Stacy Kildal

Practice Management

8 Tips for Handling the Chaos of Tax Season

February 8, 2018 (Last Modified: March 5, 2018) / Stacy Kildal

Learn how to manage your stress during tax season with eight tips from QuickBooks ProAdvisor Stacy Kildal.

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5 Productivity Tools for Accountants and Tax Professionals

December 14, 2016 (Last Modified: March 6, 2019) / Stacy Kildal

When Intuit® asked for some productivity tools for accountants and tax professionals, I raised my hand, jumped up and down, and said, “Pick me, pick me, please pick me.” You see, productivity tools are my jam; when I’m not busy...

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Practice Management

4 Time-Kill Apps to Access When You Need a Break

November 14, 2016 / Stacy Kildal

Anyone that knows me, knows I love apps. Most of the time, I’m touting my favorite business-related apps. I love them because they save time and money for me and my clients. In fact, I love apps so much that I...

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Client Relationships

4 Ways to Build Your Client Relationships: Have Better Boundaries

September 8, 2016 (Last Modified: October 16, 2017) / Stacy Kildal

My approach to building client relationships is a bit different than what customer service gurus may tell you. In fact, if you’re familiar with me, you know that I tend not to have large reserves of patience and I’m rather...

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Grow your practice, Practice Management

How Do You Know When it’s Time to Start Your Own Firm?

June 28, 2016 (Last Modified: March 6, 2018) / Stacy Kildal

I was recently talking to my husband about a few things we had going on. “Remember when I started my practice?” He replied,“Of course, I was scared to death.” News to me, but it would not have mattered. I knew...

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Practice Management

7 Tips to Prevent Busy Season Burnout

February 10, 2016 (Last Modified: March 6, 2019) / Stacy Kildal

It’s the height of busy season. You’re working (at least) double the hours you normally work, dealing with countless emails and voicemails. Last night, you didn’t even get to see your kids because they were in bed before you got...

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Client Relationships

7 Steps to Giving Bad News to Clients

January 15, 2016 (Last Modified: October 19, 2017) / Stacy Kildal

You wouldn’t think a bookkeeper would have to worry about giving bad news. After all, it’s not like we’re doctors saying, “I’m sorry sir, but you only have six months to live.” Unfortunately, we are frequently in the business of...

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Practice Management

How my Client Handled ID Theft

September 1, 2015 (Last Modified: October 17, 2017) / Stacy Kildal

Once upon a time, a young consultant named Marcia was having a romantic, candlelit dinner with her husband. This evening quickly turned into a nightmare that lasted months. What happened? Marcia, my client, left her purse and her iPad in...

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Client Relationships

How to Keep Clients for Life

August 10, 2015 (Last Modified: October 16, 2017) / Stacy Kildal

Threepio and R2. Sam and Frodo. ByTor and the Snowdog. Great duos, am I right? (Well, maybe the Rush reference was stretching it. But, did you see Alex on that guitar??). Regardless, all of these naturally go together, just like...

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