tech and fintech

three apps for ‘inbox zero’

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try these apps to simplify email communication and storage.

by beth ziesenis
app of the week

man writing in notebook at desk

the last business week in january is clean out your inbox week, and we have apps to help you.

more apps of the week:  make your computer a clean slate | recycle and repurpose old devices | enlist ai for more productive meetings | keep teams on task with project management apps | apps to put your affairs in order | app of the week: celebrate black business month | app of the week: cheap flights | help your clients save money | time to upgrade your spreadsheets | app of the week: secretly stash cash | easy apps for increasing client engagement with video | app of the week: grow your business knowledge and career skill sets | app of the week: upgrade your resume | app of the week: end procrastination | 
see all: apps of the week here |
goprocpa.comexclusively for pro members. log in here or 2022世界杯足球排名 today.

an app that disguises email as chats? check.
an app that reads and organizes your email for you? check.
an app that is perfect for teams? check.

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automate your thank-you letters

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tell clients, friends, and family to have an awesome, magnificent day.

by beth ziesenis
app of the week

man writing in notebook at desk

the second full week of january is universal letter writing week. you can celebrate that and build your vocabulary with these useful apps.

more apps of the week:  make your computer a clean slate | recycle and repurpose old devices | enlist ai for more productive meetings | keep teams on task with project management apps | apps to put your affairs in order | app of the week: celebrate black business month | app of the week: cheap flights | help your clients save money | time to upgrade your spreadsheets | app of the week: secretly stash cash | easy apps for increasing client engagement with video | app of the week: grow your business knowledge and career skill sets | app of the week: upgrade your resume | app of the week: end procrastination | 
see all: apps of the week here |
goprocpa.comexclusively for pro members. log in here or 2022世界杯足球排名 today.

snail mail apps can help you reach out without lifting a pen or finding a stamp. plus, you can celebrate national thesaurus day on january 18 (thesaurus pioneer peter mark roget was born on jan. 18, 1779) using apps that allow you to visualize word connections.

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tips for getting clients started on bos

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bonus: two case studies.

by penny breslin
it’s not just the numbers

i love the question i get when i set up someone on back office support systems. “what do i need to have to get this started?”

more: top tech tools for building your new bos business | going viral: today’s top marketing strategies | top ten types of clients (and 24 more reader suggestions) | which kind of team do you have? | meet the new bos
goprocpa.comexclusively for pro members. log in here or 2022世界杯足球排名 today.

i tell them i need to know your name, address, phone number, ein/ssn and your passwords. except for the guy who closed his bank account and had to have the old statements mailed to him, i run with a chromebook and make sure there is accessible wi-fi when i go onsite. if i need to collect documents that have never been digitized, i just have them download dext and start snapping pics. no paper, no pen, no mess and typically a stunned prospect who wants to become a client. see, i can’t sell, so i let the technology do the selling for me.
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top tech tools for building your new bos business

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a businessman with some jigsaw puzzle pieces in his handlots of specific recommendations for small to midsized firms.

by penny breslin
it’s not just the numbers

obtaining the source documents is the most difficult aspect of being a virtual back office support (bos). waiting for documents is the death knell for this type of work.

more: workflow tools can deepen client relationships | the best tech for your team and clients | marketing? know your goals first | eight things to stop doing now | you don’t have to do everything | why ai is not the enemy
goprocpa.comexclusively for pro members. log in here or 2022世界杯足球排名 today.

luckily, technology has provided tools to take away this pain.

here are just five of the tools we use currently to collect information from our clients:

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make your computer a clean slate

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before the bustle of busy season begins, give your workspace some space. businessman holding a wastebasket with a desktop computer in it

by beth ziesenis
app of the week

the shoebox full of old photos has been replaced by a data-hogging digital folder of images and video clips documenting soccer games, breakfasts, and selfies. and both are still just as unorganized as ever. (or is that just my computer?)

more apps of the week:  recycle and repurpose old devices | enlist ai for more productive meetings | keep teams on task with project management apps | apps to put your affairs in order | app of the week: celebrate black business month | app of the week: cheap flights | help your clients save money | time to upgrade your spreadsheets | app of the week: secretly stash cash | easy apps for increasing client engagement with video | app of the week: grow your business knowledge and career skill sets | app of the week: upgrade your resume | app of the week: end procrastination | 
see all: apps of the week here |
goprocpa.comexclusively for pro members. log in here or 2022世界杯足球排名 today.

in any event, since january is national clean up your computer month, it’s time to tackle the 10 jillion megabytes of images you have in more than 50 file locations.

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yes, technology disrupts – but for the better

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hitendra patil: celebrate the pandemic’s silver lining.

the disruptors
with liz farr for 卡塔尔世界杯常规比赛时间

technology is disrupting the profession, but for the good.

hitendra patil, cpa, long the head of customer success at accountantsworld by iris and an independent advisor, says that the silver lining of the pandemic is that it forced accountants to move to the cloud and to develop distributed labor models–changes that are here to stay.

more: donny shimamoto: future firm growth requires a mindshift | jennifer wilson: empower young workers to build the firm everyone loves | mike whitmire: re-think your hiring and training practices | hector garcia: success strategies of a quickbooks youtube superstar | blake oliver: why tax work yearns to be free| private equity explodes in u.k. | brannon poe: the status quo must go  | accounting nerds, unlock your super powers  | disruptor: jason statts shakes up the status quo | think small to think big with matt wilkinson | when financial statements go extinct with corey schmidt | can geraldine carter save accountants from themselves? | re-inventing accounting with tyler anderson

goprocpa.com exclusively for pro members. log in here or 2022世界杯足球排名 today.

“we can’t fight the rapid technological changes – we can only leverage them to provide better service and insights to our clients,” patil said. “technology puts advisory services within the financial reach of more small business owners. but the superpower that accountants still have is the ability to connect our clients’ goals and aspirations with what’s happening in accounting,” he added, saying that it enables conversations on a higher level. “instead of pestering them for bank statements and receipts, we can ask about trends we see in the financials,” patil said.

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transform your marketing with crm

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the right system can streamline client communications and simplify prospecting leads. streamline sales and marketing with the right crm.

by sandi leyva
the complete guide to marketing for tax & accounting firms

a crm is a system that helps you centralize marketing and customer communications with clients and prospects. it stands for customer relationship management, and most of these systems are now in the cloud as web apps.

more: nine thoughts on self-marketing for the introvert | don’t let prospects fall through the cracks | five kinds of small thinking | three questions for the new year | 13 reasons to master consumption marketing | when to talk about fees | take a moment for appreciation | beyond compliance: what more you can provide  | boost your cross-selling in two easy steps
goprocpa.comexclusively for pro members. log in here or 2022世界杯足球排名 today.

what crms do
it’s amazing what crms can do these days. as client contact points have grown over the last few decades beyond phone and fax, so have crms’ capabilities to unify client messaging. at the core level, all crms typically allow you to store customer and prospect contact data, such as name, address, company name, titles and so forth. most of them allow you to create custom fields to store things like type of entity, marriage or filing status, and what accounting software they use.

here’s where it starts to get fun.

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kickstart nye resolutions to learn a new language

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grow your foreign language vocabulary while you surf! businesswoman talking to businessman over tablet

by beth ziesenis
app of the week

did you know december is national learn a foreign language month? being fluent in another language can increase your client base and make you a much more valuable cpa.

although there are plenty of apps and resources where you can go to study a new language, it’s easy to forget to make the effort to open them.

more apps of the week: protect your computer from malware and more | enlist ai for more productive meetings | keep teams on task with project management apps | apps to put your affairs in order | app of the week: celebrate black business month | app of the week: cheap flights | help your clients save money | time to upgrade your spreadsheets | app of the week: secretly stash cash | easy apps for increasing client engagement with video | app of the week: grow your business knowledge and career skill sets | app of the week: upgrade your resume | app of the week: end procrastination |
see all: apps of the week here |
goprocpa.comexclusively for pro members. log in here or 2022世界杯足球排名 today.

fortunately, there are several apps that can help you learn without having to sit through tutorials or go to class. where was all this in college?

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workflow tools can deepen client relationships

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pixelated blue text "workflow" on binary code backgroundbonus case study: how we work with our direct small business clients

by penny breslin
it’s not just the numbers

managing tasks and workflow through email, handwritten notes, telephone messages or walking down the hall is a recipe for disaster. a web-based tasking app, preferably linked to your document management system, allows the back office support to inspect what they expect:

  • recurring tasks done on time and accurate load leveling of resources
  • audit trail of work
  • set up, review, make notes, share information and complete tasks while maintaining the relationship with the client

more: find the best tech for your team and clients | choose your little black dress of technology | pick your favorite clients | keep the accountants focused on accounting | what do you want advisory services to be?
goprocpa.comexclusively for pro members. log in here or 2022世界杯足球排名 today.

tasking applications come on the market regularly and there are a few that are specific to the accounting industry. they can run the gamut in price ranges and capabilities. from advance flow to 17 hats, a firm large to small can find one that will work and fulfill 80 percent of their needs. below are some we work with and that get high reviews with our staff:
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the best tech for your team and clients

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blue glowing new technology background with particlesbonus: what all these acronyms mean.

by penny breslin
it’s not just the numbers

with accounting software and add-ons, from the standpoint of the person maintaining the “books,” the accounting program is the focal point. however, consider the focus of your business-owning client.

more: choose your little black dress of technology | going viral: today’s top marketing strategies | top ten types of clients (and 24 more reader suggestions) | meet the new bos | why ai is not the enemy

goprocpa.comexclusively for pro members. log in here or 2022世界杯足球排名 today.

their focus is operational. so, consider that for the business owner, the add-on is the accounting program. having the correct package of cloud-based programs turns the accounting program into a basic general journal that you, in your accounting hat, use to find any inconsistencies.

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simplify “handwritten” notes and prepare for success in 2023

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getting out thank you notes and blocking distractions was never easier.

by beth ziesenis
app of the week

the day after christmas is national thank you note day, which makes me feel bad for all the thanks i haven’t sent from last year’s gifts.

more apps of the week:  protect your computer from malware and more | enlist ai for more productive meetings | keep teams on task with project management apps | apps to put your affairs in order | app of the week: celebrate black business month | app of the week: cheap flights | help your clients save money | time to upgrade your spreadsheets | app of the week: secretly stash cash | easy apps for increasing client engagement with video | app of the week: grow your business knowledge and career skill sets | app of the week: upgrade your resume | app of the week: end procrastination | 
see all: apps of the week here |
goprocpa.comexclusively for pro members. log in here or 2022世界杯足球排名 today.

handwritten notes are the best, but if you have a lot of cards to write, consider making your own font in your own penmanship.

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amazon making chips, will rent out

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computer chiphigh-performance computing will be available to more workloads.

by rick richardson

new chips are being released by amazon.com inc.’s cloud computing division to power the most advanced computing, supporting tasks such as gene sequencing and weather forecasting.

more: gadget simplifies multiple screen use on the go | the cheapest clean energy might be lunar | u.s. combat medics look to a.i. goggles | your cd and dvd backups are rotting away
goprocpa.comexclusively for pro members. log in here or 2022世界杯足球排名 today.

the largest provider of cloud computing, amazon web services (aws), announced recently that it will allow users to rent processing capacity that uses a new generation of its graviton chips. the product is a platform for expanding access to high-performance computing, according to peter desantis, senior vice president and manager of most of aws’ technical teams.
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recycle and repurpose old devices

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if santa is bringing you new tech gear, give a second life to the ones being replaced. //m.g005e.com/2022/12/06/choose-your-little-black-dress-of-technology/

by beth ziesenis
app of the week

many people get new smartphones and gadgets during the december gifting season, so i’m not sure why someone thought we should celebrate national device appreciation day on december 17.

however, it is an excellent time to take stock of the devices in your desk drawer (or the ones you’re thinking of replacing).

more apps of the week:  enlist ai for more productive meetings | keep teams on task with project management apps | apps to put your affairs in order | app of the week: celebrate black business month | app of the week: cheap flights | help your clients save money | time to upgrade your spreadsheets | app of the week: secretly stash cash | easy apps for increasing client engagement with video | app of the week: grow your business knowledge and career skill sets | app of the week: upgrade your resume | app of the week: end procrastination | 
see all: apps of the week here |
goprocpa.comexclusively for pro members. log in here or 2022世界杯足球排名 today.

you can repurpose older devices for your own use or donate them to any number of charities to help others.

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