Why Most CPA’s Lose Their Clients (from where I sit)
Almost every time I have had a client come in the door and ask me about finding someone else to do their taxes their reason for wanting to leave their current tax preparer is the same. They are paying...
View ArticleRatio Analysis – Another Way CPA’s Can Keep Their Clients
In my last post I talked about how many people walking in my door tell me they are leaving their previous CPA (or tax preparer) because they aren’t getting the guidance they are hoping to get from that...
View ArticleA Year’s Retrospective on Hosting QuickBooks with Cloud9 Real Time
In February of 2013, I wrote about how small businesses that are addicted to desktop software should at least get their mission-critical desktop software hosted in the cloud. There are currently 14...
View ArticleXero Add-on Manilla: A Step Toward Zero Data Entry
I’m on a mission – a mission to attain zero data entry in our virtual bookkeeping practice. One of the most time-consuming processes is collecting statements and entering bills. The integration between...
View ArticlePaying Bills – Getting Vendors Set Up to Receive ePayments
There is no denying it, with Bill.com paying bills has never been easier. But first, in addition to being environmentally friendly, why is setting our vendors up for ePayments so important? Well, the...
View ArticleWhat Bill.com Can Do for your Business
As I wandered around the exhibit hall at Solutions14 I noticed a constant stream of attendees at the Bill.com booth. They were watching demonstrations and gathering information about the application....
View ArticleBill.com December Update
Bill.com continues to make improvements to help increase awareness and adoption of its ePayment system. With the Bill.com December update they added or changed: Released the Network Profile Added...
View ArticleBill.com Accounts Payable: What Is the Best User Role for Your Client?
So you have just about completed the Bill.com Startup Checklist. You are on the last item, where it’s time to add those additional users, including your client who will be the ultimate decision maker...
View ArticleWith Bill.com, Set Customer Payments on Cruise Control
I’m sure almost everyone reading this article is familiar with the three most popular payment options available: e-payment, credit card, and PayPal. But what you may not know is how Bill.com makes it...
View ArticleUnderstanding Bill.com’s Money In/Out Clearing Accounts
Use of clearing accounts in accounting is a common practice. They are used for a variety of reasons, ranging from the need for simple temporary holding accounts to the need for accounts used to...
View ArticleEliminating Bottlenecks on the Bill.com Approval Highway
We have all experienced cruising down the interstate, at the speed limit of course, only to suddenly come upon a sea of brake lights. Traffic is at a complete standstill for what seems like an...
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