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.
Get key insights from your peers to know how to price your services.
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.
Practice guru Ian Vacin discusses three proven steps to onboard new clients.
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.
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.
What are your best sources to find new clients? Look to the 2018 Rate Survey for answers.
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.
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.
Value pricing offers CPA firms and accountants a number of benefits. Explore value pricing, how to implement it, and why it works.
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.
Get expert advice on how to handle a new QuickBooks client.
Read about effective client onboarding strategies that can help you not only get the ideal clients, but keep them.
In this competitive, demanding, technology-driven world, firms will have to change the way they are doing business.