SMB
Xero + Gusto = The Neverending Story!
Learn how Xero and Gusto can give you and your clients an early holiday gift this year! more
MarvinSteindler
Is it Better to Incorporate Now or in the New Year?
With 2019 just around the corner, there are several questions both you and your clients may have about handling registration paperwork. Here is some insight from Nellie Akalp on how to handle these questions - and how to find your answers. more
How Using a Third-Party Administrator Can Increase Your Tax Practice Revenue and Depth of Service
Dec. 11 @ 2 ET: Learn how to increase your revenue and depth of service to small business clients and what to look for in a third-party administrator. more
Bill.com Releases their 2019 SMB Business Outlook Report
Bill.com survey reveals that more than 80 percent of SMBs (participating) agree now is the time for investment; 70 percent plan increase in cloud software. more
Create Your Firm’s Disaster Recovery Plan in Five Easy Steps
Dawn Brolin and SmartVault tell you how creating a Disaster Recovery Plan can save you - and your business - from disaster. more
Video: What Every Small Business Owner and CPA Should Know to Provide Tax-Free Health Care Benefits
Learn how a small business can provide benefits, just like large corporations do, to retain employees, attract quality candidates, reduce payroll taxes and provide tax-free health care relief using Section 105 of the IRS code. more
The Neat Company’s Machine Learning Engine Now Supports Multiple Small Business Document Types
The Neat Company's patented machine learning technology provides accurate data extraction of critical accounting data from small business documents and now supports automated data extraction and classification for receipts, invoices, and more. more
YouTube
Why Small Businesses Lack Accounting Resources in 2018
Clutch surveyed small businesses to better understand their accounting challenges and choices. The data reveals that small businesses may not be seeking out the resources they need. more
Xero in on Xero; An Overview of Find & Recode
Will Lopez discusses the importance of using Xero's Find and Recode feature in helping accountants train small business owners in their bookkeeping needs in this week's Xero in on Xero feature. more
EffortlessHR™ Partners with Neat® to Accelerate Market Reach
EffortlessHR™ announced the expansion of its business partner channel network, with the recent signing of a partnership agreement with Neat®. Learn more here. more
5 Steps to Successfully Advising Small Businesses
Emily Watts, a professional business advisor from Australia who works primarily with small businesses and start-ups, gives advice and a simple, five-step system in making sure you're advising your small business owner to the best of your ability. more
In-store vs. Online - Tips For Small Businesses
As a small business advisor, making the choice of in-store merchandise versus online is something your clients will probably ask you at some point. This infographic from RedBrain helps to give some context to that decision-making process. more
Intuit’s Mint Updates iOS App With Data-Driven Insights
Intuit’s Mint is updating its personal finance iOS Mint app with added benefits, new design features and data-driven MintSights™. The MintSights feature seeks to help users budget accurately, spend wisely and save. more
What Every Small Business Owner and CPA Should Know to Provide Tax-Free Health Care Benefits
August 29 at 2 p.m. ET: Learn how small businesses can provide benefits to retain employees, attract candidates, reduce payroll taxes and provide tax-free health care relief using Section 105 of the IRS code. Presented by Russell N. Thomas Jr. TASC. more
Xero In on Xero; An introduction
Take a dive into the Xero-verse with our new weekly series, 'Xero in on Xero.' They'll show you what they offer and the general ecosystem and environment that this company has created. more
Xero integrates with BBVA API Market to give small businesses and accountants greater empowerment and control
Direct, secure banking integration delivers greater visibility and control over financial data. more
XeroCon: Connected Accounting in an Ever-Changing Technological World
We are on the cusp of Scaling New Heights and I would be remiss if I failed to share my experience at my first conference with Insightful Accountant: XeroCon. more
A Scaling New Heights Primer - How to Think Like a Marketer
Implementing an effective marketing strategy is one of the biggest challenges accountants face today. The internet has transformed the way consumers and businesses find one another. Learn more about how to think like a marketer from Davis Snedeker. more
MarvinSteindler
Increase Accounting Service Revenues & Expand Your Advisory Services with Incorporation, LLC Filings, and Compliance Monitoring
Jan. 15, 2019 @ 12:00 p.m. ET: Recognize the benefits of adding business filing services to your existing accounting services. Presented by Nellie Akalp. Sponsored by CorpNet. more
A Scaling New Heights Primer - Building Trust Through Active Listening
What is the most valuable asset in business? Here are a few hints. It’s priceless. It must be earned and deserved. It takes years to build and can be destroyed beyond repair within seconds. more
Tax Practice News