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Carla Caldwell

Ultimate Client Onboarding Guide to QuickBooks Online

Onboard clients to QuickBooks Online with our new resource guide. We've done the heavy lifting for you with articles and checklists on how to introduce and convert clients to QuickBooks Online. Review the guide today.

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Erin Walsh Dyer

Proposing Your Services to Move Clients to QuickBooks Online

In this article, you’ll find great resources about the proposal process for a new client. We’ll discuss why you need an onboarding strategy, and how this provides a great experience for not only your client but your team as well. You’ll learn key questions to ask your prospective client to ensure you cover all the bases in your engagement letter, but also help you evaluate your billing model (hourly vs flat fee) to ensure you are pricing your engagements profitably.

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Ian Vacin

How to Consistently Complete Client Onboarding in Less Than 30 Days

Practice guru Ian Vacin discusses three proven steps to onboard new clients.

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Heather Satterley, EA Michelle Long

2018 Intuit Rate Survey: Billing Rates, Value Pricing and More

Get key insights from your peers to know how to price your services.

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Michael Palmer

How to Kill the Billable Hour

Take your firm to the next level through expert Ron Baker's value pricing strategies. 

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Erin Walsh Dyer

Setting Up New Clients and Converting Clients to QuickBooks Online

In this article, you'll learn how to do a QuickBooks Online conversion.  You’ll learn how to take a client from QuickBooks Desktop to QuickBooks Online, as well as what to do when you have a client who wants to start fresh in QuickBooks Online.  

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Susan Pruskin

What Does Trusted Advisor Really Mean?

Be smart, be kind, be valuable. Susan Pruskin examines the trusted advisor role and offers timely advice.

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Joel Hodges

How to Grow Your Accounting Practice the Right Way

Read about the hard lessons Kevin Simpson learned when growing his accounting practice.

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Stacy Kildal

Before You Send that Engagement Letter, You Should Date Your Client

Get to know your prospects and build a relationship before taking them on as a client. 

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Tammatha Denyes

6 Tips to Provide Impeccable Client Service

Tammatha Denyes explains how to create satisfactory client relationships.

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Omar Visram

Why You Need a Standardized Onboarding Process (and How to Get Started)

Learn more about the smartest ways to streamline your firm's onboarding process.

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Darren Root

How to Give Great Service and Win More Business

Becoming a Firm of the Future means deliver your clients a great experience. Get advice on how to do that to thrive at your firm. 

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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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Jason Lawhorn

Value Pricing and Why it Works For Accountants & Bookkeepers

Value pricing offers CPA firms and accountants a number of benefits. Explore value pricing, how to implement it, and why it works.

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Elizabeth Joyce

How to Ask Your Clients for Good Referrals

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

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Hector Garcia

QuickBooks Training Services to your Accounting Practice

While accountants are making the shift to the Trusted Advisor role, many argue that there are limiting factors in making the change, like who will do the data entry. Learn how adding QuickBooks Training services can solve some of these issues.

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Bob Wang, CPA, CA

7 Ways to Get Your Clients to Write Reviews

Get expert advice on how to generate more client reviews for your business, so that you can be attractive to prospects. 

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Elizabeth Joyce

How to Help Your Clients Choose the Best Bookkeeper

Find out how to focus on higher-value services – and less on bookkeeping.

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