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Carla Caldwell Erin Walsh Dyer

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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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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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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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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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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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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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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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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Heather Satterley, EA Michelle Long

2018 Intuit Rate Survey: Rates by Region, Credential & Certification

Does your location matter for what you charge your clients? How about credentials and certification? Get a rundown of rates in this second article on the 2018 Intuit Rate Survey. 

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Michelle Long

2018 Intuit Rate Survey: Best Sources to Find New Clients

What are your best sources to find new clients? Look to the 2018 Rate Survey for answers.

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Carla Caldwell

Training Your Clients for Long-Term Success

In the final article of our onboarding series, you’ll learn the importance of training your client.  Whether you are sitting with your client face to face or online, we’ll show you how to help your client learn the process of working with your firm and with QuickBooks Online.   

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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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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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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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Firm of the Future Team

10 Effective Cash Flow Management Strategies for Small Businesses

As trusted advisors, accountants and bookkeepers, we are in a good position to advise small businesses when they are facing cash flow issues. Learn 10 proven strategies to help improve a company's cash position.

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Jonathan Bello

#RecipeForSuccess: How to Assess a New QuickBooks Client

Get expert advice on how to handle a new QuickBooks client.

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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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Firm of the Future Team

How to Become a Firm of the Future by Adapting in a Changing Industry

In this competitive, demanding, technology-driven world, firms will have to change the way they are doing business.

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