Tag Archives: Quickbooks services

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 (301) 365-1974 for more information or email us at info@cpa-maryland.com.

Five Ways to Better Treat Your Small Business Accounting Clients

No matter how long you have been in the accounting business, recruiting, maintaining and retaining clients is difficult, even with the best of them.

The reasons are long: they are offended by a mistake; they are offered a larger menu of services for a better price; a firm opens closer to their business; a partner they worked with leaves your firm…well, you get the idea. Some reasons small business accounting clients leave are out of your hands. Yet, many others are within your control and can be mitigated if done properly.

clients meeting A K Burton

Customer service is not an art. However, it’s just smart practice not to take your clients for granted. So, here are Five Ways You Can Treat Your Small Business Accounting Clients Better, so they thrive and you do, too:

  1. Develop a list of services your client could use: Currently, your clients may have only one service. But, could they benefit from estate planning, tax preparation or Quickbooks services? Also determine what they may not need like tax preparation or a financial advisor. Have a “Client Needs List” with checks and “x’s” on each service you offer. Then send a list to the client of what you can recommend to them with an offer to make an appointment at their convenience. While some may be skeptical that it is a sales tool (which it is, but only partly), most clients will appreciate that you have inquired and may gladly set up a meeting to discuss their small business accounting needs.
  2. Create and focus on your “Accounting Niche”: Your accounting firm may have a large number of services but which one do your do the best? Do an inventory of your firm and find out where you excel. That service should be the one you market the most to your clients. Once you have determined it, do a survey of your clients. You may even want to do a SWOT Analysis (Strength/Weaknesses/Opportunities/Threats) which will give you an objective report on everything. Once you have determined your strongest service, market it.
  3. Cultivate your referral sources: Your accounting firm is probably getting referrals from insurance agents, attorneys, bankers, realtors and other financially-related industries. Network often with these resources. Find out if your accounting firm can relate to their clients. Make improvements if you can. (Send them referrals, too. They will remember.)
  4. Inventory and grade your present clients: Develop an “A-F” grading system for your clients. Look at your entire client base and see if they meet the grade. Determine if any clients are bringing down your firm and are, in fact, a loss or drain on your resources. You will also see who your “star” clients are and who may need more attention than you have been giving them. (Your firm can get a free accounting client grading tool at this link: http://www.aicpa.org/InterestAreas/PrivateCompaniesPracticeSection/QualityServicesDelivery/KeepingUp/Pages/invigorate-the-focus.aspx.)
  5. Say “Goodbye” to the difficult clients: We all have that difficult client or two on the books who has a tepid relationship with us. Sometimes, in the long run, they are worth keeping. However, in many case, those difficult clients are a massive drain on time and money for your firm. They actually may be taking your time away from your other clients. It becomes necessary for your firm and clients, to let them go. This is not an easy thing to do. It is quite agonizing. But everyone, including the fired clients, benefits. Determine which accounting clients meet the “let-go” criteria and begin the process. You will not regret it.

Retaining clients in these austere, post-recession days requires some homework and time, but it can be done. Follow these steps and see your firm grow.

A.K. Burton, PC cares about all of our clients, whether business or personal. Our experienced and licensed staff can help you, your family and your business make smart tax and investment decisions (http://cpa-maryland.com/services/small-business-services/). Call us at (301) 365-1974 for more information or email us at info@cpa-maryland.com.