QBO Help for reluctant convert:
Are there basic COA templates available in QBO like there was in QBD? They weren't perfect, but they were a good starting poitnt.
I know this is a basic question, but for once Google has failed me.
#taxtwitter #caastwitter
Finally renewing Ultratax for 2024 and I had to decline automatic renewal for next year. When you do that it asks why. So this is what I said:
"There is a significant chance I will be on a different platform. Thanks for being evil."
Hey #taxtwitter, have any of you successfully handed off your inbox to someone else to manage? I'm getting VERY overwhelmed, and I'm thinking it would be helpful to have someone keeping track of items that need my attention and items that could be handled by staff.
Anyone on #taxtwitter have tax workpaper software that they just love? We are using Adobe, but we are just using it to highlight and make notes, no real "tax" options the editing features.
Frustrated with Ultratax again... decided to spam my account rep:
I'll respond when TR gives us a product that actually works when we need it. Again, sitting here waiting on the software to respond. Why I keep giving you guys so much of my money is an absolute mystery to me.
Is it possible that @intuit is just evil enough to push everyone to QBO so that they could more easily get their hands on the daily accounting? Not that easy if they were on QBD. #askingforafriend #taxtwitter
Dear #taxtwitter, as we complete the 2023 filing season and look ahead to 2024, just remember, Intuit's STARTING price for entity returns is $1,749 for federal and $64 for the first state. So if you feel inclined to do so, raise those prices!
It hurts my soul to have the company I pay so much money to for accounting software, creating national advertising campaigns that treat tax professionals this way. Time to learn #xero or #freshbooks
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Took 2 weeks off. Didn't work during those 2 weeks. Office didn't burn down. Clients didn't leave en masse. Staff handled issues that came up. I came back relaxed.
Amazing how that works.
Just landed in Athens, Greece, after a 9-day cruise with VERY limited email access. Waiting for my hotel room to be ready and answering emails. I haven't been in the office since 8/13 and won't return until 9/5! I'm refreshed and ready to finish up 2024! #taxtwitter
I'm convinced that the best thing you can do for a friend or family member that need tax and/or bookkeeping help, is to refer them to someone you trust.
#taxtwitter
Cam Matheny retweeted
@ConsciousCPA
HUGE ANNOUNCEMENT!
Please repost this thread so we can help as many firm owners as possible!
I put up a post 12 days ago regarding starting a community to help people start, grow, and improve their firms and the response from you was staggering and humbling. 23 people have reached out to me so far expressing interest in being a coach, an expert, or both. 164 people have expressed an interest in becoming paid members of this coaching community so far.
Rebecca Driscoll, CPA and I have partnered on this new project, and she is awesome! We have different strengths, and we are excited and having a blast getting this up and running.
We are starting a community for accounting, bookkeeping, and tax professionals to learn and grow through mentoring and coaching. We will help you start, grow, and improve your firm, in a collaborative setting.
Rebecca has a great deal of coaching experience and she is a dedicated problem solver. Rebecca truly enjoys helping firms improve their operations and she will keep you on task. She truly wants to help you improve your lives and those of everyone at your firm!
I look at firms on a more macro level. I am blunt and willing to tell you what is wrong, even when you do not want to hear it. I especially like teaching firms how to minimize employee turnover and improve work/life balance, develop a marketing funnel, and remove problem clients.
We want to start the community that you envision. We need your help to do that. The below form is designed to tell us more about what you want. We also want to know more about what coaches and subject matter experts are interested in. We will modify our plans based on the results of this survey.
The survey takes five or six minutes to fill out, please fill it out completely so we know what you want!
The more people who complete the survey the better!
Copy this link into your browser and help us out with five or six minutes of your time!
cognitoforms.com/TCR1/Intere…
Thanks for listening!
@bsuecannon
I am so glad Brenda Cannon helped Rebecca and I connect!
Poll Question, because their must be one. How many people will complete the above survey in the first 48 hours? Note Rebecca and I do have a friendly bet!
#cpa #ea #bookkeeper #bookkeepers #accountant #accountants #tax #taxtwitter
38%Up to 100
42%100-200
20%200+
217 votes • Final resultsPosted a job on LinkedIn. Received zero qualified applications.
Received 50 emails from recruiters telling me they had several qualified candidates for this in-person job in WV. I did take the time to tell several that they were full of shit.
Am I'm looking up directions to restaurants over 2 hours away because I saw a great review on TikTok... you betcha. Any #taxtwitter peeps around Massillon Ohio?
I know that I need to move from a legacy firm to a boutique/niched/concierge (what ever cool buzzword you want) firm in order to have the life I want and recruit and retain top talent. But I struggle with what that will do to the clients who won't fit the new model #taxtwitter