Maintaining your Procedures
Documenting your firm’s procedures is a big job - and one you don’t want to ignore. And, much as I hate to be the bearer of bad [...]
How to write a great procedure
So you’re finally convinced that your firm needs to have written procedures. Or maybe you’ve been convinced all along– it’s just so hard to write them. We [...]
8 Reasons why you need to document your procedures
You know you should have written procedures - everyone tells you so. But writing procedures falls very clearly under the “important but not urgent” umbrella, making it [...]
Handling Source Documents – Keeping it Straight
The foundation of a good workflow system is making sure the resources needed by your staff to perform their work are in a secure but central location. [...]
Circle-Slash AR – Save time and improve cash flow by eliminating accounts receivable
One of the biggest benefits of a fixed fee billing model for my firm has been the ability to eliminate accounts receivable. A Typical Invoicing Process for [...]
Why Attend QuickBooks Connect?
You really don't want to miss QBConnect this year- It's going to be better than ever (and it was already pretty awesome). But don't just take my [...]
Preventing Scope Creep: Managing Client Support
Managing client support is vital to your profitability on fixed fee engagements. What is client support? Client support refers to the work performed by your firm when [...]