Category: Uncategorized

QuickBooks Enables Tap to Pay on iPhone

It seems like something Intuit would have had by now, but this week they announced Tap to Pay for its QuickBooks Online customers in the U.S., enabling acceptance of in-person contactless payments for the iPhone. These transactions sync directly to their QuickBooks Online account, allowing them to manage and reconcile these payments and keep their… Continue reading QuickBooks Enables Tap to Pay on iPhone

Getting Real on the Accountant Brand

How I got on two amazing podcasts in one week is a mystery, but joining the Unaccountable Podcast boys to chat about the accountant brand, and participate in their gameshow format in the process, was a true gift. Do listen/watch!

Preparing for a Shifting Profession

In a recent episode of The Accountant’s Flight Plan, I had the pleasure of chatting with Brannon Poe of Poe Group Advisors to discuss the modernization of accounting firms, the talent shortage, and why more professionals are rethinking the traditional firm model.

Melancon Becomes Advisor to 4impactdata 

Former AICPA CEO Barry Melancon remains active in the business community, as he recently became a strategic advisor for 4impactdata, which touts itself as a “business GPS” company. By continuously monitoring key performance indicators, predicting potential risks, and recommending proactive steps based on insights from thousands of businesses, 4impactdata’s platform empowers organizations to not only… Continue reading Melancon Becomes Advisor to 4impactdata 

How Matters More Than When in Marketing to Accountants

It’s time I spoke to all of the folks looking to partner with accountants to say, implicitly, that while timing may matter in many aspects of marketing and sales; for accountants, how you approach them is even greater than when. The common thinking for those marketing to accountants is that they don’t really pay attention… Continue reading How Matters More Than When in Marketing to Accountants

What Keeps Accountants Going?

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Despite the daily deluge of what would otherwise be considered “bad vibes” around the field of accounting, you still have to wake up and do your level best for your clients, their businesses, and yours. So, what keeps you going? We needn’t have to look at our lives or evaluate why we do what we… Continue reading What Keeps Accountants Going?

What is Intuit Doing?

In a recent discussion with head “nerd” Seth David on his ‘Nerd’s Guide to the Galaxy” podcast, we dove into the profession’s reaction to Intuit’s controversial ads, their pricing, and seemingly strained partnerships with ProAdvisors. We also got to cover time management, client communication, and the importance of community support for bookkeepers.

What Makes You Valuable?

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You are a professional, yet so many of you consistently undercharge or feel guilt or even imposter syndrome when pricing out your services or even putting proposals together for work. Whatever it is, do you know what you’re worth and why? I know many of you are already elbow-deep in the work you do to… Continue reading What Makes You Valuable?