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Practice Management

4 Tips for Building a B2B Website That Drives Conversions

By QBOchat Admin | September 19, 2019

Regardless of the type of business you’re operating, it’s the website that attracts leads and delivers conversions. This is especially crucial for a B2B website.

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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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6 Subscription Services For Every Solopreneur

6 Subscription Services For Every Solopreneur

By Cathy Iconis | March 26, 2019

I’ve been a subscription service junkie. For me, it’s all about convenience and making my life easier. As a mother of two, wife, and founder of QBOchat and CEO of Iconis Group, I feel like I’m moving in a million different directions each and every day. Throw in a little anxiety and depression and it…

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How to Start a Virtual Bookkeeping Business

By Cathy Iconis | March 25, 2019

I’m going to tell you my story on how I built and grew my virtual bookkeeping business. But, first, let me tell you a bit more about me and how I came about to start a virtual bookkeeping practice.

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Common Bookkeeping Errors & How To Prevent Them

By Halon Tax | January 7, 2019

Halon Tax reviews some of the most common bookkeeping errors and issues, and how can you prevent them.

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The New 199A Tax Law

The New 199A Tax Law

By Halon Tax | January 4, 2019

Halon tax breaks down the new 199A tax deduction law, a result of the 2017 Tax Cuts and Jobs Act.

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If Progress Is Inevitable, Why Do Some Businesses Still Struggle with Change?

By Docusend | June 27, 2018

This article was written by Jim Stewart, Founder of DocuSend. All businesses struggle with change to some degree. It’s just so easy to slip into one of those all-too-familiar “comfort zones,” and before you know it, you find yourself stuck there. And the worst part is, it’s not the safest place to be for very…

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How to Avoid Accounting Technology Autopilot

By QBOchat Admin | April 25, 2018

This article was originally posted on AccountingWEB and was written by’s Pete Potsos. We all have those reliable – albeit static – clients, but many of them subscribe to the idiom: “if it ain’t broke, don’t fix it” and are as such less, likely to move off aging systems. As a result, your firm…

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Compliant 1099 Delivery

Compliant 1099 Delivery to Your Recipients

By Tad Milbourn | January 9, 2017

The IRS requires you to deliver 1099 forms to your vendors by January 31st. You may not realize this, but that form is required to be on a physically printed piece of paper. Unless your vendor gives you specific consent otherwise. That requirement doesn’t make a whole lot of sense in our cloud-based digital age.…

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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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