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My favorite quote:
"The best time to plant a tree was 10 years ago. The second best time is now"
A few applications to the accounting profession
"The best time to plant a tree was 10 years ago. The second best time is now"
A few applications to the accounting profession
Cloud TechMost accountants are not using cloud apps
People are opinionated here and nuance is often overlooked. Regardless, have an understanding of both
I ran a workshop here on general cloud tech https://twitter.com/JStaatsCPA/status/1335614714462654464
A timely example: the latest COVID legislationA lot of folks with gnarly Januarys have been waiting this one out
Here are some resources to get you started: https://twitter.com/JStaatsCPA/status/1346215424216719360?s=20
Manual payroll processingOnline systems like Gusto won't do everything. The right pick(s) depend on the makeup of your client base
That said, take the time to understand how it works
Here's a Gusto demo account: http://app.gusto-demo.com/demo_account
Manual 1099 processingWhen you're short for time, you do what you've always done
Get an understanding of how http://tax1099.com and http://track1099.com work, and you can speak to the pros & cons of each approach
Value billingFirst - You have permission to bill hourly
Second - Identify areas in your practice where you can adopt value billing at a micro-scale
Doesn't mean it will take over everything you do, but you learn it by doing it. @ignitionapp puts out the best content here
VideoNobody likes watching themselves on video. That's normal
But for the same reason that clients don't say 'ew I'm uncomfortable' when you sit down in front of them, they won't be put off by your videos
It's a journey, start small https://twitter.com/JStaatsCPA/status/1296614440381460480
Email Marketing ToolsOne of the highest-impact tools to adopt
These allow you to channel your clients through a standardized process via email, automating countless follow-ups
Again, start small https://twitter.com/JStaatsCPA/status/1297964361848442881
Human nature is to feel uncomfortable when you aren't on-trend
Often times this is a barrier to education, and the inclination is to dig in
It can stem from the misconception that 'if only you knew about xyz you'd do this'
Often times this is a barrier to education, and the inclination is to dig in
It can stem from the misconception that 'if only you knew about xyz you'd do this'
The flipside is to approach it as simply an educational journey
You expose yourself to what's out there to be better equipped to advise your clients
It doesn't mean you'll be on-trend, but you will find great confidence in knowing you don't have blind spots
You expose yourself to what's out there to be better equipped to advise your clients
It doesn't mean you'll be on-trend, but you will find great confidence in knowing you don't have blind spots
