by Jody Linick | Jan 25, 2016 | 3rd Party Apps, Bookkeeping Tips, Business Tips, Cool Tech Tools
As the New Year gets underway, many of us have resolved to try out some of the third party apps which are designed to integrate with our accounting software packages. We may have a vague feeling that we “should” get to know and start using these apps, but often feel...
by Jody Linick | Dec 9, 2015 | Bookkeeping Tips, Business Tips, Fraud
Why are 1099s still such a struggle? For the last 10 years I have worked with dozens and dozens of small businesses, and it seems like nary a one obtains a W-9 form from a 1099 vendor before they start working with the subcontractor. Even those with whom I have been...
by Jody Linick | Nov 9, 2015 | Business Development, Business Tips, Management Tips
When you are interviewing a potential new client, allow yourself the chance to shine. You can do this by doing more listening than talking. Asking your prospect several directed questions kills two birds with one stone: it allows you to learn about their business and...
by Jody Linick | Oct 12, 2015 | Accounting, Business Tips, Decision-Making Tips
Let’s face it – most bookkeepers are women, and most CPA’s are men. This is a generalization based on my 10 years of industry experience, and not based on any empirical evidence. And let’s face it, accounting/CPA firms charge more for bookkeeping services than most...
by Jody Linick | Sep 7, 2015 | Accounting, Business Development, Management Tips
It’s time to do something different in your bookkeeping practice: start using a formal Service Agreement. In my informal polling of bookkeepers, I find many do not use a Service Agreement or Engagement Letter when starting with a new client account. This document is...
