How to create a scalable client onboarding process (and happy customers too!)
The first 90 days of an engagement is a crucial period that can set the tone for your firm's relationship with the client in the future. Therefore [...]
6 Keys to successfully implementing new apps
You’ve gone to conferences, talked to colleagues, read the industry blogs, and done multiple Google searches. You’ve picked an app that is going to revolutionize your client [...]
The Process Improvement Cycle
Process improvement involves a continuous cycle of identifying, analyzing, and improving business processes. There are entire libraries full of writings on process improvement – and a lot of [...]
Moving Your Firm to QBO
In a previous article, I argued that QuickBooks Online is a good choice for accounting firms since our needs match the QuickBooks Online feature set well. In [...]
Aero User Story – Schulte and Schulte
Schulte and Schulte is a bookkeeping firm specializing in construction and contracting firms. They use a suite of cloud apps, centered around QuickBooks Online, Knowify, ClockShark, T-Sheets, [...]
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 [...]