0 Results

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. 

Read More

Read More

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.

Read More

Read More

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.

Read More

Read More

Firm of the Future Team

Why Online Reviews of Your Firm Matter

Discover the power and impact online reviews can have on your firm.

Read More

Read More

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.

Read More

Read More

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.

Read More

Read More

Ingrid Edstrom

4 Reasons to Have a New Client Checklist

When doing a free one hour consultation to anyone who requested one was not productive, Polymath LLC developed an online request form to be the first step in developing a relationship. Read about very positive benefits they've seen.

Read More

Read More

Elizabeth Joyce

Future Profiles: Debra Kilsheimer, Behind The Scenes Financial Services

Debra Kilsheimer discusses value pricing, favorite accounting apps & how she built her business

Read More

Read More

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. 

Read More

Read More

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.

Read More

Read More

How Working on the Cloud is Liberating for Accountants and Their Clients

See how some of Intuit’s selected Firm of the Future bookkeepers and accountants are leveraging QuickBooks Online and other cloud-based technologies to save hours of time, empower their clients, and create a more harmonious work-life balance.  

Watch Now

Watch Now

How to Build Meaningful Client Partnerships Through Real-Time Data

Ingrid Edstrom, of Polymath LLC discusses how using cloud-based software and value priced agreements allows her firm to partner with clients in order to help them reach their overall goals.

Watch Now

Watch Now

Real-Time Cloud Technology Helps Build Client Relationships

Cloud-based solutions change the game in terms of collaboration and relationships. Learn how these technologies can help you build stronger relationships with your clients.

Watch Now

Watch Now

Why You Should Test Into Fixed-Rate Pricing

Learn why testing fixed-rate pricing with prospective clients is a great way to take the leap.

Watch Now

Watch Now

Value Pricing is a Win-Win Situation

Hear how greater transparency makes value pricing the right choice for both clients and accountants.

Watch Now

Watch Now

How Value Pricing Builds Trusted Client Relationships

Hear why fixed-price agreements can help you build more meaningful client relationships.

Watch Now

Watch Now

Candy Messer - How I've Simplified my Billing

What is Candy learning from Ron Baker as she moves to value pricing?
Two months in, Candy shares the fact her “eyes have been opened” to the knowledge that flat-rate pricing can offer attractive flexibility for new and existing clients.

Watch Now

Watch Now

Michele Riffe - Finding the Right Business Model

How have Michele’s clients responded to fixed pricing?
In month three, Michele discusses how she has implemented fixed pricing for a test client and outlines the practices she has put in place to make it work.

Watch Now

Watch Now