This is part three in a three-part series, I talked about the misconceptions of email campaigns that can lead to ineffective strategies or missed opportunities.

Part One focused on using email campaigns, Part Two looked at deliverability, and Part Three is about maintaining good email campaign health.

I am in the messy middle of a change, of a few changes, actually. I decided to hit myself up with honing my niche and all the required process updates, along with rationalizing two of my workhorse techs. I wanted to start 2024 off fresh, but I may have been a little ambitious.

I stinking love Bank Rules in QBO!

Bank rules are super helpful for taming the feeds’ excitement and automagically categorizing transactions, saving you hours of correcting or manual coding work.

Securing your social media accounts is not just for your benefit; it’s for the benefit of everyone around you. Tight security allows you to feel comfortable joining all the fantastic Groups that give so much joy to our lives, knowing you have done your darndest to safeguard others in them.

In a three-part series, I will run through several misconceptions about email campaigns that can lead to ineffective strategies or missed opportunities. Part One focused on using email campaigns, today - Part Two - looks at deliverability, and Part Three will be about maintaining good email campaign health.

I have been working in QBO since 2012, and I didn’t know that you could complete calculations right inside transactions until 2014. That's two years of dragging out my calculator that I’m never getting back! I don’t want any of you to miss another minute of math efficiency.

In a three-part series, I will run through several misconceptions about email campaigns that can lead to ineffective strategies or missed opportunities. Today in Part One, we focus on using email campaigns.

The way we market our services is often “water bottling”. We have lulled ourselves into services that every bookkeeping and accounting firm provides. 

But what if you engage in some navel-gazing of yourself and your firm and figure out your unique qualities?

Starting an accounting firm is a lot like watching a swan take off, only with fewer feathers and more spreadsheets.

The Most Clicked on Articles From 2023 From The Cloud Accounting Resources Blog

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What the what is DDoS!? And why you should care.

A DDoS attack is like an unexpected traffic jam clogging up the digital highway, preventing regular traffic from arriving at its destination.

I have blogged for more than a few years but what is fairly new to me, is my email campaigns. I didn’t think the effort-to-outcome ratio would make it worthwhile. I didn’t have a clear enough outcome of why I would send out emails. I wasn’t sure how to bring value to subscribers. And I was worried about being intrusive to people’s inboxes. Sound like you?

I bet you are thinking, “Why are we discussing checklists? That seems like a pretty rudimentary topic?”

Yeah, um…no… 

Checklists are the basis for all our work.

We love things to be “just so”. It’s our nature that everything is ordered correctly, and we hope our orderliness creates efficiency. One of the things that many folks don’t realize you can control is the view of the accounts in the bank feed screen.

Let’s wade through what are the systems you can implement right now. And to engage your team and clients in the processes, ensure they understand the “why” of your systems.

We are living in an awesome cloud technology era. We no longer have to live in our spreadsheets and docs - we could, but they are awkward and inefficient. Plus, even though they are free, they may cost us more than the fabulous paid apps out there.

If people don’t love using an app, they simply won’t use it to its fullest - or perhaps not at all.

User Experience (UX) and User Interface (UI) are essential considerations in deploying and embracing technology.

File reviews are key for assessing prospective clients. These are the common elements to review and discover the status of a file.

Running a successful business means email communication runs rampant. But what if there was another way? A way to run your business so that it doesn’t require your inbox to overflow with to-dos constantly? Would you do it? I would hope so!