Quick Book Swiz

Monday, July 16, 2018

Remote Team Engagement: All You Need Are the Right Tools

Do you have a remote team? I’ve been advocating the work-at-home lifestyle since my son Arik was born, 7 years ago. At that point, I realized there is no need to go into the office everyday—I can be as productive at home; probably even more so, if I try to avoid all the Law & Order reruns that are on.

I got this here.

Sorry, Stabler. I love McCoy best.

Work at home is no longer a trend—a remote team is a proven way for small and large companies to save money while increasing productivity. In fact, according to an article in Remote.co, two-thirds of managers say employees who work remotely increase their overall productivity. The same article cited that remote working policies decrease employee turnover and increase employee engagement.

Remote team members are more engaged.

Increased employee engagement when working from home, how is that possible? A 2012 Harvard Business Review article found that remote team workers are MORE engaged than those who work in the office. According to the article (and me), people work harder to connect when they aren’t in the same location.

I got this here.

See? Look at how difficult this is for him.

Take my home-based bookkeeping practice and consulting firm as an example. I have clients and colleagues all over the country. Even though I’m at home, I’m constantly collaborating with my remote team. We see each other rarely (even the folks that live in the same town as I do), yet we really know one another, our strengths and weaknesses and what’s happening. That’s important because all teams work better when the members take the time to know each other.

I got this here.

Maybe not like this.

I’m here to tell you, you can have great team relationships wherever your team members may be—in the cubicle next to you or working from a Wi-Fi connection on the beach. It just takes a little effort and the right technology.

That’s why I’m hosting a webinar, Small Business/Distributed Office Teamwork Tips: How to Stay Connected on April 28 at 2 p.m, sponsored by Ooma Office.

In it, I’ll cover techniques to engage your remote team and technology to keep it simple. Register now—this webinar may just be what your business needs to improve team communication and collaboration.

PS: If you can’t make the live webinar – please register! I’ll send a link to the recording.

PPS: There are two other opportunities to find out about Ooma Office: Thursday, April 21, we’ll have Ooma VP of Product Dennis Pang as our guest on the QBO Show & Monday, April 25, we’ll be doing a special Q&A with Ooma in our FaceBook group, Between Wall & Main (you’ll need to request access to the group to participate).

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Greatest Hits from the Fundera.com Ledger

It’s busy season, and while I have at least 4000 ideas for blog ideas, the problem is finding time to get them all out of my head. Instead, I’m going this (somewhat lazy) route for a post: Greatest Hits from the Fundera.com Ledger. Trust me, these articles will be helpful! They all come from an amazing resource – the Fundera.com Ledger (I’m only slightly biased, since I write for them every month).

First up are some greatest hits from the Fundera.com Ledger, for small businesses:

Ben Rashkovich’s “7 Ways You Can Be Your Accountant’s Favorite Client”

I love this not just for the animated gifs, but because every single one of these 7 things? Will truly make you your accountant’s favorite client. Or at least put you in the top… 7.

MWood’s “19 of the Best Small Business Opportunities for 2016”

If you’re tired of working 40 hours a week for the man, why not take a look at this list and see if something strikes your fancy, so you can start working 80 hours a week for YOURSELF. Bonus – some of them may services that your existing business could start to offer. Yay!

Here are some of lending’s greatest hits from the Fundera.com Ledger:

Sarita Harbour’s How the Kind of Debt You Have Affects Your Loan Chances

We all know how important it is to be aware of our credit scores and to periodically check our credit reports for accuracy so that we’re not surprised when we seek out loans. However, when was the last time someone explained to you how the TYPE of credit might impact your ability to get a loan? Probably never, if you’re like many of our clients.

Ben Rashkovich‘s The Alternative Lending 25: Small Business Edition

So many small businesses think the only way to get funding is to go the local bank and apply for a traditional loan or line of credit. Ben points out “Fast, efficient, convenient, and flush with so many different options, the online alternative lending industry flourished as small business borrowers recognized its flexibility.” He then provides a great list of alternative lenders. A must read for any small business looking to get funding, or anyone working with a small business that might be looking.

Obviously, a list of greatest hits from the Fundera.com Ledger wouldn’t be complete without some of my own articles, about QuickBooks, of course!

My piece on The 12 Absolute Best Sources on How to Use QuickBooks Online

Here is where I list some fantastic resources for learning and using QuickBooks Online. From Intuit’s own sites, to conferences and Facebook groups, you’ll be on your way to power user in no time! One thing missing? My own QBO Show! We were on hiatus when the article was written, but we just made our return on March 3, 2016.

My work around for Job Costing in QuickBooks Online with Sub-Customers

This won’t work for every company, but it does work. You have to be diligent about tracking and keeping the transaction numbering consistent, but until QuickBooks Online gives us progress invoicing and the ability to receive a partial purchase order, it’s this or a third party app.

I hope my list of greatest hits from the Fundera.com Ledger were helpful! Like I said, I have a jillion ideas from blog posts, but probably won’t have time to get them all posted until after busy season. Which is fine, because if you’re an accounting professional, you probably won’t have time to read them until then either!