Category Archives: accounting firm development

The Five Biggest Social Media Mistakes of Accounting Firms

Posted on June 11, 2013 by admin

Social media is all the rage, and there’s lots of pressure on small business owners – from friends, coaches, and especially social media vendors – to get you to use social media in your marketing.  In most cases, we like … Continue reading →

Posted in accounting firm development, accounting marketing, bookkeeper marketing, CPA marketing, QuickBooks marketing, social media for accountants | Leave a comment

What the Death of Data Entry Means for Accountants

Posted on June 5, 2013 by admin

Imagine that a new client comes to you with “the dreaded shoebox” of bank reconciliations, receipts, and bills.  The client is a year or so behind, and you are hired to get them caught up.  Do you take that client, … Continue reading →

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5 Ways to Find Your Focus for Summer Success

Posted on May 28, 2013 by admin

With so much to do as business owners, we can get pretty overwhelmed at times.  We can start believing that we have a “time” problem, but since all of us have 24/7, there really is no such thing as a … Continue reading →

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Beautifying the Accounting Industry

Posted on May 21, 2013 by admin

If you have small business clients that don’t pay attention to their accounting as much as you would like them to, you are likely not alone.  The problem is that most of us accountants give up on those types of … Continue reading →

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Eight Ways to Tame Email Spam (and One Way to Make Sure You Don’t Miss Prospect Emails)

Posted on May 8, 2013 by admin

We all spend a huge amount of time working all those emails we receive.   Luckily, there are many ways to tame the task so you can free up valuable time to work on other things.  Here are eight ideas to … Continue reading →

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Three Must-Have Checklists for Your Business

Posted on April 16, 2013 by admin

Airplane pilots have checklists for just about everything they do.  Checklists promote performance consistency, make it easier to learn new procedures, and increase safety exponentially.  In accounting, we can learn from the airline industry and apply checklists to certain areas … Continue reading →

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Five Questions to Ask Your Clients If You Dare

Posted on April 9, 2013 by admin

If you and your clients have been working together for a while, it’s easy to just keep doing what you’re doing and not rock the boat.   You might not even know if they’re happy with your work if you haven’t … Continue reading →

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Are Your Clients Asking for Mobile Accounting?

Posted on April 2, 2013 by admin

Mobile accounting has definitely arrived.  There are some great new apps that extend core accounting systems’ functionality into our mobile devices.    Let’s take a look at a few of them for small business. QuickBooks Mobile QuickBooks Mobile is available for … Continue reading →

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Seven Magic Words that Will Increase Your Revenue

Posted on March 26, 2013 by admin

There are many times when a person’s choice of words really matters:  in negotiations, in relationships, and in business, to name a few.  Some words can ignite a negative reaction in others, even if the messenger means well.   As you’re … Continue reading →

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Three Time-Saving Tips

Posted on February 13, 2013 by admin

No matter what time of the year it is, it seems like there is never enough time for entrepreneurs to get everything done.  Here are three not-so-common ideas on how to make the most of your time. 1. Promote Yourself If … Continue reading →

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