How Live Events Can Turbo-Charge Your Freelance Bookkeeping Business

. What’s the single most powerful way to grow your business? Based on my experience over the last 20+ years? It’s attending live seminars and conferences. What Makes Attending a Live Events So Powerful? Most people attend seminars and live events because they want the education the event has to offer. They feel the new ... ...

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How New Technology is Changing the Role of Bookkeepers

Technology is changing WHAT we do for our clients, along with HOW we do it. If you are working with your clients virtually… or headed in that direction, your role is in the process of some major changes. A large part of the bookkeeping role has been to do “intelligent” data entry so that financial ... ...

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Cool New Tool for Working With QuickBooks Clients

Typical Problem: Need to access to your clients’ QuickBooks financial information when you are in your office and they are in theirs. Assuming they are not using a hosted desktop solution, right now you have several choices, including… * Remote access * Using an Accountant’s Copy (you must be using the Accountant’s Edition to access ... ...

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The Pros and Cons of Going Paperless

It seems we are constantly hearing about how we need to “go green” and cut down on paper. They say, we “should” be turning to digital or paperless ways of handling documents. It’s just good for the planet (supposedly). But there really is more to it than that. If you’re working virtually with any of ... ...

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How To Keep Your Bookkeeping Clients Forever

What’s the next most important action to take for your business success after you find enough clients? Holding onto them! In a tough economy, when cash flow is tight, clients look for ways to cut costs. They may “forget” how important it is to have up-to-date financial records and view you as an overhead expense ... ...

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