Jetpack Workflow

DECEMBER 7, 2023

Podcast Summary In this episode of Growing Your Firm, host David Cristello interviews Trina Rozen, owner of Trina Rozen CPA. During the episode, Trina also emphasizes the importance of having a superstar office manager for CPAs. 00:11:07] Customer service-oriented superstars. [00:17:30] 00:26:22] Tax prep can be fun.

CPA 52

CPA Billing Customer Service Tax 52

CapActix

MARCH 23, 2023

Excellent Customer Service The new technologies help companies automate repetitive tasks that bring efficiency to routine work. Cloud-Based Accounting Accounting & CPA firms earn higher year-after-year revenue and acquire 5X more customers with cloud-based accounting. Further, it is easier to mitigate risks.

Accounting 98

Accounting Accounting CPA Accounting Software 98

Cloud Accounting Podcast

JANUARY 7, 2019

Show Notes 2019 Hiring and Compensation Trends for Accounting Firms — CPA Practice Advisor — Check out these six trends hiring managers in public accounting need to know, as identified by research for the 2019 Robert Half Salary Guide for Accounting and Finance Professionals.

Computation 40

Computation QuickBooks Customer Service Deposits 40

Less Accounting

MARCH 16, 2023

You can add additional services like cleanup or tax filing for a flat rate. Collective Bookkeeping Collective helps you with multiple facets of your business, including registering and LLC formation. Their services start at $249 per month (if paid in full for the year) or $299 when paid monthly.

Bookkeeping 52

Bookkeeping Virtual Bookkeeping Bookkeeping Services Outsourced Bookkeeping 52

Future Firm

NOVEMBER 17, 2022

Some CRMs also have a feature that reminds clients to submit their documents on time, this is important, especially for CPA firms. Great customer service; Swift responses via phone or chat. Quite difficult to customize on your own. Professional customization services can be expensive. 14-day free trial.

Accounting 52

Accounting Accounting Invoicing QuickBooks 52

Future Firm

APRIL 4, 2022

If you’re just starting your own cpa firm, you may not have any, but add some later when you do get them. To get to know who’s out there, there’s no better way than attending local networking events to collect some business cards. Collect business cards from every new business owner you meet.

Bookkeeping 98

Bookkeeping Bookkeeping Services XERO QuickBooks 98

Nanonets

JUNE 29, 2023

It’s a single app for various features such as receipt scanning, automatic expense categorization, policy enforcement, approval workflows, and seamless integration with popular accounting systems. SAP Concur SAP Concur is a holistic expense management solution that automates spending process so that businesses can run efficiently.

Expense Reports 52

Expense Reports Data Entry Invoicing Budgeting 52

IMA's Count Me

OCTOBER 6, 2019

Well, maybe an employee does something that, is something that improves customer service and perhaps there's a customer focused values that's very important to the organization. CMA, CPA, is Dean of the Manning School of Business at the University of Massachusetts Lowell. You know, when is it working?

Management Accounting 40

Management Accounting Accounting Accounting CPA 40

Nanonets

JANUARY 17, 2024

With a culture emphasizing transparency and responsibility, Salesforce has cultivated an environment where expense management is not seen as a bureaucratic hurdle but as a reflection of their collective values. Fyle Fyle is an intelligent expense management solution that automates expense tracking, reporting, and policy enforcement.

Expense Reports 52

Expense Reports Budgeting Data Entry Auditing 52

Future Firm

SEPTEMBER 1, 2023

Also, opt to request credit card payment information from your client upfront to automate collections. And when you send invoices they will push through to your small business accounting software as well and collect credit card payments. Then you can schedule custom email reminders to shoot off to those who owe you money.

Accounting Software 98

Accounting Software XERO QuickBooks Accounting 98

Cloud Accounting Podcast

FEBRUARY 29, 2024

They also examine how AI-powered help desks and customer service are improving efficiency by 10-20%, and look at some alternatives to the pesky 150-hour rule. They also examine how AI-powered help desks and customer service are improving efficiency by 10-20%, and look at some alternatives to the pesky 150-hour rule.

Customer Service 51

Customer Service Collections CPA Auditing 51

Cloud Accounting Podcast

APRIL 27, 2020

So, if you owe money to the IRS, they are suspending all of their collections activities. The IRS agents have been told by the director of the Collections Department for Small Business and Self-employed that they're gonna temporarily not collect. We've improved it, so now, we're giving you more customer service.

Accounting 40

Accounting Accounting Tax Deposits 40

Cloud Accounting Podcast

JULY 28, 2020

Hopefully, in our next episode, we'll have an actual bill or a proposal to talk about. [00:14:10] Something related - state CPA societies, and the AICPA are calling for federal relief for state and local governments amid the coronavirus. She couldn't get it back- recoup it from the customer. I mean, Kurt's a CPA, right?

Bookkeeping 40

Bookkeeping Accounting Accounting QuickBooks 40