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.
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.
Get key insights from your peers to know how to price your services.
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.
Read about the hard lessons Kevin Simpson learned when growing his accounting practice.
Get to know your prospects and build a relationship before taking them on as a client.
Learn more about the smartest ways to streamline your firm's onboarding process.
Get survey results and analysis of billing practices, including accepting online payments, retainers, discounts/write downs and more.
Value pricing offers CPA firms and accountants a number of benefits. Explore value pricing, how to implement it, and why it works.
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.