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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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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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Becoming a Firm Of The Future with Michelle Long: Part 3 of 4 - Become The Trusted Advisor

In Part 3 of a 4 part webinar series, Michelle will explore how to become a trusted advisor. Learn about the QuickBooks ProAdvisor program tools that help add value for your clients. Plus, the benefits of value pricing.

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Embracing new technology to help clients

Help clients grow and succeed by putting them in touch with the right technologies.

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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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Marjorie Adams

#RecipeForSuccess: Engaging a Professional & Field Service Client

Do you work with Professional and Field Service clients? Are you looking to expand into a new niche? Get Master Chef Marjorie Adams’ key ingredients for working with Professional and Field Service clients, and join the conversation on Twitter: #RecipeForSuccess.

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Heather Satterley, EA

#RecipeForSuccess: Helping Your Clients Start Their Own Home-Based Business

As part of a social campaign, #RecipeForSuccess, ProAdvisors are creating recipes for small business success. Here's one from Heather Satterley you can read and pass on to your small business prospects and clients.

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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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Rob Nixon

Creating Value for Your Clients Through Real-Time Information

As a trusted advisor, it's your role and obligation to create more income for your clients; here are some tips how to do so.

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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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Jeff Borschowa

4 Key Trends Shaping the Transformation of the Accounting Industry

Learn about four key trends that will result in the complete transformation of the accounting industry.

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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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Firm of the Future Team

7 Value-Added Services to Expand Your Accounting Practice

There are tremendous gains to be had for your practice and your clients by helping your clients with more than accounting and taxes. Here are seven value-added services you can easily introduce to your lineup.

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Sabrina Parsons

Strategies to Help Your Accounting Clients Grow Faster

Get strategies to become your clients' trusted advisor and help them grow their businesses.

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Darren Root

Moving From Accounting Sales to Accounting Consulting

Learn why attracting lifelong customers by being irreplaceably useful should be a very familiar concept to accountants.

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Kim Austin

How to Stand Out in a Crowd of Accountants

What do you do to show your clients that you value their business, and you want them to come back?

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Brian Tankersley

Using Dashboards For a Real-Time View to Productivity

See how dashboards provide a significant engagement opportunity within QuickBooks.

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Bill Sheridan

Why CPA Firms are Focusing on Becoming Business Advisers

Would you like see what the future looks like for CPA firms? Learn why CPA firms are focusing on becoming business advisers.

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