Levi Morehouse

@JStaatsCPA This looks incredible! I would love a copy.

Ok it's here! We worked with the 14 leading cloud practice management systems for <$10M accounting firms 14 products 200+ features 8 feature categories 0 sponsors The report's available today, it's a better way to pick the best PM for your firm The report is organized into three sections: A heatmap summary of the functionality each product is most invested in Dedicated pages for all 14 products, a comparison to the most similar products, notable features they have & lack, and comments from the company on who they're best for + what they're building next And a massive data grid of over 200 features across 8 feature groups, and their support by all 14 products A few examples of the questions this report answers, that we frustratingly stumble into by accident: Workflow Management: Subtasks? 1 level deep? 2? 3!? Dependency tasks? Recurrence? Weekly? Days of the week? Days of the month? Block creation of next recurrence? File Management: Folders, subfolders or tags? Templates? Enforce folder template structures? Share files via link? Share with non-clients? Email: Does it associate emails with clients or contacts? Can I send & receive emails direct from the PM? Can I create tasks from emails? Client Portal: Can I assign tasks to clients? Does it include invoicing? Project statuses? Scheduling? Can clients log in via magic link, password, 2FA, MFA? Contact Management: Can I tag and/or custom field my clients? Can I view, sort, filter & multi-filter by tags/fields? Are contacts separate from clients? Time & Billing: Can I associate time to a client, task and/or work code? Can I start a timer? Multiple timers? Associate WIP to an invoice & sync to QBO? Run a realization report by client, staff or task? Pricing: Can I get a trial? Do I have to get on a call to see it? Do they not share their pricing publicly? Support: Can I get onshore support? Can I pick up the phone and call someone? Is there built-in chat support? I hope it saves you a pile time working through a stressful, loveless process Reply & I'll DM you a copy, no strings attached, no spam etc I just need the engagement bc 6 people worked really hard for the last 2 mos to put this together 😅

@LMMDeals Great 🧵. Memo.

@isaacmorehouse So cool! 1) Rich Dad Poor Dad, 2) How to Get Rich (by Felix Dennis), 3) @naval tweetstorm “How to get rich without getting lucky”

Think I might teach a high school biz & entrepreneurship class for the local homeschool co-op. Shake the rust off the teaching muscles. Should be fun. Anyone have a book/idea around biz/entrep stuff that changed your life as a teen?

Congrats to Coach Thornton and the @FCSKnights MS Boys basketball team on winning the @AthleticsLCA Turkey Jam!!!! #CHAMPIONS

@alexisohanian job/company specific video "pitches" @CareerCrash

Resumes are dead. OK. What should take / has taken its place??

@SatchmoSG @david_perell Perhaps, however, the PPP required being in business prior to Feb20. I’m sure some tried anyway. I think C19 made a lot of people who “thought” about being an SBE for the past decade “act”. I’m bullish on many of these new SBEs.

Here's a puzzle for you, based on two trends: 1) The number of new American startups has been declining since the 1970s. 2) America is increasingly obsessed with entrepreneurs and the "entrepreneurial mindset" of work as a religion has gripped society. How can both be true?

I have put the first $500,000 in! Nashville 30 Day Fund is live and I need your help to spread the word ... the most important RT today .. #nashvillerebuild #musiccitywillsingloud nashville30dayfund.com

@JStaatsCPA 1. Standard SMB industry chart of accounts 2. SMB industry benchmarks (#1 required)

What are the things we are doing individually that we could instead be building, at least in part, collectively? -Creating client content -Technical research -Industry bank rule templates -Financial models -Learning new tools -Designing workflows What else?

Thanks @m2jr for providing a phenomenal framework. #cloudaccounting tech will see a massive adoption acceleration in the next year. This also explains why it has been a slow adoption over the past decade.

🔥 SBEs are the heroes, however, their guide (the accountant) has never been more important to their survival and success. I look forward to these stories from @billcom and @rlacerte

[BLOG] Why Dental CPA’s? #cpa #accounting #automation #dentist ceterus.com/post/introduci…

Exciting announcement. I'm thankful to our CPA firm clients whose feedback has been invaluable. I'm proud of the #ceterites who worked to bring this to market. Most importantly, I'm excited for the Dentalpreneurs who will be empowered to operate better businesses. Onward.

New tool! PPP Table: CARES Act v. Flexibility Act #ceterus #accounting #covid19 #coronavirus #entrepreneurs #resilience

Now that's what I call organic marketing! So cool to see this today. No wonder we got a bunch of new users from LinkedIn. User success is the best marketing.

He ain't lying. Candidates aren't waiting for companies. The best are sending video pitches now. @CareerCrash has seen them get crazy good responses!

[NEW BLOG POST] Payment Protection Program —You Got Funded, Now What? bit.ly/2KrY2WK #ceterus #accounting #covid19 #coronavirus #entrepreneurs #resilience

[WEBINAR] CARES Act, PPP, EIDL and Live Q&A tomorrow, 4.22, at 2 PM ET. Join Levi Morehouse and Derek Carter as they provide updates and take your questions live. #ceterus #accounting #covid19 #coronavirus #entrepreneurs #resilience bit.ly/2KmB17F

@sdrevik @QuickBooks Unfortunately all we @Ceterus can do is try to direct you to lenders who are working with non-customers. There are very few and they are all very backlogged right now. If you are interested go to Ceterus.com/covid19 and request help and we will do everything we can.

@QuickBooks @levimore Will you be submitting applications immediately? My bank is apparently holding up submitting any apps and won’t say why. How do we sign up with you?

Today, QuickBooks Capital was approved by the SBA to be a lender for the Paycheck Protection Program. One out of every 12 American employees is paid through QuickBooks Payroll. We strive to help millions of American workers get relief.