News & Events
Web Wire — Three accounting companies took home 2017 FinTech Breakthrough Awards:
CPA Practice Advisor — With the new partnership, WeWork members in the US can start a free one-month Xero trial in the Services Store and get a free one-hour consultation with a Xero Advisor.
Deeper Weekend is Thriveal’s premier annual gathering where deep learning and forward-thinking innovations are fostered. Thriveal's purpose: to "inspire counter cultural firm owners to embrace their entrepreneurial creativity within the profession."
Groove Blog — Structure is key for running regular meetings with a remote team.
Sales & Marketing
The Profitable Firm — Karen Reyburn explains why it's important to put up some roadblocks to new business — After all, you want profitable clients, not just more of them.
Get a Job
Armanino LLP — My firm is hiring! We're the largest California CPA firm and a top 25 nationwide. This position in the OFA practice offers an excellent salary plus benefits, which include medical, dental, vision, 401(k), and profit sharing. (Let me know if you apply so I can justify this extracurricular newsletter activity.)
EY.com — EY (formerly Ernst & Young) announced the launch of EY Ops Chain, a set of applications and services aimed at helping organizations commercialize the use of blockchain technology. Although blockchain use cases haven't been fully realized, EY is leveraging its tax, audit, and consulting practices as a way to introduce blockchain to multiple industries.
TM Forum — You can't read about cloud accounting technology without hearing "Blockchain" come up. Although a pretty long read, this article provides an easy-to-digest explanation of WHAT blockchain is and WHY it's important for you to know.
Tips & Tricks
StacyK.net — Here's a trick for attaching bank and credit card statements in QuickBooks Online from QB expert Stacey Kildal.
This is possibly the easiest Stripe and Xero bank feed integration available. Set and forget. Automatically sync transaction data every day - fees and refunds included. Starts at $9 per month and goes up based on transaction volume.
Gusto now offers in-app cobranding to Silver and Gold accounting partners.
Now, you can:
- Split invoices to multiple line items
- Track inventory related to purchases
- Search dropdown menus
- Rely on Hubdoc to automatically calculate taxable and nontaxable amounts
- Complete quick calculations in line item fields
- Tab between fields
TaxJar has added Kansas and Massachusetts to the list of AutoFile states. Additionally, in most states you can now enroll in AutoFile up to four days before the sales tax filing due date.
Now QBO users can track their time on the go with a refreshed and mobile responsive interface.
Now you can add a Xero client who maintains their own subscription to your practice in Xero HQ.
Insightful Accountant — Intuit has released Version I of the QuickBooks Online Accountant Practice Management tool. Currently, it's designed for a one- to four-person firm and addresses their need for efficiency and productivity by allowing everyone to stay connected to QBO and each other.
Insightful Accountant — William Murphy reviews Q2Q Custom Reporter, a nifty Excel plugin that links your Excel spreadsheets to your QBO data.
Thanks for reading! Looking to catch up on the news? Check out the previous issue, Cloud Accounting Weekly #39.