Accounting with Confidence

Podcast

Episode 5: Life Update - Give Yourself Grace

In this episode, I talk about what can derail your plans and how to get back on track by giving yourself grace and refocusing on goals and self-care.
If you want to hear about my:
  • Breast Cancer update
  • Angry To-Do List
  • word for the year
  • Business focus for the year
  • Goals for the podcast
then listen up!
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Episode 4: 3 Tips to Keep Busy Season from Sucking

There is still time before busy season to do 3 things that will have you feeling more in control of your calendar, more productive and may just keep this busy season from sucking.
 
1. Schedule time off now
2. Pick an overflow day - same day each week - to give you room to breathe and regroup
3. Get a daily To-Do system to help keep you focused when things start to go sideways
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Episode 3: My Why

Why a podcast and why now?
In Episode 3, I talk about what prompted me to finally take the leap and start this podcast. Mindset shifts, big long-term goals, and a life changing health diagnosis led to the firm I have today that works for me, not against me, and that I love!
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Episode 2: Marketing Mindset for Accountants

Why is marketing so hard for accountants to embrace?

In this episode, I talk about the struggles with being a good marketer of my practice and what mindset shifts have to happen for me to be successful with it.
After many years in the industry, I'm now creating a better relationship with marketing by:
  1. Constantly learning
  2. Scheduling some focused time
  3. Setting a goal of progress not perfection
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Episode 1: 4 Things I've Learned (so far) in my Accounting Career

In this very first podcast episode, I reflect on my career in public accounting and the true lessons that each chapter has taught me:
  1. Time is not really money
  2. Culture has to start at the top
  3. Micromanaging is for managers, not leaders
  4. No one is coming to the rescue
Listen as I dive into the impact these lessons have had on my life and career. These lessons can help you, too.
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Beth's Rules of Money In

 

This week we take an excerpt from the monthly QuickBooks User Group that was all about Money In. These 4 rules of Money In for your business work through the steps to keep money coming in and give you some common sense guidance on how to keep it simple.

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Price changes coming to QB Online products

 

Intuit has announced a major change to the ProAdvisor's wholesale billing discount as retail prices are scheduled to increase by 14 - 25% in coming months.  What does this mean?  For end users paying for their own subscription, this is a direct hit to your bottom line starting in September. For end users who have their bookkeepers paying for their subscription, expect a price increase this summer.  And for accounting and bookkeeping offices, it's time to consider a remote desktop solution as a viable alternative to QBO based on price especially for clients with multiple company files.

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Legislative Update - June 2021

 

With the passing of the ARP legislation in the middle of tax season and then an additional month added to the season, some legislative changes were ignored if they didn't affect the current season. Let's catch up on what else may impact you - child tax credit, meals, retirement contributions, rmds and 2020 withdrawals, etc.

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Getting paid faster

 

Do you make it easy for your customers to pay you?  Do you take credit cards, even Amex? Debit cards? ACH? Are you e-mailing or texting invoices with secure payment links?

All of these options make it easy for your customer to make the decision to pay you!  The faster you get paid, the better your cash flow! 

In this video we talk about what you need to do to get paid faster and a small sampling of tools that can make it happen for you.

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Accessing Dark Mode in QuickBooks Online

 

QBO has a little known feature where they roll out and beta test new features called QuickBooks Labs.  This video will show you how to access the Labs and turn on the newest beta test feature: Dark Mode.  This trend is happening on apps everywhere and QBO will not be left behind.

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FREE PDF GUIDE

6 Ways to Reclaim Your Time in your Accounting Firm

  • LEARN WHY DOING ALL THE THINGS IS NORMAL BUT NOT EFFECTIVE
  • FIND TOOLS THAT SAVE YOU TIME AND IMPROVE CLIENT SERVICE
  • GET CONTROL OF YOUR TIME TO START BUILDING A BUSINESS YOU LOVE