Automating QuickBooks and a Few Other Things

Eric GreenspanAutomation2 Comments

Our company specializes in automating processes, including QuickBooks and so can yours. As a bookkeeping or tax professional, you are constantly dealing with data and data entry for your own firm and on behalf of your clients. The next time you find yourself assembling an invoice or inputting data or re-inputting data, stop for a moment and look around at the tools that exist today and consider automating these processes.

Does “Alexa” Really Work?

Eric GreenspanSmart Home Smart OfficeLeave a Comment

We use Amazon’s Alexa at home and at work. At first, I wasn’t sure what would happen. Mom didn’t love it. The kids were using it to make funny noises. But as I am writing this, mom just said, “Alexa, set a 5 minute timer.” I smell muffins cooking. Mom has found a few ways to use this device that I’m highly confident I’d be in big trouble if I took them away.

Your Cable Internet Provider is About to Hand You a MUCH Bigger Bill

Eric GreenspanThings that Might Ignite YouLeave a Comment

Beware of your cable company right now. They are usually also your Internet provider. Recently, many Internet companies have started charging usage fees. This means that the unlimited package you signed up, no has limits. To make matters worse, if you pay an exorbitant fee to upgrade back to unlimited, you will just pay more. But, do it on time, or you will incur usage charges at far more than the new rate.

Maximize Your QuickBooks Connect 2017 Experience – How to Plan and Get the Most Out of Conferences

Eric GreenspanEvents and conferencesLeave a Comment

Many go and many have a blast, learn a ton, and make new friends and contacts. Many also spend a lot of money and lose a week of work, a double whammy. When attending a conference it’s important to plan and set goals. Remember, this conference is not where you will find clients directly, rather, you’ll be hanging out mostly with your competition. Along those lines, you can still find more than just interesting conversation and new relationships.

3 Ways to Use Transaction Pro to Make More $$$$

Eric GreenspanGuest Contribution, Practice Development1 Comment

Transaction Pro comes in a variety of flavors. The most commonly used version is Transaction Pro Importer or affectionately known as TPI. Transaction Pro is built and run by Karen Magno and her husband, people we have come to love in the industry we share. This post will give you a few ideas on how to make more money with Transaction Pro, written by our esteemed colleague and brilliant ProAdvisor Terri Wilson.

Certificates of Completion Launched at

Eric GreenspanCompany NewsLeave a Comment

We couldn’t be more excited to bring you our latest creation – Certificates of Completion for our Courses! Now, after you complete a course (testing is now being rolled out too), you can visit your Completed Courses page and View/Download your Certificate. It’s automatic and get one for EVERY course you complete. So, go buy some frames and get your courses complete. You’ll have a wall of achievement in your office in no time!

Announcing “Don’t Sweat the Small Stuff – Learn it” – A New Course from

Eric GreenspanNew for MembersLeave a Comment

Angela just wrote a post about How to Land Clients on Facebook. It’s a great post and she used new skills in developing it. She now uses Adobe Stock images and resizes them beautifully. But I noticed her Adobe Stock image was plain and without branding. She is great at many things, but Photoshop is not yet in her bag of tricks. So, I did a video to teach her. It’s called “How to Edit an Image with Photoshop, Add a Logo and Text and Make It Ready for your Website and Facebook.”

Letter Writing for Client Acquisition

Eric GreenspanMarketingLeave a Comment

We recently did a webinar on this topic and it was a big hit! Each week our very own Webinar Wednesdays from (included with PRO membership) host amazing topics that are useful to building an accounting practice or … Read More