We’ve returned from our 5th annual Scaling New Heights accounting technology conference. This year’s event was held in San Antonio, TX. Over 1200 accounting professionals gathered to learn, share and improve our businesses and services.
Awards
QBO Pro / Redmond Accounting was awarded the “Leading QBO Practice” for 2014. Industry journal, Intuitive Accountant, kick-started a search for the best-of-the-best of 100,000 accounting professionals in Intuit’s ProAdvisor Program. The Top 100 were selected by ProAdvisors voting for their peers. Intuitive Accountant’s senior staff further narrowed the results by measuring votes and weighing objective criteria to select the Top 10. As early adopters of cloud accounting technology and QuickBooks Online, this win is especially sweet for us here at QBO Pro / Redmond Accounting!
Laura Redmond, founder QBO Pro, Jim McGinnis, Vice President Intuit, Luis Sanchez, Global Leader Intuit ProAdvisor Program
As if that weren’t exciting enough, we were then also awarded the Method Solution Provider of the Year award. More about that here. We spend a lot of time working to automate manual processes for our clients using both QuickBooks Online and Method CRM. It is especially rewarding to be recognized for our effort by partners we greatly respect.
Laura Redmond awarded Method Solution Provider of the Year award
Instruction
This year we attended great sessions on advanced accounting topics and business development strategies. In addition, we also taught sessions. We enjoy sharing our knowledge and experience with others.
Laura Redmond teaching QuickBooks Online
Laura Redmond taught a 3-part “QuickBooks Online Certification” track that culminated in a certification exam allowing many attendees to leave the room certified! Laura also taught “QuickBooks Online Tips, Tricks and Custom Processes” and “QuickBooks Online at Year End” sessions. As accounting moves to the cloud, these sessions are gaining in popularity.
Laura Redmond teaching QuickBooks Online
Networking
The best part about attending conferences like Scaling New Heights is networking with colleagues and solution providers. This community is all about sharing. We brainstorm ideas, contribute resources, and create solutions. We hear from special guests and industry leaders. Frank Abignale, of “Catch Me if You Can” fame taught us about best practices for fraud prevention. Luis Sanchez, Intuit’s Global Leader of the ProAdvisor Program, laid out their goals for the future and interviewed Laura Redmond and Marnie Stretch about their practices.
Luis Sanchez, Global Leader of Intuit’s ProAdvisor Program, interviews Marnie Stretch and Laura Redmond at June 17th’s Keynote session at Scaling New Heights in San Antoinio, TX
Intuit CEO and President, Brad Smith’s perspective is focused on the future and moving to the cloud, “It can happen to you, or through you—it’s your choice.”
Intuit CEO and President, Brad Smith
Strolling through the vendor hall you find vendors whose very existence is aimed at automating accounting and business processes for small businesses — from inventory to business planning, paying bills, time tracking and expense reimbursement. In the center is Intuit, the hub. As reported by Accounting Today, “they process 40 percent of the nation’s tax returns, one in 12 Americans are paid by QuickBooks payroll, and they are the fifth-largest bank in the nation, based on bank data.” Intuit calls itself a 30 year old start-up and they show that with continuous innovation and collaboration. Intuit staff were in attendance in force, asking for feedback and striving to develop solutions to “simplify the business of life”. We were glad to be a part of it.
We were spotlighted as a "Great Practice" by CPA Practice Advisor: An all-online attitude, extreme organization, and an outsourced accounting service model create the perfect mix for success. Standardization has a new poster child—and her name is Laura Redmond, owner of Redmond Accounting. For those that pride themselves on being ultra organized…you may have met your match. Read the rest…
Tips & Tricks for QuickBooks Online end users. QuickBooks Online is the world’s premier cloud-based business solution for automating and organizing financial information. It’s our top pick for accounting software and we work in it every day. Here are some of our favorite tips & tricks to help you harness the power of QuickBooks Online (QBO) and “work smarter, not…
Last week we were awarded Top Client Accounting Services ProAdvisor by Insightful Accountant (IA). IA is an industry news organization. Their annual awards are announced each year at the Scaling New Heights accounting technology conference, an internationally-renowned, in-depth training conference for accountants and other small business advisors. The first year IA awarded these titles in 2014, we won Leading QuickBooks…
QuickBooks Online's Attachments functionality supports a paperless workflow for those of us speeding into the future with our web-based business processes. You can upload documents to the Attachments list in QBO. From there you can create a new Invoice or Expense and the document will automatically attach to this new transaction. Or you could just let the document stay there…
QuickBooks Online (QBO), the #1 small business cloud accounting solution, is in its final phase of converting existing users to the new interface. If your QBO subscription hasn't been converted, it will be soon. Run your whole business a new and better way in the cloud. Work from anywhere, anytime with data that is up-to-date and secure. Work smarter, not…
Join our own Laura Redmond at QB Connect on October 21 - 22nd as she teaches what you need to know to pass the QBO Certification exam. You will learn: Navigation (where everything is and how to do everything) Transactions (discussing how to enter financial transactions and what type there are) Reporting Troubleshooting Accountant tools The 3 main takeaways…
Is your QBO home page's Bank Accounts section telling you that you have transactions that need your attention? Do you know how to use QBO's Banking screen? What does "match" mean? Financial transactions (such as invoices, sales receipts, checks, bills, bill payments, transfers, and journal entries) are posted to the general ledger as debits and credits. QBO's "Banking" screen is…
Are you converting a QuickBooks Desktop data file to a QuickBooks Online company? Make sure that the data file is under 350K targets. Historically, the maximum was based on the file size...now it has changed to targets. What are targets? Targets are the number of detail (or split) lines on a transaction. For example, if a check is split between two expense…
We're honored to be one of 40 best and brightest minds in accounting invited to Intuit's Accounting Professionals VIP Summit. "The #IntuitSummit 2013 celebrated the best and brightest minds in the accounting industry by showcasing the new QuickBooks 2014, sharing Intuit's vision for the future, and listening to the voice of our customers. Check out the new QuickBooks Accountant edition…
