Category: For Consultants/Accountants
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 [...]
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 [...]
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. [...]
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 [...]
















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