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Is This When Accountants Start Taking Freshbooks Seriously?

Twyla Verhelst explains ‘collaborative accounting.’

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By Seth Fineberg
At Large for CPA Trendlines

Verhelst

FreshBooks is taking another step to evolve from being a cloud-based invoicing solution for gig workers to being more strongly considered a true accounting solution that accountants could use to collaborate with clients as their business needs evolve.

MORE FINEBERG: Your Classic Business Model Won’t Allow Growth |  Accounting Tech Decisions You Need to Make Today | You’re Doing Email Wrong | When Live Events Fail | Who’s in Control? You? Or Your Clients? | Time Management Rule #1 for Accountants

MORE TECH: Major Websites Blocking Content from AI Crawlers | AI and the Future of Advisory | How Much a Data Breach Will Cost You – Directly and Indirectly | Strengthen Client Ties with Workflow Tools | The Art of Prompt Engineering for A.I. Accountants

MORE VERHELST: Twyla Verhelst on How Firms Are Getting Creative to Compete

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 “We are definitely in this flow of evolving the platform to support accountants better,” Twyla Verhelst, head of FreshBooks’ accountant channel, tells CPA Trendlines’ Seth Fineberg. “We now have an accountant hub, which we will continue to add to; and a robust roadmap, one in which we’re building from a place of [asking] accounting partners what do you need?”

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CLIENT SERVICE OPPORTUNITIES

You’re Doing Email Wrong

The Liscio Timeline: Will it replace email?

There must be a better way.

By Seth Fineberg

Email has always been an albatross of sorts for firms. Most firms use it as their primary source of communication and are under the belief that they are “secure” if they use encryption. Add the fact that having personally identifiable information on your machine is illegal, which equals one thing: You’re doing email wrong.

MORE FINEBERG: Careful… You May Be Advising! | When Live Events Fail | Getting Real: Accounting Tech Decisions You Need to Make Today | Who’s in Control? You? Or Your Clients? | Time Management Rule #1 for Accountants | Why VC Is a Bigger Threat Than AI

MORE on EMAIL & CYBERSECURITY: Why Business Email is Doomed | The 7 Categories of Cybersecurity Solutions Firms Need | The Why, What and How of Cybersecurity for Accountants | Top Tech Tools for Building Your New BOS Business | Yes, AI Writes Better Emails | SURVEY: Records Management Tops Email Challenges | Three Apps for ‘Inbox Zero’

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Email was never meant to be this nebulous communications zone. Nor was it intended to be a source of truth or document and communications exchange storage. And now, with new data security laws, there are strict controls on how to use email.

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ADVISORY & CONSULTING

Careful… You May Be Advising!

two people in an office talking and gesturing

What business owners need from you.

By Seth Fineberg

Despite all the hype and even some anecdotal pushback, if you are an accounting professional, you may already be advising. Whether you’re charging for it is another story.

MORE: When Live Events Fail | Getting Real: Accounting Tech Decisions You Need to Make Today | Who’s in Control? You? Or Your Clients? | Time Management Rule #1 for Accountants | Why VC Is a Bigger Threat Than AI
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Moreover, transactional accounting is becoming a commodity with services like Bench, Pilot, Botkeeper and the rise in scores of outsourcing companies flooding the market with often low-cost, highly automated bookkeeping services. As such, small CPA and bookkeeping firms are under pressure to bring more to the table than just organizing and crunching numbers if they are to hang on to their existing clients and attract new ones.
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NEWS

When Live Events Fail

How to do in-person conferences the right way.

By Seth Fineberg

Some of you may know my views on the importance of live events in accounting. But now we’re witnessing a shift in why attendees go or need to go: Human support.

MORE SETH FINEBERG: Getting Real: Accounting Tech Decisions You Need to Make Today | Accounting Tech Doesn’t Have to Be Daunting | Who’s in Control? You? Or Your Clients? |  Time Management Rule #1 for Accountants |  Plan to Go ‘Live’ Post Tax Season |  Why VC Is a Bigger Threat Than AI  |   What Does Taking Control of Your Firm Mean? | Accountants Need Each Other More Than Ever | Marchternity: Just Say ‘No’ | Some Thoughts on In-Person Events | So You Think You Know Accountants? | What Bogs Down Accountants

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Sure, CPE, networking, and quality content are indeed a thing when it comes to considering the time and expense of attending an in-person event. But accountants these days need more. They need each other more than ever.

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