#RightNOW2024 is quickly approaching! If you plan to attend, stop by Docyt Booth #205 to meet the team and discover how #AI-powered bookkeeping standardizes processes across all your clients while providing real-time financial visibility into financial performance. 🌟 As an added bonus, we're offering a $50 Amazon gift card if you complete a demo with us. Learn more: https://lnkd.in/gscHmbiU Special thanks to Rightworks for organizing this event! 🎉 #accountingfirms #accounting #artificialintelligence
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Are you ready to impress your clients with faster and more accurate real-time accounting? Stop by Docyt booth #205 at the upcoming #RightNOW2024 Conference to learn how. Complete a demo with one of our experts and receive a $50 Amazon Gift card. 💫 Learn More: https://lnkd.in/gscHmbiU #accountant #clientsatisfaction #finance #artificialintelligence
#RightNOW2024 is quickly approaching! If you plan to attend, stop by Docyt Booth #205 to meet the team and discover how #AI-powered bookkeeping standardizes processes across all your clients while providing real-time financial visibility into financial performance. 🌟 As an added bonus, we're offering a $50 Amazon gift card if you complete a demo with us. Learn more: https://lnkd.in/gscHmbiU Special thanks to Rightworks for organizing this event! 🎉 #accountingfirms #accounting #artificialintelligence
Meet Docyt at the RightNOW Conference
https://docyt.com
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A solid foundation for building workflows that work is having standards for everything, especially naming and numbering conventions. You can’t run a business efficiently without naming and numbering conventions. Without conventions: ❌ You will have trouble locating things ❌ Your clients and team will be confused about what you expect of them ❌ You will waste time entering transactions - is it automobile or vehicle, gas or fuel? ❌ You will make mistakes in posting ❌ You will unnecessarily duplicate accounts, vendors, and customers ❌ Lists, in general, get bloated and messy if you don’t have naming conventions for them Naming conventions in your practice management app: ➡️ Project identification ➡️ Task templates ➡️ Email templates Template names in Financial Cents for us look like this: Onboarding = ONBD’G, Bookkeeping = BKP’G, Year-End = YE Then we break it down further: ONBD’G - Prospect Q & E so that the prospect questionnaire goes out with the correct email, BKP’G - Monthly with HST, No Payroll or BKP’G - Client Name Numbering and naming conventions in your accounting files: Use standard names for your QBO lists - Vendors, Customers, Accounts, Products & Services - to consolidate the data and keep the lists tight Naming and numbering conventions in your Chart of Accounts: Bank institution, type, currency, last four digits - CIBC Chequing Cnd 7523, TD VISA 9723 Bank Charges for the header account (the word Charges and a header number convention are key to knowing not to post there), and then the subs are Bank Fees, Merchant Fees, and PayPal Fees… (the word Fees being key to identifying that those are the subs) Gas is for vehicles (always vehicles - not automobile interchanged with vehicle), Fuel is for equipment, Gratuity rather than Tip, Gift Cards, not Gift Certificates… We love numbering in the Chart of Accounts so it lines up in the order we want it to, and the subs are organized properly (QBO, you have to turn numbering on - it's off by default) Naming conventions for reports: • Set the wording for the reporting period • Include the client name • Set the date format • Set the order you want these details in Financial Cents has a fantastic library of templates built by accounting firms like yours! 🎉 Check out Financial Cents here: https://hubs.li/Q02NsSQh0
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Don't miss tomorrow's live webinar on connecting inFlow to Xero Accounting so you can reduce the manual process of copying your orders to both systems! Join us live on Tuesday, August 13, 2024 at 11am ET where we'll take you through the setup, and some important information on how to use inFlow with Xero. Register now to secure your spot and for the chance to win a $100 gift card! See you there! #webinar #inflowinventory #inventorymanagement #inventorysoftware #inventorymanagementsoftware
inFlow: Integrate with Xero
inflowwebinars.easywebinar.live
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Your Exclusive Black Friday Offer: 70% Off QuickBooks for 3 Months! As Thanksgiving approaches, the excitement of Black Friday and Cyber Monday is in the air. QuickBooks is hosting a special Flash Sale from 11/25-11/29, where you can enjoy a 70% discount on QuickBooks Online products for the next 3 months! Use this link to sign up and save: https://lnkd.in/gUJHkBJW Why QuickBooks Online Stands Out: Effortless Money Management: Organize expenses, track sales, and handle invoices all from one platform. Automate for Efficiency: Enjoy automated reports that provide crucial insights, helping you make informed decisions quickly. Access Anytime, Anywhere: Manage your business seamlessly from your computer, tablet, or phone. Connect Your Tools: Integrate with your favorite apps for a more streamlined workflow. Take advantage of this limited-time offer by clicking https://lnkd.in/gUJHkBJW to sign up. Don't miss out on the chance to simplify your financial processes with substantial savings this holiday season!
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Yesterday's webinar was packed with actionable marketing tips for accounting firms. Missed the live event? No worries – you can catch the full replay on YouTube now. [Link in comments] PS: Want a $10 Starbucks gift card AND a free marketing strategy session? Check out the details in the comments below! #webinar #bookkeeping #accounting #marketing #offer #gift
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It’s no secret—in order for finance professionals and businesses to be successful, they need to control their cash flow 💰. In my experience, this means: 1. Accessing credit when you need it 2. Controlling company spend 3. Staying under budget 4. Eliminating manual processes/tasks 5. Getting maximum rewards on business spending When you add it up, it’s a big impact—and BILL Spend & Expense helps you with all five. A business card 💳 and expense software 📊 combo gives you unbreakable budgets and real-time insight into company spend. And receiving cash back on your company spend is money you can reinvest into your business. #finance #businessgrowth #growth 👇When you take a 30 minute demo and qualify we’ll send you a $100 Amazon gift card👇
Take a BILL Spend & Expense demo, get a $100 Amazon.com Gift Card
bill.com
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Managing your business finances shouldn’t feel like a full-time job. With QuickBooks, you can take control, save time, and focus on growing your business—all while saving big this Black Friday. 🎉 Black Friday Flash Sale: 💰 70% off QuickBooks Online for 3 months! 📅 Available 11/25 to 11/29. Here’s how QuickBooks helps your business thrive: ✅ Organize expenses, sales, and invoices in one place. ✅ Automate reports to make smarter decisions faster. ✅ Manage your business from anywhere—computer, tablet, or phone. This exclusive deal won’t last long. Simplify your finances and grab your savings here: https://lnkd.in/ehCzw_QV Give your business the tools it needs to succeed.
QuickBooks Online for Partners
quickbooks.intuit.com
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🌈 A Heartfelt Thank You & What’s on the Horizon for TaxPlanIQ (SaaS tax planning for accountants) 🌈 We might not have made it to the next round of Accounting High tax bracket, but the wave of support for TaxPlanIQ has truly touched our hearts. THANK YOU to each and every one of you who showed your faith in us by voting! Your encouragement is what propels us to push the boundaries of innovation in advisory for accountants. 🎉 Exciting Developments with jAIne & More! 🎉 We’re thrilled to share that jAIne is already making waves by identifying tax savings from about 30 strategies with just a simple 1040 upload. But guess what? We’re on our way to expanding beyond 100 strategies AND fully automating this process! Imagine the power at your fingertips when you can instantly be notified of $$$$ in client savings opps, turning a mere minute of effort into value priced advisory. 🔜 What’s Next? 🔜 This quarter, we’re not stopping at expanding jAIne’s capabilities. We’re also introducing comprehensive tax projections to revolutionize your experience, leaving behind the frustrations of clunky tax prep software. 📢 Your Voice Matters! 📢 Your enthusiasm and insights are invaluable to us. What are you most excited about? What features would you love to see? Drop your thoughts and excitement in the comments below. Let’s embark on this transformative journey together! 💡 Be Part of the Revolution: 💡 This isn’t just an update; it’s a leap towards empowering you and your clients with knowledge, savings, and efficiency like never before. By integrating cutting-edge AI with our deep understanding of tax advisory, we’re not just creating software; we’re crafting the future of accounting. ✨ Exclusive Early Access: ✨ Want in on the action before everyone else? Comment below or send us a message. We’re offering exclusive early access to our passionate community. This is your chance to be at the forefront of innovation and make a real difference in your clients’ financial health. 👥 Join the Movement: 👥 This is more than just tax planning; it’s about creating a community that champions innovation, efficiency, and unparalleled client service. Share this post, tag your fellow accountants, and let’s make the tax planning revolution unstoppable. #TaxPlanIQ #InnovateAccounting #TaxSavingsRevolution #AccountantsAreTheBestAdvisors Thank you to Scotty Scarano 🥶❤️🔥 🦅 Byron Patrick, CPA.CITP and Accounting High team for putting together a really freaking fun popularity contest 🤩. And shoutouts to our friends Michelle Weinstein, Dawn W. Brolin, CPA, CFE Logan Graf, CPA and Randy Crabtree for getting so close as well with all they give. Next round Im rooting for Joe Woodard Heather Satterley CPA scaling new heights & appy camp head to head(!), Financial Cents , Jason Staats, CPA, Gusto, Hector Garcia CPA righttools and Royalwise Alicia Pollock !!!! Rock on!!!
2024 ABC TOURNAMENT COVERAGE ROUND 2 RESULTS SUMMARY CONGRATS TO THIS WEEKS PRIZE WINNERS!!! $100 Amazon Gift Card (from Client Hub) Mariana Alvarez Tri-Merit Swag Pack Chris Schiavone A Yeti (from Bookkeep) 🌼 Megan Genest Tarnow🐝 29,725 VOTES CAST IN THE TOURNAMENT HERE'S THE FINAL SCORES GREAT JOB TO ALL THE TEAMS THAT WON THEIR FIRST-ROUND MATCHUPS BETTER LUCK NEXT YEAR 👏 👏 👏 TaxPlanIQ (SaaS tax planning for accountants) Jackie Meyer, CPA, CCA, Doctoral Candidate StanfordTax, Inc. Dan Berenholtz Client Hub Judie McCarthy Karbon Mary Delaney Ian Vacin Xero Ben Richmond CA Bookkeep - Smarter Ecommerce Accounting Automation Alison Ball Jason Richelson Accounting High The Abundant Accountant Michelle Weinstein Earmark Kitchen Table Automations Ashley Francis Relay Yoseph West Dext 🐠 Rachel Fisch, CPB LiveFlow Anita Koimur Fathom Randy Crabtree Bridging The Gap Conferenece Accounting Cornerstone Foundation Dawn W. Brolin, CPA, CFE Roundtable Labs Richard Roppa-Roberts Future Firm Inc. Ryan Lazanis, CPA THANK YOU TO EVERYONE WHO VOTED SO FAR VOTING FOR ROUND 3 NOW OPEN GO VOTE FOR YOUR FAVORITES AT ABC.ACCOUNTINGHIGH .COM whose gonna win it all this year? who did you vote for in round 1? ✌ 😘 Scotty
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Business owners are great DIY-ers, often learning to wear many hats quite well. Whether you are capable of doing your books and accounting isn't in question because if you wanted to spend a good chunk of your time matching receipts or reconciling accounts then you would have started a different type of business. Hiring a professional to maintain your books and create your financial statements will free you up to do what you do best - run your type of business. Bookkeeping Made Simple will help handle all of this and provide you with the necessary high level financial insight to foster sustainable and substantial growth. We are open and ready to help bring your business books current and ahead! Call 734.221.0160 #Bookkeeping #ContactUs #quickbooks #delegate #MichiganBookkeeper #accountingtips #smallbusinessowners #hireabookkeeper #professional #finances #accounting #Quickbooks #time #outsource #bookkeeping #money #businessowners #simple #BeTheBoss #newclientswelcome #business #moneytips #financialgoals #transactions #LetUsHelp #bookkeeper #unique Want more insights like this? Subscribe to our monthly newsletter "Cash Blast" to get the latest thought leadership content delivered right to your inbox — from blogs and resource articles, to podcast episodes, webinars and more. Sign Up! Money Saving Tips to Keep Small Business’ Cash in their Pocket! Go to https://lnkd.in/ghm-mPby Under: How can we help you? respond KEEP MY CASH A drawing for participants will take place and winners will be rewarded with a gift card.
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Screen-scraping and password sharing are on the way out.. As an accountant or bookkeeper, you need a more reliable and secure method to access client bank data for your Xero system. Open Banking is the solution you've been waiting for. Join us on 16 May at 12 PM AEST for a session on how integrating Open Banking with Xero can transform your accounting workflow. Register now to secure your spot: https://hubs.la/Q02wtpMt0 During this webinar, you will: ✅ Learn about the essentials of Open Banking and its benefits. ✅ See practical examples of how Open Banking enhances data accuracy and clarity. ✅ Watch a live demo of exporting and importing data with Xero using ACSISS Adviser. We can't wait to help you. See you at the session.
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