05/12/16 – Finding the Right Accountant

@QBOchat Welcome everyone to #QBOchat. Please introduce yourselves to the group -> Name, location & name of biz. #QBOchat
@davidleary #QBOchat ‘rs I’ve started an OPT IN only newsletter #LearyTheory. You can subscribe here: https://t.co/XgKtsByM8f #SmallBiz
@expensify @QBOchat Hey there! How is everyone doing? Natalie here, finally chatting from San Francisco! #QBOchat
@davidleary RT @QBOchat: Next week we’ll be chatting about how to find the right accountant/bookkeeper for your business. #QBOchat
@QBOchat @davidleary did you schedule that tweet?! #QBOchat
@QBOchat #QBOchat is a weekly tweetchat about QuickBooks Online, the best in class accounting platform for #smallbiz #QBOchat
@davidleary RT @AeroWorkflow: Wondering how to find a good #accountant or #bookkeeper? Join us for #QBOChat at 12pm PT today!#smallbiz #smallbusiness
@QBOchat Each week #QBOchat has a topic to guide our conversation. We’ll start posting questions at 3:10PM ET/12:10PM PT. #QBOchat
@expensify @davidleary Love the name! #QBOchat
@QBOchat Today we will be chatting about Finding the Right Accountant for your #smallbiz. Ready to share your questions and wisdom? #QBOChat
@BrightBooks Hello, Cindy from Chicago. Doing double duty with #QBOchat and #accountingvcon. Which to choose? #QBOchat
@expensify @QBOchat @davidleary I was thinking the same thing haha! #QBOchat
@vrcqbpro Hi Everyone! Victoria from VRC Consulting in SF Bay Area! #QBOchat
@goshbookkeeping Happy Thursday! Ufuoma from Atlanta, CEO of Goshen Bookkeeping & Consulting LLC #qbochat
@expensify @vrcqbpro Hey Victoria! Happy Thursday 🙂 #QBOchat
@BrightBooks Hello Council Buddy @accountingpeace. Hope you are having a good day. #QBOchat
@vrcqbpro @davidleary – looks like San Pedro! #QBOchat
@Kimtuitive RT @QBOchat: Each week #QBOchat has a topic to guide our conversation. We’ll start posting questions at 3:10PM ET/12:10PM PT. #QBOchat
@accountingpeace Hello! Jody from Memphis, TN area! #QBOchat
@QBOchat RT @goshbookkeeping: Happy Thursday! Ufuoma from Atlanta, CEO of Goshen Bookkeeping & Consulting LLC #qbochat
@AeroWorkflow Hi all! Sarah from Aero workflow chatting from the sunny SF Bay Area. #QBOchat
@QBOchat RT @accountingpeace: Hello! Jody from Memphis, TN area! #QBOchat
@QBOchat RT @AeroWorkflow: Hi all! Sarah from Aero workflow chatting from the sunny SF Bay Area. #QBOchat
@accountingpeace @BrightBooks Hey there! Going to miss you at the June meeting! #QBOchat
@BrightBooks @accountingpeace I know it will be strange not going there anymore. Have you got your new buddy yet? #QBOchat
@QBOchat .@CathyIconis here running the @QBOchat handle in Atlanta, GA. CEO of @IconisGroup #QBOchat
@QBOchat RT @BrightBooks: Hello, Cindy from Chicago. Doing double duty with #QBOchat and #accountingvcon. Which to choose? #QBOchat
@BrightBooks Has everyone seen @CathyIconis super cool article https://t.co/syIGjSGW1Z #QBOchat
@QBOchat RT @vrcqbpro: Hi Everyone! Victoria from VRC Consulting in SF Bay Area! #QBOchat
@accountingpeace @BrightBooks We have not! Hope it’s a cool group like you folks! #QBOchat
@AeroWorkflow Loved it!RT @BrightBooks Has everyone seen @CathyIconis super cool article https://t.co/Yr55UbifIL #QBOchat
@QBOchat @BrightBooks @CathyIconis Awe! Thanks! #QBOchat
@accountingpeace I know her! RT @BrightBooks Has everyone seen @CathyIconis super cool article https://t.co/IPVArtL70E #QBOchat
@QBOchat @goshbookkeeping Welcome!! Love to see someone else from Atlanta in here. #QBOchat
@BrightBooks @accountingpeace We are the coolest so will be hard to top. Ha. #QBOchat
@QBOchat #Sponsorshout Time!! #QBOchat
@expensify @BrightBooks @CathyIconis Sweet! Thanks for sharing. #QBOchat
@QBOchat #SponsorShoutout to @IconisGroup. Outsource your bookkeeping to these #QBOexperts. https://t.co/wSZQpeuoYU #QBOchat
@BrightBooks @expensify How was Hawaii! It looked like everyone had a great time. #QBOchat
@accountingpeace I was stylin in my @expensify tee yesterday! #QBOchat
@QBOchat #SponsorShoutout to @Expensify. #ExpenseReports don’t suck with their App. https://t.co/g9WEVL5cRb #QBOchat
@QBOchat #SponsorShoutout to @Avalara who will handle all your sales tax compliance. https://t.co/Bn5tUrEqJn #QBOchat
@QBOchat #SponsorShoutout to @Tsheets. We love their time tracking App. https://t.co/UUQYeBnvKz #QBOchat
@CalebLJenkins Howdy everyone at #QBOChat! I’m joining y’all from my office in Ceres, CA!
@expensify @accountingpeace Hawaii was a huge success! Stay tuned for details on #ExpensiCon 2017! #QBOchat
@QBOchat #SponsorShoutout to @Billcom. They make AP magically simple. https://t.co/O5vONF9oJ5 #QBOchat
@CalebLJenkins Howdy everyone at #QBOChat! I’m joining y’all from my office in Ceres, CA as I prepare for #SNH16 in the #Bahamas!
@QBOchat #SponsorShoutout to @Aeroworkflow. They help you manage work, staff & clients! https://t.co/aYuZQNfQvZ #QBOchat
@expensify @CalebLJenkins Awesome! We hope you have some high SPF sunscreen. Stop by the Expensify booth 🙂 #QBOchat
@QBOchat RT @expensify: @CalebLJenkins Awesome! We hope you have some high SPF sunscreen. Stop by the Expensify booth 🙂 #QBOchat
@QBOchat @expensify @CalebLJenkins Great giveaway idea!! #QBOchat
@AeroWorkflow sure looked like fun! RT @expensify @accountingpeace Hawaii was a huge success! Stay tuned for details on #ExpensiCon 2017! #QBOchat
@QBOchat The first question is right around the corner, remember to use A1, A2, etc when answering a question. #QBOchat
@tsheets @CalebLJenkins @QBOchat @Billcom We’re looking forward to #SNH16! #QBOchat
@Kimtuitive Hey #QBOChat! Kim Austin, Nat’l BDM @IntuitAccts in Palm Springs – @AustinNexus, departing from #TaxCRUSH16 says hi! https://t.co/RzFs5aI4R1
@CalebLJenkins @expensify I can’t wait! It’ll be awesome at #SNH16! I’ll take the Sunscreen if you’re offering it as a giveaway! #QBOChat
@QBOchat I got great insights from some people you may know for today’s chat – @mattrissell @receipts_damien @eholtzclaw and @getclockshark #QBOchat
@QBOchat I got great insights from some people you may know for today’s chat – @mattrissell @receipts_damien @eholtzclaw and @getclockshark #QBOchat
@AeroWorkflow @tsheets @Billcom @CalebLJenkins Time for us to start packing for #SNH16 too! #QBOchat
@expensify @CalebLJenkins We aren’t, but that is a great idea. Bring some just in case! #QBOchat
@QBOchat Q1: When should a business hire an accountant and when should they hire a bookkeeper? What is the difference? #QBOchat
@BrightBooks @QBOchat A1 An accountant to help with taxes and a bookkeeper to handle everything else 🙂 #QBOchat
@QBOchat Remember, you can join our live chat on @nurph here – https://t.co/wVli4aw1Li #QBOchat
@Kimtuitive Man, Hawaii, Bahamas…you’d think being an account was hard work or something! 😉 #QBOChat https://t.co/sHJoc4coPt
@tsheets RT @Kimtuitive: Man, Hawaii, Bahamas…you’d think being an account was hard work or something! 😉 #QBOChat https://t.co/sHJoc4coPt
@Kimtuitive RT @QBOchat: Q1: When should a business hire an accountant and when should they hire a bookkeeper? What is the difference? #QBOchat
@goshbookkeeping RT @BrightBooks: @QBOchat A1 An accountant to help with taxes and a bookkeeper to handle everything else 🙂 #QBOchat
@BrightBooks RT @Kimtuitive: Man, Hawaii, Bahamas…you’d think being an account was hard work or something! 😉 #QBOChat https://t.co/sHJoc4coPt
@accountingpeace @QBOchat A1: Bookkeeper for day to day task and an accountant to oversee bookkeeper. #QBOchat
@CalebLJenkins A2: #Bookkeeper is the daily transaction guy! #Accountant is the year-end guy! A lot of Accountants are also Bookkeepers! #QBOChat
@BrightBooks @Kimtuitive And you choose to come to Chicago when it is 40 degrees. We are so glad you love us so much. #QBOchat
@CalebLJenkins A1: #Bookkeeper is the daily transaction guy! #Accountant is the year-end guy! A lot of Accountants are also Bookkeepers! #QBOChat
@QBOchat RT @CalebLJenkins: A1: #Bookkeeper is the daily transaction guy! #Accountant is the year-end guy! A lot of Accountants are also Bookkeepers…
@QBOchat RT @accountingpeace: @QBOchat A1: Bookkeeper for day to day task and an accountant to oversee bookkeeper. #QBOchat
@QBOchat RT @BrightBooks: @QBOchat A1 An accountant to help with taxes and a bookkeeper to handle everything else 🙂 #QBOchat
@AeroWorkflow RT A2: #Bookkeeper is the daily transaction guy! #Accountant is the year-end guy! A lot of Accountants are also Bookkeepers! #QBOchat
@Kimtuitive A1: Every SMB should have both – whether it’s a separate Bookkeeping Co or Accounting Services within a CPA firm #QBOChat
@QBOchat RT @Kimtuitive: A1: Every SMB should have both – whether it’s a separate Bookkeeping Co or Accounting Services within a CPA firm #QBOChat
@vrcqbpro or the same person! RT @Kimtuitive A1: Every SMB should have both – #QBOchat
@ServelloCPA Hi All! Sorry I’m late. Vinnie from Boston here! Glad to be back to #QBOChat
@QBOchat RT @ServelloCPA: Hi All! Sorry I’m late. Vinnie from Boston here! Glad to be back to #QBOChat
@expensify @ServelloCPA Welcome! Were you traveling? #QBOchat
@goshbookkeeping A1: Accountant for long-term strategic financial planning, audit and taxes. Bookkeeper for every day financial needs. #qbochat
@WunnerRosalee RT @goshbookkeeping: A1: Accountant for long-term strategic financial planning, audit and taxes. Bookkeeper for every day financial needs.…
@Kimtuitive @BrightBooks it wasn’t so bad…It’s looking like high 90*s here all weekend & @AustinNexus & I are both HOME for 5 whole days! B) #QBOChat
@ServelloCPA @expensify I wish! #QBOChat
@getclockshark We’re super late today. But we are glad to join another QBOChat. #QBOchat
@CalebLJenkins #SMBiz should do what they do best and leave the #Bookkeeping and #Taxes to the #Bookkeeper & #Accountant! #QBOChat https://t.co/7kAYMmvTPd
@QBOchat RT @goshbookkeeping: A1: Accountant for long-term strategic financial planning, audit and taxes. Bookkeeper for every day financial needs.…
@Kimtuitive True, but with my large National firms, there’s usually a separate CAS or Bookkeeping group… 🙂 #QBOChat https://t.co/a75PafKtDM
@QBOchat RT @CalebLJenkins: #SMBiz should do what they do best and leave the #Bookkeeping and #Taxes to the #Bookkeeper & #Accountant! #QBOChat http…
@QBOchat RT @Kimtuitive: True, but with my large National firms, there’s usually a separate CAS or Bookkeeping group… 🙂 #QBOChat https://t.co/a75…
@SherrellTMartin @QBOchat – Sherrell with @nitramfinancial #learylate #qbochat
@QBOchat RT @SherrellTMartin: @QBOchat – Sherrell with @nitramfinancial #learylate #qbochat
@accountingpeace @Kimtuitive CAS was the department I headed up in Public Practice. #QBOchat
@QBOchat RT @accountingpeace: @Kimtuitive CAS was the department I headed up in Public Practice. #QBOchat
@BrightBooks Hi @SherrellTMartin #QBOchat
@AeroWorkflow RT @Kimtuitive True, but with my large National firms, there’s usually a separate CAS or Bookkeeping group… 🙂 #QBOChat #QBOchat
@QBOchat @accountingpeace @Kimtuitive And, just because a firm offers both services doesn’t mean that both teams will be a good fit too. #QBOchat
@tsheets @SherrellTMartin @QBOchat @nitramfinancial Hi Sherrell! #QBOchat
@accountingpeace @QBOchat @Kimtuitive And sometimes the force you into the tax work! Blah! #QBOchat
@SherrellTMartin RT @QBOchat: Today we will be chatting about Finding the Right Accountant for your #smallbiz. Ready to share your questions and wisdom? #QB…
@QBOchat @accountingpeace @Kimtuitive The bigger the firm, the more likely you have microcultures – which can impact your service #QBOchat
@SherrellTMartin RT @QBOchat: Q1: When should a business hire an accountant and when should they hire a bookkeeper? What is the difference? #QBOchat
@goshbookkeeping Yes having a good fit and a relationship with either one is key. @QBOchat @accountingpeace @Kimtuitive #qbochat
@expensify @QBOchat I had some serious conversations with @nerdenterprises about coming around these parts more often. #QBOchat
@QBOchat A1: I think businesses should hire both an accountant and bookkeeper as soon as they can afford it. #QBOchat
@QBOchat A1: Accountant to get initial tax advice and bookkeeper to get setup right on an accounting system. #QBOchat
@ServelloCPA A1: Businesses should hire a CPA when they are looking to start-up. So much planning goes into entity classification #QBOChat
@QBOchat A1: Then, try doing some of the work yourself to save money and wait until you can’t handle the work anymore. #QBOchat
@QBOchat RT @ServelloCPA: A1: Businesses should hire a CPA when they are looking to start-up. So much planning goes into entity classification #QBOC…
@margobookkeeper RT @ServelloCPA: A1: Businesses should hire a CPA when they are looking to start-up. So much planning goes into entity classification #QBOC…
@SherrellTMartin A1: #smallbiz should have hem both from the start. Whether it’s within the same firm or in different firms. #QBOChat
@PampuschBrant RT @SherrellTMartin: A1: #smallbiz should have hem both from the start. Whether it’s within the same firm or in different firms. #QBOChat
@mindy4Intuit RT @QBOchat: Today we will be chatting about Finding the Right Accountant for your #smallbiz. Ready to share your questions and wisdom? #QB…
@QBOchat Q2: What qualifications should you look for in accountants and/or bookkeepers? #QBOchat
@accountingpeace @QBOchat A2: Years of experience #QBOchat
@Kimtuitive @QBOchat @accountingpeace absolutely – I’m seeing more & more firms form partnerships w/ outside #Bookkeepers to share leads #QBOChat
@getclockshark RT @BrightBooks Has everyone seen @CathyIconis super cool article https://t.co/TqWM4eSxNh #QBOchat
@QBOchat “We looked for an accountant engaged with the cloud and the products we’re using.” – @receipts_damien #QBOchat
@SherrellTMartin A1 the bookkeeper will do the day to day transactions and the accountant oversees and works on strategy #QBOChat
@BrightBooks A2 Talks to you like you are human and not over your head. Many CPAs like to confuse owners, which just makes me more valuable. #QBOchat
@CalebLJenkins A2: #Experience, #Qualifications, #Certifications, and #Recommendations! All are critical components of a good #Practitioner! #QBOChat
@expensify @QBOchat @receipts_damien Such a smart idea. Hopefully that accountant uses Expensify  #QBOchat #QBOchat
@Kimtuitive A2: a good cultural fit for what you need – whether it be lots of hand-holding or to just be kept compliment #QBOChat
@goshbookkeeping A2: Years of successful experience, industry fit, knowledge and how comfortable they are using various technology tools. #qbochat
@tsheets @QBOchat A2: Someone with experience who is engaged and willing to listen to build that solid relationship. https://t.co/zZCp9cs6Dp #QBOchat
@QBOchat RT @BrightBooks: A2 Talks to you like you are human and not over your head. Many CPAs like to confuse owners, which just makes me more val…
@QBOchat RT @tsheets: @QBOchat A2: Someone with experience who is engaged and willing to listen to build that solid relationship. https://t.co/zZCp9…
@Kimtuitive A2: Also, proactive advice – someone who will share with you how you can better your business (when you might never have asked) #QBOChat
@QBOchat “Find an accountant with experience setting up / supporting the exact same type of business” – @mattrissell #QBOchat
@ServelloCPA A2: It’s important to have an advisor that doesn’t treat you as a number. Personal relationships are key #QBOChat
@BrightBooks RT @tsheets: @QBOchat A2: Someone with experience who is engaged and willing to listen to build that solid relationship. https://t.co/zZCp9…
@goshbookkeeping A2: Your Accountant/Bookkeeper should be a trusted advisor that can explain be the voice of reason in any situation. #qbochat
@QBOchat RT @Kimtuitive: A2: Also, proactive advice – someone who will share with you how you can better your business (when you might never have as…
@QBOchat RT @goshbookkeeping: A2: Years of successful experience, industry fit, knowledge and how comfortable they are using various technology tool…
@goshbookkeeping RT @Kimtuitive: A2: Also, proactive advice – someone who will share with you how you can better your business (when you might never have as…
@QBOchat RT @Kimtuitive: A2: a good cultural fit for what you need – whether it be lots of hand-holding or to just be kept compliment #QBOChat
@QBOchat RT @CalebLJenkins: A2: #Experience, #Qualifications, #Certifications, and #Recommendations! All are critical components of a good #Practiti…
@QBOchat RT @ServelloCPA: A2: It’s important to have an advisor that doesn’t treat you as a number. Personal relationships are key #QBOChat
@SherrellTMartin RT @QBOchat: Q2: What qualifications should you look for in accountants and/or bookkeepers? #QBOchat
@SherrellTMartin @QBOchat expecting experience experience #qbochat
@QBOchat RT @goshbookkeeping: A2: Your Accountant/Bookkeeper should be a trusted advisor that can explain be the voice of reason in any situation. #…
@AeroWorkflow RT @ServelloCPA A2: It’s important to have an advisor that doesn’t treat you as a number. Personal relationships are key #QBOchat
@QBOchat RT @SherrellTMartin: @QBOchat expecting experience experience #qbochat
@QBOchat “People skills and the experience to instill confidence in your clients.” – Cliff Mitchell, @getclockshark #QBOchat
@SherrellTMartin RT @Kimtuitive: @QBOchat @accountingpeace absolutely – I’m seeing more & more firms form partnerships w/ outside #Bookkeepers to share lead…
@vrcqbpro @BrightBooks – too true – Maybe they think it makes them seem smarter? #QBOchat
@CalebLJenkins A2: Second-Someone that knows and #specializes in your #Industry. Third-Someone who can Listen and #ProActively help you #Grow! #QBOChat
@SherrellTMartin RT @tsheets: @QBOchat A2: Someone with experience who is engaged and willing to listen to build that solid relationship. https://t.co/zZCp9…
@SherrellTMartin RT @goshbookkeeping: A2: Your Accountant/Bookkeeper should be a trusted advisor that can explain be the voice of reason in any situation. #…
@SherrellTMartin RT @CalebLJenkins: A2: Second-Someone that knows and #specializes in your #Industry. Third-Someone who can Listen and #ProActively help you…
@tsheets RT @CalebLJenkins: A2: Second-Someone that knows and #specializes in your #Industry. Third-Someone who can Listen and #ProActively help you…
@QBOchat Q3: When do you know that your relationship with an accountant and/or bookkeeper isn’t the right fit? #QBOchat
@SherrellTMartin @BrightBooks 👋🏽👋🏽👋🏽👋🏽👋🏽 #qbochat
@SherrellTMartin RT @QBOchat: Q3: When do you know that your relationship with an accountant and/or bookkeeper isn’t the right fit? #QBOchat
@BrightBooks A3 When they are causing you more stress then if you didnt have them helping you. #QBOchat
@QBOchat RT @BrightBooks: A3 When they are causing you more stress then if you didnt have them helping you. #QBOchat
@AeroWorkflow Good Answer! RT @BrightBooks A3 When they are causing you more stress then if you didnt have them helping you. #QBOchat
@SherrellTMartin RT @BrightBooks: A3 When they are causing you more stress then if you didnt have them helping you. #QBOchat
@QBOchat “Find an accountant you can trust. Don’t “fake it” because you won’t get the results you need.” – @eholtzclaw #QBOchat
@expensify @BrightBooks Isn’t that true for ALL business relationships? #Preach #QBOchat
@goshbookkeeping RT @QBOchat: “Find an accountant you can trust. Don’t “fake it” because you won’t get the results you need.” – @eholtzclaw #QBOchat
@BrightBooks All Relationships in general, right? RT @expensify @BrightBooks Isn’t that true for ALL business relationships? #Preach #QBOchat
@qbclay RT @QBOchat: “Find an accountant you can trust. Don’t “fake it” because you won’t get the results you need.” – @eholtzclaw #QBOchat
@CalebLJenkins A3: If they don’t know your #Industry, specific needs, and wont proactively guide you in business! Business’ need #TrustedAdvisors! #QBOChat
@tsheets RT @CalebLJenkins: A3: If they don’t know your #Industry, specific needs, and wont proactively guide you in business! Business’ need #Trust…
@tsheets @CalebLJenkins Spot on! #QBOchat
@accountingpeace A3: When the advice of the accountant/bookkeeper is not practiced. #QBOchat
@QBOchat RT @accountingpeace: A3: When the advice of the accountant/bookkeeper is not practiced. #QBOchat
@QBOchat RT @CalebLJenkins: A3: If they don’t know your #Industry, specific needs, and wont proactively guide you in business! Business’ need #Trust…
@goshbookkeeping RT @CalebLJenkins: A3: If they don’t know your #Industry, specific needs, and wont proactively guide you in business! Business’ need #Trust…
@CalebLJenkins A3: If they never recommend #apps like #QBO @tsheets @ReceiptBank @billcom @expensify, etc. they probably won’t help you scale! #QBOChat
@QBOchat RT @CalebLJenkins: A3: If they never recommend #apps like #QBO @tsheets @ReceiptBank @billcom @expensify, etc. they probably won’t help you…
@QBOchat @CalebLJenkins @tsheets @ReceiptBank @billcom @expensify And they might charge a ton more since they aren’t automating workflows. #QBOchat
@QBOchat “Personality match. When I am explaining something, he gets ‘me’.” – Ciff Mitchell, @getclockshark #QBOchat
@expensify @BrightBooks You’re totally right! #QBOchat + life advice 🙂 #QBOchat
@QBOchat Fit has been an issue for us a few times. When the clients wants to tell us how to do our job, we tend to relook at the project. #QBOchat
@Kimtuitive A3: when they’re not asking you any questions about what your goals are for your business (unless you don’t want them to that is 😉 #QBOChat
@qbclay RT @Kimtuitive: A3: when they’re not asking you any questions about what your goals are for your business (unless you don’t want them to th…
@qbclay RT @CalebLJenkins: A3: If they never recommend #apps like #QBO @tsheets @ReceiptBank @billcom @expensify, etc. they probably won’t help you…
@qbclay #QBOChat If the firm strongly opposes QBO and tries to talk me into QBD, I run for the hills
@QBOchat RT @qbclay: #QBOChat If the firm strongly opposes QBO and tries to talk me into QBD, I run for the hills
@QBOchat Q4: What advice or value should you expect from your accountant and/or bookkeeper? #QBOchat
@qbclay #QBOChat https://t.co/BGkVltGwo7 Run to the Hills
@QBOchat RT @Kimtuitive: A3: when they’re not asking you any questions about what your goals are for your business (unless you don’t want them to th…
@accountingpeace A4: Promptness, Follow-thru, ongoing support, & open communications. #QBOchat
@expensify @QBOchat A4 Stay up to date with technolgy so they can offer time saving solutions to streamline your business. #QBOchat
@QBOchat “Accountants and Bookkeepers should be a partner in deciding how you will evaluate the numbers” – @eholtzclaw #QBOchat
@vrcqbpro @QBOchat A4: how to help your business grow. #QBOchat
@QBOchat RT @accountingpeace: A4: Promptness, Follow-thru, ongoing support, & open communications. #QBOchat
@QBOchat RT @expensify: @QBOchat A4 Stay up to date with technolgy so they can offer time saving solutions to streamline your business. #QBOchat
@QBOchat RT @vrcqbpro: @QBOchat A4: how to help your business grow. #QBOchat
@vrcqbpro @QBOchat A4: you want your accountant to be pro-active, not reactive. #QBOchat
@accountingpeace RT @vrcqbpro @QBOchat A4: you want your accountant to be pro-active, not reactive. #QBOchat
@CalebLJenkins A5: 1) #Apps they should use, 2) #Automated workflows, 3) #Insights into their Financials, 4) Someone they can Trust to work with! #QBOChat
@QBOchat RT @vrcqbpro: @QBOchat A4: you want your accountant to be pro-active, not reactive. #QBOchat
@CalebLJenkins A4: 1) #Apps they should use, 2) #Automated workflows, 3) #Insights into their Financials, 4) Someone they can Trust to work with! #QBOChat
@QBOchat RT @CalebLJenkins: A4: 1) #Apps they should use, 2) #Automated workflows, 3) #Insights into their Financials, 4) Someone they can Trust to…
@QBOchat A4: At @IconisGroup we have been doing a lot of problem-solving and cleanup work. Find someone that will break outside the box! #QBOchat
@QBOchat “We wanted advice on additional apps to streamline our accounting” – @receipts_damien #QBOchat
@qbclay RT @CalebLJenkins: A4: 1) #Apps they should use, 2) #Automated workflows, 3) #Insights into their Financials, 4) Someone they can Trust to…
@AeroWorkflow RT @QBOchat “We wanted advice on additional apps to streamline our accounting” – @receipts_damien #QBOchat
@qbclay RT @QBOchat: “We wanted advice on additional apps to streamline our accounting” – @receipts_damien #QBOchat
@QBOchat A4: We also create custom monthly reports to give key insights into how their specific business is running. #QBOchat
@qbclay RT @QBOchat: A4: We also create custom monthly reports to give key insights into how their specific business is running. #QBOchat
@getclockshark @QBOchat A4: Look for opportunities and share them. Push us in the right direction.Handle the numbers so we can focus other things #QBOchat
@QBOchat “Your accountant should know what the best apps I should be using in my business” – @mattrissell #QBOchat
@accountingpeace RT @QBOchat “Your accountant should know what the best apps I should be using in my business” – @mattrissell #QBOchat
@expensify @QBOchat Monthly reports provide so much value! #QBOchat
@QBOchat @mattrissell Oops – I messed up the pronouns on that quote. Sorry!! #QBOchat
@QBOchat RT @getclockshark: @QBOchat A4: Look for opportunities and share them. Push us in the right direction.Handle the numbers so we can focus o…
@jessica17lee RT @CalebLJenkins: A3: If they don’t know your #Industry, specific needs, and wont proactively guide you in business! Business’ need #Trust…
@expensify @QBOchat Speaking of @mattrissell, did anyone see our @TSheets partnership from #ExpensiCon? https://t.co/imMo4uzEKj #QBOchat
@AeroWorkflow RT so true- esp. if people actually read them! LOL @expensify @QBOchat Monthly reports provide so much value! #QBOchat
@QBOchat Q5: Where should you go to find your next accountant and/or bookkeeper? #QBOchat
@qbclay I just pretend everyone reads my emails and act all shocked when someone admits they do not. #QBOChat https://t.co/hg79D40CFl
@CalebLJenkins @expensify @QBOchat @MattRissell @tsheets I love the #Partnership! It will help me sell #TSheets to clients! #QBOChat
@accountingpeace @QBOchat A5: QB ProAdvisor search if you want really good accountants & bookkeepers. 😉 #QBOchat
@tsheets @CalebLJenkins @expensify @QBOchat That’s wonderful, Caleb! We love it too! 🙂 #QBOchat
@QBOchat RT @accountingpeace: @QBOchat A5: QB ProAdvisor search if you want really good accountants & bookkeepers. 😉 #QBOchat
@QBOchat “Direct referral from someone I trust. Trust is a huge deal!” – @mattrissell #QBOchat
@accountingpeace RT @QBOchat “Direct referral from someone I trust. Trust is a huge deal!” – @mattrissell #QBOchat
@Kimtuitive A4: I feel like a broken record – but proactive advice vs. just compliance work. They need to answer questions you aren’t asking #QBOChat
@QBOchat RT @Kimtuitive: A4: I feel like a broken record – but proactive advice vs. just compliance work. They need to answer questions you aren’t a…
@QBOchat @Kimtuitive Love the “answer questions you aren’t asking” – Business owners definitely want that!! #QBOchat
@qbclay #QBOChat got a webinar, see you all next thurs. Good topic! Fun.
@AeroWorkflow RT A4: I feel like a broken record- but proactive advice vs. just compliance work. They need to answer questions you aren’t asking #QBOchat
@BrightBooks A5 https://t.co/ZA6KwfOdyo 🙂 Click on Directory. #QBOchat
@ServelloCPA I get most of my clients from word of mouth! Helps me vet my clients too #QBOChat
@expensify @qbclay Have a great rest of your week! Thanks for joining. #QBOchat
@ServelloCPA *Shameless plug* I’m always taking on new clients!!#QBOChat
@getclockshark @ServelloCPA That means you are good at what you do. People don’t refer unless they are super happy. Nice work. #QBOchat
@CalebLJenkins A5: Get a referral/recommendation from someone you #trust! Look at their #reviews on @Google, @Yelp, @FaceBook! #QBOChat
@accountingpeace @QBOchat A5: I network with tax accountants to refer business to them. #QBOchat
@Kimtuitive A5: Peers. If you’re a Chiropractor, & your friend is a Chiropractor, find out who does his Accounting/ Bookkeeping & call them! #QBOChat
@vrcqbpro I agree! RT @ServelloCPA I get most of my clients from word of mouth! Helps me vet my clients too #QBOchat
@jessica17lee RT @QBOchat: Each week #QBOchat has a topic to guide our conversation. We’ll start posting questions at 3:10PM ET/12:10PM PT. #QBOchat
@jessica17lee RT @QBOchat: Q1: When should a business hire an accountant and when should they hire a bookkeeper? What is the difference? #QBOchat
@tsheets RT @CalebLJenkins: A5: Get a referral/recommendation from someone you #trust! Look at their #reviews on @Google, @Yelp, @FaceBook! #QBOChat
@jessica17lee RT @Kimtuitive: A1: Every SMB should have both – whether it’s a separate Bookkeeping Co or Accounting Services within a CPA firm #QBOChat
@tsheets RT @Kimtuitive: A5: Peers. If you’re a Chiropractor, & your friend is a Chiropractor, find out who does his Accounting/ Bookkeeping & call…
@QBOchat RT @ServelloCPA: *Shameless plug* I’m always taking on new clients!!#QBOChat
@QBOchat RT @accountingpeace: @QBOchat A5: I network with tax accountants to refer business to them. #QBOchat
@QBOchat RT @CalebLJenkins: A5: Get a referral/recommendation from someone you #trust! Look at their #reviews on @Google, @Yelp, @FaceBook! #QBOChat
@QBOchat RT @Kimtuitive: A5: Peers. If you’re a Chiropractor, & your friend is a Chiropractor, find out who does his Accounting/ Bookkeeping & call…
@Kimtuitive The second part of that is HUGE – the CLIENTS have to be a good fit for the Bookkeeper/ CPA too! #QBOChat https://t.co/BTuEapINrN
@Kimtuitive RT @BrightBooks: A5 https://t.co/ZA6KwfOdyo 🙂 Click on Directory. #QBOchat
@QBOchat RT @Kimtuitive: The second part of that is HUGE – the CLIENTS have to be a good fit for the Bookkeeper/ CPA too! #QBOChat https://t.co/BTuE…
@BrightBooks RT @Kimtuitive: The second part of that is HUGE – the CLIENTS have to be a good fit for the Bookkeeper/ CPA too! #QBOChat https://t.co/BTuE…
@goshbookkeeping RT @Kimtuitive: The second part of that is HUGE – the CLIENTS have to be a good fit for the Bookkeeper/ CPA too! #QBOChat https://t.co/BTuE…
@accountingpeace What if it isn’t a good fit and you have to see the person like at church and such. #Awkward #QBOchat
@QBOchat Just a few minutes left for this week’s #QBOchat. What is your favorite take away? #QBOchat
@accountingpeace Enjoyed this hour of good advice from fellow accounting & bookkeeping peers! #QBOchat
@AeroWorkflow What would you recommend for a shiny new business owner who may not have built a network yet? where do they find a bookkeeper? #QBOchat
@QBOchat RT @AeroWorkflow: What would you recommend for a shiny new business owner who may not have built a network yet? where do they find a bookke…
@ServelloCPA @accountingpeace Make sure they understand that they are better off finding someone that is a good fit! #QBOChat
@Kimtuitive Busiest #QBOChat in a while! Well done, everyone! 🙂 https://t.co/5zath9DHGF
@ServelloCPA Lots of fun today! Thanks everyone. Have a great week! #QBOChat
@accountingpeace @ServelloCPA I take things so personally. I’m too much of a people pleaser. #QBOchat
@QBOchat Remember to signup for our newsletter to get the most up-to-date news on #QuickBooks and #QBOchat. https://t.co/hW65uuht8w #QBOchat
@BrightBooks Have a great week. #QBOchat
@expensify @QBOchat Thanks for hosting! As always, it was a power hour! Where does the time go? #QBOchat
@accountingpeace RT @QBOchat Remember signup for our newsletter to get the most up-to-date news on #QuickBooks and #QBOchat. https://t.co/qrQfAJ0UTD #QBOchat
@BrightBooks RT @QBOchat: Remember to signup for our newsletter to get the most up-to-date news on #QuickBooks and #QBOchat. https://t.co/hW65uuht8w #QB…
@getclockshark Thanks everyone. Have a good week! #QBOchat
@QBOchat That’s it for this week’s #QBOChat, thanks for taking the time to tweet with us! #QBOchat
@QBOchat Have a great week. #QBOChat
@ServelloCPA RT @accountingpeace: RT @QBOchat Remember signup for our newsletter to get the most up-to-date news on #QuickBooks and #QBOchat. https://t.…
@CalebLJenkins @AeroWorkflow A good spot would be the #FindAProAdvisor website provided by @IntuitAccts! #QBOChat
@accountingpeace I’m taking @patiopup to the @memphishumane pup crawl tonight! #QBOchat
@Kimtuitive get connected in an industry network/ association & see who their peers use – i.e. https://t.co/UHfN3mWOJV #QBOChat https://t.co/7RDqOyEb0C
@goshbookkeeping Awesome tips today! #qbochat
@Kimtuitive Thanks for a great #QBOChat, Cathy! See you all next week… https://t.co/VmWFO1g22t
@CalebLJenkins See all of you #QBOChat participants in the #Bahamas at #SNH16 next weekend! @QBOchat
@QBOchat RT @goshbookkeeping: Awesome tips today! #qbochat
@QBOchat RT @Kimtuitive: get connected in an industry network/ association & see who their peers use – i.e. https://t.co/UHfN3mWOJV #QBOChat https:/…
@MemphisHumane RT @accountingpeace: I’m taking @patiopup to the @memphishumane pup crawl tonight! #QBOchat
@RLJ_Financial RT @CalebLJenkins: #SMBiz should do what they do best and leave the #Bookkeeping and #Taxes to the #Bookkeeper & #Accountant! #QBOChat http…
@SherrellTMartin Sorry I dropped off. Call came in. Time to RT #QBOchat
@vrcqbpro Google says time for #QBOChat ! https://t.co/YijPSjzjXD
@davidleary Sorry #QBOchat ‘rs, I’ll be missing today. About to board this boat. See you next week! https://t.co/GnF7Ux0guE
@QBOchat Welcome everyone to #QBOchat. Please introduce yourselves to the group -> Name, location & name of biz. #QBOchat
@davidleary #QBOchat ‘rs I’ve started an OPT IN only newsletter #LearyTheory. You can subscribe here: https://t.co/XgKtsByM8f #SmallBiz
@expensify @QBOchat Hey there! How is everyone doing? Natalie here, finally chatting from San Francisco! #QBOchat
@davidleary RT @QBOchat: Next week we’ll be chatting about how to find the right accountant/bookkeeper for your business. #QBOchat
@QBOchat @davidleary did you schedule that tweet?! #QBOchat
@QBOchat #QBOchat is a weekly tweetchat about QuickBooks Online, the best in class accounting platform for #smallbiz #QBOchat
@davidleary RT @AeroWorkflow: Wondering how to find a good #accountant or #bookkeeper? Join us for #QBOChat at 12pm PT today!#smallbiz #smallbusiness
@QBOchat Each week #QBOchat has a topic to guide our conversation. We’ll start posting questions at 3:10PM ET/12:10PM PT. #QBOchat
@expensify @davidleary Love the name! #QBOchat
@QBOchat Today we will be chatting about Finding the Right Accountant for your #smallbiz. Ready to share your questions and wisdom? #QBOChat
@BrightBooks Hello, Cindy from Chicago. Doing double duty with #QBOchat and #accountingvcon. Which to choose? #QBOchat
@expensify @QBOchat @davidleary I was thinking the same thing haha! #QBOchat
@vrcqbpro Hi Everyone! Victoria from VRC Consulting in SF Bay Area! #QBOchat
@goshbookkeeping Happy Thursday! Ufuoma from Atlanta, CEO of Goshen Bookkeeping & Consulting LLC #qbochat
@expensify @vrcqbpro Hey Victoria! Happy Thursday 🙂 #QBOchat
@BrightBooks Hello Council Buddy @accountingpeace. Hope you are having a good day. #QBOchat
@vrcqbpro @davidleary – looks like San Pedro! #QBOchat
@Kimtuitive RT @QBOchat: Each week #QBOchat has a topic to guide our conversation. We’ll start posting questions at 3:10PM ET/12:10PM PT. #QBOchat
@accountingpeace Hello! Jody from Memphis, TN area! #QBOchat
@QBOchat RT @goshbookkeeping: Happy Thursday! Ufuoma from Atlanta, CEO of Goshen Bookkeeping & Consulting LLC #qbochat
@AeroWorkflow Hi all! Sarah from Aero workflow chatting from the sunny SF Bay Area. #QBOchat
@QBOchat RT @accountingpeace: Hello! Jody from Memphis, TN area! #QBOchat
@QBOchat RT @AeroWorkflow: Hi all! Sarah from Aero workflow chatting from the sunny SF Bay Area. #QBOchat
@accountingpeace @BrightBooks Hey there! Going to miss you at the June meeting! #QBOchat
@BrightBooks @accountingpeace I know it will be strange not going there anymore. Have you got your new buddy yet? #QBOchat
@QBOchat .@CathyIconis here running the @QBOchat handle in Atlanta, GA. CEO of @IconisGroup #QBOchat
@QBOchat RT @BrightBooks: Hello, Cindy from Chicago. Doing double duty with #QBOchat and #accountingvcon. Which to choose? #QBOchat
@BrightBooks Has everyone seen @CathyIconis super cool article https://t.co/syIGjSGW1Z #QBOchat
@QBOchat RT @vrcqbpro: Hi Everyone! Victoria from VRC Consulting in SF Bay Area! #QBOchat
@accountingpeace @BrightBooks We have not! Hope it’s a cool group like you folks! #QBOchat
@AeroWorkflow Loved it!RT @BrightBooks Has everyone seen @CathyIconis super cool article https://t.co/Yr55UbifIL #QBOchat
@QBOchat @BrightBooks @CathyIconis Awe! Thanks! #QBOchat
@accountingpeace I know her! RT @BrightBooks Has everyone seen @CathyIconis super cool article https://t.co/IPVArtL70E #QBOchat
@QBOchat @goshbookkeeping Welcome!! Love to see someone else from Atlanta in here. #QBOchat
@BrightBooks @accountingpeace We are the coolest so will be hard to top. Ha. #QBOchat
@QBOchat #Sponsorshout Time!! #QBOchat
@expensify @BrightBooks @CathyIconis Sweet! Thanks for sharing. #QBOchat
@QBOchat #SponsorShoutout to @IconisGroup. Outsource your bookkeeping to these #QBOexperts. https://t.co/wSZQpeuoYU #QBOchat
@BrightBooks @expensify How was Hawaii! It looked like everyone had a great time. #QBOchat
@accountingpeace I was stylin in my @expensify tee yesterday! #QBOchat
@QBOchat #SponsorShoutout to @Expensify. #ExpenseReports don’t suck with their App. https://t.co/g9WEVL5cRb #QBOchat
@QBOchat #SponsorShoutout to @Avalara who will handle all your sales tax compliance. https://t.co/Bn5tUrEqJn #QBOchat
@QBOchat #SponsorShoutout to @Tsheets. We love their time tracking App. https://t.co/UUQYeBnvKz #QBOchat
@CalebLJenkins Howdy everyone at #QBOChat! I’m joining y’all from my office in Ceres, CA!
@expensify @accountingpeace Hawaii was a huge success! Stay tuned for details on #ExpensiCon 2017! #QBOchat
@QBOchat #SponsorShoutout to @Billcom. They make AP magically simple. https://t.co/O5vONF9oJ5 #QBOchat
@CalebLJenkins Howdy everyone at #QBOChat! I’m joining y’all from my office in Ceres, CA as I prepare for #SNH16 in the #Bahamas!
@QBOchat #SponsorShoutout to @Aeroworkflow. They help you manage work, staff & clients! https://t.co/aYuZQNfQvZ #QBOchat
@expensify @CalebLJenkins Awesome! We hope you have some high SPF sunscreen. Stop by the Expensify booth 🙂 #QBOchat
@QBOchat RT @expensify: @CalebLJenkins Awesome! We hope you have some high SPF sunscreen. Stop by the Expensify booth 🙂 #QBOchat
@QBOchat @expensify @CalebLJenkins Great giveaway idea!! #QBOchat
@AeroWorkflow sure looked like fun! RT @expensify @accountingpeace Hawaii was a huge success! Stay tuned for details on #ExpensiCon 2017! #QBOchat
@QBOchat The first question is right around the corner, remember to use A1, A2, etc when answering a question. #QBOchat
@tsheets @CalebLJenkins @QBOchat @Billcom We’re looking forward to #SNH16! #QBOchat
@Kimtuitive Hey #QBOChat! Kim Austin, Nat’l BDM @IntuitAccts in Palm Springs – @AustinNexus, departing from #TaxCRUSH16 says hi! https://t.co/RzFs5aI4R1
@CalebLJenkins @expensify I can’t wait! It’ll be awesome at #SNH16! I’ll take the Sunscreen if you’re offering it as a giveaway! #QBOChat
@QBOchat I got great insights from some people you may know for today’s chat – @mattrissell @receipts_damien @eholtzclaw and @getclockshark #QBOchat
@QBOchat I got great insights from some people you may know for today’s chat – @mattrissell @receipts_damien @eholtzclaw and @getclockshark #QBOchat
@AeroWorkflow @tsheets @Billcom @CalebLJenkins Time for us to start packing for #SNH16 too! #QBOchat
@expensify @CalebLJenkins We aren’t, but that is a great idea. Bring some just in case! #QBOchat
@QBOchat Q1: When should a business hire an accountant and when should they hire a bookkeeper? What is the difference? #QBOchat
@BrightBooks @QBOchat A1 An accountant to help with taxes and a bookkeeper to handle everything else 🙂 #QBOchat
@QBOchat Remember, you can join our live chat on @nurph here – https://t.co/wVli4aw1Li #QBOchat
@Kimtuitive Man, Hawaii, Bahamas…you’d think being an account was hard work or something! 😉 #QBOChat https://t.co/sHJoc4coPt
@tsheets RT @Kimtuitive: Man, Hawaii, Bahamas…you’d think being an account was hard work or something! 😉 #QBOChat https://t.co/sHJoc4coPt
@Kimtuitive RT @QBOchat: Q1: When should a business hire an accountant and when should they hire a bookkeeper? What is the difference? #QBOchat
@goshbookkeeping RT @BrightBooks: @QBOchat A1 An accountant to help with taxes and a bookkeeper to handle everything else 🙂 #QBOchat
@BrightBooks RT @Kimtuitive: Man, Hawaii, Bahamas…you’d think being an account was hard work or something! 😉 #QBOChat https://t.co/sHJoc4coPt
@accountingpeace @QBOchat A1: Bookkeeper for day to day task and an accountant to oversee bookkeeper. #QBOchat
@CalebLJenkins A2: #Bookkeeper is the daily transaction guy! #Accountant is the year-end guy! A lot of Accountants are also Bookkeepers! #QBOChat
@BrightBooks @Kimtuitive And you choose to come to Chicago when it is 40 degrees. We are so glad you love us so much. #QBOchat
@CalebLJenkins A1: #Bookkeeper is the daily transaction guy! #Accountant is the year-end guy! A lot of Accountants are also Bookkeepers! #QBOChat
@QBOchat RT @CalebLJenkins: A1: #Bookkeeper is the daily transaction guy! #Accountant is the year-end guy! A lot of Accountants are also Bookkeepers…
@QBOchat RT @accountingpeace: @QBOchat A1: Bookkeeper for day to day task and an accountant to oversee bookkeeper. #QBOchat
@QBOchat RT @BrightBooks: @QBOchat A1 An accountant to help with taxes and a bookkeeper to handle everything else 🙂 #QBOchat
@AeroWorkflow RT A2: #Bookkeeper is the daily transaction guy! #Accountant is the year-end guy! A lot of Accountants are also Bookkeepers! #QBOchat
@Kimtuitive A1: Every SMB should have both – whether it’s a separate Bookkeeping Co or Accounting Services within a CPA firm #QBOChat
@QBOchat RT @Kimtuitive: A1: Every SMB should have both – whether it’s a separate Bookkeeping Co or Accounting Services within a CPA firm #QBOChat
@vrcqbpro or the same person! RT @Kimtuitive A1: Every SMB should have both – #QBOchat
@ServelloCPA Hi All! Sorry I’m late. Vinnie from Boston here! Glad to be back to #QBOChat
@QBOchat RT @ServelloCPA: Hi All! Sorry I’m late. Vinnie from Boston here! Glad to be back to #QBOChat
@expensify @ServelloCPA Welcome! Were you traveling? #QBOchat
@goshbookkeeping A1: Accountant for long-term strategic financial planning, audit and taxes. Bookkeeper for every day financial needs. #qbochat
@WunnerRosalee RT @goshbookkeeping: A1: Accountant for long-term strategic financial planning, audit and taxes. Bookkeeper for every day financial needs.…
@Kimtuitive @BrightBooks it wasn’t so bad…It’s looking like high 90*s here all weekend & @AustinNexus & I are both HOME for 5 whole days! B) #QBOChat
@ServelloCPA @expensify I wish! #QBOChat
@getclockshark We’re super late today. But we are glad to join another QBOChat. #QBOchat
@CalebLJenkins #SMBiz should do what they do best and leave the #Bookkeeping and #Taxes to the #Bookkeeper & #Accountant! #QBOChat https://t.co/7kAYMmvTPd
@QBOchat RT @goshbookkeeping: A1: Accountant for long-term strategic financial planning, audit and taxes. Bookkeeper for every day financial needs.…
@Kimtuitive True, but with my large National firms, there’s usually a separate CAS or Bookkeeping group… 🙂 #QBOChat https://t.co/a75PafKtDM
@QBOchat RT @CalebLJenkins: #SMBiz should do what they do best and leave the #Bookkeeping and #Taxes to the #Bookkeeper & #Accountant! #QBOChat http…
@QBOchat RT @Kimtuitive: True, but with my large National firms, there’s usually a separate CAS or Bookkeeping group… 🙂 #QBOChat https://t.co/a75…
@SherrellTMartin @QBOchat – Sherrell with @nitramfinancial #learylate #qbochat
@QBOchat RT @SherrellTMartin: @QBOchat – Sherrell with @nitramfinancial #learylate #qbochat
@accountingpeace @Kimtuitive CAS was the department I headed up in Public Practice. #QBOchat
@QBOchat RT @accountingpeace: @Kimtuitive CAS was the department I headed up in Public Practice. #QBOchat
@BrightBooks Hi @SherrellTMartin #QBOchat
@AeroWorkflow RT @Kimtuitive True, but with my large National firms, there’s usually a separate CAS or Bookkeeping group… 🙂 #QBOChat #QBOchat
@QBOchat @accountingpeace @Kimtuitive And, just because a firm offers both services doesn’t mean that both teams will be a good fit too. #QBOchat
@tsheets @SherrellTMartin @QBOchat @nitramfinancial Hi Sherrell! #QBOchat
@accountingpeace @QBOchat @Kimtuitive And sometimes the force you into the tax work! Blah! #QBOchat
@SherrellTMartin RT @QBOchat: Today we will be chatting about Finding the Right Accountant for your #smallbiz. Ready to share your questions and wisdom? #QB…
@QBOchat @accountingpeace @Kimtuitive The bigger the firm, the more likely you have microcultures – which can impact your service #QBOchat
@SherrellTMartin RT @QBOchat: Q1: When should a business hire an accountant and when should they hire a bookkeeper? What is the difference? #QBOchat
@goshbookkeeping Yes having a good fit and a relationship with either one is key. @QBOchat @accountingpeace @Kimtuitive #qbochat
@expensify @QBOchat I had some serious conversations with @nerdenterprises about coming around these parts more often. #QBOchat
@QBOchat A1: I think businesses should hire both an accountant and bookkeeper as soon as they can afford it. #QBOchat
@QBOchat A1: Accountant to get initial tax advice and bookkeeper to get setup right on an accounting system. #QBOchat
@ServelloCPA A1: Businesses should hire a CPA when they are looking to start-up. So much planning goes into entity classification #QBOChat
@QBOchat A1: Then, try doing some of the work yourself to save money and wait until you can’t handle the work anymore. #QBOchat
@QBOchat RT @ServelloCPA: A1: Businesses should hire a CPA when they are looking to start-up. So much planning goes into entity classification #QBOC…
@margobookkeeper RT @ServelloCPA: A1: Businesses should hire a CPA when they are looking to start-up. So much planning goes into entity classification #QBOC…
@SherrellTMartin A1: #smallbiz should have hem both from the start. Whether it’s within the same firm or in different firms. #QBOChat
@PampuschBrant RT @SherrellTMartin: A1: #smallbiz should have hem both from the start. Whether it’s within the same firm or in different firms. #QBOChat
@mindy4Intuit RT @QBOchat: Today we will be chatting about Finding the Right Accountant for your #smallbiz. Ready to share your questions and wisdom? #QB…
@QBOchat Q2: What qualifications should you look for in accountants and/or bookkeepers? #QBOchat
@accountingpeace @QBOchat A2: Years of experience #QBOchat
@Kimtuitive @QBOchat @accountingpeace absolutely – I’m seeing more & more firms form partnerships w/ outside #Bookkeepers to share leads #QBOChat
@getclockshark RT @BrightBooks Has everyone seen @CathyIconis super cool article https://t.co/TqWM4eSxNh #QBOchat
@QBOchat “We looked for an accountant engaged with the cloud and the products we’re using.” – @receipts_damien #QBOchat
@SherrellTMartin A1 the bookkeeper will do the day to day transactions and the accountant oversees and works on strategy #QBOChat
@BrightBooks A2 Talks to you like you are human and not over your head. Many CPAs like to confuse owners, which just makes me more valuable. #QBOchat
@CalebLJenkins A2: #Experience, #Qualifications, #Certifications, and #Recommendations! All are critical components of a good #Practitioner! #QBOChat
@expensify @QBOchat @receipts_damien Such a smart idea. Hopefully that accountant uses Expensify  #QBOchat #QBOchat
@Kimtuitive A2: a good cultural fit for what you need – whether it be lots of hand-holding or to just be kept compliment #QBOChat
@goshbookkeeping A2: Years of successful experience, industry fit, knowledge and how comfortable they are using various technology tools. #qbochat
@tsheets @QBOchat A2: Someone with experience who is engaged and willing to listen to build that solid relationship. https://t.co/zZCp9cs6Dp #QBOchat
@QBOchat RT @BrightBooks: A2 Talks to you like you are human and not over your head. Many CPAs like to confuse owners, which just makes me more val…
@QBOchat RT @tsheets: @QBOchat A2: Someone with experience who is engaged and willing to listen to build that solid relationship. https://t.co/zZCp9…
@Kimtuitive A2: Also, proactive advice – someone who will share with you how you can better your business (when you might never have asked) #QBOChat
@QBOchat “Find an accountant with experience setting up / supporting the exact same type of business” – @mattrissell #QBOchat
@ServelloCPA A2: It’s important to have an advisor that doesn’t treat you as a number. Personal relationships are key #QBOChat
@BrightBooks RT @tsheets: @QBOchat A2: Someone with experience who is engaged and willing to listen to build that solid relationship. https://t.co/zZCp9…
@goshbookkeeping A2: Your Accountant/Bookkeeper should be a trusted advisor that can explain be the voice of reason in any situation. #qbochat
@QBOchat RT @Kimtuitive: A2: Also, proactive advice – someone who will share with you how you can better your business (when you might never have as…
@QBOchat RT @goshbookkeeping: A2: Years of successful experience, industry fit, knowledge and how comfortable they are using various technology tool…
@goshbookkeeping RT @Kimtuitive: A2: Also, proactive advice – someone who will share with you how you can better your business (when you might never have as…
@QBOchat RT @Kimtuitive: A2: a good cultural fit for what you need – whether it be lots of hand-holding or to just be kept compliment #QBOChat
@QBOchat RT @CalebLJenkins: A2: #Experience, #Qualifications, #Certifications, and #Recommendations! All are critical components of a good #Practiti…
@QBOchat RT @ServelloCPA: A2: It’s important to have an advisor that doesn’t treat you as a number. Personal relationships are key #QBOChat
@SherrellTMartin RT @QBOchat: Q2: What qualifications should you look for in accountants and/or bookkeepers? #QBOchat
@SherrellTMartin @QBOchat expecting experience experience #qbochat
@QBOchat RT @goshbookkeeping: A2: Your Accountant/Bookkeeper should be a trusted advisor that can explain be the voice of reason in any situation. #…
@AeroWorkflow RT @ServelloCPA A2: It’s important to have an advisor that doesn’t treat you as a number. Personal relationships are key #QBOchat
@QBOchat RT @SherrellTMartin: @QBOchat expecting experience experience #qbochat
@QBOchat “People skills and the experience to instill confidence in your clients.” – Cliff Mitchell, @getclockshark #QBOchat
@SherrellTMartin RT @Kimtuitive: @QBOchat @accountingpeace absolutely – I’m seeing more & more firms form partnerships w/ outside #Bookkeepers to share lead…
@vrcqbpro @BrightBooks – too true – Maybe they think it makes them seem smarter? #QBOchat
@CalebLJenkins A2: Second-Someone that knows and #specializes in your #Industry. Third-Someone who can Listen and #ProActively help you #Grow! #QBOChat
@SherrellTMartin RT @tsheets: @QBOchat A2: Someone with experience who is engaged and willing to listen to build that solid relationship. https://t.co/zZCp9…
@SherrellTMartin RT @goshbookkeeping: A2: Your Accountant/Bookkeeper should be a trusted advisor that can explain be the voice of reason in any situation. #…
@SherrellTMartin RT @CalebLJenkins: A2: Second-Someone that knows and #specializes in your #Industry. Third-Someone who can Listen and #ProActively help you…
@tsheets RT @CalebLJenkins: A2: Second-Someone that knows and #specializes in your #Industry. Third-Someone who can Listen and #ProActively help you…
@QBOchat Q3: When do you know that your relationship with an accountant and/or bookkeeper isn’t the right fit? #QBOchat
@SherrellTMartin @BrightBooks 👋🏽👋🏽👋🏽👋🏽👋🏽 #qbochat
@SherrellTMartin RT @QBOchat: Q3: When do you know that your relationship with an accountant and/or bookkeeper isn’t the right fit? #QBOchat
@BrightBooks A3 When they are causing you more stress then if you didnt have them helping you. #QBOchat
@QBOchat RT @BrightBooks: A3 When they are causing you more stress then if you didnt have them helping you. #QBOchat
@AeroWorkflow Good Answer! RT @BrightBooks A3 When they are causing you more stress then if you didnt have them helping you. #QBOchat
@SherrellTMartin RT @BrightBooks: A3 When they are causing you more stress then if you didnt have them helping you. #QBOchat
@QBOchat “Find an accountant you can trust. Don’t “fake it” because you won’t get the results you need.” – @eholtzclaw #QBOchat
@expensify @BrightBooks Isn’t that true for ALL business relationships? #Preach #QBOchat
@goshbookkeeping RT @QBOchat: “Find an accountant you can trust. Don’t “fake it” because you won’t get the results you need.” – @eholtzclaw #QBOchat
@BrightBooks All Relationships in general, right? RT @expensify @BrightBooks Isn’t that true for ALL business relationships? #Preach #QBOchat
@qbclay RT @QBOchat: “Find an accountant you can trust. Don’t “fake it” because you won’t get the results you need.” – @eholtzclaw #QBOchat
@CalebLJenkins A3: If they don’t know your #Industry, specific needs, and wont proactively guide you in business! Business’ need #TrustedAdvisors! #QBOChat
@tsheets RT @CalebLJenkins: A3: If they don’t know your #Industry, specific needs, and wont proactively guide you in business! Business’ need #Trust…
@tsheets @CalebLJenkins Spot on! #QBOchat
@accountingpeace A3: When the advice of the accountant/bookkeeper is not practiced. #QBOchat
@QBOchat RT @accountingpeace: A3: When the advice of the accountant/bookkeeper is not practiced. #QBOchat
@QBOchat RT @CalebLJenkins: A3: If they don’t know your #Industry, specific needs, and wont proactively guide you in business! Business’ need #Trust…
@goshbookkeeping RT @CalebLJenkins: A3: If they don’t know your #Industry, specific needs, and wont proactively guide you in business! Business’ need #Trust…
@CalebLJenkins A3: If they never recommend #apps like #QBO @tsheets @ReceiptBank @billcom @expensify, etc. they probably won’t help you scale! #QBOChat
@QBOchat RT @CalebLJenkins: A3: If they never recommend #apps like #QBO @tsheets @ReceiptBank @billcom @expensify, etc. they probably won’t help you…
@QBOchat @CalebLJenkins @tsheets @ReceiptBank @billcom @expensify And they might charge a ton more since they aren’t automating workflows. #QBOchat
@QBOchat “Personality match. When I am explaining something, he gets ‘me’.” – Ciff Mitchell, @getclockshark #QBOchat
@expensify @BrightBooks You’re totally right! #QBOchat + life advice 🙂 #QBOchat
@QBOchat Fit has been an issue for us a few times. When the clients wants to tell us how to do our job, we tend to relook at the project. #QBOchat
@Kimtuitive A3: when they’re not asking you any questions about what your goals are for your business (unless you don’t want them to that is 😉 #QBOChat
@qbclay RT @Kimtuitive: A3: when they’re not asking you any questions about what your goals are for your business (unless you don’t want them to th…
@qbclay RT @CalebLJenkins: A3: If they never recommend #apps like #QBO @tsheets @ReceiptBank @billcom @expensify, etc. they probably won’t help you…
@qbclay #QBOChat If the firm strongly opposes QBO and tries to talk me into QBD, I run for the hills
@QBOchat RT @qbclay: #QBOChat If the firm strongly opposes QBO and tries to talk me into QBD, I run for the hills
@QBOchat Q4: What advice or value should you expect from your accountant and/or bookkeeper? #QBOchat
@qbclay #QBOChat https://t.co/BGkVltGwo7 Run to the Hills
@QBOchat RT @Kimtuitive: A3: when they’re not asking you any questions about what your goals are for your business (unless you don’t want them to th…
@accountingpeace A4: Promptness, Follow-thru, ongoing support, & open communications. #QBOchat
@expensify @QBOchat A4 Stay up to date with technolgy so they can offer time saving solutions to streamline your business. #QBOchat
@QBOchat “Accountants and Bookkeepers should be a partner in deciding how you will evaluate the numbers” – @eholtzclaw #QBOchat
@vrcqbpro @QBOchat A4: how to help your business grow. #QBOchat
@QBOchat RT @accountingpeace: A4: Promptness, Follow-thru, ongoing support, & open communications. #QBOchat
@QBOchat RT @expensify: @QBOchat A4 Stay up to date with technolgy so they can offer time saving solutions to streamline your business. #QBOchat
@QBOchat RT @vrcqbpro: @QBOchat A4: how to help your business grow. #QBOchat
@vrcqbpro @QBOchat A4: you want your accountant to be pro-active, not reactive. #QBOchat
@accountingpeace RT @vrcqbpro @QBOchat A4: you want your accountant to be pro-active, not reactive. #QBOchat
@CalebLJenkins A5: 1) #Apps they should use, 2) #Automated workflows, 3) #Insights into their Financials, 4) Someone they can Trust to work with! #QBOChat
@QBOchat RT @vrcqbpro: @QBOchat A4: you want your accountant to be pro-active, not reactive. #QBOchat
@CalebLJenkins A4: 1) #Apps they should use, 2) #Automated workflows, 3) #Insights into their Financials, 4) Someone they can Trust to work with! #QBOChat
@QBOchat RT @CalebLJenkins: A4: 1) #Apps they should use, 2) #Automated workflows, 3) #Insights into their Financials, 4) Someone they can Trust to…
@QBOchat A4: At @IconisGroup we have been doing a lot of problem-solving and cleanup work. Find someone that will break outside the box! #QBOchat
@QBOchat “We wanted advice on additional apps to streamline our accounting” – @receipts_damien #QBOchat
@qbclay RT @CalebLJenkins: A4: 1) #Apps they should use, 2) #Automated workflows, 3) #Insights into their Financials, 4) Someone they can Trust to…
@AeroWorkflow RT @QBOchat “We wanted advice on additional apps to streamline our accounting” – @receipts_damien #QBOchat
@qbclay RT @QBOchat: “We wanted advice on additional apps to streamline our accounting” – @receipts_damien #QBOchat
@QBOchat A4: We also create custom monthly reports to give key insights into how their specific business is running. #QBOchat
@qbclay RT @QBOchat: A4: We also create custom monthly reports to give key insights into how their specific business is running. #QBOchat
@getclockshark @QBOchat A4: Look for opportunities and share them. Push us in the right direction.Handle the numbers so we can focus other things #QBOchat
@QBOchat “Your accountant should know what the best apps I should be using in my business” – @mattrissell #QBOchat
@accountingpeace RT @QBOchat “Your accountant should know what the best apps I should be using in my business” – @mattrissell #QBOchat
@expensify @QBOchat Monthly reports provide so much value! #QBOchat
@QBOchat @mattrissell Oops – I messed up the pronouns on that quote. Sorry!! #QBOchat
@QBOchat RT @getclockshark: @QBOchat A4: Look for opportunities and share them. Push us in the right direction.Handle the numbers so we can focus o…
@jessica17lee RT @CalebLJenkins: A3: If they don’t know your #Industry, specific needs, and wont proactively guide you in business! Business’ need #Trust…
@expensify @QBOchat Speaking of @mattrissell, did anyone see our @TSheets partnership from #ExpensiCon? https://t.co/imMo4uzEKj #QBOchat
@AeroWorkflow RT so true- esp. if people actually read them! LOL @expensify @QBOchat Monthly reports provide so much value! #QBOchat
@QBOchat Q5: Where should you go to find your next accountant and/or bookkeeper? #QBOchat
@qbclay I just pretend everyone reads my emails and act all shocked when someone admits they do not. #QBOChat https://t.co/hg79D40CFl
@CalebLJenkins @expensify @QBOchat @MattRissell @tsheets I love the #Partnership! It will help me sell #TSheets to clients! #QBOChat
@accountingpeace @QBOchat A5: QB ProAdvisor search if you want really good accountants & bookkeepers. 😉 #QBOchat
@tsheets @CalebLJenkins @expensify @QBOchat That’s wonderful, Caleb! We love it too! 🙂 #QBOchat
@QBOchat RT @accountingpeace: @QBOchat A5: QB ProAdvisor search if you want really good accountants & bookkeepers. 😉 #QBOchat
@QBOchat “Direct referral from someone I trust. Trust is a huge deal!” – @mattrissell #QBOchat
@accountingpeace RT @QBOchat “Direct referral from someone I trust. Trust is a huge deal!” – @mattrissell #QBOchat
@Kimtuitive A4: I feel like a broken record – but proactive advice vs. just compliance work. They need to answer questions you aren’t asking #QBOChat
@QBOchat RT @Kimtuitive: A4: I feel like a broken record – but proactive advice vs. just compliance work. They need to answer questions you aren’t a…
@QBOchat @Kimtuitive Love the “answer questions you aren’t asking” – Business owners definitely want that!! #QBOchat
@qbclay #QBOChat got a webinar, see you all next thurs. Good topic! Fun.
@AeroWorkflow RT A4: I feel like a broken record- but proactive advice vs. just compliance work. They need to answer questions you aren’t asking #QBOchat
@BrightBooks A5 https://t.co/ZA6KwfOdyo 🙂 Click on Directory. #QBOchat
@ServelloCPA I get most of my clients from word of mouth! Helps me vet my clients too #QBOChat
@expensify @qbclay Have a great rest of your week! Thanks for joining. #QBOchat
@ServelloCPA *Shameless plug* I’m always taking on new clients!!#QBOChat
@getclockshark @ServelloCPA That means you are good at what you do. People don’t refer unless they are super happy. Nice work. #QBOchat
@CalebLJenkins A5: Get a referral/recommendation from someone you #trust! Look at their #reviews on @Google, @Yelp, @FaceBook! #QBOChat
@accountingpeace @QBOchat A5: I network with tax accountants to refer business to them. #QBOchat
@Kimtuitive A5: Peers. If you’re a Chiropractor, & your friend is a Chiropractor, find out who does his Accounting/ Bookkeeping & call them! #QBOChat
@vrcqbpro I agree! RT @ServelloCPA I get most of my clients from word of mouth! Helps me vet my clients too #QBOchat
@jessica17lee RT @QBOchat: Each week #QBOchat has a topic to guide our conversation. We’ll start posting questions at 3:10PM ET/12:10PM PT. #QBOchat
@jessica17lee RT @QBOchat: Q1: When should a business hire an accountant and when should they hire a bookkeeper? What is the difference? #QBOchat
@tsheets RT @CalebLJenkins: A5: Get a referral/recommendation from someone you #trust! Look at their #reviews on @Google, @Yelp, @FaceBook! #QBOChat
@jessica17lee RT @Kimtuitive: A1: Every SMB should have both – whether it’s a separate Bookkeeping Co or Accounting Services within a CPA firm #QBOChat
@tsheets RT @Kimtuitive: A5: Peers. If you’re a Chiropractor, & your friend is a Chiropractor, find out who does his Accounting/ Bookkeeping & call…
@QBOchat RT @ServelloCPA: *Shameless plug* I’m always taking on new clients!!#QBOChat
@QBOchat RT @accountingpeace: @QBOchat A5: I network with tax accountants to refer business to them. #QBOchat
@QBOchat RT @CalebLJenkins: A5: Get a referral/recommendation from someone you #trust! Look at their #reviews on @Google, @Yelp, @FaceBook! #QBOChat
@QBOchat RT @Kimtuitive: A5: Peers. If you’re a Chiropractor, & your friend is a Chiropractor, find out who does his Accounting/ Bookkeeping & call…
@Kimtuitive The second part of that is HUGE – the CLIENTS have to be a good fit for the Bookkeeper/ CPA too! #QBOChat https://t.co/BTuEapINrN
@Kimtuitive RT @BrightBooks: A5 https://t.co/ZA6KwfOdyo 🙂 Click on Directory. #QBOchat
@QBOchat RT @Kimtuitive: The second part of that is HUGE – the CLIENTS have to be a good fit for the Bookkeeper/ CPA too! #QBOChat https://t.co/BTuE…
@BrightBooks RT @Kimtuitive: The second part of that is HUGE – the CLIENTS have to be a good fit for the Bookkeeper/ CPA too! #QBOChat https://t.co/BTuE…
@goshbookkeeping RT @Kimtuitive: The second part of that is HUGE – the CLIENTS have to be a good fit for the Bookkeeper/ CPA too! #QBOChat https://t.co/BTuE…
@accountingpeace What if it isn’t a good fit and you have to see the person like at church and such. #Awkward #QBOchat
@QBOchat Just a few minutes left for this week’s #QBOchat. What is your favorite take away? #QBOchat
@accountingpeace Enjoyed this hour of good advice from fellow accounting & bookkeeping peers! #QBOchat
@AeroWorkflow What would you recommend for a shiny new business owner who may not have built a network yet? where do they find a bookkeeper? #QBOchat
@QBOchat RT @AeroWorkflow: What would you recommend for a shiny new business owner who may not have built a network yet? where do they find a bookke…
@ServelloCPA @accountingpeace Make sure they understand that they are better off finding someone that is a good fit! #QBOChat
@Kimtuitive Busiest #QBOChat in a while! Well done, everyone! 🙂 https://t.co/5zath9DHGF
@ServelloCPA Lots of fun today! Thanks everyone. Have a great week! #QBOChat
@accountingpeace @ServelloCPA I take things so personally. I’m too much of a people pleaser. #QBOchat
@QBOchat Remember to signup for our newsletter to get the most up-to-date news on #QuickBooks and #QBOchat. https://t.co/hW65uuht8w #QBOchat
@BrightBooks Have a great week. #QBOchat
@expensify @QBOchat Thanks for hosting! As always, it was a power hour! Where does the time go? #QBOchat
@accountingpeace RT @QBOchat Remember signup for our newsletter to get the most up-to-date news on #QuickBooks and #QBOchat. https://t.co/qrQfAJ0UTD #QBOchat
@BrightBooks RT @QBOchat: Remember to signup for our newsletter to get the most up-to-date news on #QuickBooks and #QBOchat. https://t.co/hW65uuht8w #QB…
@getclockshark Thanks everyone. Have a good week! #QBOchat
@QBOchat That’s it for this week’s #QBOChat, thanks for taking the time to tweet with us! #QBOchat
@QBOchat Have a great week. #QBOChat
Posted in

QBOchat Admin

#QBOchat began in July 2013 with the simple idea to host a weekly Twitter conversation around QuickBooks Online (QBO). We have since grown into a very strong community comprised of a diverse group of users. Our weekly tweet chat is held each Thursday at 3:00PM Eastern. The discussions cover a wide range of topics including QBO’s latest features and updates, business operation tips and apps that integrate with QBO, to name just a few.

Leave a Comment





This site uses Akismet to reduce spam. Learn how your comment data is processed.

Cart Item Removed. Undo
  • No products in the cart.