Client Engagement

5 Things to Consider when Choosing Apps for your Clients

There are literally thousands of accounting apps that exist today. There are two kinds of applications: web-based apps and mobile apps. Web apps are more powerful, offer more features, and are accessed using an internet browser. Mobile apps offer lighter features than a web app and are accessed using a portal not associated with an… Read more »

Five Easy Steps to Get your Firm Started with Social Media

Are you looking for a better way to expand your accounting firm’s reach, build a loyal client base, and establish yourself as a thought leader? Then it’s time for you to start embracing social media. Social media might seem overwhelming, especially if you’ve never done it before, but it’s not so bad! In fact, it… Read more »

Tracking What Your Clients Owe – Accounts Payable

Whenever I meet with a potential client for the first time, I always start off by asking two simple questions: “What are some pain points in your business?” and “What do you want from your accounting system?” Accounts Payable When I asked these questions in my most recent meeting, the client answered by saying he… Read more »