Practice Management
Features
How Emotional Branding Helps Connect With Clients
Emotional branding is one of the key parts of a broader marketing strategy that aims at converting customers into brand advocates through establishing meaningful relationships with them. As Elmer Wheeler said, ‘Don’t sell the steak, sell the sizzle." Read more
Best Tips on Online Branding for Your Accounting Firm
Marketing and branding have become the top areas of investment for many industries, and accounting is not an exception. Let's take a look at a few universal strategies that will help you build the brand for your accounting firm. Read more
Tax Automation in Five Easy Steps
Tax automation systems are getting a lot of attention because they can improve efficiency and profitability. You need to develop a plan and stick to it when onboarding with an automation service provider. Here are five easy steps to consider. Read more
God & Man LLC www.godandman.com
Building a Budgeting Robot
Let's walk you through the steps to building the right automated budgeting process. From easy, cheap tools for automated workflows to best practices, we’ll cover everything businesses need to know about taking the pain out of budgeting. Read more
QuickBooks Online Advanced: Is it Right for You? (Part Two)
In my last column I took a look at QBO Advanced, the newest addition to the QBO family, and the signs that your client has outgrown QBO Plus. Let’s continue the discussion with features that are only found in QBO Advanced - and - the incentives. Read more
The Future Is Cloud-First
For small to mid-size companies, automation was unattainable pre-2006. If you wanted to streamline specific processes, you had to install a clunky and complicated solution that, typically, only large companies could afford. Saas has changed the game. Read more
QuickBooks Online Advanced: Is it Right for You?
By now you’ve heard of QuickBooks Online Advanced, the newest addition to the QBO family, and you may have already worked with clients who have made the leap. Let’s take a look at some of the signs that your client is ready to upgrade. Read more
Transitioning to Work from Home: Learning to operate your firm remotely
Working remote requires software and systems that will empower firms and clients to easily work together at every step. With the right tools and workflows in place, success can be accomplished, and peace of mind can be had. Read more
Intuit Practice Management is Now Available Across all Intuit Accountants Products and Services with the Addition of ProSeries
Starting September 1, Intuit Practice Management is now available to tax professionals using ProConnect Tax Online, Lacerte and ProSeries to help centralize contacts, automate tasks and collaborate in real-time. Learn more here. Read more
Marketing in Pandemic Times
With so many marketing events cancelled this year, your digital presence – your website, newsletter, and social media accounts – should rise to the top of your marketing priorities. Learn how to make the most of it. Read more