Inexpensive and Easy to Use Logo Creation Tool

Jay Kimelman How-To, Small Business, Wordpress

We all come across a time we wish we had access to a graphic designer.  We need to design a quick easy logo for a project or new business venture.  That happened to me recently and I found DesignEvo. Read More

Tips for Loan Denial

the digital CPA Accounting, entrepreneur, How-To

It's boot strap time Pulling yourself up by the bootstraps after a loan denial can feel a bit like trying to fly. Wait, we do get around pretty well in those 747s... A'hem, my point is this kind of rejection can sting,… Read More

How to Manage Tax-Time Stress

the digital CPA How-To, Taxes

For many people, there is no other season of the year more stressful than tax time. While the great majority of this stress can be reduced by working with a knowledgeable CPA, some folks can't help having some lingering… Read More

Going on a trip? Here's a Checklist that might help!

the digital CPA entrepreneur, How-To, Small Business

Trips and vacations are exciting to think about and plan! A lot of times it's so exciting, liftoff has already begun. Why.. you feel so aerodynamic, you begin to wonder what you needed a plane for in the first place!… Read More

Tips when Applying for a Loan

the digital CPA Accounting, How-To, Small Business

The idea... We've all had our hearts set on something, whether it was remodeling the office or purchasing new equipment for the business...there are just times when getting a loan is appropriate. There are also times… Read More

Practice Ignition Gives Your Firm a Kick in the Admin

Jay Kimelman bookkeeping, client engagement, Cloud, How-To, Onboarding, Practice Ignition, Practice Management, Tax, WorkFlow

Practice Ignition adds efficiency to client administration, leaving you the time to do what you love. We have been using Practice Ignition for about 2 years now.  It was this years tax extension filing season when we… Read More

Proper Workflow Necessary for Efficiency

Jay Kimelman How-To, Onboarding, Practice Management, Tax, WorkFlow

Tax Preparation WorkFlow Roundtable   Read More

Cloud Security and Password Management

Jay Kimelman Cloud, How-To, Security, xero

Phishing attacks continue, your cloud security is in your password management... I hear it everyday, "I don't want my data in the cloud, I worry about cloud security".  Yet the same people that tell me that, also email… Read More

Law Firm Trust (IOLTA)....What You Need To Know

Jay Kimelman Fraud, How-To, Law Firm Accounting, Law Practice Management

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Xero Cash, No Manual Journals

Jay Kimelman Cash, How-To, Manual Journal, xero

I keep seeing the question "How do I post a manual journal to a cash account in Xero?"  The simple answer is YOU CAN'T! Xero is programmed to not allow transactions to be coded to a "Bank Account".  So the question is,… Read More