Effective vendor management is an often overlooked process. However, it is one of the most critical processes to ensure the smooth running of your business operations while planning for future growth. Building (and maintaining) strong vendor relationships results in: • Better quality products – More often than not, improved product quality results in happier customers. […]
How often do you review your business costs?
As a business owner how often do you review the costs going out of your business or do you rely on someone else to do that for you? Costs reduce your profit so you really need to understand exactly what running your business and creating your turnover is costing you. These are our tips for […]
Webcast: The Dangers of Ignoring a Portfolios Uncompensated Risk
1 year ago · 1 hour 39 min watch SECTION EXCLUSIVE Slides CPAs who provide investment advisory services and CPAs who assist clients with oversight and due diligence of their investment advisers need to know how to manage uncompensated risk. Uniform acts and Restatements of Trust Law clearly state the legal requirements for managing uncompensated […]
How to convince prospects that they need and can afford your services
[embedded content] So, how do you convince a bookkeeping prospect that they need and can afford your services? I actually think that you can’t. The reason is that I don’t think that you can convince someone who doesn’t value your time, your services and your expertise to pay more money for what you offer. I […]
SEC Regulation Best Interest Rule
On June 5, 2019 the SEC passed three proposals: Form ADV Part 3 (Form CRS) – Customer Relationship Summary (IA-5247) Form ADV Part 3, or Form CRS, was due on June 30, 2020. Thereafter, a copy must be delivered to clients before or at the time of the commencement of the relationship. It is also […]
What is QuickBooks Live Bookkeeping? May 2019
[embedded content] Today I am talking about the new Intuit service called Live Bookkeeping. What is Live Bookkeeping? The Live Bookkeeping service is a relatively new offering that Intuit Corporation is offering to its QuickBooks Online users, and it’s a service that is still developing. As of May 2019, Intuit Corporation is testing the service […]
Xero Training
One of the services we offer is Xero training. There are many businesses using Xero who may be unsure of whether they are using it effectively for their business. Or they may feel they are not using the software to its full potential. If you are using Xero in your business and you would really […]
What does it take to become a bookkeeper
[embedded content] What does it take to become a bookkeeper? There are a lot of people wanting to get into bookkeeping right now because it’s something that you can do from home. You can certainly make a lot more money as an independent bookkeeper having your own bookkeeping business rather than working for somebody else. […]
How important is a qualification?
In our business I believe having a qualification to do bookkeeping or payroll is essential. For me,studying to gain a qualification shows commitment to providing a professional service and is the foundation for building on that skill and knowledge. Bookkeeping is a vital part of your business function and your business success so it seems […]
Strategies for freeing yourself up to grow your business
[embedded content] So, you’re looking to free yourself up so you can grow your business? I can totally understand and feel your pain! I have had to do that in the past few years in my own business – to free myself up from all of the day to day stuff and put myself in […]