of RAM for their QuickBooks products. In more than one article in this blog, I have written about the effects of these limitations on QuickBooks performance. We are all too aware that the performance of QuickBooks has always become worse as the database increases in size. [...]
Fixing QuickBooks Problems: Free Tools You Can Use
Any time that you are working with a program that runs on Microsoft Windows you have to be ready to fix odd problems that can crop up. QuickBooks is no exception – it relies on many different components and settings in Windows to work properly, and if something isn’t right then QuickBooks just won’t run [...]
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 [...]
ZenCash Dashboard for Receivables Management
Earlier this year Stacy Kildal wrote about ZenCash as a product/service that you can use to manage your receivables and collections. Let’s take a look at a new feature they have added earlier this year, the ZenCash Dashboard. If you are managing a business that has a significant amount of receivables, this dashboard can give [...]
QuickBooks for Law Firms: Time, Expenses and Invoicing
We’ll wrap up our series on QuickBooks for Law Firms with a look at several topics: Tracking time, entering expenses, and billing clients. We started this series with an article on how to set up QuickBooks (desktop) for a law firm, an overview of how to deal with Trust transactions, and a review of some [...]
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