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Melissa Lin

Jump Start Your Clients' Businesses: Get Your Free eBook

Stacy Kildal, QuickBooks and Square have partnered to help you plan your clients’ businesses for success with their informative eBook. Walk your clients through the 5 steps of evaluating their businesses and taking action to make improvements.

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Stacy Kildal

#RecipeForSuccess: Managing a Distributed/Remote Workforce

As part of a social campaign, #RecipeForSuccess, ProAdvisors are creating recipes for small business success. Here's one from Stacy Kidal you can read and pass on to your small business prospects and clients.

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Marjorie Adams

#RecipeForSuccess: Engaging a Professional & Field Service Client

Do you work with Professional and Field Service clients? Are you looking to expand into a new niche? Get Master Chef Marjorie Adams’ key ingredients for working with Professional and Field Service clients, and join the conversation on Twitter: #RecipeForSuccess.

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Firm of the Future Team

How to Ask Your Clients for Good Referrals

Get strategic advice for getting better client referrals to grow your business.

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Melissa Lin

QuickBooks and PayPal Can Help Your Clients Get Paid Faster

Tap into the 197M customers looking for PayPal as a way to pay and get paid faster.

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Joe Carufe

The Ethical Accountant Turns Away Bad Business to Remain a Priceless Addition to Any Business

Get advice for putting your clients, and their best interests, at the forefront, rather than the amount of money going into your pocket. 

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Michelle Long

Intuit Rate Survey: How Do You Bill for Your Services?

Get survey results and analysis of billing practices, including accepting online payments, retainers, discounts/write downs and more.

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Ron Baker

Ask Ron Baker: Value Pricing and Self-Esteem

Get expert advice from Ron Baker on how to avoid low self-esteem and get paid what you are worth. 

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Michelle Long

Get Your Intuit Rate Survey Results Now!

Get a summary of rates to work with QuickBooks, tax prep and more, from ProAdvisor Michelle Long, CPA.

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Ron Baker

Ask Ron Baker: Fixed Price Agreements and Engagement Letters

Should you combine these into one document? Ron Baker tells you what you need to know.

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Ian Vacin

Effective Client Onboarding Strategies for Your Practice

Read about effective client onboarding strategies that can help you not only get the ideal clients, but keep them.

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Follow Michele Riffe on Her Journey to Value Pricing

Meet Michele, a veteran pro with a stable client base who wants to shift her focus to fewer, higher-value clients. She’d like to more confidently convey why her advanced services that help clients grow are well worth the price.

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Michele Riffe - Hourly Price

Two months in, Michele learns that “we don’t sell time; we sell knowledge” and shares Ron’s advice that she charge for services and outcomes, then price accordingly.

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Michele Riffe on Moving Your Firm in the Right Direction

In month four, Michele talks about how having the confidence to be clear about the value of her services is helping her move her business in the direction she wants it to go.

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Follow Inna Korenzvit on Her Journey to Value Pricing

Meet Inna, who sees value pricing as the definite way to go for her modern, progressive firm, despite having had mixed success implementing fixed-fee pricing in the past.

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Inna Korenzvit - Client Sticker Shock

Two months in, Inna shares Ron’s advice that she customize her service list by emphasizing benefits and value, and that she change the conversation to meeting her customers’ needs.

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Candy Messer - Thinking About Terms

How have Candy’s clients responded to fixed pricing? In month three, Candy talks about how fixed price agreements can be adapted to meet the needs and expectations of specific clients.

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Candy Messer - Setting Reasonable Goals

In month four, Candy talks about learning from mistakes and how to set reasonable goals when converting to fixed price agreements.

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