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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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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.

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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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Ron Baker

Ask Ron Baker: How Do You Price One-Off Meetings?

Ron Baker answers your questions on value pricing and building your practice.

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Karine Woodman

5 Tips to Streamline Expense Reporting

Proper accounting for expense reports is key to a solid set of books; find out how to help your clients improve their expense processes.

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Scott H. Cytron

How to Help Your Clients Get a Grip on Expenses

Whether your clients work for themselves or run a small business with employees, they may find that expense tracking is a time-consuming task. Discover how to make expense tracking easier and more efficient.

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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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Firm of the Future Team

Why Online Reviews of Your Firm Matter

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

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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.  

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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.

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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.

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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.

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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.

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Value Pricing is a Win-Win Situation

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

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How Value Pricing Builds Trusted Client Relationships

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

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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.

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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.

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