To Free or Not to Free, that is often the question
(I know, that's a really bad joke. Sorry.) A few times a week, I get emails from other ProAdvisors, bookkeepers, QuickBooks consultants asking questions. The topics differ - QuickBooks Online, practice management, apps like TSheets.com, Skyline/Unidata hosting - and...
Still Afraid of the Cloud? Now There’s a Safety Net
A few months ago, I wrote an article for my friends at Fundera.com about why I think (almost) every company on QuickBooks desktop should and could be using QuickBooks Online. You might also want to check out my "Moving Online" series, if you haven't already. This...
My business is at a complete stand still
A few days ago, QuickBooks Online suffered a short term outage. Man oh MAN, you would have thought that the world was coming to an end, reading some of the comments online about this! I’ll admit: I had a minor panic attack, because I was scheduled to present a four...
FIRST PERSON to get TSheets Certified!
This just in! I am officially certified in TSheets.com Time Tracking Software. Because I won't be able to make it to the live certification training happening at The Sleeter Group's Solutions14 Conference, the great people at TSheets Time Tracking gave me a special...
Why I Hand Write My To Do List
I know. I know. You're thinking: "Hand write? What the what??" I love my iphone, my ipad, my MacBook Air. I've said over and over again: if I could do everything for work from my phone, I would be in heaven. I work remotely, I leverage technology to do everything I...
Move Your Practice Online Series: Step 11-Build a good website, and put a blog on it.
Hello Dear Readers! This is our last installment of our Moving Online series. You can check out the other installments here: Step 1:Join the QuickBooks ProAdvisor Program Step 2: Find Technology that will allow you to work remotely Step 3: Offer an incentive to your...
Move Your Practice Online Series: Step 10-Form Strategic Alliances
We're finally nearing the end of our Moving Online journey! This is the second to the last step in the series. A strategic alliance - which needs to be nothing more than an agreement to share referrals back and forth – is an important aspect of owning a business, and...
Move Your Practice Online Series: Step 9-Create a Network
When I say “create a network”, I mean that you have to find people that are smarter than you, that have not just MORE knowledge and experience than you, but also DIFFERENT knowledge and experience. One of the steps in this Moving Online series that we’ve talked about...
Using QuickReviews to Grow Our Business
Change is good. I’ve always looked forward to new experiences. As a rule, I embrace change. This year has been one of change for Kildal Services LLC. We instituted our Base Plus billing, rather than continuing to try to make standard packages work. We began using a...
Step 8: Use video conferencing apps to “meet” your clients
Hey there! We’re in the home stretch of our Moving Online series. We’ve talked about the ProAdivsor Program, finding the right technology, offering incentives to get existing clients to move to the cloud, bringing new clients on as remote, providing flat fee billing,...