News and resources to help you thrive in a changing profession.
This update to QuickBooks Online Accountant allows users to specify that a project and it's related tasks should repeat on a weekly, monthly, or annual basis. Read Charlie Russell's full review on Accountex Report.
Now you can send queries directly to your client’s email address from within Xero HQ. Each query is stored within Xero HQ along with your client responses and any attachments, making multiple records, emails and notes a thing of the past. Ask will be available to all Xero HQ users from the end of this month.
CPA and author Jody Padar weighs in on why accounting professionals are simply not charging enough, or at all, for value-added services like bill payment, and how they can begin to do so. Read the full story on AccountingWEB.
Mark Wickersham’s rules for successful value pricing:
Read the full story on the Accountex Report.
This survey by Bill.com shows that being tech savvy is not optional if you want to attract Millennial customers: Eighty-two percent require paperless accounting services. And more than half also consume bookkeeping services in addition to tax, an increase of almost 25% versus boomers.
Xero’s releasing a new check style editor to make check printing easier than ever. Select from multiple print layouts and even print MICR encoded checks on blank stock.
Read this article in Accounting Today about the importance of keeping the focus on the prospect, not yourself or your own firm. My key takeaway: "Try asking more and telling less. Asking great questions is the route to more engagements and one of the best ways to grow your practice and your firm’s revenues."
