Five Quickbooks Services Tips for 2017

When you hear the word “Quickbooks” does it send a shiver down your spine? Do you reflexively spill your mocha on your laptop keyboard? Kick the sides of your accounting files cabinet in disgust?

Well, we can understand your frustration with Quickbooks, we have all felt it at some time or other. However, this is not your grandfather’s accounting program anymore.quickbooks-intuit A K Burtong PC

In fact, Quickbooks continues to improve its user experience and make it a positive experience for accounting veterans and small business owners (who do it all), alike. Quickbooks is actually easier now, we think.

And, since 2017 is just around the corner and Tax Season (our favorite time of year) begins January 1, utilizing Quickbooks’ many features is essential for us and both our small business and personal business clients. Now is the time to master this stuff.

So, here are Four Helpful Quickbooks Tips for 2017 that will prove extremely helpful:

  1. Schedule with it: The scheduling feature plans employees’ work schedules and can keep track of meetings, dates and now can schedule the mortgage payment. Deadlines can be automated and bills paid through it, too. It is amazing how much can be loaded into this feature so you have more free time to meet with present clients and solicit new clients.
  2. Utilize the “Undeposited Funds” account: This Quickbooks feature scared a lot of users because we just didn’t understand it, frankly. It’s quite simple though as this is used to track moneys deposited until the deposit is entered in Quickbooks. This is actually not that intimidating anymore and very helpful. Your monthly reconciliation is simpler now as the amount entered in Quickbooks will match (or should, anyway) the deposit amount on the bank statement. Forget doing it manually from here on out. This is truly not worth having nightmares anymore. It works like a charm.
  3. Changing Transactions: Once the absolute bane of accountants everywhere because it was too easy for company personnel to make (unwarranted or incorrect) changes, this feature is much improved now. You can change the settings and password protect the “Date Warnings” so you can restrict changes to a select few. This is a vast improvement and will reduce some major stress as you manage accounts.
  4. Merge all finances into one program: You should track all your bank statements and transactions and then reconcile Quickbooks with your other statements. Your accounting numbers will be up-to-date, then. You can do your income, credit lines, billing and bank statements here. All your data runs through one central location.

There are many more aspects of Quickbooks (and their many programs) that we can explore in future blogs. The New Year is coming and certainly there will be updates and improvements. We will definitely keep you informed.

In the meantime, utilize Quickbooks! It’s not as intimidating or aggravating as it once was. So, drink your mocha and repair the dents in your filing cabinet. Life for us Quickbooks users is better now and, dare we say, simpler.

If your business needs accounting & tax services of any nature, our team at A. K. Burton, PC, can meet all your private and business accounting & tax service needs. Call us at (301) 365-1974 for more information.

 

How to Market An Accounting Firm

Accounting. Crunching numbers. Balancing expense accounts. Filing tax records.

Blah. Blah.

It seems so boring to many people (though we love it!) Or, perhaps it seems quite routine for others who come to us on a regular basis to file their tax returns or offer estate planning. accounting marketing A K Burton

Whatever the case, accounting, to us accountants who have been in the business since word processor days, does not seem all that interesting in this fast-paced, always-changing digital world. That is what many of us accountants think.

Oh, how wrong that is!

In fact, accounting can be quite interesting and people do pay attention. (As of this writing a feature film, “The Accountant”, starring Ben Affleck, has been released and is popular in the box office.) It’s really all in how we market it.

And, marketing is what we need to focus on if we want people to purchase our services and build relationships with us.  But, they can’t do that if we market incorrectly or in the wrong venues.

So, here are Five Ways your Accounting Firm can Market its Services to the general public:

  1. Develop and Maintain a Strong Business Website: If they can’t find you, they can’t purchase your services. Every accounting firm needs a website with a detailed list of its services, its staff and its location. Your website should also have well-written copy, updated photos, strong search engine optimization and a contact page. It should also be mobile-ready and can be seen on all devices. Your website is the center of your online marketing.
  2. Create and Manage a Business Facebook Page: Facebook has surpassed 1.7 billion users. It is, by far, the most popular and most used social media channel in the world. It is still free and easy to use. Your firm can utilize Facebook its advantage. By posting quality content every weekday, you are building your brand, engaging your audience, educating your customers and promoting your services. Plus, your Facebook page is a reference point for people wanting to learn your location, hours, services and contact information. Lastly, it can send visitors to your accounting website, too. Facebook is a must for your marketing strategy.
  3. Write a monthly accounting blog: Blogs are perfect (and low-cost) ways to provide permanent and educational content for the public. In your blog (500-1,500 words), you can discuss any accounting topic you want (like ours!). It gives you a channel, similar to social media, in which you can educate, engage and sell to your audience. Just be sure to choose accounting topics and not use them as a way to advertise your services. Once you’ve written it is also easily transferable to all types of channels: blog page on your website, post on your social media, and send in your newsletter and email blasts.
  4. Social Media Ads: There was a time when advertising was expensive and you were never really sure who saw or heard your ads. Well those days are over. You can now advertise on Facebook, Twitter or LinkedIn for very little and still reach hundreds of thousands of potential clients. You set up the campaign dates, create a budget and write the copy. Social media is a bargain and may bring you potential clients who may not hear about you otherwise.
  5. Utilize Online Reviews: Did you know that the more reviews you have on Yelp, the more that the search engines (read “Google”) consider your accounting firm as having a “positive customer experience” with quality content? That’s correct. Yelp.com, the leading customer review website in the world, exists to showcase your business and publish reviews from your clients. If you have at least five reviews, Google may move you up higher in the search engines. Bottom line: Have your clients go there and let people know how well you did (as well as LinkedIn, Angie’s List and others.)

There are many more marketing activities you can do to publicize your accounting services but we will cover them in future blogs. Marketing takes time and money, but done well with a strategy, it can be done.

If your business needs accounting services from tax planning, to payroll to LLC and many other services, A. K. Burton, PC, can meet all your private and business accounting needs. Call us at (301) 365-1974.