CBG In the news


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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

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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.
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New Year Brings New Opportunities


Another change I’m excited to tell you about is that longtime QuickBooks advisor Carrie Kahn is joining the team, sharing her 25-plus years of insights with you.

Carrie will be writing regularly for the blog, taking over the writing duties of Charlie Russell, who postponed his retirement until Carrie was in place. Read more

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Redesigned ProAdvisor Certification & Training


I interviewed Naveena Bereny, Global Lead, QuickBooks Certification and Training to learn more about the redesigned QuickBooks Online training and certification program that is planned to go live March2018. The QuickBooks ProAdvisor program has always been a favorite of mine as it is the key reason that I started my own business! Read more

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How QBO Accountant Can Take Your Firm to the Next Level


A new program gives accountants a new way to provision, purchase, and manage top-rated Apps for your client, making it easy to take your firm to the next level with value billing. 

QuickBooks Online has recently launched a new program to help ProAdvisors add third-party apps to their wholesale billing account. Read more

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How to Manage All Your Clients in QBOA With This New Feature


QuickBooks Online Accountant (QBOA) now allows accounting professionals to manage all your clients in QBOA — even those that don’t use QuickBooks within the product. This feature has been available for QuickBooks Online clients — the new feature is that it is now available to non-QuickBooks clients. Read more

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Are You Aware of the Vast Array of QuickBooks Options for Your Customers?

As a Certified ProAdvisor, product expert and consultant of QuickBooks, I am excited about all the QuickBooks options that we have for our clients to fit their individual needs. When QuickBooks Online (QBO) became popular and marketed, there was a misconception that it would be replacing the flagship product, QuickBooks Desktop (QBDT). Instead, a few things happened Read More

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New PayPal Integration Tool Is Available in QuickBooks Online

As a QuickBooks ProAdvisor, we often hear feedback from clients and ProAdvisors that it’s difficult to reconcile books when a client uses PayPal. On April 23, 2018, Intuit launched a new Application that addresses these issues. The new PayPal integration tool is available in QuickBooks Online... Read More

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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.
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Intuit’s Acquisition of TSheets a Potential ‘Game Changer’


My Facebook feed blew up yesterday with fellow QuickBooks ProAdvisors’ commentary on news that Intuit signed a definitive agreement to acquire TSheets for $340 million.

The Day One consensus is that there’s the potential for a beautiful marriage to benefit small business owners between the market’s largest financial management platform and the leading time tracking and scheduling software maker. Read more

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5 Hidden Benefits of Using Intuit GoPayment


As experts in the financial and accounting industry, it is our responsibility to educate our clients on the best solutions for payment processing. Many customers who use QuickBooks often do not realize that Intuit GoPayment is offered free with a QuickBooks Payment account. One of the hidden benefits is that when you use GoPayment with your preferred QuickBooks Payment rate you are given the lower swipe and keyed rates.  Read more


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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

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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.

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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.

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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

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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.
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Automate Invoicing & Collection in QuickBooks Desktop


We are often asked, “How do I automatically bill & COLLECT from my client for a monthly bookkeeping fee?” Here are the steps to set up automatic recurring invoicing with QuickBooks Desktop.
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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!
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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.
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#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.
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Automate Invoicing & Collection in QuickBooks Online


We are often asked, “How do I automatically bill & 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 part is that you can get paid faster. Here are the steps to set up automatic recurring invoicing.
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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.
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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.
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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.
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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.
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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.
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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.
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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

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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!
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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.
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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.
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A Winning Combination for Preparing 1099s


We just made it to our deadline to send out 1099s to our vendors on January 31! Phew! I learned a tremendous amount and I am very proud to share the combination of apps that I put in place this year to help streamline the process. Even though we are done with 1099s for this year, now is a perfect time to set yourself up for success for the future.
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QuickBooks EMV Liability Shift


We’ve all seen the new machines at the checkout counter and some are already being required. EMV (Europay, MasterCard, and Visa) is the nationwide shift happening now. This is the new global standard for cards equipped with computer chips and the latest technology used to authenticate chip-card transactions.
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Three Customer Payroll Options in QuickBooks


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.
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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.
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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.
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Golden Opportunity


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.
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