Cathy Iconis

Episode 11 – Cleanup Engagement Workflow

By Cathy Iconis | February 6, 2020

Cleanups 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.

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Episode 10 – Dealing with Imposter Syndrome

By Cathy Iconis | January 23, 2020

Harvard 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.

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Episode 9 – Tips to Get You Through Year End

By Cathy Iconis | January 8, 2020

Now 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. 

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Top 1099 Errors Made in QuickBooks

By Cathy Iconis | January 8, 2020

It’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…

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Episode 8 – Helping Your Clients Navigate Cash Flow

By Cathy Iconis | December 19, 2019

I 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.

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Episode 7 – Tips For Your First Advisory Style Meeting

By Cathy Iconis | December 11, 2019

In 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? 

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Episode 6 – The Concept of Client Blocking

By Cathy Iconis | December 4, 2019

We 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.

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QuickBooks’ Create Button Has Moved

By Cathy Iconis | December 3, 2019

Yes! 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. 

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What the Fudge is a KPI?

By Cathy Iconis | December 3, 2019

Understanding the KPI and how it relates to the performance of a business is probably the most overlooked part of explaining KPIs.

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Episode 5 – Determining Your Firm’s Capacity

By Cathy Iconis | November 20, 2019

Simply put – your capacity is the max your firm can produce with your current resources. But, how do you calculate your capacity? Listen to this episode for the tips.

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