{"id":13150,"date":"2018-07-10T08:00:47","date_gmt":"2018-07-10T13:00:47","guid":{"rendered":"http:\/\/taxprocenter.proconnect.intuit.com\/?p=13150"},"modified":"2019-08-08T16:05:13","modified_gmt":"2019-08-08T21:05:13","slug":"firm-of-the-future-profile-rlj-financial-services","status":"publish","type":"post","link":"https:\/\/accountants.intuit.com\/taxprocenter\/practice-management\/firm-of-the-future-profile-rlj-financial-services\/","title":{"rendered":"Firm of the Future Profile: RLJ Financial Services"},"content":{"rendered":"<p>Welcome back to our Firm of the Future profile series about thriving firms who are benefitting from the cloud and\u00a0<a href=\"https:\/\/quickbooks.intuit.com\/accountants\/online\/\" target=\"_blank\" rel=\"noopener noreferrer\" data-wa-link=\"body_qbacctonline\">QuickBooks\u00ae Online Accountant<\/a>\u00a0(QBOA) to better serve clients and find new revenue opportunities. In this new article, we spotlight Caleb Jenkins, EA, of\u00a0<a href=\"http:\/\/www.rljfinancial.com\/\" target=\"_blank\" rel=\"noopener noreferrer\" data-wa-link=\"body_rljfinancial\" target=\"_blank\">RLJ Financial Services<\/a>.<\/p>\n<p><strong>Mindy King:\u00a0<\/strong><em>Tell us about your accounting and tax practice.<\/em><\/p>\n<p><strong>Caleb Jenkins:\u00a0<\/strong>In 1986, about 32 years ago, which was long before I made my appearance in this world, my father started RLJ Financial Services, Inc. We primarily serve medical- and agricultural-based clients. Our services include tax preparation, tax planning and strategizing, outsourced accounting\/bookkeeping, outsourced payroll, and wealth management and financial planning.<\/p>\n<p><strong>MK:\u00a0<\/strong><em>How long have you been using QBOA?<\/em><\/p>\n<p><strong>CJ: <\/strong>In 2016, we started transitioning our client base from QuickBooks Desktop to QBO. The biggest hesitation among a lot of our clients to transitioning used to be multi-company situations, but when\u00a0Intuit\u00ae introduced QBO multi-company discounts in summer\u00a02017, we \u00a0transitioned many of our desktop clients to QBO. We still have some work to do to become 100 percent cloud-based, but it is my goal to be there in a few years. You might be interesting in watching\u00a0<a href=\"https:\/\/www.youtube.com\/watch?v=vA3PkgfyUbA\" target=\"_blank\" rel=\"noopener noreferrer\" data-wa-link=\"body_YouTube-CalebJenkinsint\" target=\"_blank\">an interview<\/a>\u00a0I did recently with one of my small business clients and Robbie Randall who is with Intuit ProConnect<em>\u2122<\/em>.<\/p>\n<p><span class=\"youtube-player embed-youtube\" style=\"text-align:center; display: block;\"><iframe loading=\"lazy\" class=\"youtube-player youtube-player\" width=\"640\" height=\"360\" src=\"https:\/\/www.youtube-nocookie.com\/embed\/vA3PkgfyUbA?version=3&#038;rel=1&#038;showsearch=0&#038;showinfo=1&#038;iv_load_policy=1&#038;fs=1&#038;hl=en-US&#038;autohide=2&#038;wmode=transparent\" allowfullscreen=\"true\" style=\"border:0;\" sandbox=\"allow-scripts allow-same-origin allow-popups allow-presentation allow-popups-to-escape-sandbox\"><\/iframe><\/span><\/p>\n<p><strong>MK:\u00a0<\/strong><em>What convinced you to move to QBOA?<\/em><\/p>\n<p><strong>CJ:\u00a0<\/strong>I first got excited about QBO based on the inspiration of accounting industry thought leaders such as Joe Woodard, Doug Sleeter, Michelle Long and others who\u00a0were all pushing QBO as the future of accounting. When I started to use it for a number of clients, I loved the simplicity of the layout and design of QBO (which keeps getting better) because it made it extremely easy to teach a new business owner how to use QuickBooks. What used to two to three hours to cover the basics of QuickBooks Desktop can now be done in one hour with QBO. I also loved the simplicity of bank feeds for checking, savings and credit cards, which automates up to 60 percent of the data entry that used to be necessary with the desktop product.<\/p>\n<p>I also started implementing third-party apps for clients, including\u00a0<a href=\"https:\/\/appcenter.intuit.com\/tsheets\" target=\"_blank\" rel=\"noopener noreferrer\" data-wa-link=\"body_tsheets\">TSheets by QuickBooks<\/a>,\u00a0<a href=\"https:\/\/appcenter.intuit.com\/bill.com\" target=\"_blank\" rel=\"noopener noreferrer\" data-wa-link=\"body_billcom\">Bill.com<\/a>\u00a0and\u00a0<a href=\"https:\/\/appcenter.intuit.com\/receiptbank\" target=\"_blank\" rel=\"noopener noreferrer\" data-wa-link=\"body_receiptBankApp\">Receipt Bank<\/a>, and realized the value of the platform as an ecosystem, kind of like QBO vs. the platform as a one-stop accounting software. One of the best benefits is anywhere, anytime, any-device access to our clients\u2019 books. The ability to see what is happening at any time for our clients is tremendous. Instead of answering theoretically about a situation when they call\/email, we can open up their QBO file and answer very specifically about what they need.<\/p>\n<p><strong>MK:\u00a0<\/strong><em>I understand you use\u00a0Intuit\u00a0ProConnect\u00a0<a href=\"http:\/\/proconnect.intuit.com\/lacerte\/\" target=\"_blank\" rel=\"noopener noreferrer\" data-wa-link=\"body_lc\">Lacerte<\/a>\u00ae. What are some other ways your tax practice and clients benefit from your firm embracing the cloud?<\/em><\/p>\n<p><strong>CJ:\u00a0<\/strong>We love features like\u00a0<a href=\"https:\/\/www.google.com\/forms\/about\/\" target=\"_blank\" rel=\"noopener noreferrer\" data-wa-link=\"body_google-forms\" target=\"_blank\">Google Forms<\/a>\u00a0and\u00a0<a href=\"https:\/\/proconnect.intuit.com\/lacerte-link\/\" target=\"_blank\" rel=\"noopener noreferrer\" data-wa-link=\"body_link-lc\">Intuit Link<\/a>, which allow us to collaborate with our clients, and retrieve their documents and information for tax returns and accounting.\u00a0This can be extremely helpful to eliminate multiple requests via email for the same pieces of information. We also use\u00a0<a href=\"https:\/\/zoom.us\/\" target=\"_blank\" rel=\"noopener noreferrer\" data-wa-link=\"body_zoom\" target=\"_blank\">Zoom<\/a>\u00a0for a lot of client meetings to avoid the hassle of in-office appointments. This can be especially helpful for education purposes; we can record those sessions and share the recordings with our clients.<\/p>\n<p><strong>MK:\u00a0<\/strong><em>What are your goals for your practice this year?<\/em><\/p>\n<p><strong>CJ:\u00a0<\/strong>I want to continue to push the complete transition to the cloud so that we can access everything from any device, wherever we are. I also want to continue the transition away from after-the-fact bookkeeping\/tax returns to a forward-looking tax planning and business coaching perspective. Finally, I want to set up our firm so that we can transition to a remote office platform in the future.<\/p>\n<p><strong>MK:\u00a0<\/strong><em>What\u2019s your favorite away-from-the-office place to get work done?<\/em><\/p>\n<p><strong><img loading=\"lazy\" decoding=\"async\" class=\" wp-image-13152 alignright\" src=\"https:\/\/taxprocenter.proconnect.intuit.com\/wp-content\/uploads\/2018\/07\/caleb-jenkins-workspace.jpg\" alt=\"Caleb Jenkins workspace\" width=\"259\" height=\"195\" srcset=\"https:\/\/taxprocenter.proconnect.intuit.com\/wp-content\/uploads\/2018\/07\/caleb-jenkins-workspace.jpg 536w, https:\/\/taxprocenter.proconnect.intuit.com\/wp-content\/uploads\/2018\/07\/caleb-jenkins-workspace.jpg?resize=150,113 150w, https:\/\/taxprocenter.proconnect.intuit.com\/wp-content\/uploads\/2018\/07\/caleb-jenkins-workspace.jpg?resize=300,226 300w\" sizes=\"auto, (max-width: 259px) 100vw, 259px\" \/>CJ:\u00a0<\/strong>I typically do quite a bit of work from home. I have my room set up with a nice workstation that makes it easier to get work done. If I\u2019ve got a QBO project that needs finishing after I leave work, I can complete it at home in the evening\u00a0or on the\u00a0weekend.<\/p>\n<p><strong>MK:\u00a0<\/strong><em>Where\u2019s the craziest place that you\u2019ve done work for a client?<\/em><\/p>\n<p><strong>CJ:\u00a0<\/strong>I spend quite a bit of time on airplanes, so I typically respond to emails, write articles\u00a0and get caught up on various projects while flying. However, the craziest place that I\u2019ve worked on a client\u2019s books would have to be in the mountains in Haiti. I do volunteer work with a non-profit ministry that works in lots of developing countries, and on one of my trips to Haiti, a client emailed me about something that needed processing before I returned. I didn\u2019t have anyone else on our team at the time who\u00a0could work on the project that needed completing, so\u00a0I spent an evening with a very limited wireless\u00a0connection\u00a0working on a client\u2019s QBO file.\u00a0<a href=\"https:\/\/www.intuitiveaccountant.com\/people-and-business\/quickbooks-sustainable-solutions-for-the-working-poor\" target=\"_blank\" rel=\"noopener noreferrer\" data-wa-link=\"body_intuitiveaccountant-JenkinsWorkingPoor\" target=\"_blank\">Here<\/a>\u00a0is more information about my volunteer work in Haiti.<\/p>\n<p><strong>MK:\u00a0<\/strong><em>What\u2019s your number one timesaving\u00a0tip?<\/em><\/p>\n<p><strong>CJ:\u00a0<\/strong>Use multiple monitors. I can\u2019t imagine going back to a day with only one computer monitor. I have four monitors at my workstation at the office, and it is extremely helpful to have QBO open on the first screen, 2017 tax software on the second screen, 2016 tax software on the third screen, and then have the fourth screen available for email, calendar, practice management and more.<\/p>\n<p><strong>MK:\u00a0<\/strong><em>When you\u2019re not working, what is your favorite thing to do?<\/em><\/p>\n<p><strong>CJ:\u00a0<\/strong>I love helping and serving others, so I spend quite a bit of time on the weekends and in the evenings doing volunteer work for the ministry in Haiti and doing volunteer work for a prison ministry that helps inmates who\u00a0are incarcerated in California. That doesn\u2019t leave me a lot of time for other pursuits, but when I slip away from the busy-ness of life, I love to go backpacking and hiking with my friends. I recently did some hiking in southern Idaho with friends for a\u00a0trip after tax season.<\/p>\n<p><strong>MK:\u00a0<\/strong><em>What advice do you have for your peers who\u00a0are still on desktop?<\/em><\/p>\n<p><strong>CJ:\u00a0<\/strong>My recommendation would be to spend some time learning the benefits of cloud products, such as security, anywhere\/anytime\/any device access, automation of data entry and more. Do some research on your client base and figure out how to make the transition the most feasible. Then, work with some of your most tech-savvy clients and ask them if they\u2019d be willing to work with you on the cloud.<\/p>\n<p>I\u2019d also recommend making a plan and assigning the most tech-savvy person in your firm to lead the transition between desktop and cloud. The transition may break some of your processes and workflows, which is why I\u2019d recommend going into the transition with a plan. As with any change, you may encounter a period of uncertainty, so you need to know why you are making the transition to avoid throwing in the towel too soon. Once you make the commitment, I\u2019m sure that you will begin to recognize the power of the cloud.<\/p>\n<p><strong>Editor&#8217;s note:<\/strong> This article was originally published on the <a href=\"https:\/\/www.firmofthefuture.com\" target=\"_blank\" rel=\"noopener noreferrer\" data-wa-link=\"body_fof\" target=\"_blank\">Firm of the Future blog<\/a>.<\/p>\n","protected":false},"excerpt":{"rendered":"<p>Get to know Caleb Jenkins, EA, in this Firm of the Future profile of him and his tax and accounting\u00a0firm, RLJ Financial Services.<\/p>\n","protected":false},"author":139439854,"featured_media":13155,"comment_status":"open","ping_status":"open","sticky":false,"template":"","format":"standard","meta":{"rkv_reviewed_by_select":[],"rkv_browse_by_id":0,"rkv_cta_id":0,"rkv_optimize_for_pagespeed":false,"_jetpack_newsletter_access":"","_jetpack_dont_email_post_to_subs":false,"_jetpack_newsletter_tier_id":0,"_jetpack_memberships_contains_paywalled_content":false,"useModifiedDate":false,"customPublishDate":"","customModifiedDate":"","_jetpack_feature_clip_id":0,"_jetpack_memberships_contains_paid_content":false,"footnotes":"","jetpack_publicize_message":"{title}\n\n{excerpt}\n\n{url}","jetpack_publicize_feature_enabled":true,"jetpack_social_post_already_shared":true,"jetpack_social_options":{"image_generator_settings":{"template":"highway","default_image_id":0,"font":"","enabled":false},"version":2},"_wpas_customize_per_network":false,"jetpack_post_was_ever_published":false},"categories":[116807],"tags":[646041692],"intuit_collection":[],"intuit_series":[],"coauthors":[605132284],"class_list":["post-13150","post","type-post","status-publish","format-standard","has-post-thumbnail","hentry","category-practice-management","tag-firm-of-the-future"],"header_image":"","yoast_head":"<!-- This site is optimized with the Yoast SEO Premium plugin v27.3 (Yoast SEO v27.7) - https:\/\/yoast.com\/product\/yoast-seo-premium-wordpress\/ -->\n<title>Firm of the Future Profile: RLJ Financial Services - Tax Pro Center | Intuit<\/title>\n<meta name=\"robots\" content=\"index, follow, max-snippet:-1, max-image-preview:large, max-video-preview:-1\" \/>\n<link rel=\"canonical\" href=\"https:\/\/accountants.intuit.com\/taxprocenter\/practice-management\/firm-of-the-future-profile-rlj-financial-services\/\" \/>\n<meta property=\"og:locale\" content=\"en_US\" \/>\n<meta property=\"og:type\" content=\"article\" \/>\n<meta property=\"og:title\" content=\"Firm of the Future Profile: RLJ Financial Services - Tax Pro Center | Intuit\" \/>\n<meta property=\"og:description\" content=\"Get to know Caleb Jenkins, EA, in this Firm of the Future profile of him and his tax and accounting\u00a0firm, RLJ Financial Services.\" \/>\n<meta property=\"og:url\" content=\"https:\/\/accountants.intuit.com\/taxprocenter\/practice-management\/firm-of-the-future-profile-rlj-financial-services\/\" \/>\n<meta property=\"og:site_name\" content=\"Tax Pro Center | Intuit\" \/>\n<meta property=\"article:publisher\" content=\"https:\/\/www.facebook.com\/IntuitAccountants\" \/>\n<meta property=\"article:published_time\" content=\"2018-07-10T13:00:47+00:00\" \/>\n<meta property=\"article:modified_time\" content=\"2019-08-08T21:05:13+00:00\" \/>\n<meta property=\"og:image\" content=\"https:\/\/taxprocenter.proconnect.intuit.com\/wp-content\/uploads\/2018\/07\/pcg-taxpro-caleb-jenkins-e1531940824398.jpg\" \/>\n\t<meta property=\"og:image:width\" content=\"685\" \/>\n\t<meta property=\"og:image:height\" content=\"374\" \/>\n\t<meta property=\"og:image:type\" content=\"image\/jpeg\" \/>\n<meta name=\"author\" content=\"Mindy King\" \/>\n<meta name=\"twitter:card\" content=\"summary_large_image\" \/>\n<meta name=\"twitter:creator\" content=\"@IntuitAccts\" \/>\n<meta name=\"twitter:site\" content=\"@IntuitAccts\" \/>\n<meta name=\"twitter:label1\" content=\"Written by\" \/>\n\t<meta name=\"twitter:data1\" content=\"Mindy King\" \/>\n\t<meta name=\"twitter:label2\" content=\"Est. reading time\" \/>\n\t<meta name=\"twitter:data2\" content=\"6 minutes\" \/>\n<script type=\"application\/ld+json\" class=\"yoast-schema-graph\">{\"@context\":\"https:\\\/\\\/schema.org\",\"@graph\":[{\"@type\":\"Article\",\"@id\":\"https:\\\/\\\/accountants.intuit.com\\\/taxprocenter\\\/practice-management\\\/firm-of-the-future-profile-rlj-financial-services\\\/#article\",\"isPartOf\":{\"@id\":\"https:\\\/\\\/accountants.intuit.com\\\/taxprocenter\\\/practice-management\\\/firm-of-the-future-profile-rlj-financial-services\\\/\"},\"author\":{\"name\":\"Mindy King\",\"@id\":\"https:\\\/\\\/accountants.intuit.com\\\/taxprocenter\\\/#\\\/schema\\\/person\\\/9745ba1f6c28587faa6bfd732066f94a\"},\"headline\":\"Firm of the Future Profile: RLJ Financial Services\",\"datePublished\":\"2018-07-10T13:00:47+00:00\",\"dateModified\":\"2019-08-08T21:05:13+00:00\",\"mainEntityOfPage\":{\"@id\":\"https:\\\/\\\/accountants.intuit.com\\\/taxprocenter\\\/practice-management\\\/firm-of-the-future-profile-rlj-financial-services\\\/\"},\"wordCount\":1240,\"commentCount\":0,\"publisher\":{\"@id\":\"https:\\\/\\\/accountants.intuit.com\\\/taxprocenter\\\/#organization\"},\"image\":{\"@id\":\"https:\\\/\\\/accountants.intuit.com\\\/taxprocenter\\\/practice-management\\\/firm-of-the-future-profile-rlj-financial-services\\\/#primaryimage\"},\"thumbnailUrl\":\"https:\\\/\\\/accountants.intuit.com\\\/taxprocenter\\\/wp-content\\\/uploads\\\/2018\\\/07\\\/pcg-taxpro-caleb-jenkins-e1531940824398.jpg\",\"keywords\":[\"firm of the future\"],\"articleSection\":[\"Practice Management\"],\"inLanguage\":\"en-US\",\"potentialAction\":[{\"@type\":\"CommentAction\",\"name\":\"Comment\",\"target\":[\"https:\\\/\\\/accountants.intuit.com\\\/taxprocenter\\\/practice-management\\\/firm-of-the-future-profile-rlj-financial-services\\\/#respond\"]}]},{\"@type\":\"WebPage\",\"@id\":\"https:\\\/\\\/accountants.intuit.com\\\/taxprocenter\\\/practice-management\\\/firm-of-the-future-profile-rlj-financial-services\\\/\",\"url\":\"https:\\\/\\\/accountants.intuit.com\\\/taxprocenter\\\/practice-management\\\/firm-of-the-future-profile-rlj-financial-services\\\/\",\"name\":\"Firm of the Future Profile: RLJ Financial Services - Tax Pro Center | Intuit\",\"isPartOf\":{\"@id\":\"https:\\\/\\\/accountants.intuit.com\\\/taxprocenter\\\/#website\"},\"primaryImageOfPage\":{\"@id\":\"https:\\\/\\\/accountants.intuit.com\\\/taxprocenter\\\/practice-management\\\/firm-of-the-future-profile-rlj-financial-services\\\/#primaryimage\"},\"image\":{\"@id\":\"https:\\\/\\\/accountants.intuit.com\\\/taxprocenter\\\/practice-management\\\/firm-of-the-future-profile-rlj-financial-services\\\/#primaryimage\"},\"thumbnailUrl\":\"https:\\\/\\\/accountants.intuit.com\\\/taxprocenter\\\/wp-content\\\/uploads\\\/2018\\\/07\\\/pcg-taxpro-caleb-jenkins-e1531940824398.jpg\",\"datePublished\":\"2018-07-10T13:00:47+00:00\",\"dateModified\":\"2019-08-08T21:05:13+00:00\",\"breadcrumb\":{\"@id\":\"https:\\\/\\\/accountants.intuit.com\\\/taxprocenter\\\/practice-management\\\/firm-of-the-future-profile-rlj-financial-services\\\/#breadcrumb\"},\"inLanguage\":\"en-US\",\"potentialAction\":[{\"@type\":\"ReadAction\",\"target\":[\"https:\\\/\\\/accountants.intuit.com\\\/taxprocenter\\\/practice-management\\\/firm-of-the-future-profile-rlj-financial-services\\\/\"]}]},{\"@type\":\"ImageObject\",\"inLanguage\":\"en-US\",\"@id\":\"https:\\\/\\\/accountants.intuit.com\\\/taxprocenter\\\/practice-management\\\/firm-of-the-future-profile-rlj-financial-services\\\/#primaryimage\",\"url\":\"https:\\\/\\\/accountants.intuit.com\\\/taxprocenter\\\/wp-content\\\/uploads\\\/2018\\\/07\\\/pcg-taxpro-caleb-jenkins-e1531940824398.jpg\",\"contentUrl\":\"https:\\\/\\\/accountants.intuit.com\\\/taxprocenter\\\/wp-content\\\/uploads\\\/2018\\\/07\\\/pcg-taxpro-caleb-jenkins-e1531940824398.jpg\",\"width\":685,\"height\":374,\"caption\":\"Caleb Jenkins, EA - RLJ Financial Services\"},{\"@type\":\"BreadcrumbList\",\"@id\":\"https:\\\/\\\/accountants.intuit.com\\\/taxprocenter\\\/practice-management\\\/firm-of-the-future-profile-rlj-financial-services\\\/#breadcrumb\",\"itemListElement\":[{\"@type\":\"ListItem\",\"position\":1,\"name\":\"Home\",\"item\":\"https:\\\/\\\/accountants.intuit.com\\\/taxprocenter\\\/\"},{\"@type\":\"ListItem\",\"position\":2,\"name\":\"Firm of the Future Profile: RLJ Financial Services\"}]},{\"@type\":\"WebSite\",\"@id\":\"https:\\\/\\\/accountants.intuit.com\\\/taxprocenter\\\/#website\",\"url\":\"https:\\\/\\\/accountants.intuit.com\\\/taxprocenter\\\/\",\"name\":\"Tax Pro Center | Intuit\",\"description\":\"Tax Pro Center\",\"publisher\":{\"@id\":\"https:\\\/\\\/accountants.intuit.com\\\/taxprocenter\\\/#organization\"},\"potentialAction\":[{\"@type\":\"SearchAction\",\"target\":{\"@type\":\"EntryPoint\",\"urlTemplate\":\"https:\\\/\\\/accountants.intuit.com\\\/taxprocenter\\\/?s={search_term_string}\"},\"query-input\":{\"@type\":\"PropertyValueSpecification\",\"valueRequired\":true,\"valueName\":\"search_term_string\"}}],\"inLanguage\":\"en-US\"},{\"@type\":\"Organization\",\"@id\":\"https:\\\/\\\/accountants.intuit.com\\\/taxprocenter\\\/#organization\",\"name\":\"Tax Pro Center | Intuit\",\"url\":\"https:\\\/\\\/accountants.intuit.com\\\/taxprocenter\\\/\",\"logo\":{\"@type\":\"ImageObject\",\"inLanguage\":\"en-US\",\"@id\":\"https:\\\/\\\/accountants.intuit.com\\\/taxprocenter\\\/#\\\/schema\\\/logo\\\/image\\\/\",\"url\":\"https:\\\/\\\/accountants.intuit.com\\\/taxprocenter\\\/wp-content\\\/uploads\\\/2022\\\/10\\\/Tax_Pro_Center_Logo_Final_large.webp\",\"contentUrl\":\"https:\\\/\\\/accountants.intuit.com\\\/taxprocenter\\\/wp-content\\\/uploads\\\/2022\\\/10\\\/Tax_Pro_Center_Logo_Final_large.webp\",\"width\":872,\"height\":160,\"caption\":\"Tax Pro Center | Intuit\"},\"image\":{\"@id\":\"https:\\\/\\\/accountants.intuit.com\\\/taxprocenter\\\/#\\\/schema\\\/logo\\\/image\\\/\"},\"sameAs\":[\"https:\\\/\\\/accountants.intuit.com\\\/taxprocenter\\\/IntuitAccountants\",\"https:\\\/\\\/accountants.intuit.com\\\/taxprocenter\\\/IntuitAccts\",\"https:\\\/\\\/accountants.intuit.com\\\/taxprocenter\\\/intuitaccountants\\\/?hl=en\",\"https:\\\/\\\/accountants.intuit.com\\\/taxprocenter\\\/company\\\/intuit-accountants\\\/\"]},{\"@type\":\"Person\",\"@id\":\"https:\\\/\\\/accountants.intuit.com\\\/taxprocenter\\\/#\\\/schema\\\/person\\\/9745ba1f6c28587faa6bfd732066f94a\",\"name\":\"Mindy King\",\"image\":{\"@type\":\"ImageObject\",\"inLanguage\":\"en-US\",\"@id\":\"https:\\\/\\\/accountants.intuit.com\\\/taxprocenter\\\/avatar\\\/6d7a3b6447e778c8324c2c54688826ff1baef47a6648e1f6a19102ff92c0f5a8?s=96&d=identicon&r=g\",\"url\":\"https:\\\/\\\/accountants.intuit.com\\\/taxprocenter\\\/avatar\\\/6d7a3b6447e778c8324c2c54688826ff1baef47a6648e1f6a19102ff92c0f5a8?s=96&d=identicon&r=g\",\"contentUrl\":\"https:\\\/\\\/accountants.intuit.com\\\/taxprocenter\\\/avatar\\\/6d7a3b6447e778c8324c2c54688826ff1baef47a6648e1f6a19102ff92c0f5a8?s=96&d=identicon&r=g\",\"caption\":\"Mindy King\"},\"description\":\"Mindy King, a marketer with Intuit\u00ae, focuses on social media because it combines two of her favorite things: people and technology. She's a mom, Zumba enthusiast, bookworm and writer. Follow Mindy on Twitter @mindy4Intuit.\",\"url\":\"https:\\\/\\\/accountants.intuit.com\\\/taxprocenter\\\/author\\\/mindykingtax\\\/\"}]}<\/script>\n<!-- \/ Yoast SEO Premium plugin. -->","yoast_head_json":{"title":"Firm of the Future Profile: RLJ Financial Services - Tax Pro Center | Intuit","robots":{"index":"index","follow":"follow","max-snippet":"max-snippet:-1","max-image-preview":"max-image-preview:large","max-video-preview":"max-video-preview:-1"},"canonical":"https:\/\/accountants.intuit.com\/taxprocenter\/practice-management\/firm-of-the-future-profile-rlj-financial-services\/","og_locale":"en_US","og_type":"article","og_title":"Firm of the Future Profile: RLJ Financial Services - Tax Pro Center | Intuit","og_description":"Get to know Caleb Jenkins, EA, in this Firm of the Future profile of him and his tax and accounting\u00a0firm, RLJ Financial Services.","og_url":"https:\/\/accountants.intuit.com\/taxprocenter\/practice-management\/firm-of-the-future-profile-rlj-financial-services\/","og_site_name":"Tax Pro Center | Intuit","article_publisher":"https:\/\/www.facebook.com\/IntuitAccountants","article_published_time":"2018-07-10T13:00:47+00:00","article_modified_time":"2019-08-08T21:05:13+00:00","og_image":[{"width":685,"height":374,"url":"https:\/\/taxprocenter.proconnect.intuit.com\/wp-content\/uploads\/2018\/07\/pcg-taxpro-caleb-jenkins-e1531940824398.jpg","type":"image\/jpeg"}],"author":"Mindy King","twitter_card":"summary_large_image","twitter_creator":"@IntuitAccts","twitter_site":"@IntuitAccts","twitter_misc":{"Written by":"Mindy King","Est. reading time":"6 minutes"},"schema":{"@context":"https:\/\/schema.org","@graph":[{"@type":"Article","@id":"https:\/\/accountants.intuit.com\/taxprocenter\/practice-management\/firm-of-the-future-profile-rlj-financial-services\/#article","isPartOf":{"@id":"https:\/\/accountants.intuit.com\/taxprocenter\/practice-management\/firm-of-the-future-profile-rlj-financial-services\/"},"author":{"name":"Mindy King","@id":"https:\/\/accountants.intuit.com\/taxprocenter\/#\/schema\/person\/9745ba1f6c28587faa6bfd732066f94a"},"headline":"Firm of the Future Profile: RLJ Financial Services","datePublished":"2018-07-10T13:00:47+00:00","dateModified":"2019-08-08T21:05:13+00:00","mainEntityOfPage":{"@id":"https:\/\/accountants.intuit.com\/taxprocenter\/practice-management\/firm-of-the-future-profile-rlj-financial-services\/"},"wordCount":1240,"commentCount":0,"publisher":{"@id":"https:\/\/accountants.intuit.com\/taxprocenter\/#organization"},"image":{"@id":"https:\/\/accountants.intuit.com\/taxprocenter\/practice-management\/firm-of-the-future-profile-rlj-financial-services\/#primaryimage"},"thumbnailUrl":"https:\/\/accountants.intuit.com\/taxprocenter\/wp-content\/uploads\/2018\/07\/pcg-taxpro-caleb-jenkins-e1531940824398.jpg","keywords":["firm of the future"],"articleSection":["Practice Management"],"inLanguage":"en-US","potentialAction":[{"@type":"CommentAction","name":"Comment","target":["https:\/\/accountants.intuit.com\/taxprocenter\/practice-management\/firm-of-the-future-profile-rlj-financial-services\/#respond"]}]},{"@type":"WebPage","@id":"https:\/\/accountants.intuit.com\/taxprocenter\/practice-management\/firm-of-the-future-profile-rlj-financial-services\/","url":"https:\/\/accountants.intuit.com\/taxprocenter\/practice-management\/firm-of-the-future-profile-rlj-financial-services\/","name":"Firm of the Future Profile: RLJ Financial Services - Tax Pro Center | Intuit","isPartOf":{"@id":"https:\/\/accountants.intuit.com\/taxprocenter\/#website"},"primaryImageOfPage":{"@id":"https:\/\/accountants.intuit.com\/taxprocenter\/practice-management\/firm-of-the-future-profile-rlj-financial-services\/#primaryimage"},"image":{"@id":"https:\/\/accountants.intuit.com\/taxprocenter\/practice-management\/firm-of-the-future-profile-rlj-financial-services\/#primaryimage"},"thumbnailUrl":"https:\/\/accountants.intuit.com\/taxprocenter\/wp-content\/uploads\/2018\/07\/pcg-taxpro-caleb-jenkins-e1531940824398.jpg","datePublished":"2018-07-10T13:00:47+00:00","dateModified":"2019-08-08T21:05:13+00:00","breadcrumb":{"@id":"https:\/\/accountants.intuit.com\/taxprocenter\/practice-management\/firm-of-the-future-profile-rlj-financial-services\/#breadcrumb"},"inLanguage":"en-US","potentialAction":[{"@type":"ReadAction","target":["https:\/\/accountants.intuit.com\/taxprocenter\/practice-management\/firm-of-the-future-profile-rlj-financial-services\/"]}]},{"@type":"ImageObject","inLanguage":"en-US","@id":"https:\/\/accountants.intuit.com\/taxprocenter\/practice-management\/firm-of-the-future-profile-rlj-financial-services\/#primaryimage","url":"https:\/\/accountants.intuit.com\/taxprocenter\/wp-content\/uploads\/2018\/07\/pcg-taxpro-caleb-jenkins-e1531940824398.jpg","contentUrl":"https:\/\/accountants.intuit.com\/taxprocenter\/wp-content\/uploads\/2018\/07\/pcg-taxpro-caleb-jenkins-e1531940824398.jpg","width":685,"height":374,"caption":"Caleb Jenkins, EA - RLJ Financial Services"},{"@type":"BreadcrumbList","@id":"https:\/\/accountants.intuit.com\/taxprocenter\/practice-management\/firm-of-the-future-profile-rlj-financial-services\/#breadcrumb","itemListElement":[{"@type":"ListItem","position":1,"name":"Home","item":"https:\/\/accountants.intuit.com\/taxprocenter\/"},{"@type":"ListItem","position":2,"name":"Firm of the Future Profile: RLJ Financial Services"}]},{"@type":"WebSite","@id":"https:\/\/accountants.intuit.com\/taxprocenter\/#website","url":"https:\/\/accountants.intuit.com\/taxprocenter\/","name":"Tax Pro Center | Intuit","description":"Tax Pro Center","publisher":{"@id":"https:\/\/accountants.intuit.com\/taxprocenter\/#organization"},"potentialAction":[{"@type":"SearchAction","target":{"@type":"EntryPoint","urlTemplate":"https:\/\/accountants.intuit.com\/taxprocenter\/?s={search_term_string}"},"query-input":{"@type":"PropertyValueSpecification","valueRequired":true,"valueName":"search_term_string"}}],"inLanguage":"en-US"},{"@type":"Organization","@id":"https:\/\/accountants.intuit.com\/taxprocenter\/#organization","name":"Tax Pro Center | Intuit","url":"https:\/\/accountants.intuit.com\/taxprocenter\/","logo":{"@type":"ImageObject","inLanguage":"en-US","@id":"https:\/\/accountants.intuit.com\/taxprocenter\/#\/schema\/logo\/image\/","url":"https:\/\/accountants.intuit.com\/taxprocenter\/wp-content\/uploads\/2022\/10\/Tax_Pro_Center_Logo_Final_large.webp","contentUrl":"https:\/\/accountants.intuit.com\/taxprocenter\/wp-content\/uploads\/2022\/10\/Tax_Pro_Center_Logo_Final_large.webp","width":872,"height":160,"caption":"Tax Pro Center | Intuit"},"image":{"@id":"https:\/\/accountants.intuit.com\/taxprocenter\/#\/schema\/logo\/image\/"},"sameAs":["https:\/\/accountants.intuit.com\/taxprocenter\/IntuitAccountants","https:\/\/accountants.intuit.com\/taxprocenter\/IntuitAccts","https:\/\/accountants.intuit.com\/taxprocenter\/intuitaccountants\/?hl=en","https:\/\/accountants.intuit.com\/taxprocenter\/company\/intuit-accountants\/"]},{"@type":"Person","@id":"https:\/\/accountants.intuit.com\/taxprocenter\/#\/schema\/person\/9745ba1f6c28587faa6bfd732066f94a","name":"Mindy King","image":{"@type":"ImageObject","inLanguage":"en-US","@id":"https:\/\/accountants.intuit.com\/taxprocenter\/avatar\/6d7a3b6447e778c8324c2c54688826ff1baef47a6648e1f6a19102ff92c0f5a8?s=96&d=identicon&r=g","url":"https:\/\/accountants.intuit.com\/taxprocenter\/avatar\/6d7a3b6447e778c8324c2c54688826ff1baef47a6648e1f6a19102ff92c0f5a8?s=96&d=identicon&r=g","contentUrl":"https:\/\/accountants.intuit.com\/taxprocenter\/avatar\/6d7a3b6447e778c8324c2c54688826ff1baef47a6648e1f6a19102ff92c0f5a8?s=96&d=identicon&r=g","caption":"Mindy King"},"description":"Mindy King, a marketer with Intuit\u00ae, focuses on social media because it combines two of her favorite things: people and technology. She's a mom, Zumba enthusiast, bookworm and writer. Follow Mindy on Twitter @mindy4Intuit.","url":"https:\/\/accountants.intuit.com\/taxprocenter\/author\/mindykingtax\/"}]}},"jetpack_publicize_connections":[],"jetpack_featured_media_url":"https:\/\/taxprocenter.proconnect.intuit.com\/wp-content\/uploads\/2018\/07\/pcg-taxpro-caleb-jenkins-e1531940824398.jpg","jetpack_shortlink":"https:\/\/wp.me\/pazjGh-3q6","jetpack-related-posts":[{"id":16633,"url":"https:\/\/accountants.intuit.com\/taxprocenter\/practice-management\/caleb-jenkins-ea-on-the-value-of-advisory-work\/","url_meta":{"origin":13150,"position":0},"title":"Caleb Jenkins, EA, on the value of advisory work","author":"Intuit Accountants Team","date":"July 12, 2019","format":"video","excerpt":"Discover the value of advisory services in a tax practice from Caleb Jenkins, EA.","rel":"","context":"In &quot;Advisory Services&quot;","block_context":{"text":"Advisory Services","link":"https:\/\/accountants.intuit.com\/taxprocenter\/category\/advisory-services\/"},"img":{"alt_text":"Caleb Jenkins, EA","src":"https:\/\/i0.wp.com\/taxprocenter.proconnect.intuit.com\/wp-content\/uploads\/2019\/06\/Caleb-Jenkins-Video.jpg?resize=350%2C200&ssl=1","width":350,"height":200,"srcset":"https:\/\/i0.wp.com\/taxprocenter.proconnect.intuit.com\/wp-content\/uploads\/2019\/06\/Caleb-Jenkins-Video.jpg?resize=350%2C200&ssl=1 1x, https:\/\/i0.wp.com\/taxprocenter.proconnect.intuit.com\/wp-content\/uploads\/2019\/06\/Caleb-Jenkins-Video.jpg?resize=525%2C300&ssl=1 1.5x"},"classes":[]},{"id":15136,"url":"https:\/\/accountants.intuit.com\/taxprocenter\/proconnect\/proconnect-tax-customer-council-member-profile-caleb-l-jenkins-ea-cqp\/","url_meta":{"origin":13150,"position":1},"title":"ProConnect\u2122 Tax Customer Council Member Profile: Caleb L. Jenkins, EA, CQP","author":"Intuit Accountants Team","date":"March 14, 2019","format":"video","excerpt":"Learn more about Caleb L. Jenkins, EA, CQP, including his family's tax practice, why he serves on the Intuit\u00ae ProConnect\u2122 Tax Customer Council and a bit about his background.","rel":"","context":"In &quot;Intuit\u00ae Accountants News&quot;","block_context":{"text":"Intuit\u00ae Accountants News","link":"https:\/\/accountants.intuit.com\/taxprocenter\/category\/proconnect\/"},"img":{"alt_text":"ProConnect Tax Customer Council FY19","src":"https:\/\/i0.wp.com\/taxprocenter.proconnect.intuit.com\/wp-content\/uploads\/2019\/02\/ProConnect-Tax-Customer-Council-FY19-e1550854237888.jpg?resize=350%2C200&ssl=1","width":350,"height":200,"srcset":"https:\/\/i0.wp.com\/taxprocenter.proconnect.intuit.com\/wp-content\/uploads\/2019\/02\/ProConnect-Tax-Customer-Council-FY19-e1550854237888.jpg?resize=350%2C200&ssl=1 1x, https:\/\/i0.wp.com\/taxprocenter.proconnect.intuit.com\/wp-content\/uploads\/2019\/02\/ProConnect-Tax-Customer-Council-FY19-e1550854237888.jpg?resize=525%2C300&ssl=1 1.5x"},"classes":[]},{"id":19156,"url":"https:\/\/accountants.intuit.com\/taxprocenter\/practice-management\/top-3-things-i-learned-from-tax-season\/","url_meta":{"origin":13150,"position":2},"title":"Top 3 things I learned from tax season","author":"Scott Cytron","date":"July 24, 2020","format":false,"excerpt":"Get key insights from several tax pros on how they are using what they learned from tax season to prepare for the future.","rel":"","context":"In &quot;Practice Management&quot;","block_context":{"text":"Practice Management","link":"https:\/\/accountants.intuit.com\/taxprocenter\/category\/practice-management\/"},"img":{"alt_text":"Brainstorm to innovate","src":"https:\/\/i0.wp.com\/taxprocenter.proconnect.intuit.com\/wp-content\/uploads\/2016\/04\/brainstorm-sticky-notes1-e1535552608568.jpg?resize=350%2C200&ssl=1","width":350,"height":200,"srcset":"https:\/\/i0.wp.com\/taxprocenter.proconnect.intuit.com\/wp-content\/uploads\/2016\/04\/brainstorm-sticky-notes1-e1535552608568.jpg?resize=350%2C200&ssl=1 1x, https:\/\/i0.wp.com\/taxprocenter.proconnect.intuit.com\/wp-content\/uploads\/2016\/04\/brainstorm-sticky-notes1-e1535552608568.jpg?resize=525%2C300&ssl=1 1.5x"},"classes":[]},{"id":15813,"url":"https:\/\/accountants.intuit.com\/taxprocenter\/tax-law-and-news\/key-takeaways-from-tax-season\/","url_meta":{"origin":13150,"position":3},"title":"Key Takeaways From Tax Season","author":"Scott Cytron","date":"April 17, 2019","format":false,"excerpt":"How did tax reform affect your practice and what can you learn for tax year 2019?","rel":"","context":"In &quot;Tax Law and News&quot;","block_context":{"text":"Tax Law and News","link":"https:\/\/accountants.intuit.com\/taxprocenter\/category\/tax-law-and-news\/"},"img":{"alt_text":"Innovative idea","src":"https:\/\/i0.wp.com\/taxprocenter.proconnect.intuit.com\/wp-content\/uploads\/2017\/04\/heromay.jpg?resize=350%2C200&ssl=1","width":350,"height":200},"classes":[]},{"id":31419,"url":"https:\/\/accountants.intuit.com\/taxprocenter\/practice-management\/grow-your-practice\/how-to-cross-sell-services-between-entities\/","url_meta":{"origin":13150,"position":4},"title":"How to cross sell services between entities","author":"Rory Henry, CFP\u00ae, BFA","date":"November 3, 2023","format":false,"excerpt":"Learn how to create more revenue if your firm has more than one entity: ride your flywheel momentum to provide a better client experience.","rel":"","context":"In &quot;Grow your practice&quot;","block_context":{"text":"Grow your practice","link":"https:\/\/accountants.intuit.com\/taxprocenter\/category\/practice-management\/grow-your-practice\/"},"img":{"alt_text":"How to cross sell services between entities","src":"https:\/\/i0.wp.com\/taxprocenter.proconnect.intuit.com\/wp-content\/uploads\/2023\/10\/How-to-cross-sell-services-between-entities-vertical-copy.jpeg?resize=350%2C200&ssl=1","width":350,"height":200,"srcset":"https:\/\/i0.wp.com\/taxprocenter.proconnect.intuit.com\/wp-content\/uploads\/2023\/10\/How-to-cross-sell-services-between-entities-vertical-copy.jpeg?resize=350%2C200&ssl=1 1x, https:\/\/i0.wp.com\/taxprocenter.proconnect.intuit.com\/wp-content\/uploads\/2023\/10\/How-to-cross-sell-services-between-entities-vertical-copy.jpeg?resize=525%2C300&ssl=1 1.5x, https:\/\/i0.wp.com\/taxprocenter.proconnect.intuit.com\/wp-content\/uploads\/2023\/10\/How-to-cross-sell-services-between-entities-vertical-copy.jpeg?resize=700%2C400&ssl=1 2x"},"classes":[]},{"id":13738,"url":"https:\/\/accountants.intuit.com\/taxprocenter\/practice-management\/firm-of-the-future-profile-pb-tax-and-accounting-services\/","url_meta":{"origin":13150,"position":5},"title":"Firm of the Future Profile: PB Tax and Accounting Services","author":"Mindy King","date":"September 19, 2018","format":false,"excerpt":"Get to know Pam Bingham in this Firm of the Future profile of her and her practice, PB Tax and Accounting Services.","rel":"","context":"In &quot;Practice Management&quot;","block_context":{"text":"Practice Management","link":"https:\/\/accountants.intuit.com\/taxprocenter\/category\/practice-management\/"},"img":{"alt_text":"Holly DeVito","src":"https:\/\/i0.wp.com\/taxprocenter.proconnect.intuit.com\/wp-content\/uploads\/2018\/09\/pam.jpg?resize=350%2C200&ssl=1","width":350,"height":200,"srcset":"https:\/\/i0.wp.com\/taxprocenter.proconnect.intuit.com\/wp-content\/uploads\/2018\/09\/pam.jpg?resize=350%2C200&ssl=1 1x, https:\/\/i0.wp.com\/taxprocenter.proconnect.intuit.com\/wp-content\/uploads\/2018\/09\/pam.jpg?resize=525%2C300&ssl=1 1.5x"},"classes":[]}],"jetpack_sharing_enabled":true,"_links":{"self":[{"href":"https:\/\/accountants.intuit.com\/taxprocenter\/wp-json\/wp\/v2\/posts\/13150","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/accountants.intuit.com\/taxprocenter\/wp-json\/wp\/v2\/posts"}],"about":[{"href":"https:\/\/accountants.intuit.com\/taxprocenter\/wp-json\/wp\/v2\/types\/post"}],"author":[{"embeddable":true,"href":"https:\/\/accountants.intuit.com\/taxprocenter\/wp-json\/wp\/v2\/users\/139439854"}],"replies":[{"embeddable":true,"href":"https:\/\/accountants.intuit.com\/taxprocenter\/wp-json\/wp\/v2\/comments?post=13150"}],"version-history":[{"count":6,"href":"https:\/\/accountants.intuit.com\/taxprocenter\/wp-json\/wp\/v2\/posts\/13150\/revisions"}],"predecessor-version":[{"id":17179,"href":"https:\/\/accountants.intuit.com\/taxprocenter\/wp-json\/wp\/v2\/posts\/13150\/revisions\/17179"}],"wp:featuredmedia":[{"embeddable":true,"href":"https:\/\/accountants.intuit.com\/taxprocenter\/wp-json\/wp\/v2\/media\/13155"}],"wp:attachment":[{"href":"https:\/\/accountants.intuit.com\/taxprocenter\/wp-json\/wp\/v2\/media?parent=13150"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/accountants.intuit.com\/taxprocenter\/wp-json\/wp\/v2\/categories?post=13150"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/accountants.intuit.com\/taxprocenter\/wp-json\/wp\/v2\/tags?post=13150"},{"taxonomy":"intuit_collection","embeddable":true,"href":"https:\/\/accountants.intuit.com\/taxprocenter\/wp-json\/wp\/v2\/intuit_collection?post=13150"},{"taxonomy":"intuit_series","embeddable":true,"href":"https:\/\/accountants.intuit.com\/taxprocenter\/wp-json\/wp\/v2\/intuit_series?post=13150"},{"taxonomy":"author","embeddable":true,"href":"https:\/\/accountants.intuit.com\/taxprocenter\/wp-json\/wp\/v2\/coauthors?post=13150"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}