Xero

AUGUST 17, 2022

This guest blog post is written by Satya Tammareddy. Invoices are critical to a business — they deliver the important message to customers and clients that payment is due. That’s a serious challenge for small businesses because your time is precious. Giving time back to businesses.

bookkeeping 73

bookkeeping Spend Management Account accountant 73

Xero

SEPTEMBER 27, 2023

But the digitisation of the administrative jobs for small business owners and their advisors is making it easier than ever to get the right data to make informed choices about how to manage cash flow. That’s just the tip of the iceberg! Keeping your employees happy means doing these jobs correctly and on time.

payroll 90

payroll Start-ups Sales Finance 90

Mark Lee

NOVEMBER 21, 2023

One of the strangest things I hear about from accountants are how many clients they have who R eject, A void and S hun H elp. They still pay your fees but you’re not sure that you are doing your best for them. Now though increasing numbers of accountants are identifying RASH clients. Do you have any like that?

Account 94

Account accountant accounted Tax 94

Mark Lee

DECEMBER 12, 2023

Historically most clients stay with their accountant for many years. Of course there are also those clients who only ever wanted to go to the cheapest accountant around and move on whenever they think they can do better. You are only at risk of losing clients if any of your clients are in group one.

tax return 94

tax return Tax bookkeeping bookkeeping services 94

Nancy McClelland, LLC

APRIL 11, 2023

It’s that time again… Tax Day is upon us and millions of taxpayers will need to have their returns extended for various reasons. The AICPA has released a “Tax Extension FAQ” for CPA members to share with their clients. An extension is a form filed with the IRS to request additional time to file your federal tax return. . •

Tax 98

Tax tax return CPA Illinois 98

Shay CPA

JANUARY 17, 2024

It’s that time of year again. This way, you have plenty of time to gather up and organize the required documentation for all of your company’s required filings. By 1/31: Get W-2s and 1099s squared away You only have until the end of January to issue W-2s to your employees and 1099s to your contractors. Disregard that.

Delaware 52

Delaware Tax income tax Iowa 52

ThomsonReuters

AUGUST 15, 2023

Jump to: 1: Unlock the benefits of value-based pricing 2: Gaining an advisory service advantage with client-centric services 3: Getting ahead with Practice Forward As the accounting industry continues to evolve, it is important for accounting firms to understand the benefits that advisory services can offer.

accounting firms 52

accounting firms Account accountant accounted 52

Mark Lee

JANUARY 9, 2024

There’s a simple equation: More leads = more clients = more fees = more profits. Typically that means people who need and can afford our services; and who are the type of people who we would be happy to have as clients. Invariably this is because those are the clients they attracted when they started their practice.

Start-ups 93

Start-ups Tax Gaming Account 93

Xero

AUGUST 31, 2022

Over 75 app exhibitors from the Xero ecosystem, giving you the opportunity to learn about all kinds of digital solutions for your practice and clients. With so many options to explore (and friendly ecosystem folk to chat to), it pays to have a game plan in mind. So to help you get prepared, we’ve collated some tips below. .

Start-ups 82

Start-ups Education Gaming account management 82

Mark Lee

NOVEMBER 29, 2022

This blog post is drawn from my presentations during a virtual conference for CIOT – to help raise funds for two worthy tax charities, TaxAid and Tax help for older people. My fellow speakers who deal with this sort of thing all the time confirmed that my advice was timeless. It is as relevant now as it was 15 years ago.

Tax 52

Tax Account accountant accounted 52

Mark Lee

JANUARY 30, 2024

There are two types of accountants who use social media and Linkedin: Those who have learned what works FOR THEM, and Those who have bought into the hype and HOPE that what are doing will prove to be worth the time and effort. Paying to post adverts on social media is a different topic and not the subject of this blog post.

Account 92

Account accountant accounted tax return 92

Mark Lee

NOVEMBER 14, 2023

And I’ve heard some of the most popular songs many times. The first one that I often share with my mentoring clients is that: If what you’re doing isn’t getting you the results you want, try doing something new! Just like species evolve to survive, accounting firms must, over time, adapt their strategies for success.

Account 93

Account accountant accounted Manufacturing 93

Xero

DECEMBER 11, 2022

As the holiday season fast approaches, it’s a great time to reflect on the year that has been and establish your business priorities for FY24. Working alongside business owners and leaders, Richard focuses on helping ‘do business better together’, bringing sound business strategy to life while also focusing on his clients’ wellbeing. .

Start-ups 85

Start-ups Sales Account accountant 85

Mark Lee

OCTOBER 31, 2023

You’re not alone if you’re fed up of hearing commentators, software vendors and app developers tell you what your clients are thinking. I’m not in practice any more and I’m certainly fed up of hearing this nonsense – as what they are saying makes no sense when they talk about your current clients. Not that they know of course.

tax return 92

tax return bookkeeping bookkeeping software accounting and finance 92

PASBA

SEPTEMBER 25, 2019

The competition for accounting clients can be as intense as in any other industry. That’s why it makes sense to pay attention to client services and frequently expand or improve what your firm offers. Make the Pain Points of Your Clients Your Own. Coping with loss of a top client. Need to raise more capital.

Account 104

Account accountant accounted accounting firms 104

Shay CPA

FEBRUARY 14, 2024

He teed up a few tips to help you avoid unwelcome surprises as you navigate your 2024 tech company tax filings. Navigating this change can get a little complicated, but we can help, both with figuring out how it impacts your 2024 taxes and with your 2024 planning. The right accounting system can save you time, money, and hassle.

Technology 52

Technology Tax CPA accounting principles 52

Mark Lee

MARCH 12, 2024

I hope you would agree that clients choose you as their accountant because they believe that your services will be of more value to them than those of a cheaper accountant. This is one reason why, in the absence of a decent explanation or at least a high level of trust, they simply want to pay the lowest possible fees.

Non-Profits 52

Non-Profits Account accountant accounted 52

Mark Lee

NOVEMBER 9, 2022

When someone decides they want to get fit they could choose the DIY route at a gym or they can engage a personal trainer. The trainer will ask if the client has has had a trainer before. If so, what did the client like about the exercises, the fitness regime, the advice they received and the way they were treated?

Account 52

Account accountant accounted tax return 52

Xero

AUGUST 22, 2022

We spoke with Alexa Whyatt, Personal Tax Manager and Macauley Brammer, Personal Tax Senior at Best Accountancy Services (Plymouth) Ltd , who have successfully onboarded five clients using Xero’s MTD for ITSA product. Getting started. First, how did the team get started? . Getting onboard with Xero.

Account 71

Account accountant accounted tax return 71

Mark Lee

AUGUST 29, 2023

And some accountants have very specific prospective clients in mind. Rarely is much of this activity focused around targeting specific businesses and prospective clients. Would your ideal prospect recognise that you really would like them as a client? Very few became clients though. It works for them.

Account 81

Account accountant accounted Start-ups 81

Xero

DECEMBER 8, 2022

B-Corp certified accounting practice Thrive is on a mission to help tech start-up clients achieve this balance, ensuring they’re successful across people, planet and profit. As the practice gathered momentum, he built a portfolio of technology start-up clients. James says, “The main difficulty my clients face is a lack of certainty.

Technology 69

Technology Start-ups Education Maine 69

ThomsonReuters

MARCH 18, 2021

Tip 1: Consider all angles. With the passage of a new stimulus bill and provisions that impact 2020 returns, clients have questions that need answering and this opens the door to opportunity with advisory. Your firm can not only meet individual client needs, but make up for short-term revenue gaps, as well.

Tax 52

Tax Technology Gaming Account 52

Mark Lee

OCTOBER 17, 2023

If you did some work for a client but they weren’t happy because you made a big mess of it, would you insist on charging them extra to correct your mistake? And it’s the sort of thing, which, if promised up front, can help generate confidence from prospective clients. Let’s be realistic. I have shared 8 distinct examples below.

Account 94

Account accountant accounted tax return 94

DuctTapeMarketing

JULY 24, 2018

Pay Per Click. Tips for Outsourcing Your Payroll. Tips for Outsourcing Your Payroll. If you’re beginning to feel out of your depth with internal payroll management, it may be time to consider outsourcing the process. to a third party may be nerve-wracking, there are some tips to help ease the transition.

payroll 142

payroll accounting and finance Start-ups Tax 142

Mark Lee

MAY 16, 2023

One of the topics that often comes up is the challenge of prioritising anything (non-billable) you might think you want to do when there is client work that could be done. Certainly, some of the accountants I work with tell me that they struggle to make time to prioritise developing, building and promoting their practice.

Account 87

Account accountant accounted bookkeeping 87

Snyder

OCTOBER 27, 2022

This blog will teach you how to receive payments on Etsy , both including and apart from PayPal. This blog is a part of a series dedicated to the most popular e-commerce marketplaces’ payment solutions. Introduction to selling on Etsy: getting paid via PayPal and more. Buy now, pay later: Etsy Klarna. Etsy Apple Pay.

E-commerce 98

E-commerce accounting and finance Tax Sales 98

ThomsonReuters

MARCH 26, 2021

Now that tax season is in full swing for many practitioners, you may find yourself questioning if this is the right time to break off and explore starting your own CPA firm. She joined the military to pay for her education, started in a low-level accounts payable job, and worked her way up. I do, and I can help them with that.

cpa firm 98

cpa firm CPA Non-Profits Start-ups 98

Xero

MARCH 19, 2023

Despite continued uncertainty, year end is the ideal time to think about how you can set yourself up for success in FY24. To help you get started, we’ve compiled some tips below. It can empower you to make data-driven decisions and get on the same page with your advisor about future ambitions.

Start-ups 93

Start-ups tax planning Tax 93

Xero

NOVEMBER 17, 2022

But smaller businesses find it harder to get out and promote their brands and services. This is where PR Dispatch comes in – a platform that combines media contacts and DIY learning, giving small businesses everything they need to promote their brand and get great press in a way that’s affordable. . Pitching in. A helping hand.

Start-ups 72

Start-ups Account accountant accounted 72

Xero

JUNE 7, 2022

Take our word for it; a trusted accountant or bookkeeper will become your best friend at tax time. But if it’s been a while since you last spoke – maybe even a year exactly (funny that, isn’t it) – you might not be getting the most out of their advisory. Now is the perfect time to pick up the conversation (and keep it going).

bookkeeping 105

bookkeeping tax planning Tax accounting software 105

ThomsonReuters

MARCH 28, 2022

With features like interactive workflow tools, relevant analysis, and up-to-date guidance, you ’ re certain that this software will save you time while getting to trusted answers — and have a positive impact on you, your team and your clients. . 4 tips to help prepare your business case .

Tax 98

Tax Start-ups Technology Account 98

Nancy McClelland, LLC

JANUARY 18, 2024

First off, as the company/ employer, I received an email from Gusto (though it incorrectly stated that these are client tasks, rather than firm tasks) stating that I need to distribute important payroll forms to recipients before the IRS deadline of January 31, 2024. ” I clicked on “Create packet”, and nothing happened.

payroll 52

payroll Start-ups Tax CPA 52

Mark Lee

APRIL 18, 2023

During our initial conversations I always ask what has prompted them to get in touch ‘now’ The details will vary but typically there will have been a catalyst – even if they were only prompted to get in touch ‘at last’ by something of mine they recently read. My advice was to save their money.

Account 52

Account accountant accounted accounting and finance 52

Xero

JUNE 15, 2023

Football sponsorship isn’t just for major companies – small businesses with varying budgets can get involved, too. Football sponsorship isn’t just for major companies – small businesses with varying budgets can get involved, too. The value of getting involved with your local football club goes far beyond a sales boost.

Sports 81

Sports Gaming Start-ups Sales 81

ThomsonReuters

MARCH 29, 2021

It’s probably time to sharpen some of your virtual communication skills, as your clients are starting to pay more attention to the presentation you’re bringing to these environments. So, as everything has gone remote , your clients are going to have an expectation shift towards you as well. We realize these issues now.

Start-ups 98

Start-ups Tax CPA Technology 98

Mark Lee

JULY 4, 2023

Some years ago, while on holiday with my wife, we stopped at a distinct and unique coffee shop where my experience prompted this blog post with lessons for accountants, bookkeepers and tax advisers. It was probably the nicest coffee I’d had for a long time. But you choose who gets that service. He continued.

bookkeeping 52

bookkeeping Account accountant accounted 52

Shay CPA

APRIL 5, 2023

As the days get longer and the weather gets warmer, it’s time to undertake the annual chore of spring cleaning. If you know you’re going to undertake a new round anytime in the near (or not so near) future, it’s well worth putting in the energy to get everything tidied up and organized. ‘Tis the season. based companies.

bookkeeping 59

bookkeeping accounting principles accounting standards bookkeeping services 59