RSSCategory: For Small Business Owners

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 [...]

May 20, 2013 | By | Reply More

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 [...]

May 6, 2013 | By | 7 Replies More

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 [...]

April 25, 2013 | By | 6 Replies More

Kick Your Social Productivity into High Gear Part 2

Once you have your content organized so that it is easy to reference it’s time to put that highly organized content to some real use. At the last Sleeter conference I had a session with Ruth Perryman where we both talked about how we use Social Oomph to schedule our content and have it going [...]

April 22, 2013 | By | Reply More

5 Tips on How to Kick Your Social Productivity into High Gear

When I was at the Sleeter Accounting Solutions Conference last October I had a conversation with someone who informed me that she had no time to keep up with and manage her social media. I was trying to find a polite way of telling her that in my opinion she had no choice – she [...]

April 15, 2013 | By | Reply More

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 [...]

April 10, 2013 | By | 1 Reply More

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 [...]

April 2, 2013 | By | Reply More

How Can I Share Content Without Overwhelming People?

Are you wondering why you would want (or need)  to share content on the web? The answer is simple. In this day and age if we’re hoping to use social media to build our businesses then we need to think of ourselves as broadcasters. You share news and information that is relevant to your topic. [...]

March 25, 2013 | By | 10 Replies More

What is an RSS Feed Reader?

Well you’ve heard of Google right? And you (hopefully) know what a blog is? Every blog and for that matter any online publication that you may like to read (eg www.inc.com) has an RSS Feed. RSS stands for Really Simple Syndication. This is what allows you to pull these feeds and group them in one [...]

March 18, 2013 | By | 9 Replies More

How to Record Sales on Consignment in QuickBooks Part 4 – Consignee – Sales Transactions and Reports

We’ve talked about how to set up items for consignee sales in QuickBooks, now let’s look at how to record sales transactions for the consignee. The example in the video above and that you are about to read about comes right out of The Sleeter Group’s QuickBooks Consultants Reference Guide. When you receive consignment goods [...]

March 4, 2013 | By | 4 Replies More