trusted advisor

Joe Woodard sits down with associate professor and author Dawn Fotopulos to discuss how accountants can not only support small business success, and more. Listen to the podcast here. more

Oct 20, 2016 6:00 PM Training Center/Scaling New Heights

A NRF/Forrester Survey confirms that ProAdvisors interested in retail specialization need a greater emphasis on tools that tie social media, internet searches and email marketing options into the retail environment. more

Sep 28, 2016 8:40 AM People and Business

Accounting thought leader Hitendra R. Patil shares insights from his book, "Accountaneur: The Entrepreneurial Accountant." Get the inside track on how you can improve your practice. more

Sep 7, 2016 9:15 AM People and Business

See how Kabbage is arming today's accountants with the resources they need to help their small business clients continue to grow. more

Sep 2, 2016 8:00 AM Vendor Corner

Trusted Advisors - Woodchucks-R-Us

I set my 'Mind of Murph' to just one of my take aways from this week's XeroCon 2016 and it is about how advisors can use the machines to better serve their clients. more

Aug 18, 2016 8:41 AM From The Editor

Continuing in this mini-series we look at some questions used to assess critical components of warehouse design for purposes of new warehouse construction or warehouse re-design. more

Jun 1, 2016 12:05 AM People and Business

What do you think of when I say, “Fishbowl”? Well this one isn't in the inventory software business. more

May 18, 2016 9:41 PM People and Business 1 Comments

This article looks at both the broad, and narrow, definitions of supply chain management, focusing on a real world problem and solution. As they use to say on Dragnet, 'the names have been changed to protect the innocent.' more

Apr 27, 2016 11:19 PM People and Business

Xero Assurance Dashboard Helps The Trusted Advisor

Xero launched Assurance Dashboard giving advisors a tool to proactively monitor client financial data in real-time. more

Apr 19, 2016 11:08 AM From The Publisher

Serving as a Trusted Advisor to Law Firms requires a unique 'skill set'. In this article we will look at the methodologies associated with the proper tracking and allocation of ‘costs’. more

Apr 4, 2016 9:48 PM People and Business 1 Comments

This article looks at the concepts associated with how law firms perform their billing, including alternative fee arrangements. Trusted advisors will be required to develop expertise in multiple billing solutions that provide billing alternatives. more

Feb 22, 2016 11:46 PM People and Business 2 Comments

What if we, the ProAdvisors, supply our clients with not only our own contact information but verified Intuit customer service numbers as well? more

Jan 28, 2016 12:37 PM People and Business 1 Comments

Are you looking down at where you have been, or are you looking to expand your horizons, to take a new journey, and to go beyond the status quo? more

Jan 26, 2016 10:00 PM People and Business

This series is written to help you start down the path of specializing as a trusted advisor to law firms. more

Jan 25, 2016 7:05 PM People and Business 1 Comments

Are ProAdvisors Trusted Advisors? (Web Sem Archive)

Joe Woodard of Woodard Companies and Roger Jacobi of Fiscal Advantage will get together to discuss what it means to be a trusted advisor, the tools you need and the steps to become one in this free web seminar. more

Jan 7, 2016 8:52 AM From The Publisher

Helping Clients Thrive

Accounting professionals should always have their clients' best interest in mind. But are you focused on helping them thrive? more

Dec 11, 2015 4:19 PM From The Publisher

In this article we will put all the various analytics we have learned throughout this series and use those measures in our evaluation of our simulated Manufacturing/Production company. more

Aug 18, 2015 9:26 PM People and Business

MIND OF MURPH: My Take-away from the Xero to Sixty Report

Xero, on-line accounting software for small business released its Xero to Sixty Report. I found this survey, conducted by Dimensional Research, very informative and well written (and illustrated). more

Mar 19, 2015 12:18 AM From The Editor

MIND OF MURPH: Putting the "Pro" in "ProAdvisor" - Your sphere of influence

Mentored and mentoring are important parts of being a Pro. more

Dec 18, 2014 12:18 AM From The Editor 3 Comments

QuickBooks Online Accountant (QBOA) has been reimagined into Intuit's most significant offering for accountants ever. more

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