DuctTapeMarketing

MARCH 11, 2021

One of the ways to create goodwill, positive buzz, and happy customers is to exceed expectations. You can choose to respond to customer challenges, problems, let downs, screw-ups, and mistakes in one of two ways. This policy is often an example given whenever someone talks about customer service. Create a response.

Technology 247

Technology 247

SchoolofBookkeeping

APRIL 26, 2024

But fear not, dear entrepreneur, Intuit QuickBooks has heard your cries for help. But don't worry, this isn't your grandma's bookkeeping service. It's very similar to Disney calling their employees "Cast Members" and their customers "Guests" because that terminology has a deeper connotation than a sterile relationship.

quickbooks 98

quickbooks bookkeeping Account accountant 98

Withum

APRIL 24, 2024

In our FAQ guide, we aim to clarify various aspects surrounding the sunsetting of QBD to ensure a smooth transition. General Discontinuation and Support QUESTION ANSWER Is there a way to save my data when I close the QBD license if I don’t move to QBO? How will QB Accountant be affected by this? After May, yes.

quickbooks 115

quickbooks NetSuite payroll E-commerce 115

Xero

SEPTEMBER 6, 2023

For the fifth year in a row, Xero has taken out Canstar’s Most Satisfied Customer Award for small business accounting software. Canstar Blue is a customer satisfaction research and ratings business aimed at helping consumers make better purchasing decisions. Its performance is truly impressive, and the team should be very proud.”

small business accounting software 105

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CPA Practice

MAY 23, 2024

Ignition , a revenue generation platform for accounting and professional services, has announced the appointment of Greg Strickland as its global president. With a background helping do this at other great companies and advising some of those we admire greatly, Greg is the right fit for our business at this stage.”

Technology 52

Technology payroll Account accountant 52

Xero

JUNE 21, 2023

We aren’t new to Xero and whilst we have been using Xero for a number of years now, we didn’t honestly think we would be shortlisted, let alone win,” said Graeme Tennick, founder and Chief Impact Officer at Tennick Accountants. “We This was when it actually made us take a step back and say ‘wow’.

Account 119

Account accountant accounted accounting and finance 119

CPA Practice

OCTOBER 17, 2023

This will help us gather important information about the future direction of the Direct File program.” Supporters of the idea have said the option would make tax return services more equitable and accessible for all Americans.

tax return 116

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Snyder

DECEMBER 14, 2022

We know that technology makes our lives easier , but AI elevates it to another level. Examples of AI in the customer service industry. How AI Is beneficial to humans. It’s Alexa, helping order a pizza for you. And in these examples, you can see how AI is creating something new instead of taking something away.

Technology 129

Technology accounting and finance Start-ups Healthcare 129

CPA Practice

SEPTEMBER 6, 2023

When it comes to things like managing cash flow, finding customers, and growing their business, small business owners have to make important decisions that can have a significant impact on their success. How Intuit Assist works Once available, your clients will find Intuit Assist on their QuickBooks dashboard.

quickbooks 97

quickbooks Technology Sales accounting firms 97

CPA Practice

FEBRUARY 29, 2024

This included previewing ‘Just Ask Xero’ (JAX), the company’s new GenAI-powered smart business companion for small businesses and their advisors — that will help them complete accounting-related tasks and provide deep insights to enable them to run their business better. Find out more about how JAX will work and see a video here.

accounting system 59

accounting system business accounting Technology Account 59

Canopy Accounting

MAY 9, 2023

At Canopy, we understand how critical it is to have access to trusted and reliable partners who can help you achieve your goals.

tax preparation 98

tax preparation Tax 98

CPA Practice

NOVEMBER 14, 2023

13-15, more than 2,500 accountants learned about many new product and feature innovations that will help them serve their clients through the QuickBooks Online ecosystem. Our 2023 event doubled down on how AI-driven innovations can help accountants and the small businesses they serve gain insights to make more informed business decisions.

quickbooks 119

quickbooks E-commerce Approval Workflows Account 119

SkagitCountyTaxServices

NOVEMBER 2, 2023

And Congress is still putting pressure on the IRS about that, an action supported by the U.S. owner=19530343 Something else we can chat about is withdrawing an ERC claim. A lot of businesses fell victim to wrongful claims, which is why my team and I are here to help give answers and support to walk them (and you) through it.

CPA 78

CPA Government Sales Tax 78

Cherry Bekaert

OCTOBER 18, 2023

“A value-added reseller (VAR) is a business that specializes in offering supplier software and technologies which may be coupled with integrations and services to enhance a product offering to its customers.” A VAR understands the best methods for implementing and customizing the products they sell. Can a VAR meet my needs?”

Technology 88

Technology 88

Xero

SEPTEMBER 20, 2023

To help us select the winners of the 2023 Xero Beautiful Business Fund, we’ve lined up a stellar list of regional and global judges. They will play a key role in evaluating the entries to help our small business winners achieve their ambitions. She shares, “Being a judge in a contest like this is genuinely inspiring.

small business accounting 101

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Accounting Insight

MARCH 20, 2024

Changes to HM Revenue and Customs’ (HMRC) helpline services are being halted while it considers how best to help taxpayers harness online services. HMRC announced changes to its helpline services yesterday (19 March 2024) to encourage people to go online first, following trials over the last year.

Tax 59

Tax Account accountant accounted 59

Xero

APRIL 30, 2024

We want to make sure the needs of small businesses and their advisors are met well into the future — and that means providing you with easier access to tools that help you run your business efficiently. Find out more about how our new business plans compare with existing plans and what’s included.

bookkeeping 98

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Accounting Insight

DECEMBER 7, 2023

Following news that HMRC plans to shut more helplines and cut phone line access by almost a third by the end of 2024, Louise Walpole from Moneypenny warns a void in customer care could be on the horizon. Shutting helplines to meet service levels is contradictory. Accountants will have to fill the void left by the HMRC.”

accounting and finance 59

accounting and finance accounting firms Finance Account 59

Xero

MAY 4, 2023

Catherine was an early adopter of social media business communities, and spoke at our first ever Xerocon about how businesses could leverage social media – something ahead of its time. She wrote the first Xero “user guide” and implemented an integrated model of community and customer service in the early days at Xero.

New York 85

New York Start-ups 85

CPA Practice

JANUARY 31, 2024

The company says the launch is the beginning of a multiyear vision for partners to drive sustainable growth and opportunity, make it easier to do business with Avalara, and deliver peace of mind to their customers who are leveraging a leading tax compliance platform. Avalara, Inc. , Avalara was founded as a partner-first company.

Technology 59

Technology Tax Sales Account 59

Cherry Bekaert

MARCH 13, 2024

KEY OBSERVATION: Incorporating voice of the customer methodologies into the commercial due diligence process can help businesses realize the full potential of their growth strategy. When undertaking a new acquisition, it is oftentimes critical to know more about their customers than their Net Promoter Score (NPS).

Sales 93

Sales 93

Mark Lee

MAY 21, 2024

That’s all part of the service and covered by the fee you’ve agreed to pay. The extra cost of this service was £1500 and the car dealer expects you to pay this on top of the amount you’ve previously agreed to pay for the car. How good would you feel about the vendor’s care and concern for you and your new car? You are thrilled.

Account 52

Account accountant accounted Tax 52

Accounting Insight

JUNE 15, 2023

A new study has revealed that the UK accounting services sector has experienced consistent growth across the country, with increased demand for their services resulting in a 62% increase in new businesses in the sector since 2017.

Account 105

Account accountant accounted accounting and finance 105

CPA Practice

MAY 2, 2024

EY said in a news release that the acquisition will accelerate the delivery of platform engineering, product development, and generative AI platform-enabled services to organizations across industries and sectors. Raj Sharma “We are thrilled to welcome Nuvalence,” Raj Sharma, vice chair of EY Americas Consulting, said in a statement. “EY

New York 52

New York Manufacturing accounting and finance accounting firms 52

Cherry Bekaert

MARCH 6, 2024

In our February 2024 article, Revolutionize ERP with Artificial Intelligence , we explored the evolution of ERP systems, how AI is augmenting the overall effectiveness and performance of these systems, and the various ways AI-enabled ERP systems are achieving strategic objectives across key business functions.

Technology 102

Technology Government fund accounting Start-ups 102

Cherry Bekaert

APRIL 20, 2024

A comprehensive approach to cybersecurity protects sensitive information, customer data, and systems from unauthorized access, theft or disruption. Protecting your company’s data has never been more important.

audit 52

audit auditor Government cpa firm 52

Going Concern

JANUARY 3, 2024

We got a pitch from “GenAI customer support experts DevRev” via email today that says accountants are third most worried about advancements in AI according to an analysis of search data for terms like “how will AI affect __” and “will AI replace _.” You know what, never mind.

Account 113

Account accountant accounted Real Estate 113

Menzies

APRIL 12, 2024

EMBRACING SUSTAINABILITY The call for sustainability is echoing louder across industries, including financial services. We assist our clients in incorporating sustainable practices, enabling them to not only meet regulatory obligations but also contribute positively to the planet and society.

chartered accountant 52

chartered accountant Technology accounting firms Account 52

CPA Practice

DECEMBER 11, 2023

As we enter 2024, it’s natural to wonder what the future holds for this transformative emerging technology, especially for accountants. At the Ensuring Success Conference in Dallas , a session called “AI For Real: How Can Accountants Use This Technology?” reaches deal on landmark AI bill, racing ahead of U.S.

Technology 124

Technology audit E-commerce accounting principles 124

CPA Practice

MARCH 18, 2024

A client satisfaction survey can help you do that. Personalized customer surveys are a powerful tool in garnering this essential information, enabling you to tailor your firm’s products, services, and communication effectively. Is it to gauge customer satisfaction, get service feedback, or understand the client’s future needs?

cpas 64

cpas Tax 64

Xero

JANUARY 29, 2024

Our teams have big plans to add even more value to the new version of invoicing in the future, including features that we know are important to you. We’re keeping some favourite classic features We encourage you to switch to the new version now, as that’s where all the latest value and new features will live.

Tax 111

Tax audit Sales Technology 111

Accounting Seed

JUNE 26, 2023

Our customers love us because of our hands-on approach. The way we do business is personal. We almost become internal employees at these companies so we can understand how to best serve them, to the point where they know they can lean on us,” said Avellino. AC Risk Management takes a comprehensive approach.

Technology 90

Technology Account accountant accounted 90

Withum

NOVEMBER 7, 2023

Self-service is becoming increasingly preferred in B2B e-commerce, with 99% of buyers willing to make a purchase in an end-to-end digital self-service model. This allows customers to place orders and manage their accounts without human interaction – giving them the flexibility and convenience to order anytime, anywhere.

E-commerce 59

E-commerce B2B NetSuite Sales 59

Reckon

JULY 27, 2022

To combat this stress, it’s important to conjure the ability to build a support network around yourself. Here at Reckon, we recently reached out to some of our customers to get a firmer handle on how real small business owners have created supportive mechanisms to help them manage the stress.

payroll 97

payroll accounting software bookkeeping Healthcare 97

CPA Practice

MARCH 6, 2024

Propense.ai , a SaaS platform using AI technology to improve client service and drive cross-selling revenue for professional services firms, has raised $3 million in its first round of seed funding led by Harlem Capital. Combining AI technology with data science, user psychology, human behavior, and industry insights, Propense.ai

B2B 52

B2B Technology Legal Tennessee 52

Accounting Seed

JULY 16, 2023

CRMIT Solutions, a certified Salesforce and Accounting Seed partner, was founded in 2003 as a Salesforce services company focused on digital transformation to deliver Customer 360. Q: If you only had 30 seconds to describe what CRMIT does for its customers, what would you say?

Technology 98

Technology accounting and finance Finance Account 98

Cherry Bekaert

MAY 19, 2023

Contributors: Dan Hulen, Director of IT and Managed Services | Chris Martin, Senior Manager of IT and Managed Services When faced with challenges in managed services and moving to the cloud, Thom Child and Family Services turned to Cherry Bekaert’s Digital Advisory.

Non-Profits 88

Non-Profits Technology Massachusetts audit 88