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Firm of the Future Team

4 Easy Ways to Stay in Front of Your Clients Year-Round

Solid marketing is based on constantly being in front of your clients. Scan these tips for fast, quick wins.

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Elaine Orr

#RecipeForSuccess – How Bookkeepers Can Engage Potential New Clients

Discover the power and success that comes from a great business owner-bookkeeper relationship.

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Mark Wickersham, FCA

Value Pricing: My Clients Don't Want to Change

Getting on the cloud is inevitable, but doing so now will provide big benefits right away. 

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Mark Wickersham, FCA

The Importance of Packaging Your QuickBooks Online Setup Service

Get the value pricing steps and advice you need to take your business to the next level.

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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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Firm of the Future Team

How to Help Your Clients Choose the Best Bookkeeper

Get advice on how to be a great bookkeeper for your clients.

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Mark Wickersham, FCA

The Big Pricing Opportunity

Get tips on how to implement value pricing from Mark Wickersham, an expert on this topic.

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Firm of the Future Team

5 Innovations in Business Process Outsourcing (and What They Mean for Accountants)

Expand your advisory service as an accountant by tapping into the array of technology opportunities and benefits available today.

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Ron Baker

Ask Ron Baker: Tax Return Pricing for Sole Proprietors

Get value pricing guidance from the profession's most-noted expert, Ron Baker.

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Melissa Lin

Jump Start Your Clients' Businesses: Get Your Free eBook

Stacy Kildal, QuickBooks and Square have partnered to help you plan your clients’ businesses for success with their informative eBook. Walk your clients through the 5 steps of evaluating their businesses and taking action to make improvements.

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Firm of the Future Team

How to Ask Your Clients for Good Referrals

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

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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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Value pricing - A New Way to Run Your Practice

Learn how to identify initial clients to convert to value pricing, the importance of a clearly defined engagement letter and how to implement, monitor and evaluate the results.

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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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Ingrid Edstrom

How to Streamline the Complicated Parts of Client Relationships

At Polymath LLC we are working to develop systems that are repeatable, consistent, and effective across our diverse client relationships. One of our favorites is our Discovery Phase Checklist. 

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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.

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The 10 Steps to Value Pricing

Move your accounting practice from hourly billing to value pricing (or fixed fees) through these 10 proven steps.

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The Journey to Value Pricing in Accounting

Learn value pricing essentials and pitfalls.  Glean valuable insight from lessons learned to make your transition as smooth as possible.

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