Going on a trip? Here’s a Checklist that might help!
entrepreneur | How-To | Small Business

Going on a trip? Here’s a Checklist that might help!

Trips and vacations are exciting to think about and plan! A lot of times it’s so exciting, liftoff has already begun. Why.. you feel so aerodynamic, you begin to wonder what you needed a plane for in the first place! …A little arm flapping and it’s all but a flock of geese for good company!…

Have You Heard about the TSheets Chatter?
Accounting | entrepreneur | How-To | Small Business | Training & Support | Xero

Have You Heard about the TSheets Chatter?

If you’ve been straining yourself over working out employee hours each week, strain no more! Being a boss just got a lot easier! Go ahead and wipe that sweat off your brow. You no longer have to worry if your employees are actually hard at work. The TSheets app has been getting a lot of…

Practice Ignition Gives Your Firm a Kick in the Admin
Cloud | How-To | Practice Management | Tax | WorkFlow

Practice Ignition Gives Your Firm a Kick in the Admin

Practice Ignition adds efficiency to client administration, leaving you the time to do what you love. We have been using Practice Ignition for about 2 years now.  It was this years tax extension filing season when we seen that a-ha moment.  I have loved Practice Ignition from first sight, but once we got access to payments, it took…

Proper Workflow Necessary for Efficiency
How-To | Onboarding | Practice Management | Tax | WorkFlow

Proper Workflow Necessary for Efficiency

Tax Preparation WorkFlow Roundtable   This video is the result of recent thread regarding workflow on Accountants, Bookkeepers and Business Owners , a collaborative Facebook group with over 6000 members.   One of the members posted a question about workflow for her growing tax practice that generated a lot of interest and prompted us to set up the…

Cloud Security and Password Management
Cloud | How-To | Security | Xero

Cloud Security and Password Management

Phishing attacks continue, your cloud security is in your password management… I hear it everyday, “I don’t want my data in the cloud, I worry about cloud security”.  Yet the same people that tell me that, also email me from gmail, hotmail or even aol.   They are logging into their bank account everyday.  Guess what, you…

Law Firm Trust (IOLTA)….What You Need To Know
Fraud | How-To | Law Firm Accounting | Law Practice Management

Law Firm Trust (IOLTA)….What You Need To Know

  Law firms throughout the US have a fiduciary responsibility for funds entrusted to them by their clients.  That is why most states impose law firm trust account or IOLTA rules on the firms. There are multiple billing arrangements used by law firms: Contingency Fee, Flat Fee, By the hour, etc.  We will cover billing…