Cathy Iconis

Accounting Firm Benchmarks

By Cathy Iconis | November 19, 2019

My biggest takeaway here is the benchmark of $100K in revenue per employee number. I believe this should be the benchmark that our industry strives for.

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Episode 4 – Communication is the key to client retention

By Cathy Iconis | November 13, 2019

Simple communication could be the key to keeping your clients longer. Learn what I’ve discovered about communication and clients over my years in practice.

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Episode 3 – The Art of the Pivot

By Cathy Iconis | November 6, 2019

Join me behind the curtain for this raw episode of my own experience of pivoting my business. I was pivoting a huge part of my business. It was a scary time. I was unsure of everything. So, I picked up the microphone to share the reality with you.

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Episode 2 – Can That Lead Afford You?

By Cathy Iconis | November 1, 2019

We all get excited about new business leads and the possibility of the new engagement and how you can help out that business. But, don’t forget to take the time to see if that lead can actually afford you when reviewing their books.

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Episode 1 – What is YOUR Best Bookkeeping Practice?

By Cathy Iconis | October 23, 2019

Here is my inspiration for the concept of building a practice that is the best fit for YOU! It all started while attending a session at QuickBooks Connect several years ago… 

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Excel Tips to Make Viewing QuickBooks Reports Easier

By Cathy Iconis | September 26, 2019

Do you get annoyed with how reports show in Excel? That tiny print? Odd formatting? Well, here are some tips to make viewing QuickBooks Reports easier in Excel.

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Reconciliations in QuickBooks Online

By Cathy Iconis | September 5, 2019

Reconciliations are one of the most important tasks that bookkeepers can do to confirm that all of the transactions are in the accounting system (QuickBooks Online in this example). I talk about reconciliations a lot in my courses. Today, I wanted to share a portion of the QBO Month End Master Course where I speak…

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Scope Creep is the Killer of Accounting Firms

By Cathy Iconis | August 27, 2019

Scope creep eats away at your profits, task by task. It is important for accountants and bookkeepers to know how to protect themselves from scope creep.

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title image for a blog about virtual bookkeepers

What Is A Virtual Bookkeeper?

By Cathy Iconis | August 5, 2019

I recently posted a question in my Facebook group, Build Your Best QBO Practice, that inspired me to write this article about “What is a virtual bookkeeper?” What Does a Bookkeeper Do? It depends. Not the answer you were hoping for? Well, a good bookkeeper will ask you about your business and your pain points…

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Featured image for a blog about customizing the quickbooks online chart of accounts.

Customizing the QuickBooks Online Chart of Accounts

By Cathy Iconis | July 30, 2019

When starting a QuickBooks Online company, you are provided with a basic chart of accounts. It’s basic, but can get you started. But, if you start customizing the QuickBooks Online chart of accounts, amazing things can happen for your business. The chart of accounts is the backbone of your business accounting setup. If your chart…

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