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How to Get Bookkeeping Clients bookkeepers bookkeeping clients networking tips Jul 27, 2023

So, you want to get some bookkeeping clients? I’ve been working with all different types of accountants and bookkeepers for the past ten years of my twenty-year tenure as an accounting professional. 

 

Some accountants seem to get more work than they know what to do with, while...

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How to Go from Bookkeeping Side Hustle to Bookkeeping Practice bookkeeing side hustle Jul 25, 2023

I’ve lived this. When I got out of rehab in Oct of 99, I started working accounting temp jobs. During that time, I remember the recruiter telling me that many people just worked temp jobs because they liked the change of environment from time to time, and if you want to take off, you...

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Living On the Edge internet browser microsoft edge Jul 18, 2023

I normally can’t stand Microsoft products. I prefer Google Sheets to Excel, Google Docs to Microsoft Word, and definitely prefer Google Slides over Microsoft PowerPoint.

 

I tried to play with Microsoft Forms recently, but it looked like I needed to pay extra for that, which I only...

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How to Enhance Your Workflows with Bublup for Accountants and Bookkeepers bublup information management knowledge management webinar Jul 11, 2023

Welcome to the Replay for this webinar.

 

You are truly in for a treat here. Most of the people who attended live seemed to be blown away by what Bublup can do.

 

Got questions? 

Use the Ask Nerd form on your right!

 

Get Bublup here  https://www.bublup.com/join/8W6tf3uW

...
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How to Undo Bank Reconciliations in QuickBooks Online bankreconciliations quickbooks online Jun 21, 2023

Bank Reconciliations are one of the most foundational elements of bookkeeping, especially,bulletproof” Bookkeeping. This is the one sure way of making sure that not a single transaction is missing. It also establishes if there is anything in the books that shouldn’t be. 

...
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Use ChatGPT Like a CFO and a CMO cfo chatgpt cmo forecasts marketing Jun 17, 2023

There’s been a lot of talk in our industry about ChatGPT. When it first launched late last year, I saw the writing on the wall (or, err… on my screen) immediately. Many did not. Submitted articles rejected, threads on Facebook about how “scary”, or how wrong it is. It...

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The Power of QuickBooks Online Advanced and its Ecosystem for Mid-Market Companies collections quickbooks online reporting Jun 05, 2023

When QuickBooks Online was first introduced in 2001, it was a very simple cloud-based accounting system. No one could have predicted then, how things would evolve.

 

Many years later, we have several versions of QuickBooks Online, catering to all levels based on needs, including QuickBooks...

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Optimizing Your Email Workflow: A Step-by-Step Guide to Achieving Inbox Zero in Gmail email gmail process and workflow design May 16, 2023

If you have hundreds or thousands of emails in your inbox right now, I want you to stop what you are doing and start performing the following steps:

 

  1. Open your email.
  2. Filter your inbox for all emails more than thirty days old. 
  3. Select those emails.
  4. Archive them.

 

I can assure...

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Excel vs Google Sheets excel google sheets webinar May 01, 2023

Remember how in the webinar I mentioned about how easy it is to publish Google documents on the web?

Here's the slide presentation from this very webinar (it was done in Google Slides):

 


Part 1 - What is the Difference Between Excel and Google Sheets

 

Both Microsoft Excel and Google...

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What is Community? community process and workflow design productivity talknerdytome Apr 28, 2023

On July 18, 2009, Chris Pirillo uploaded a video called, “What Is Community?” Thirteen years later, I still come back to this video. In fact, I spoke with Chris recently and he shared that he still shares it with people. It is timeless, because the concept of community is timeless.

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QuickBooks Online: Add Your Accountant in 7 Easy Steps accounting and bookkeeping admin bulletproof bookkeeping quickbooks online Apr 28, 2023

 

If you're a small business owner, you know how important it is to have your finances in order. QuickBooks Online is a popular accounting software that can help you keep track of your finances. You may already use QBO, but did you know you can also add your accountant to your account?...

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