Tech Tips
How Can Simple Tools On Your Website Eliminate Redundant Phone Calls? E-mail
Written by Chad Brubaker   
Monday, 03 August 2009 15:58

Phone1Ok, so you have your Web site up. You have outlined a description of your services, or staff bios, and the name of the firm and your contact information.  All of these pieces of information are geared for the purpose of your current or potential clientele.

 

Equally as important though, what content can you now provide that might be able to save you time?  Think about the most redundant phone calls that you and your staff receive throughout the day.  Do people ask for copies of their old returns?  Do people ask how to physically get to your office?  Do people ask for references to IRS clarifications based on their particular tax situation?  Of course, the answer will vary for each firm, but regardless, create sections of your website geared towards answering these very issues.  That way, over time you can wean your client base from making an unnecessary phone call to referencing your website for simple answers.  Here are a few of the most common ways to eliminate redundant phone calls:

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Tips on Choosing the Right Scanner E-mail
Written by Steven Ladd   
Friday, 31 July 2009 19:23

scannerChoosing an appropriate scanner for your firm can be a challenge. You need a solution that is both high quality and meets certain productivity standards. With so many options available, how do you know which scanner will meet the needs of your firm and your staff?


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Wi-Fi in the Sky – An Update E-mail
Written by Barry MacQuarrie CPA.CITP   
Wednesday, 22 July 2009 14:21

wifiAdd American Airlines to the list of carriers that now offer Wi-Fi in The Sky. I'm on a three and a half hour flight and found it easier to justify the $5.95 charge for internet access.

Recently, I wrote an article called Wi-Fi in the Sky that compared the cost of this new service to the potential for improved productivity. While I'm not convinced that I will always want to be connected, it is pretty cool to think I can send emails from thirty thousand feet!

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Social Networking and Your Firm E-mail
Written by Chad Brubaker   
Wednesday, 08 July 2009 12:26

While tax and accounting professionals are not typically the first people that come to mind as leaders in adopting emerging online technology, many of them are now turning to services typically used by their kids. Facebook and MySpace, online social networking sites originally created for college students, have since grown not only in the age of its demographic, but also in the number of users utilizing it for business purposes. Accounting professionals are taking advantage of these free sites for many reasons.

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Quicken to QuickBooks E-mail
Wednesday, 08 July 2009 00:00

Quicken logo

Business finances + personal finances = not a great situation especially when all the business’ financial data is in an accounting software such as Quicken and intermingled with personal finances. In my last blog I wrote about exporting data from an Excel spreadsheet into QuickBooks.  How do you move everything over from Quicken to QuickBooks? You can convert a Quicken file to QuickBooks through the Easy Step Interview built into QuickBooks. The conversion copies your Quicken data to a new QuickBooks company file. Your original Quicken data file doesn’t change so you can continue to use it. After converting your Quicken file, you will have two sets of data: your original, unchanged Quicken file and your new QuickBooks company file to use from that date forward.When you begin to set up any new company file in QuickBooks, make sure to have the following on hand:

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