#bookkeeping practice

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What is this conference? Its the place to be if you are a Canadian Bookkeeper looking for inspiration on how to grow your practice and embrace the cloud movement. Don’t worry if you can’t make it here. We’ll be posting lots of good stuff here on http://www.QBOadventures.com and our channels found on the side bar.

Day one focused on two keynote presentations by Ed Kless and the awesome Bryan Tritt from Intuit Canada.

Up first on Day 1 is Zen and the Art of Consulting brought to us by Ed Kless.

This session focused on Change. Here are some quick notes but check out this link to listen to it!

Sage Presents Zen and the Art of Consulting with Ed Kless Part1

Sage Presents Zen and the Art of Consulting with Ed Kless Part2

Change leading into the topic of irrelevance

Emphasis on the How? vs. What matters …which boils down to 6 things:

How do you do it?

How long will it take?

How much does it costs?

How do you get those people to change?

How do you measure it?

How have other people done it successfully?

What’s interesting about this is that these questions stem from to resistance to change. Followed by a conversation about refusing to change due to any question asked above. Its a set up. Because they don’t want to do what you are suggesting.

You need to adjust your battle plan with proper communication and approach. It’s how you present yourself and your value.

Then……

The second part of the day was attributed to Intuit’s own Bryan Tritt & Leandro Dumlao for The Firm of the Future Toolbox.

This session totally rocked!!! It was the be all and end all of what you need to do socially online.

The focus was…

How to become a #QBFirmOfTheFuture to embrace social media to find ideal client

Getting to know your client and how to target them using social media platforms. Using SEO on Google and embracing social media platforms like Facebook, Twitter, Pinterest, Google Plus and on….

Quick tip: Its important to have a call to action with in your advertising message.

This was such an epic keynote. I encourage you to listen and listen again to this recording to get all the good details. Does this stuff really work? Yes! After all you are reading this blog aren’t you?

Intuit Presents The Firm of the Future Digital Toolbox with Bryan Tritt and Leandro Dumloa Part1

Intuit Presents The Firm of the Future Digital Toolbox with Bryan Tritt and Leandro Dumloa Part2

Stay tuned for Day 2!

Here are some of my favourite pics of the day!

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Yours in apps,

Finagraph: Get the Feedback Your Clients Crave

We are proud to announce that Finagraph is the newest #JennieApprovedApp.

One of the stages of becoming a #JennieApproved App is a thorough review. Below is the fact-finding info we gathered from the creators of Finagraph:

Briefly explain what pain points your app solves. Empowers accountants and small businesses to evaluate the overall health of a business at a glance. In detail, what are the…

Is It Time to Trash Those Payroll Records?

I can’t say often enough that being a member of the Canadian Payroll Association is imperative for any bookkeeper. The CPA is my go-to resource when I need help with any payroll matter.

In this month’s Dialogue magazine, the CPA featured a great question posted by one of its members. It was:

How long are we required to keep payroll records such as timesheets, employee files, pension remittances,…

Whoa! Imagine getting paid as soon as you email your invoice with @QuickbooksCA @Intuit

You heard it.

My girl Melika Hope at Intuit has made it happen. You may already know that QuickBooks Online makes it simple to increase your cash flow by directly emailing your invoices to your client. But here is the big news!

Once your client receives the invoice, there is a pay now button that allows them to pay either by Visa, MasterCard, or Discover Card. Whoa! Now that is what I call gettin…

Is an Accountants Council about comparing pocket protectors? Nope. Check out how this bumpkin bookkeeper got to hang out with some cool CPA's to built the future road map of Quickbooks Online and Profile with Intuit.

It may have been chilly in Edmonton, Alberta, but Intuit’s Accountant Council was heating up the town.

So what the heck is an Intuit Accountant Council?

To tell the truth, if you’d asked me last week I would have shrugged my shoulders and said, “I guess I’ll find out!”

Well, now I’ve been enlightened.

Jeff Cates, president of Intuit Canada, welcoming speech to council members

It’s an opportunity…

One Gal's opinion of Implementing Value Pricing by Ronald Baker @RonaldBaker

First, let’s be honest here. Implementing Value Pricing is a tough read. But it’s well worth your time. Ronald Baker of Verasage, the author, indicated that it’s not a “beach read.” This is true.

So are you up for the challenge? I promise you, it will pay off.

The million-dollar question is: What is value pricing?

Here’s my answer, subject to many interpretations that many in the know already…

Technology you need & don't need for your bookkeeping story! @Quickbooksca @ReceiptBank @Wagepoint @Ledgerdocs @Hubdoc @MethodCRM @getpaydnow

Starting a business is hard enough, let alone keeping the books in order.

Lately, I have been speaking with entrepreneurs who are starting a business. I fondly call them Start-Ups. Some of those are accountants and bookkeepers too! Interesting. Perhaps this is in response to one of my last posts: 9 years ago I told my boss to stick it! Regardless, the same question keeps popping up. What do I…

Would a fire close your biz?

Simply devastating. Your pride and joy burned to a crisp. But replaceable, right?

Wait! Crap! The books!

It was a tough lesson for one of my clients. When the call came that day—“Jennie, the office burned down”—my heart sank.

On my last visit there before the fire, I had taken a backup after pleading with them once again to do a daily backup offsite and to seriously consider using Quickbooks…