A Community for QuickBooks Online Users

 

Marketing Tips & Tricks for Accountants

Posted by on 9:41 pm in Marketing for Accountants | 0 comments

Marketing Tips & Tricks for Accountants

We know accountants are not marketing experts, which is why we decided to put together this post with tips & tricks for accountants based on a recent #QBOchat.

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Should I Take Out a Business Loan or Not? Answer These Questions to Decide

Posted by on 9:04 pm in Cash Flow & Financing, Fundera | 0 comments

Should I Take Out a Business Loan or Not? Answer These Questions to Decide

As a business owner, you most certainly have goals you want your business to accomplish. And, many of these goals may require capital in order to be reached.

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3 Reasons Businesses Get Audited for Sales Tax – Sponsored by Avalara

Posted by on 8:55 pm in Avalara, Sales Tax | 0 comments

3 Reasons Businesses Get Audited for Sales Tax – Sponsored by Avalara

As a QuickBooks ProAdvisor or consultant, you know that sales tax audits can be a nasty surprise for unprepared clients, sucking away precious time and revenue. But what if you could help those clients to see a sales tax audit coming? Businesses with a solid sales tax management strategy are better equipped to greet the auditor, as Avalara’s Will Frei demonstrates in this short but very informative white board video. Find out more about sales tax in QuickBooks Online...

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Fraud in Small Business

Posted by on 4:58 pm in Workflow & Processes | 0 comments

Fraud in Small Business

Last week we had a passionate discussion about fraud in small business.  From employee theft to technology-assisted fraud, the accountants in our QBOchat audience have the knowledge of professional auditors!  As a small business owner, what do you need to look out for?  How can you be proactive in preventing fraud in your business?  Check out our chat summary below to find out!  If you’d like to read the full chat transcript, you can see it here. A majority of fraud in small business occurs internally.  How can employees commit cash fraud?...

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The World of Avatax Sales Tax Automation

Posted by on 5:03 pm in Apps | 0 comments

The World of Avatax Sales Tax Automation

[youtube id=”nYS4JBn0eGk”]   Avalara, one of our Viral sponsors, understands how difficult sales tax can be.  From calculating to compliance to sales tax return filing, Avalara offers many services to solve all of your sales tax needs!

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The 5 C’s of Borrowing Money

Posted by on 3:57 pm in Cash Flow & Financing, Fundera | 0 comments

The 5 C’s of Borrowing Money

Fundera published this article a while back to help small businesses understand how creditworthiness is determined, giving the small business owner the opportunity to create success in the borrowing world.  We found the information pretty helpful on a personal level as well!   – the QBOchat crew Original source: https://www.fundera.com/blog/2014/07/17/5-cs-borrowing-money/ There are some fundamental principles that all respected small business owners cherish: be responsible with your money, treat your employees right and cultivate your...

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How To Find The Heart of Your Accounting Practice

Posted by on 12:45 am in Client Management | 0 comments

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 Review, 95% of purchase decisions take place unconsciously, as emotional decisions. The theory continues that...

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6 Things Young Accountants Know That You Don’t

Posted by on 12:23 am in Marketing for Accountants | 0 comments

We are so excited to publish the latest from our friends at Funding Gates.  Check it out! – the QBOchat crew The top accounting schools in the country are teaching quite a few new lessons and strategies since you were last a book-toting future CPA. I got the inside scoop from several newly minted accountants on what key concepts are considered to be the most important to help level the playing field! 1. Offer Additional Niche Services The simplest yet most successful business lesson being taught in the top accounting schools these days...

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Learn More About Fundera

Posted by on 5:05 pm in Apps | 0 comments

[vimeo id=”85928087″ align=”center” mode=”normal” autoplay=”no”]   Fundera, one of our Trending sponsors, helps small business owners get the capital they need to grow.  They work with experienced lenders to find you the loan you need at the terms you need, to get you back to what matters most- growing your business!    

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A Guide to Understanding Sales Tax on Services – Sponsored by Avalara

Posted by on 3:26 pm in Avalara, Sales Tax | 0 comments

Avalara, the experts in all things Sales Tax and a viral sponsor, shares with us the details and their thoughts on sales tax on services. How may we help you? As more U.S. states look to do away with state income tax, they are shifting the burden onto sales tax and specifically sales tax on services. But how and what constitutes a “taxable service” can be a confusing prospect.  Any number of factors, from the different ways states tax services to how they categorize services to contradicting sourcing rules, can complicate this process and add...

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What is the purpose of QBOchat?

Posted by on 2:37 pm in News | 0 comments

What is the purpose of QBOchat?

I’ve been doing some soul searching the past few days and trying to better focus my business. If you don’t know, I am the CEO of Iconis Group, an outsourced accounting firm. I also had this crazy idea about starting a weekly tweetchat about QuickBooks Online a few years ago, which we expanded into a website this year. Both sides of my business have grown, but they are starting to take on different paths. I initially started QBOchat to try to reach out to the small business users out there and share my passion for the product with...

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How to Make Your Accountant Love You

Posted by on 5:57 pm in Planning & Strategy | 0 comments

Wouldn’t it be great if your accountant went above and beyond for your business? After all, few know your industry and business model better. Developing a friendlier working relationship is a great first step towards a powerful and beneficial collaboration with your accountant. Ask not what your accountant can do for you, but first, what you can do for your accountant! Have Goals & Objectives Accountants are masters of numbers and financials, but they are not mind readers. They don’t know your business plan as well as you, the owner...

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