Category: Accounting

My background is that I’ve been a small business owner since 1998. I have a degree in business from Simon Fraser University in Burnaby, BC Canada (Vancouver). I’ve been doing bookkeeping for myself, and others, since 1998, primarily with QuickBooks. I’m also a certified QuickBooks Pro Advisor. So, that’s the perspective you’re getting and keep that in mind when I evaluate the software. I’ve spent from 30 minutes to a few hours with the other software seen in my online accounting software review and comparison page. Why Kashoo first? Because out of all the ...

Are you an accountant thinking of using Facebook, Twitter, LinkedIn and other social media tools to promote your accounting firm? You may already have a website and personal accounts with the various social networking sites like LinkedIn and Facebook, but have you created a strategy that ties them all together to further promote your accounting business? This article will show you some of the many ways you can use social media marketing for accountants to effectively grow your practice.

This is a story about using Customer Loyalty research to create lasting and believable marketing benefit messages. I recently had the pleasure of refreshing the brand and marketing statements of one of my clients, Jazzit (http://www.jazzit.pro), a software company that creates financial statement and reporting templates for accountants. Their software is amazing with extremely happy customers, but their messaging was lagging behind in terms of telling their great story. In particular, and something that is typical in many B2B SME technology firms -- they had the problem of empty and unfocused marketing benefit statements.  What are "empty and ...

Three in Five accountants are using LinkedIn regularly to advance their careers. LinkedIn is #1 social platform. I think it's indicative of how social media is creeping into B2B vertical markets and how smart marketers can take advantage of those trends. Cheers! S.D.K. --> Article can be found at http://cpatrendlines.com/2009/02/23/survey-results-cpas-join-the-online-social-networking-party/

Calgary-based Trilogy Software announced today that it has raised $3.3M in private equity with funds from founders and local and North American private investors. Read the full press release. This is CEO Cameron Peters 3rd company. He co-created Cantax Software in the 1980’s (now part of CCH), and and co-founded GreenPoint Software and the ProFile Tax Application Suite in the 1990’s, (I had the pleasure to be a co-founder, as well). GreenPoint was acquired by Intuit in 2000, after which Cameron served as CTO for Intuit Canada and U.K.   $3.3M for a first raise for ...