Get Ahead of Tax Season with Upfront W-9 Collection
Jan02

Get Ahead of Tax Season with Upfront W-9 Collection

If all your clients have all their vendors’ tax information, 1099s are a breeze. But, let’s be honest, how often is that the case? You’re more likely to get roped in by your clients to track down missing info like some sort of TIN bounty hunter. And getting that info is a no small feat. “Excuse me, sir. Can you please provide your sensitive tax information to me so that I can send you a tax form that increases your taxable income?...

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Why an Accountant Makes a Difference in Small Business
Sep22

Why an Accountant Makes a Difference in Small Business

For those who don’t know me, I’m part of the Strategic Accounts team at Intuit. As a Business Development Manager, I spend my life helping accountants help their small business clients. I’ll often tell my partners that while they are supposed to be their clients’ trusted advisor, I will be their trusted advisor when it comes to selecting different solutions (like QBO and the 3rd party apps that make up the QBO ecosystem). One of my...

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Expensify Approved Accountant Program
May26

Expensify Approved Accountant Program

Our friends at @expensify took over one of our recent chats to share more about its Approved! Accountant Program. If you aren’t familiar with @expensify, they offer “expense reports that don’t suck” with hassle-free expense reporting built for employees and loved by admins. Its Approved! Accountant Program is a partnership program designed to reward its biggest fans and improve the lives of accountants everywhere. Q1: How many...

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TSheets Takeover: TSheets PRO Program
Apr15

TSheets Takeover: TSheets PRO Program

Our sponsor and friends at @tsheets, time tracking employee software, took over the chat focusing on the TSheets PRO Program. Kelly (@KellyTsheets) manned the @tsheets handle from Boise, Idaho, and we were also joined by Dan (@DBuckTsheets) and Danny (@TSheets_Danny) during the TSheets Takeover. Q1: Are you familiar with TSheets/the TSheets PRO program? The @tsheets PRO program is a partner program where PROAdvisors have access to an...

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Marketing Tips from Seth David
Mar10

Marketing Tips from Seth David

Our sponsor and friends at @Avalara took over our chat, with special guest Seth David, @nerdenterprises, manning the takeover. Seth is an expert in training bookkeepers and small business owners in QuickBooks, MS Excel, accounting, cash flow management, and other productivity based software and technology. We’ll highlight answers to the questions and Marketing Tips from Seth David throughout the recap. Q1: How would you rate your...

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ICBUSA – The Who? What? When?
Feb24

ICBUSA – The Who? What? When?

There is a new non-profit organization to hit the accounting industry, The ICBUSA, Inc. It’s the Institute of Certified Bookkeepers for the USA. Well, to be fair, the Institute of Certified Bookkeepers (ICB), has been around since 1996, but we just haven’t seen an arm of it in the States until recently. Did you know that the ICB has 150,000 students and members in over 100 countries? This is definitely an organization to...

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