How to move your accounting practice to fixed fees
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.
Going "Beyond Compliance" on Xero Unplugged
Xero has posted the video of my TED-style talk Beyond Compliance, given at Xerocon 2015 in Denver. Check it out!
3 reasons to wear your orange Receipt Bank t-shirt
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.
Square Payroll is live in California
Last year, my firm, Cloudsourced Accounting (now part of HPC), spotted Square testing a beta version of their payroll product. At the time, it was an invite-only beta. I'm happy to report that now it's available to all.
Talking cloud accounting with Heather Smith on the Cloud Stories podcast
Heather Smith recently invited me as a guest on her Cloud Stories podcast series. Heather and I discuss Cloudsourced Accounting, what clients want from their CPAs, how Xero add-ons can stand out, and what Xero needs to do to break through in the US market.
Bill.com off to a great start with new iOS app
Yesterday Bill.com released their new iOS app. Until now the only way to access Bill.com on a mobile device was through a web browser (such as Safari). Here are the details on what the new app lets you do (and doesn't).
Xero Hits a Home Run with Find & Recode
Today Xero released Find & Recode, a tool for accountants and bookkeepers to quickly find and edit transactions in bulk. As with a number of Xero features, QuickBooks Online has had this one for years. But as usual, Xero came through with a tool that is far more elegant and useful—so I'm not complaining! Here's a breakdown of Xero's Find & Recode and how it compares to QBO.
Abacus enables foreign currency (and Bitcoin)
Abacus is already my favorite expense reimbursement app and it just got better with the addition of foreign currencies.
Is Bench Bookkeeping Right for My Business?
Started in 2012, Bench Inc. has grown quickly to become one of the world’s hottest accounting services startups. In January 2015, Bench closed a $7 million Series A round, bringing total funding to $10 million. With 126 employees, Bench appears poised to scale into what would be a first for the industry: a national bookkeeping services firm.
Automatically add a local sales tax rate to Square with TaxJar
Square users can now connect their Square Register app to TaxJar to automatically look up sales tax rates by location.