Tag Archives: accounting

New Quickbooks Services Upgrades in 2018

Just when you thought it was safe to figure that you have Quickbooks down, they change it again. Changes, however, can be a good thing and Quickbooks upgrades for 2018 are more than good-they are stellar.

In fact, the Quickbooks upgrades will make your accounting life for your business a bit easier, even for those erstwhile accountants who begrudgingly do it on a monthly basis (or less).

Here are a number of the Quickbooks Services Upgrades in 2018:

  1. Cash accurate toggle on reports: You will be able to get quicker assessment and management using the 1-clickthat changes from cash based accounting and accrual based accounting on a per-report basis. All in just one click!
  2. Merge vendors: This is so much easier now as you can go from manual duplicate vendor look-up, to leveraging QB search. Then, sort sort tools to identify vendors that need to be merged. You now can merge four vendors at a timeinstead of just You can also move account information from duplicate vendors under the master vendor account option.
  3. Portable bar code scanner: It enables the choosing process which improves accuracy. It also allows users to track thestatus of inventory movements. You have three options: Sent for Pick, Pick in progress, and Picked/Partially Picked. The efficiency of this upgrade is quite incredible, too.
  4. Payroll liability reminder: Penalties are a killer. You can void them by identifying alerts on QBDT home page. Then you can create an automated reminder display on the payroll setup. This version also has new alerts displayed on the homepagea week before the
  5. Past due stamp/payroll badge reminder: Payments arrive faster when you use the past due stamp tool to tag past due open invoices.Past due stamp labels are added on the PDF This option can be turned off.
  6. Secure web mail: Yes, your work is even more secure now! Oauth 2.0, the new security standard in emails, is now available.

These are just a few of the upgrades to the Quickbooks accounting and bookkeeping system, but we are impressed. We highly recommend if for your small business. It truly has all the tools you need to do your work efficiently.

A.K. Burton, PC, which serves the Washington, D.C. and Bethesda, MD area, works with Quickbooks every day and can provide all the Quickbooks Services you and your small business needs. Contact us at contact us at (301) 365-1974 for more information or email us at info@cpa-maryland.com.

How to Market Your 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 and bookkeeping 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.