Here are the highlights from my experience at Accountex USA 2017 in Boston, Massachusetts. Featuring Daymond John of Shark Tank fame, Randi Zuckerberg, former spokesperson for Facebook, and the most innovative accountants and bookkeepers in the profession today.
By choosing to work exclusively with particular developers for deep integrations in QBO, Intuit could easily stifle competition in the cloud accounting ecosystem.
A new survey shows that many people have no idea what bookkeepers do on a day-to-day basis — but they also value them highly! There's a big opportunity here for entrepreneurial bookkeepers to leverage the power of cloud accounting to eliminate tedious tasks.
Starting November 2016, partners will earn 2 points for each Xero Business Edition org on their billing account or that they have been invited into. This means you'll no longer need to be the firm paying for the Xero org to get credit for the org as part of the Xero Partner Program.
Wow. That was a blur! Xerocon was August 15 to 17 at Pier 27 in sunny San Francisco this year. Over 500 accountants and bookkeepers were in attendance. Here are the highlights.
Xero innovated the concept of an "ecosystem" of cloud accounting applications for small business. FloQast, a "close management solution" for internal accounting departments, represents the expansion of this trend into the mid-market. Read my article on Accountex Report to learn why this trend matters to accountants, and how developers can take advantage of it.
Accounting and bookkeeping are all about the cloud these days. But not every firm is ready to make the switch. If you're sticking with desktop for a while longer, LedgerSync can give you some of the benefits of the cloud at a very reasonable price.
If you’re anything like me, you saw the headlines this week about Xero integrating with Wells Fargo and got really excited. Then you read the details of the new partnership — and felt kind of underwhelmed. I think that’s because the biggest news is not what’s happening in the short term, but what is possible in the future as a result of this new relationship.
Here are 12 of the best accounting technology blogs that I’ve come across in my time as a cloud accountant and technology consultant.
Is the CPA license relevant anymore? As a cloud accountant serving small businesses, is it worth the trouble to obtain and maintain a license? I think so. Read my post on Going Concern for the four reasons I'm taking the time to sit for the CPA exams this year.
Since 2008, Expensify has acquired nearly 4 million users while spending next to nothing on promotion. Here's how.
Some excellent news for Bill.com users and accountants — As part of an upgrade to their Inbox feature, Bill.com is dropping the price of the data entry service from $1.99 to 50 cents per bill. A design upgrade should also make the inbox easier and more intuitive to use.
This week I'm incredibly fortunate to be attending ExpensiCon, Expensify’s first invite-only, all-expenses-paid conference — in Maui! Here are the highlights from Day 2.
Of all the services that could potentially be "Uberized", accounting is one of the least likely to succeed. For more, read my post on Going Concern.
Previously on Going Concern, I wrote a post called "Why Accountants Suck at Marketing." As a follow up, here are four simple ways accountants can do better.
As a freelancer or remote worker, eventually you get sick of working from home or cafes. Here's a list of other places where you can sit down, focus, and finally get some work done.
From my first post on Going Concern:
"Valuing logic and reason above all else is an excellent trait for an accountant, but is terrible for understanding how and why people buy things. That’s because most people buy products and services according to how they feel, not how they think."
The Thrivecast is my favorite accounting podcast, so I was super excited when Jason Blumer and Greg Kyte asked me to be their guest on Episode 56. Take a listen!
This app does a lot: online proposals, digital signatures, contracts, invoicing, payments, scope changes, client re-engagements, and more. Here’s how Practice Ignition can save time and increase profitability.
Getting content to your accounting or bookkeeping clients and prospects doesn't have to be difficult at all. It can even be easy (and maybe fun, too). Here's how.
In this 1 hour and 35 minute (!) podcast, Heather Smith and I discuss all 33 apps (at the time) on my list of Recommended Apps for Accountants and Bookkeepers. If you don't have time to read, this one is for you!
Adding images and graphics to your posts is one surefire way to increase audience engagement. Now that's easy to do with cloud graphic design apps such as Canva, which I used to make the featured image for this post.
This year, the team at HPC switched to Zoom for our company video conferencing tool. I've added it to my list of Recommended Apps for Accountants and Bookkeepers.
Will Lopez and I talk about Xero, Wave, Fathom, Spotlight, Crunch Boards, and more on our second live stream.
Luxury brands—such as Hilton, Le Meridian, and Neiman Marcus—are masters of anchor pricing. Learn what it is, how it affects perceived value, and how to use it to your firm's advantage.
Xero Global Search is finally here! As with Find & Recode, Xero took the time to do Search right, rather than rushing a half-baked product out the door (like you-know-who). For more details, screenshots, and tips for how you can use Xero Search to be more productive, check out my detailed post about Xero Search on the HPC Blog.
Check out the recording of this webinar I did with Matt Wilkinson from Bizink. In the video we share some of the top techniques HPC and leading Xero accounting firms use to promote themselves online.
Wayne Schmidt from PracticeIQ was kind enough to ask me to sit in on one of his weekly webinars. In this video I share a bit what I learned about pricing in 3 years of starting up and running my online bookkeeping firm.
Xero has posted the video of my TED-style talk Beyond Compliance, given at Xerocon 2015 in Denver. Check it out!
Receipt Bank is one of the few default accounting applications at my accounting firm, Harshman Phillips & Company. "Default" means that we set up Receipt Bank + Xero for *every* new client we sign.