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?...

Read More
How Accountants Can Deal with Scope Creep
Feb04

How Accountants Can Deal with Scope Creep

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 want to follow him. If you aren’t familiar with the term scope creep, keep reading. We’ll define it and provide...

Read More
How To Find The Heart of Your Accounting Practice
Jun25

How To Find The Heart of Your Accounting Practice

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 crew According to plenty of research, summarized wonderfully in this article in the Harvard Business...

Read More