The Smart Team’s Post

Managing small clients? Go digital. AccountingWEB.co.uk article covers it all - efficiency, relationships, and staying tax-compliant. 📈 💡 This aligns perfectly with what TidyFlow provides. #PracticeManagement #AccountingTech #EfficientAccounting Learn more at:

Let’s talk about purpose statements! A good purpose statement talks about why your org deserves to exist — how it makes life better for those you serve. A great purpose statement will talk about that why *using the words of those you serve*. So if you’re working on a purpose statement for your brand, ditch industry or internal jargon in favour of down-to-earth, relatable, human language. None of us “leverages” or “aligns” things at home. Nor do we “deliver innovative solutions” to things outside of the office. And yet when we get to work, there’s always that temptation to use this kind of language. And, if you’re not careful, that can bleed into your purpose statement. Here’s a real-life purpose statement that fails to use the customers’ language: “Our purpose is to transform the digital productivity of SMBs in Northern Ireland by providing subscription-based, enterprise-class cloud computing solutions that are secure at any time, in any place and on any device.” (Let’s assume SMBs stands for small and medium businesses — ideally, you wouldn’t include any abbreviations in your purpose statement). But the big issue here is it fails to speak the language of the customer. As someone running an SMB, I can tell you I’ve never once turned to my co-founder and said: “We need to transform our digital productivity with a subscription-based, enterprise-class cloud computing solution.” Although, as users of things like Squarespace, Google Drive and online accounting software, we no doubt interact with such “solutions” everyday. If this company had talked to their customer, I guarantee they’d have ended up with a very different (and far more compelling) purpose statement. So tell us: ❓Has your brand got a great purpose statement? ❓Seen any great purpose statements? ⁉️Any clunkers? Please share your examples in the comments! #purpose #strategy #writing

As a business expands, the tools they use should empower their success - not weigh them down. 😵💫 CEO, John Case via TechRadar, gives you 4 key signs that your basic accounting software might be creating roadblocks. From tedious reporting to disjointed data, realizing these issues is crucial for continued growth. Read on: https://lnkd.in/eUEN_r2T

Unlock the power of real-time financial data with Sage Intacct! 🚀 Make smarter decisions for your business or not-for-profit by identifying key financial trends. Let Cherry Bekaert help you kickstart your Sage Intacct journey today! 📈 https://okt.to/QzOcw2 #SagePartner #SageIntacct #CloudBasedAccounting #CloudSoftware

Unlock the power of real-time financial data with Sage Intacct! 🚀 Make smarter decisions for your business or not-for-profit by identifying key financial trends. Let Cherry Bekaert help you kickstart your Sage Intacct journey today! 📈 https://okt.to/KHczRf #SagePartner #SageIntacct #CloudBasedAccounting #CloudSoftware

Unlock the power of real-time financial data with Sage Intacct! 🚀 Make smarter decisions for your business or not-for-profit by identifying key financial trends. Let Cherry Bekaert help you kickstart your Sage Intacct journey today! 📈 https://okt.to/eAETrl #SagePartner #SageIntacct #CloudBasedAccounting #CloudSoftware

Withum's Daniel Kretzenger outlines what the newest updates from Intuit about the discontinuation of support and security updates for QuickBooks Desktop 2022 after May 31, 2025 mean for your business and the steps you can take to transition smoothly: https://ow.ly/Ia4W50UoKeC

Unlock the power of real-time financial data with Sage Intacct! 🚀 Make smarter decisions for your business or not-for-profit by identifying key financial trends. Let Cherry Bekaert help you kickstart your Sage Intacct journey today! 📈 https://okt.to/SR0wPK #SagePartner #SageIntacct #CloudBasedAccounting #CloudSoftware

Drowning in a sea of receipts? 🧾 Here are some essential tips to keep your receipts organized and save yourself a tax-time headache: 📌 Go Digital (and Paperless!) Ditch the paper! Use receipt-scanning apps like Expensify or QuickBooks to capture and categorize receipts instantly with your phone's camera. 📌 Categorize for Clarity Create spending categories like "Travel," "Office Supplies," or "Meals" to easily track where your money goes. This makes expense reports a breeze and ensures your receipts are tax-ready. 📌 Stay Updated Schedule a weekly "receipt refresh" to update your records. This prevents last-minute tax season stress and keeps your financial data current. 📌 Back-Up Your Data Whether you prefer digital or paper receipts, always have backups! Store digital files in the cloud and keep physical copies in a safe location for added peace of mind. By following these tips, you can transform your receipt situation from messy to masterful! Do you have any creative ways to organize your receipts? Share your tips in the comments below! 👇 #perfectbalanceaccounting #bookkeeping #accounting #expertaccounting #financialservices #accountingsolutions #bookkeepingservices #bookkeepinghelp #bookkeepingforsmallbusinesses

As a business expands, the tools they use should empower their success - not weigh them down. 😵💫 CEO, John Case via TechRadar, gives you 4 key signs that your basic accounting software might be creating roadblocks. From tedious reporting to disjointed data, realizing these issues is crucial for continued growth. Read on: https://lnkd.in/gZaRQ9Zu