|  BRIAN T. STONER, CPA
You can count on us to count for you! |
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Award for Best Accountant in Burbank, CA by Best Businesses - 2016, 2015 and 2014
Small Business Excellence Award for the category of Accountants in Burbank, CA - 2016
Picked by Expertise.com as one of top 20 Tax Services in Los Angeles for 2017
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October 1, 2017 
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We Need Your Referrals to Grow Our Business!
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2600 W. Olive Ave, 5th Floor
Burbank, CA 91505
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I write a BLOG called 'MUSINGS OF A BURBANK CPA' on Financial and Tax Items I feel are worth sharing! You can access
MY BLOG here:
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CUSTOMER PORTALS AND BEATING PROCRASTINATION
Article one discuss how customer portals can help your business
and Article two talks about how you can beat procrastination and get things done!
Call Now
818-333-5095
or 818-317-6035
Brian T. Stoner, CPA has been featured on
You can count on us to count for you!
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Cool Tech Tools: Customer Portals
(Note: this is a post from a year ago, but with identity theft issues out there it is pertinent now more than ever!)
If you have a business where you have to send documents of any kind to your customers, then you may benefit from a portal. You can save time on customer service and possibly postage and labor. You will also look most professional while increasing service delivery.
What Is a Portal?
A portal is software in the cloud that allows users to upload and download files from a secure space that only they have access to. For each client you have, you can set up a private virtual filing cabinet where only you and the client will have the key. Your client will have their own user ID and password into their area of the portal. There, they can upload and download documents. Some portals also have secure signature capability to help you take the paperwork out of obtaining signatures.
How Can I Use a Portal?
Think of all the paperwork that occurs between you and your customer, and that will give you several ideas about how to use a portal. If your business is data-intensive, you will definitely benefit from a portal; imagine moving all of those documents out of email and into a clean, private filing folder in the cloud.
Businesses that would benefit the most include:
- Any small business with remote employees: a portal can be where they pick up and drop off work.
- Mortgage companies where the loan officers are collecting a great deal of information for the underwriters.
- Construction companies: each subcontractor could access the schedule, estimates, material details, invoices, and certificates of insurance.
- Real estate agents to collect the details of home purchases and sales
- Accountants, attorneys, consultants, coaches, and other professionals who deal with private customer information.
- Web design, ad agency, and marketing companies
Types of documents and files you can upload and download from portals include:
- Contracts, estimates, and legal documents
- Invoices and credit card authorizations
- Instructions and training materials and aids
- Company policies and procedures
- Brochures and marketing materials
- Reports and spreadsheets
- Forms and applications, blank and completed
- Graphics, drawings, and photos
You don't necessarily have to set up a portal for every client; perhaps it's cost-effective to use a portal on your largest customers or vendors.
Where Can I Find a Portal?
One of the leading vendors in the portal space is Citrix Sharefile. You can find them here:
http://www.sharefile.com/
Your industry may have specific solutions for you as well, especially if you have regulations such as HIPAA that you need to follow.
You may also have heard of DropBox and Box.net. These companies offer file transfer and don't have a dedicated user area, so they are useful, but a bit different than a portal.
Look for software that provides each user with their own unique login, and that will distinguish the software as a true portal.
If you decide to implement portals for your business, you can private-label them with your logo and place a direct link to your portal login page for easy client access.
Using portals will keep your inbox cleaner, save time looking for lost emails and documents, and help you look professional in the eyes of your clients.
A Final Note: As a CPA, I have used Citrix Sharefile for many years now as a tool for me to send tax documents to clients and third parties (with client permission) and provide a secure link to email me their documents.
You can count on us to count for you!
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CALL NOW
818-333-5095
OR 818-317-6035
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Accounting Employment Opportunities
Pauline Casbon of Casbon & Associates, LLC is a professional recruiter I have known for quite a while. She is very professional and can help accountants looking for work get a new position as well as find accounting professionals for business and industry.
Full Time Job Opportunities: Contact Pauline Casbon at
310 859 3805
Website:
www.casbonassociates.net
See my Linkedin page:
www.linkedin.com/in/PaulineCasbon
Referral fee for any potential employee that is placed in any of the following positions.
Tax Managers, CPAs needed for Encino, West Los Angeles, Century City and Santa Monica.
Bookkeeper/Personal Assistant. able to handle HR. Up to $60k plus benefits. Santa Monica.
Bookkeeper for a CPA firm located in Van Nuys. Salary range $60k plus great benefits and a career path.
Accounting Manager/Controller for business management accounting firm. Offering up to 125k plus excellent benefits. located in Encino.
Account manager for Encino. Salary range of 80k plus benefits. Quickbooks preferred.
Tax Administrator for great firm in Westwood, salary up to $79k.
Tax Manager with business management accounting industry experience required to handle tax planning. Salary commensurate with experience plus excellent benefits. West Los Angeles.
Accounting Clerks required for West Los Angeles. One to two years experience in Entertainment firm. Salary up to 45K.
Staff Accountant required to join their other young of accountants for a business management accounting firm handling high net worth individuals in the entertainment industry, great opportunity, career path offering salary up to $80k commensurate with experience, plus OT and bonus. Business Management accounting experience required. Santa Monica and Sherman Oaks.
Account Managers for business management accounting firm. Datafaction imaging required. Excellent opportunity, competitive salary and benefits. Located in Santa Monica, West Los Angeles, Beverly Hills, Century City, Westwood and Sherman Oaks.
Assistant Bookkeeper and Bookkeepers for business management accounting firm in Century City, Beverly Hills, Westwood and West Los Angeles. Opportunity for great career path in business management, salary up to $55k. Datafaction preferred.
Senior Tax Accountant, CPA in Sherman Oaks!
Audit Senior/Manager, CPA for Century City, Arcadia, West Los Angeles and Pasadena. Competitive salary and good benefits. Career path opportunity!!
Tax Accountant, CPA for prestigious firm in Century City and Encino, definite opportunity for career path. Business management accounting industry preferred.
Tax Senior, CPA for prestigious CPA firm in Century City. Salary competitive and commensurate with experience. 85K plus.
Accounting Clerk for real estate firm required. Yardi experience a must! One to two years experience required. Located in Mid City.
Assistant Bookkeeper with Datafaction for Business Management Accounting firm in Beverly Hills. Career Path. Great salary and benefits!
Personal Assistant for top person in the entertainment industry. Need someone willing to go on tour. Northern California. Salary and overtime in the low six figures plus benefits.
Tax Seniors for West LA, Century City, San Fernando Valley and the San Gabriel Valley; CPA firm and Business Management Accounting firm, seeking potential employees looking for a career path!
Business Manager for Bus. Management accounting firm to become a Partner. Century City. CPA Certification required.
Two Audit Seniors for CPA firm located in Santa Monica. Career path opportunities.
Tax Accountant for Century City and Encino 1 to 2 years experience of tax preparation with a CPA firm and/or Business Management accounting firm.
Royalty Analyst required for firm located in Encino.
Looking for immediate hires!
I am looking to expand my client base, if you would like further information regarding my staffing services, please do not hesitate to call. I am happy to visit your office which helps me gain an even better understanding of your firm's culture and staffing requirements. Please review my website at
and/or review my Linkedin profile.
www.linkedin.com/in/PaulineCasbon
Call 310 859 3805 for further information. Send resume(s) as a word attachment to :
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How to Beat Procrastination
Would you call yourself a procrastinator?
If so, you're not alone, and with our to-do-lists growing daily, the percentage of people who procrastinate chronically has increased over the last few decades.
There's a difference between procrastinating and prioritizing. Great entrepreneurs know how to put the most important tasks first. There's also a difference between procrastinating and being overloaded with tasks; that's another problem called delegation (or lack of it), and that's a topic for a later article.
If you need a little motivation getting things done that you are procrastinating, here are five quick tips. Even if you aren't a procrastinator, these tips may boost your productivity.
Think of your willpower like a tank of gas that you use up every day. By the end of the day, it's gone. If you leave tasks that you procrastinate until the end of the day when you have no willpower left, chances are they won't get done. Instead, re-arrange your schedule so that the tasks you are procrastinating on get done on a full tank of willpower, usually in the morning.
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Set an internal deadline.
You might respond well to external deadlines when everyone is watching or there are consequences for missing them. If so, then make your internal deadlines external ones by announcing them to the world. Having friends ask you about the deadline will incent you to keep your promise.
If you completed the task you have been procrastinating, then stop and reward yourself. Your reward should be personal, something you enjoy. Perhaps it's a spa day, a movie during the week, a long lunch with friends, or just a leisurely walk.
Hopefully you will want more rewards, so you can set a new one for the next tasks you complete.
Sometimes procrastination is the result of feeling like the project is just too big. If you have a large project looming ahead, break it down into smaller pieces that you feel are more manageable.
Everyone has a time of day where they perform the best. For early risers, it's the crack of dawn. For late night owls, it's past sunset. Find the time of day where you have the most energy and motivation, and plan your difficult tasks accordingly.
Almost everyone procrastinates on their least favorite tasks. Let these tips help you boost your productivity and reduce your procrastination.
You Can Count On Us to Count For You!
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Brian T. Stoner, CPA
2600 W. Olive Ave., 5th Floor
Burbank, CA 91505
(818) 333-5095 CELL (818) 317-6035
FAX (818) 333-5304
[email protected]
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