CBG In the news
How to build trust and win new clients
When you meet a prospect for the first time, they have no idea who you are. It’s important to lay out a foundation of trust. A few key elements in that first initial phone call will go a long way. There are some steps you can take to go from a warm lead to a long-term client relationship...… Read More
How to Automate Monthly Billing for Your Customers Using QuickBooks Online
We are often asked “How do I automatically bill and collect from my client for a monthly bookkeeping fee?” This new feature has now been added to QuickBooks Online. This can save a tremendous amount of time and the best … Read More
How will you celebrate Earth Day?
Carrie Kahn, Complete Business Group: After a year of no travel, I have discovered my gorgeous backyard. I found birds, trees, flowers, and even a pond. Slowing down has allowed me to enjoy nature on a whole new level. I plan to take my laptop outside to really soak up nature on Earth Day!..… Read More
How to use QuickBooks Payments to make collections a thing of the past
Timesaving tips for your practice: Zapier and Insightly CRM
Helping clients create an enhanced online business
Running your business has changed drastically in the last few months. Just as we were starting off 2020 with new ideas and a fresh start, most of that came to a screeching halt in mid-March.… Read More
How to Automate Monthly Billing for your Customers Using QuickBooks Desktop
We are often asked “How do I automatically bill and collect from my client for a monthly bookkeeping fee?” Here are the steps to set up automatic recurring invoicing. Start with a QuickBooks Payments account. Next, create a sales receipt. … Read More
Are You Aware Of The Vast Array Of Choices For Your Customer When They Need QuickBooks?
As a Certified ProAdvisor, product expert and consultant of QuickBooks, I am excited about all the options that we have for our clients to fit their individual needs. When QuickBooks Online became popular and marketed, initially there was a strong … Read More
Intuit launched a Small Business Relief Intitiative during COVID-19
Breaking news! Intuit, the makers of QuickBooks have been working hard to support both, end-users and QuickBooks ProAdvisors. All small businesses have been impacted by COVID-19 and are struggling with the uncertainty of the economic impact. These initiatives Intuit will … Read More
Intuit QuickBooks Capital Is Now Approved as a PPP Lender
As a response to the COVID-19 crisis, and helping Small Businesses stay afloat, the Federal Government has passed several bills. One such program was to create funding programs through the Small Business Agency (SBA) called the Paycheck Protection Program (PPP). … Read More
How to use QuickBooks Desktop Point of Sale Inventory Mobile Sync with GoPayment
Want to know a secret? Well, it is not actually a secret but many people don’t know about it. QuickBooks Point of Sale plus GoPayment allows for real-time inventory tracking and mobile sales.
Did you know that you can use GoPayment with QuickBooks Point of Sale and it will update the inventory? All you have to do is select which inventory you want to sync with your GoPayment device, and you will be able to sell it.
What is your most unique timesaving hack?
Carrie Kahn, CPA – Complete Business Group
“Zapier saves me so much time that it can almost replace an employee by automation. Another timesaver is using integrated solutions with QuickBooks, such as merchant services, payroll, and bank feeds, along with rules. These reduce hours of manual entries inside QuickBooks and also make bank reconciliations lightning fast.
How to Handle Prepaid Inventory in QuickBooks
As a QuickBooks consultant, we often have to figure out workflows for unusual situations involving inventory. For customers that are new to the business, they may have to prepay for inventory that they have not received. It’s important to manage … Read More
QuickBooks Desktop Assisted Payroll: Full-service payroll for your clients, free time to grow your practice
As an accountant, you are the trusted advisor to your clients, recommending products and services that will benefit their business by saving time and money. Although you want to ensure your clients stay in compliance with payroll, offering this service is probably not a big revenue generator for your practice. Read more
Insightful Accountant is proud to announce our "Top 100 ProAdvisors for 2019." Our Categorical Winners and "ProAdvisor of the Year" will be announced during one of the Main Stage Events at next month's "Scaling New Heights" conference in Salt Lake City, Utah.
A special thank you to our sponsors (shown above), without whom these awards would not be possible. Here's the list of this year's Top 100. Read more
11 Tips to Prevent File Corruption
Women in Accounting Wednesday
Today we turn our attention to Carrie Kahn, entrepreneur and successful businesswoman. From yoga classes in the morning to advising small businesses in the afternoon, Carrie takes multi-tasking to a whole new level.
Carrie describes her professional practice as, “Helping small businesses, consultants & ProAdvisors purchase the RIGHT QuickBooks product at the lowest price and offers a team of experts that can provide high-level customer services all over the US as well as internationally; so that they use QuickBooks® the way it was intended.
5 things to do after you switch to QuickBooks Enterprise
Editor’s note: The following is a guest article by Carrie Kahn – a top 100 QuickBooks Pro Advisor of the Year since 2014. Her team has worked with thousands of businesses to get set up on QuickBooks Enterprise.
In this article, she’ll share the steps you need to take for a smooth transition to QuickBooks Enterprise as well as a few useful tips and tricks along the way.
ProAdvisor Profile of the Month: Carrie Kahn
QuickBooks ProAdvisor® Program equips accounting professionals with the tools they need to fuel small business success. Our January profile spotlights Carrie Kahn, a CPA, ProAdvisor and recipient of the 2017 Intuit Reseller Partner Program of the Year. In this profile, learn about her journey with QuickBooks®, the ProAdvisor program and her partner program which helps ProAdvisors develop and grow their practice. Read more
Top "ProAdvisors of the Year"
Insightful Accountant Names Top 'ProAdvisors of the Year'
2017 top 10 ProAdvisors dinner
In a room packed full of some of our industry's leading accounting professionals, Insightful Accountant took center stage to announce its "Categorical Winners" and "ProAdvisor of the Year" for 2017.
Big Data Is Great – But Smaller Companies Can Put “Little Data” To Use
Even "little data" can tell big stories for small- and medium-sized businesses. It's a matter of knowing how to look at it and extract what matters.
Major corporations and research institutions are using advanced analytics and artificial intelligence to interpret and visualize massive amounts of data in productive new ways. Such analyses can reveal hidden patterns in markets and consumer behavior, helping large organizations identify opportunities. Read more
How to Prepare Your Clients to Pay and File Payroll Tax
When your clients sign up for a payroll service using integrated Intuit® payroll, their selection will affect your involvement in preparing payroll taxes.
There are two choices, “Done for you” and “Do it Yourself.” QuickBooks® Full Service Payroll is the “Done for you” option, which means Intuit takes over all the necessary steps to pay your client’s payroll taxes, filing federal, state and local tax quarterly and annually. Read more
How to Choose the Payroll Product That's Right for Your Client
When selecting the right payroll product for your client, you need to take several factors into consideration. You must clearly identify your client’s needs and gain an understanding of what tasks he or she is capable of performing, related to payroll. By choosing a payroll product that integrates with QuickBooks®, your clients will reduce errors and save time.
Meet 2017 Top Social Media Resources ProAdvisor' Carrie Kahn
It was a pattern that Carrie Kahn knew had its advantages. When more and more of her customers started asking for solutions specific to their respective industries, she created, what she calls, a go-to network of professionals. The group enabled her to find the "best" of an industry on a support level to serve her clients.
How to Manage Your Time in Facebook
In order to manage your day and incorporate a great marketing strategy on Facebook, you must use your time wisely. It is important to share useful content and engage with people to leverage your opportunities. It takes time to build relationships. That doesn't mean you have to spend all day chatting on Facebook. I will share a few ideas to get the most out of your time online. Read more
14 Tips for Proper Etiquette on Facebook
We all know the feeling we get when we see a nasty comment or negative post. Be careful not to be "that guy." When I started using Facebook, I fumbled a few times. I learned by trial and error. I began to become aware of posts that completely made my day. These inspirational posts would give me a burst of energy. I also noticed people sharing negative posts or mean comments.
How to Make Payroll More Efficient for Your Clients
Payroll can become a chore for clients who are busy running their business, and there is not a one-size-fits-all solution for every business owner. The majority of companies want to keep costs down, and as their advisor, you can help them.
MAKING CRM AN INTEGRAL PART OF YOUR SMALL BUSINESS TEAM
Want to build a better small business? Then it is time to build your TEAM! A team, however, doesn’t just consist of the employees, subcontractors, and freelancers you hire who can help you with the things you don’t know how to do, don’t have time to do, or just plain don’t want to do. Do you know who else can be a dynamic and valuable team member? Your CRM (customer relationship management) system!
How Intuit's Technology Gallery Walk Affects My Practice
In late March, a few members of the Intuit® Reseller Program (IRP) were honored to be invited to Intuit’s Technology Gallery Walk with Brad Smith and other influencers in the Intuit ecosystem. At the event, Intuit set up 26 different product demos. These enhancements are either available today, coming soon or a glance into the future.
#RecipeForSuccess: How to Set up a Client With Payroll
At Complete Business Group, we love QuickBooks® … and QuickBooks becomes even more robust and exciting when you take advantage of the integrated payroll options. These options can save you time, and also save you and your clients money; I believe the prices for Intuit® payroll are lower than other payroll options – for example, there’s a 40 to 50 percent savings from ADP or Paychex. And, with QuickBooks’ full service payroll options, paychecks and payroll taxes are guaranteed error-free.
CAN JARGON BE A WIN-WIN? BUSINESS OWNERS AND CEOS WEIGH IN
Jargon. Love it or hate it, every industry has developed a language all its own: onboarding, driving efficiencies, leverage, stakeholders, deliverables, actionable, amplification, value proposition, circle back, pain points.
5 Rules to Balance Business and Family
Growing a business while raising a family can make for chaos, if you let it. Set these 5 ground rules to draw the line and keep both a productive work life and a happy household.
How to Use Facebook Groups to Stay Focused
Facebook is a wonderful place to make friends and connect with family, customers, prospects and colleagues. How do you communicate with all these people in one place? It can be really fun, but also confusing.
Leveraging Facebook to Build Your Brand
Facebook is a great place to find customers and increase your revenue. Social media is a great platform to develop and build your brand. You can also become known as an expert in your field by regularly contributing on Facebook. I was recently awarded the Top 10 ProAdvisor® of the Year award for “Social Media Resources.” I will share my journey with you and teach you the secrets I used to make Facebook work for my business.
How Do You Pick Your Niche?
When I first started my business, I focused my energy on learning all the functionality of QuickBooks®. I loved learning about QuickBooks and what it can do. Eventually, the ProAdvisor® program was launched. I could now share my knowledge with clients and became certified in all the versions of QuickBooks. I knew my stuff and could now present myself as an expert with these certifications.
The Facebook Factor
Facebook is more than just sharing what you ate for dinner or pictures of your children. If used properly, ProAdvisors can leverage Facebook to dramatically increase their business.
Find a ProAdvisor: How to Deal with Remote Inquiries
One of the best decisions I ever made was becoming a QuickBooks ProAdvisor® in 2002. At the time, I was working for an IT firm as their QuickBooks® consultant. Once I became certified in the program, not only did I feel more proficient, but I also was able to list my services in the Find-a-ProAdvisor site. This listing got me lot of attention and tremendously grew my consulting business. Read more
How to Properly Tackle Accounts Receivable in the QuickBooks World?
Let’s talk about Accounts Receivable when using QuickBooks. Collecting money for your business can be time consuming. Sending paper statements and waiting for clients to mail in a check is a thing of the past. If you are still using the snail mail method, STOP!
Mastering the Home-Office Balancing Act
This article will share knowledge regarding Intuit payroll options so that you can choose the best option for your clients. Running payroll inside of QuickBooks or using a product that imports into QuickBooks is a very cost effective way for your customers to pay their employees and be compliant.
COOPETITION: How to work with your competitors so everyone wins
When collaboration and competition collide, beautiful things can happen. This is what we like to refer to as COOPETITION. When you shift your thoughts from thinking everyone is out to steal your business to thinking about how we can work better together, then the magic can start to happen.
How to Use Client Meetings to Get More Business
One of the best opportunities to get more business is when you are in front of your clients. Many people are too afraid to ask, but the worst they will say is, “No.” If you are doing a good job and have established a good rapport with your client, they will be highly likely to refer someone to you.
Easy Financial Reporting With QuickBooks Advanced Reporting
Complete Business Solutions stays on the cutting edge by offering Accounting Solutions and Software to assist clients in solving complicated problems. In a recent installation, our expert tech, Joshua McMillan, recommended QuickBooks® Enterprise 2015 with Advanced Reporting to solve a huge reporting nightmare for our client.
We are honored to have a guest blog post from Carrie Kahn of Complete Business Solutions, an Intuit Reseller Partner. Read below for a great success story on how Carrie was able to save one of her clients some money.