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Heather Satterley, EA

#RecipeForSuccess: Helping Your Clients Start Their Own Home-Based Business

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

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Keep Them Coming Back: How to Retain Good Clients

Get tips on how to keep your best clients, in order to keep your business thriving. 

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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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Ron Baker

Ask Ron Baker: Firing Customers

Firing clients is never fun, but it must sometimes be done for the sake of your firm or company. Get strategy on how to fire customers from expert Ron Baker.

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Carrie Kahn

How to Use Client Meetings to Get More Business

Learn how to develop more business with clients and get quality referrals.

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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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Rebecca Kelley, CPA

5 Strategies to Attract Ideal Clients for Your Practice

Not every prospect is a good fit for your firm; learn best practices on how to find higher-quality clients.

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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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Ian Vacin

The First Steps to Becoming a Firm of the Future

ProAdvisor Heather Satterley offers her advice on becoming a Firm of the Future.

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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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10 Steps of Value Pricing

Moving from hourly billing to value pricing (or fixed fees) isn't as simple as just proposing a new pricing model to a new client. In this session, walk through the three phases of transitioning to value pricing (setup, implementation, and execution) in 10 proven steps.

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Diana Mackie

LinkedIn Tips Just For Accountants

For accountants and other professionals, LinkedIn is one of the top sites prospective clients use to research their background and the services they provide. Learn about the key items to keep updated on your LinkedIn profile.

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Jeff Borschowa

How Do You Charge for Professional Accounting Services?

Technology is changing the basics of how bookkeepers and accountants work. As we become more efficient but charge clients based on hours, we must find new ways to justify our value. Learn how to charge for accounting services. 

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Jeff Borschowa

Moving From Standard Accountant to Trusted Business Advisor

Learn how to build client loyalty and be there for your clients every step of the way.

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Jeff Borschowa

4 Key Trends Shaping the Transformation of the Accounting Industry

Learn about four key trends that will result in the complete transformation of the accounting industry.

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Scott H. Cytron

How to Help Your Clients Get a Grip on Expenses

Whether your clients work for themselves or run a small business with employees, they may find that expense tracking is a time-consuming task. Discover how to make expense tracking easier and more efficient.

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7 Value-Added Services to Expand Your Accounting Practice

There are tremendous gains to be had for your practice and your clients by helping your clients with more than accounting and taxes. Here are seven value-added services you can easily introduce to your lineup.

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