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.
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.
See what kind of impact your hard work and dedication as a bookkeeper truly has on others.
See how learning the meaning behind your data can lead to a more successful business.
Read about effective client onboarding strategies that can help you not only get the ideal clients, but keep them.
Discover the benefits of value pricing.
Practice guru Ian Vacin discusses three proven steps to onboard new clients.
Get survey results and analysis of billing practices, including accepting online payments, retainers, discounts/write downs and more.
The value-pricing highway is full of curves and “proceed with caution” signs. It takes dedication and creativity to safely arrive at the destination of a more profitable practice.