Cathy Iconis
It’s Time to Slow Down Slowing down will help you build the practice that is best for YOU. Just because you keep going and going, doesn’t mean you are more productive. Or you are more important or more successful. It actually can really hold you back. So, you get it. You need to slow down,…
Read MoreCleanups are huge in our industry. It’s usually the reason why clients reach out to us in the first place. But, they can take on a life of their own – can’t they? After years of practice, I have developed this cleanup engagement workflow to help streamline the process.
Read MoreHarvard Business Review defines imposter syndrome as a collection of feelings of inadequacy that persist despite evident success. Listen to this podcast episode to learn how bookkeepers and accountants can squash these feelings and gain their self-confidence.
Read MoreNow is the time of year where we need to put our heads down and work. The earlier we start, the less stress we will have later on. Check out this episode as I walk you through several tips to help you get through our busy season – Year-End.
Read MoreIt’s 1099 season and there are a few more days until the deadline, January 31st. I keep seeing some of these common errors made in QuickBooks Online when it comes to 1099s. Here are some things to look out for: #1 Make sure your vendor is listed as a vendor I’ve seen several occasions where a…
Read MoreI cover the different areas that we need to be concerned about when reviewing a client’s cash flow. Plus there are tons of tips on helping you and your clients manage cash flow for their business.
Read MoreIn this episode, I do a deep dive into what the first advisory style meeting can look like. What should you be doing? What questions do you ask? Do you give advice right there on the spot?
Read MoreWe are letting our clients dictate the work versus telling clients how the work will be performed. Let me introduce you to the concept of client blocking. By blocking your time out by client, you could create more boundaries with your client and allow you to be more efficient in your practice.
Read MoreYes! The Quick Create button has moved in QuickBooks Online. You are NOT losing it. It has moved from the top-right to the left-hand navigation. Here’s a quick video to show you.
Read MoreUnderstanding the KPI and how it relates to the performance of a business is probably the most overlooked part of explaining KPIs.
Read More