In this issue
September 30, 2014
2014 Review of Nonprofit Accounting Systems
Like all businesses, nonprofits need to track expenses, monitor income, create budgets, and produce financial statements. Also unlike their for-profit counterparts, nonprofits also need to track programs, membership dues, association fees, donations and grant funds.
July 25, 2014
How Content Marketing Can Strengthen Client Relationships
By now, you’ve probably heard of “content marketing,” even if you’re not sure what it is or why it’s being talked about in the accounting industry. It’s not just jargon thrown around by marketing professionals, and it definitely has a place in your firm. Simply put, content marketing is connecting with your clients without pushing…
May 20, 2014
May Checklist for Accounting & Tax Firms
Many years ago, in a warm sunny May of my youth, I finished college (or so I thought), packed everything I owned in a U-Haul truck, and drove to Washington D.C. I was so bold and happy. I had no job, no place to live, just a passion for whatever life had in store for…
Firm Management May 12, 2014
Are You a YOUtility? How Smart Accountants Are Helping, Not Selling
If you haven’t heard of the YOUtility concept, you are missing out on the most important marketing concept of the mobile age. YOUtility is a new way of marketing your firm’s services that enables you to become inherently and genuinely useful to prospects and clients.
May 12, 2014
The Ultimate Windows Update
While tax and accounting professionals were feverishly trying to finish the 2014 tax season, Microsoft dropped two bombshells on the Windows Operating Systems.
May 12, 2014
LEAN up Your Firm’s Tax Season Debriefing
Another busy season is under our belts and one of the most productive things a firm can do in the next few weeks is to take time to formally debrief the past few months, acknowledging what worked well and identifying where there were bottlenecks that could be improved upon.
May 12, 2014
Looking Back at TY 2013 and a Look at What Lies Ahead
Intuit takes a look back at Tax Year 2013 and projects what changes lie ahead for the tax profession and its products.
May 12, 2014
How to Make Next Busy Season Less Busy
Late nights of tax filings and days dispensing client advice are easily worth your fees. But how about valueless hours spent tracking down documents, exchanging e-mails, or educating staff? Compounded across all your clients, engagements, and staff, imagine how it adds up. Is this what’s (literally) keeping you up at night?
May 12, 2014
Get Intentional About Innovation in Your Firm
Innovation and growth are directly linked, and it should be no surprise that the most successful accounting firms commit focus, time, energy, and money to innovative services, processes, and technology.
May 12, 2014
Training Trumps Tools
Most of the time in this column, discussion of the best or most promising technology tools is a primary source of interest. However, every once in a while a return to fundamentals is needed. One fundamental that has been consistently problematic for all size of firms is training. Frequently the need for training is either…
