Client Management

QuickBooks Online Month End Close Process

By Cathy Iconis | July 16, 2018

Over the years, I created a process for my month end work utilizing QuickBooks Online, since I’m a 100% QBO shop. It has helped me streamline my procedures, which has made me more efficient.

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Upfront W-9 Collection

Get Ahead of Tax Season with Upfront W-9 Collection

By Tad Milbourn | January 2, 2017

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.…

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How Accountants Can Deal with Scope Creep

How Accountants Can Deal with Scope Creep

By Andrea Mestdagh | February 4, 2016

Happy New Year to all of our #QBOchat-ers! After the holiday break we got back in the swing of things with a chat about scope creep. Our special guest and friend, Tom provided great insight on the @ignitionapp account and we’ll highlight his tweets throughout the recap. His personal Twitter handle is @ignition_tom if you…

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Funding Gates Receivables Manager

How To Find The Heart of Your Accounting Practice

By Diana Mackie | June 25, 2015

Funding Gates recently wrote a blog about finding the heart of your accounting practice.  We love it because while starting a business comes with plenty of emotion, we lose touch with the emotion that drove us to follow our dreams to begin with.  Here’s how to incorporate that emotion in your practice daily.  – the QBOchat…

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