LedgerDocs Blog

The cloud accounting blog for businesses, bookkeepers, and accountants.

QuickBooks Connect 2017 is officially kicking off in San Jose today with Day 1 being Accountants Day followed by an evening Welcome Reception for all attendees. In the world of accounting and bookkeeping, this is one of the major events to mark on your calendar for several reasons. Not only will thousands of pros from our industry be on hand to mix and network with, there are plenty of interesting panels and workshops to glean good information. You can add considerable value to your clients by sitting in these talks and soaking up information straight from mouth (and Powerpoint decks) of experts.

It is safe to say that the majority of bookkeepers and accountants receive a PDF of some sort, on a daily basis. For many bookkeepers, these documents include a wide variety of information including bank and credit card statements, receipts, deposit slips, invoices, and the list goes on. As a business owner, it can be difficult to find the time or patience to scan individual documents – instead, many business owners (or admin staff) quickly scan their stack of paper into a multi-page PDF and send it to their financial consultants in order to input into their accounting application.

If you are over the age of 30, chances are you remember taking pictures using film. Kodak used to be one the largest camera companies in the world, generating billions of dollars in revenue a year. With the creation of digital cameras, their entire business was suddenly thrown into flux. Slow to adapt they eventually filed for bankruptcy in 2012. It may be stating the obvious, but companies that ignore new technology do so at their peril. Below are 3 trends in the accounting industry that you should be putting into practice this instant.

We're excited to announce a variety of new features and updates made to LedgerDocs over the past couple months. These features are all currently available within the LedgerDocs app and were rolled out in various phases over the summer. Our team is continuously looking to improve and innovate our product and are excited to announce the release of the following new and improved features that add value to our user-base of bookkeepers, accountants, and business owners.

As baby boomers move closer to towards retirement, millennials (the generation that was born between the early 1980's and late 1990's) are set to become your accounting firm's largest customer base. We've all heard the stereotypes but, when it comes down to it millennials are arguably the most educated, connected, and digitally savvy generations to date. It's important to your business that you adjust to this looming demographic change accordingly. Below are 5 strategies to attract, retain and delight your millennial customers.

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About Us

LedgerDocs is a small business tool for managing & filing accounting documents in the cloud.

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