Wednesday, August 20, 2014

The Upcoming Tax Planning Season and SALY

The tax planning season is just around the corner. Most small businesses are more focused on the end of summer and gearing up for the fall season. What they should focus on is getting their ducks in a row for the year end and beyond. Here's a reason why small business owners should avoid the SALY (Same As Last Year) and start planning now.

Tuesday, October 01, 2013

More Bean Spilling - Importing Bank Data

So I have had a little time to play around with BeansBooks, a new cloud accounting product by System 76, that makes small business accounting a bit more manageable. In this video we look at the banking import function and how it can save time during account reconcilations.

Tuesday, September 17, 2013

Spilling the Beans on BeansBooks

In an already crowded cloud small business accounting market, enter another competitor. BeansBooks developed by System 76 is a new cloud accounting service that is designed for small to medium sized businesses looking to take their accounting to the clouds.

Competitively priced BeansBooks attempts to keep accounting simple and offers a clean user interface and is open source that will allow programmers to customize the product to their liking. The ultimate goal of the product is less data entry, easier reconciliations, and current information at the fingertips of the small business owner.

Let's spill the beans on BeansBooks in this short video.

Thursday, October 18, 2012

Are Tablets a Game-Changer for Small Biz?

Small business owners are always looking for the ultimate game changer that will increase their productivity and competitiveness. Their search typically brings them back to technology, due to the fact that tech can improve both a small businesses' people and processes. Take your local bakery (one of my catering/bakery clients sent me these great stollen bites) business for example.

With the use of technology, employees can know in real time how much of certain ingredients they need and have on hand to provide customers with their favorite products. Technology can also help the business coordinate their catering/delivery schedules to ensure that baked goods are enjoyed at the height of freshness. Kinda like these great bake goods I'm eating.

My these are good!

So what are the tech trends that will be the game changers for tomorrow? The increase use of mobile solutions like smart-phones, tablets, and their corresponding apps will be the tech tools that will keep many firms competitive and productive. Based off feedback from surveys and client research, there also seems to be an increase in the interest of tablets and how a small business owner can use them efficiently.

Some of the key areas of concern for small business owners should be to implement a strategy for securing all these mobile devices considering the move to BYOD (Bring Your Own Device) in many firms and the threat of unwanted access to company information if devices get in the wrong hands.

Will tablets be the game-changer for small biz?

It will be exciting to see which tablets small business owners will be using (or adding via BYOD). With the introduction of the new iPad mini next week, along with the Microsoft Surface tablet, a small business owner's holiday wish list is sure to grow!

Are you using (or will be using) tablets in your small business?

Tuesday, August 14, 2012

Is your mobile device becoming the "New" desktop?

As many know I am a proponent of using cloud technologies/SaaS products and mobile applications to improve small business performance. Recently I was up loading or actually I was updating some of my mobile apps on my mobile devices (and the time it took me to do this) and this got me wondering if with the increased usage of smart phones/tablets and the corresponding usage of apps; Are we just simply turning our smart phones and tablets into desktop extensions?

Desktop filled with software apps

One of the main reasons a small business owner would want to consider the cloud/mobile technologies is to keep the amount of software loaded on desktops to a minimum and forget about the days of updating software, dealing with file corruption issues just to name a few things that take away your time.


With all this transferring of information via smart phones and tablets these days, most of it driven by app usage, now your smart phone or tablet is loaded with software that has to be constantly updated, and  you are back into a time drain.

Smart phone also filled with mobile apps

I personally did a comparison of my desktop applications versus my mobile applications and I have more mobile applications on my smart phone/tablets than my desktop. Take a look and see if you are in the same boat. Then ask yourself if those apps are saving or draining your time.

For me, it gave me a chance to do some "summer cleaning" of some mobile apps allowing my mobile devices to run more efficiently and take less time updating. 

Take a look for yourself and let me know how it turns out.

Friday, July 20, 2012

Your Business in Your Pocket - The Mobile Revolution

Everywhere a small business owner turns these days, there is always some talk about the cloud, mobile apps, and how it can improve their operations. From email systems to document management to accounting, the cloud seems to be the great equalizer allowing small firms and entrepreneurs compete with their large counterparts. But, is all this talk just a fad or trend and can it really make a difference to small business owner?

Well the cloud has been around for quite some time (even though much of what small biz owners read says otherwise) and really if you have not embraced the cloud in your small business, you could be operating at a considerable disadvantage. Most cloud offerings allow the small business owner anytime access to critical information they need to run their businesses. The cloud also is more stable and secure than trying to deploy software or save/backup information internally (I know many will disagree, but it is harder to break into a data center than your internal servers). Bottom line is if you want to stay competitive and be abreast with your peers, a venture into the cloud must be in your future.

But what is you want to stay ahead and not abreast of your peers?

If you want to be on the cutting edge then let me put the bug in your ear now about the next big trend…you ready!

It’s mobile, yes mobile.

With the introduction of smart phones, the mobile revolution is upon us and the time to get in is now (please join me it’s kinda lonely). Imagine a world where you can take a snapshot of a document with your smart phone and immediately upload it into your database, or accounting software and your team has immediate access to the information. Would that save time and money for your small business?

In the coming days we will post a few videos on the new mobile revolution and how you can embrace it now. When a small business couples mobile technology with the cloud, efficiency gains above and beyond their current processes can be realized, and you can save a little time and money.

Thursday, June 14, 2012

CNBC Town Hall

I had the pleasure of sitting in on the taping of the CNBC Town Hall on small business yesterday and needless to say, it was a great experience. There were entrepreneurs from all kinds of backgrounds and we all shared knowledge with each other.

We had a great panel of speakers (as you can see from the photos) and covered a lot of topics affecting the small business sector. I guess the major takeaways I got from the town hall were to mentor or be a mentor, differentiate, network, learn from trials & blessings, and pursue freedom.

To watch the CNBC Town Hall be sure to tune in to CNBC on Wednesday June 20th 9PM EST.

The Tech Accountant