RSSCategory: 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 [...]

May 22, 2013 | By | 2 Replies More

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 | 2 Replies 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

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. [...]

May 1, 2013 | By | 11 Replies More

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 [...]

April 30, 2013 | By | 18 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

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