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Bill.com Updates – February 2016

Posted by on 5:18 pm in Apps | 0 comments

Bill.com Updates – February 2016

In the ever changing world of cloud computing, you have to be aware of the constant evolution of the products so that you can make sure you are using the product (1) correctly and (2) efficiently so that you are utilizing all the best parts of that product. Here are is a short listing of the Bill.com updates for February 2016. You can get more detail on the update on their website. Bill.com Update – February 2016 Bill.com Mobile App – more access to the product both on the receivables and payables side on the App Bill.com Network...

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New App Integrations for QuickBooks Online – February 2016

Posted by on 2:53 pm in Apps | 0 comments

New App Integrations for QuickBooks Online – February 2016

Intuit just released the new Apps that integrate with QuickBooks Online and have hit their marketplace, Apps.com, this past month. Here is the listing of some of the App Integrations for QuickBooks Online: BizSlate eFile4Biz billSync Excel Transactions Importer and Deleter SellerActive ConvergeHub Bulk Deleter RedTeam Do you have experience with any of these particular Apps? Share your experiences/comments/thoughts with us and other in the comments section...

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ICBUSA – The Who? What? When?

Posted by on 1:54 pm in Grow Your Accounting Firm | 0 comments

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 pay attention to. We are excited to see what all they will be doing in the USA to promote the bookkeeping...

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The Best Business Apps

Posted by on 6:23 pm in Workflow & Processes | 0 comments

The Best Business Apps

As the title says, this chat was all about the best business apps – the best ones to have on our phones, what makes us happy about apps, and some favorite new apps. With thousands of app options out there, we’re hoping the chat will help narrow the field down to a few top ones to increase productivity. Q1: What are the top 3 apps that you recommend to businesses? And why? During the chat, Mindy with @IntuitAccts tweeted “The average small biz uses about 18 applications to run their business.” Whoa! To help cut through the clutter, the most...

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Expensify Takeover: Starting Your Accounting Business

Posted by on 3:40 pm in Grow Your Accounting Firm | 0 comments

Expensify Takeover: Starting Your Accounting Business

Our sponsor and friends at @Expensify took over the chat, providing questions focused on starting your accounting business. Natalie manned the @Expensify handle and as you’ll see, it was an inspiring, helpful, and lively chat. Q1: How did you find your first client? Getting that first client is so important, it helps set the foundation for your business and it’s a great confidence booster. There are numerous ways to find clients: networking, previous co-workers and employers, former classmates, word of mouth, getting involved in the local...

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Small Business Owner edition: Getting Started in QuickBooks Online

Posted by on 1:50 pm in Getting Started | 9 comments

Small Business Owner edition: Getting Started in QuickBooks Online

Getting Started in QuickBooks Online QuickBooks Online is focused on helping small businesses and more than 80 percent of 29 million U.S.-based small businesses use it. If you’re a small business looking to get started with QuickBooks Online, this chat recap is for you! Dozens of tips and tools were mentioned throughout the chat, so keep reading to gain valuable insight from experts. One tip shared throughout the chat was to find or hire a pro advisor. We’ll leave that up to you, but sometimes it’s nice to know there is someone out there who...

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How Accountants Can Deal with Scope Creep

Posted by on 1:34 pm in Client Management | 0 comments

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 examples throughout the chat. Q1: How would you define scope creep? Scope creep is also known as requirement...

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What’s on the Menu – A Fresh Look at Accounting Workflow

Posted by on 7:33 pm in Aero, Technology Tools for Accountants | 0 comments

 If your firm were a restaurant, would it be a smoothly running machine or total chaos? Imagine that you’re a budding entrepreneur, following your dream of owning and running the best diner in town. You’ve found the perfect old diner car, restored it, hired the best fry cook you know, and even found some waitresses with bee-hive hairdos that know diner lingo. Yes, the gum-chewing teenager at the register seems to be a few cards short of a full deck, but he’ll probably figure it out eventually. Menus? Nah– you can just wing it....

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TSheets Fables: Let Medicaid’s Misfortune Be Your Guiding Light

Posted by on 7:44 pm in Managing Employees | 0 comments

TSheets Fables: Let Medicaid’s Misfortune Be Your Guiding Light

Let Medicaid’s Misfortune Be Your Guiding Light Chances are, you’re already familiar with Aesop’s Fables: Those old stories about tortoises and hares, and ants and grasshoppers, that are intended to teach young children the difference between right and wrong. They serve as cautionary tales of “what not to do” and a moral compass pointing to “what you should do instead.” When we stumbled upon these real-life stories about Medicaid healthcare workers gone rogue, we knew they could serve the same purpose for employers and employees alike. With...

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New App Integrations for QuickBooks Online – January 2016

Posted by on 3:56 pm in Apps | 0 comments

New App Integrations for QuickBooks Online – January 2016

Intuit just released the new Apps that integrate with QuickBooks Online and have hit their marketplace, Apps.com, this past month. Here is the listing of some of the App Integrations for QuickBooks Online: Constant Contact for QuickBooks Online Freshdesk Fiscal Checkup Results Housecall Pro BooksGuard vendWolla Freckle Time Tracking Quotient Do you have experience with any of these particular Apps? Share your experiences/comments/thoughts with us and other in the comments section...

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QuickBooks Online Invoicing Options

Posted by on 1:23 pm in Invoicing & Sales | 0 comments

QuickBooks Online Invoicing Options

Whether you’re a freelancer, small business owner, independent contractor, nonprofit organization, or something in between, invoicing plays an important role in business; you need cash flow to keep it running. QuickBooks Online offers many options to help keep your invoicing plan on track including customizations, tracking and automation. This week, we’re digging further into invoicing details in our weekly #QBOchat. Q1: What are the big differences between invoices, statements, and sales receipts? The dictionary definition of these three...

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Small Business Loan Tips from Fundera

Posted by on 1:15 pm in Cash Flow & Financing, Fundera | 0 comments

Small Business Loan Tips from Fundera

When you Google “what to know before getting a small business loan,” the results provide list after list of steps, requirements, and guides to getting a loan. That’s a lot of information to look through, so to simplify getting answers, we invited our friends at Fundera to join the #QBOchat. Fundera is a safe, friendly, and free online marketplace for small business loans that has helped secure funding for more than 1,200 small businesses with more than $60 million funded. Meredith Wood, Head of Content at Fundera, manned the @fundera handle...

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