Xero releases "Ask in Xero HQ"

Xero releases "Ask in Xero HQ"

Now you can send queries directly to your client’s email address from within Xero HQ. Each query is stored within Xero HQ along with your client responses and any attachments, making multiple records, emails and notes a thing of the past. Ask will be available to all Xero HQ users from the end of this month.

Highlights from Accountex USA

Highlights from Accountex USA

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.

4 Myths about Millennial Business Owners and Their Accounting Firm Preferences

4 Myths about Millennial Business Owners and Their Accounting Firm Preferences

This survey by Bill.com shows that being tech savvy is not optional if you want to attract Millennial customers: Eighty-two percent require paperless accounting services. And more than half also consume bookkeeping services in addition to tax, an increase of almost 25% versus boomers.

Transforming your understanding of what a bookkeeper really does

Transforming your understanding of what a bookkeeper really does

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.

CPA Practice Advisor announces 2016 "40 Under 40"

CPA Practice Advisor announces 2016 "40 Under 40"

I'm honored to have been named to CPA Practice Advisor's 2016 "40 Under 40" list. This award is designed to recognize "young leaders who are helping to positively shape the accounting and tax profession." You can read my Q&A with CPA Practice Advisor here.

Highlights from Xerocon San Francisco

Highlights from Xerocon San Francisco

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.