Workflow Obstacles: Are Your Clients The Problem?

Earlier this week I was speaking with a fellow bookkeeper about workflow and how to use online tools to make it more efficient. It seems that whenever us bookkeepers get together to talk about improving efficiency and speeding up how serve our clients, one issue usually surfaces. Why is it so hard to get the source information we […] ...

Read More

Going Virtual: TFB Spotlight on Cindy Hovig

Are you thinking about going virtual with your bookkeeping business? Have you been wondering how best to make the transition… and how to get your existing clients to buy into the idea? This TFB Spotlight interview can help! Cindy Hovig of Beyond Balanced Books, Inc. starts from the beginning with a home-based, part-time business and shows […] ...

Read More

Tagged As: , , , ,

Which Accounting Software Should You Use in Your Bookkeeping Business?

Which accounting software is best? When setting up your practice, and especially when transitioning to a virtual bookkeeping business, you have choices. In fact, it can feel like too many choices! QuickBooks desktop or Online? Xero? Sage? What about Kashoo, Wave, and FreshBooks? Your clients may be using any of these, or others not even […] ...

Read More

Tagged As: , ,

Bookkeepers and Coaching: TFB Spotlight on Donna Leyens

We’ve all heard that we should be moving toward being seen as a ‘trusted advisor’ to our clients. But how can a bookkeeper make that kind of a change? That’s what I discussed with Donna Leyens of Provendus Group at a recent conference we both attended. Donna is a coach and passionate about the value […] ...

Read More

Tagged As: , , , , , ,

Compliance to Advisory – Making the Switch

Actually becoming a ‘trusted advisor’ is easier said than done. For example, here’s a request that came in from a fellow bookkeeper recently… “I was wondering if you have ever considered doing a topic on how to provide the value data from the financial statements. I struggle with that and would like to be able to […] ...

Read More

Tagged As: , ,

  • January 2018
    S M T W T F S
    « Dec    
     123456
    78910111213
    14151617181920
    21222324252627
    28293031