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Tag: business intelligence

 |  Andrea Parness  |  90 Day Action Plan,  accountability,  advisory,  business advisor,  business coach,  business improvement,  business intelligence,  business plan,  business tips,  certified tax coach,  cloud accounting,  cloud based accounting,  conference,  conference tips,  medical practice,  retirement planning,  tax consultant,  tax minimization,  tax planning,  tech forward,  technology

More “Takeaways” from the Conference Trail, Day 2 in San Jose

I hope you are enjoying my photos and takeaways, please do send feedback if these tips have resonated with you.  Please share in the comments if and how you have implemented them in your firm/business/practice, but do not judge me by my “selfie” taking ability, I do feel I am getting better. Conference Day 2 takeaways started as soon as I finished my morning workout: Peloton Bike at the Hotel…  Read more

 |  Andrea Parness  |  90 Day Action Plan,  accountability,  advisory,  business,  business coach,  business coaching,  business improvement,  business intelligence,  business plan,  business tips,  certified tax coach,  cloud accounting,  conference,  conference tips,  cpa,  Key Performance Indicator,  KPI's,  medical practice,  mid-market business,  mid-market professional services,  Small Business Administration,  tax planning,  tech forward,  technology

On the Road again, Sharing Insights from the San Jose Technology Conference I am Attending

I’m on the road again and sharing insights from the San Jose accounting technology conference I am attending. Liquid Breakfast Today’s conference takeaways started at breakfast, I sat down at a random table and the conversation started with “where are you from?” My computer was in my backpack so that “takeaway” was written on a napkin. Here are my highlights and takeaways from today’s conference: Show your clients you care.  It’s…  Read more

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