Learn from the "back-in boat guy" and master your ideal client strategy. Identify your ideal customer, understand their needs, know where to find them, and set your price to build a client base you love.

Manage current reconciliations while waiting for older paperwork using a "soft reconciliation" approach. Start by customizing your reconciliation filters for current date ranges and proceed with the soft reconciliation. This method allows you to continue progress without pausing the entire project until older details are available.

I am big on change; I am always iterating on my business models, app stack, systems and processes - so, of course, that means there are trials along the way.

Navigating the aftermath of Hurricane Ian has been a journey filled with challenges and small victories. And as I always say, "Change is hard. Not changing will be harder." This experience has reinforced that mantra, showing how embracing change, even when it's messy, ultimately leads to growth. Through the ups and downs of rebuilding, we've learned that adapting to the unexpected is key to moving forward.

Feeling overwhelmed by app choices? Explore the frustration of decision paralysis through a fun analogy of golf cart shopping. Learn practical steps to streamline your tech upgrades and avoid being bogged down by too many options.

Good QBO housekeeping is essential. Regularly clean up and reconcile Accounts Payable and Accounts Receivable as you create JEs to ensure accuracy.

Reflecting on my recent post about being "busy," I want to address those who feel overwhelmed by unavoidable commitments. While my tips aim to help manage controllable aspects of busyness, I empathize deeply with those facing unavoidable demands and hope to offer some understanding and support

Are you truly busy, or is it just a mindset? Explore why people identify as "busy" and find practical tips for organizing tasks and managing time effectively. Discover strategies to streamline to-do lists and reduce the feeling of being overwhelmed.

Struggling with tasks you dislike? Learn how focusing on services you love can streamline your workflow and boost efficiency, transforming your workday into a more enjoyable and productive experience.

Many businesses have converted their apps and software to cloud-based ones, and robust data protection measures are more critical than ever. Whether you're an accountant, bookkeeper, or business owner, these strategies will help you confidently navigate the complexities of cloud security.

We at Calmwaters Cloud Accounting have a system built where we can open all reconciliation accounts for each client, in a new window, in two clicks.

Getting started on tasks is often the hardest part, but finishing something is the second hardest. Here are six simple steps to help you finish your everyday tasks efficiently, freeing up your time and headspace.

Join me as I speak and attend exciting upcoming events in the cloud accounting space! From webinars to conventions, I'll be sharing insights on practice management apps, Google tools for efficiency, and more. Don't miss these opportunities to learn, connect, and enhance your accounting skills with the latest technology.

I see businesses who spend countless hours playing with technology, yet they haven’t honed their processes and workflows. I’m not saying not to have fun with technology - in fact, I think fun in the workplace is underrated. But don’t lose sight of the fact that technology will not help you achieve your business goals if you haven’t nailed down the basics of your business techniques.

Businesses can streamline the purchase process by creating online payment links. It is a super simple system to set up, and sharing the links is easy. You can use them for any type of online purchase or provide a payment process without manually creating invoices.

There is simply nothing that is 100% security-proof. The baddies are constantly upping their nefarity; you will be compromised sooner or later. Nothing is foolproof, but you need not be a fool about how you manage your passwords.

I read this review description for a business, and it has stuck with me. It wasn’t for a bakery. Or a restaurant. It was for a women’s clothing store. It made me want to find the store just to see what was so great about the customer experience that it could draw a review so sweet and delicious.

Clearing accounts in QBO is a mighty useful tool for e-commerce and POS bookkeeping, as well as many other accounting situations.

Create a safe word - or whatever you want to call it - passphrase, secret code, secret word, security phrase…

Do it right now.

We work for our clients, but unlike many businesses, we need to collaborate to accomplish things. It’s not like many businesses where the interactions are transactional. Without cooperation on shared tasks and clear communication, we can not complete our work for them, and our workflows will remain incomplete, which is super frustrating.

I have discussed five key considerations for getting started on building your workflow, but they are scattered in posts here and there. In this post, I will consolidate five of my thoughts on workflow design and optimization.