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.
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.
Learn more about the smartest ways to streamline your firm's onboarding process.
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.
Read about effective client onboarding strategies that can help you not only get the ideal clients, but keep them.
Zach Cochran is presenting this topic at QuickBooks Connect 2018 on Nov. 5 in San Jose; find out more about this year's conference, Nov.5-7, and register today.
Discover innovative ways to get your clients comfortable with sharing their data with you and your firm from Nayo Carter-Gray, EA.
In part two of this series, see how to apply the 3 big opportunities from part one, so that you can utilize today's tools and grow your firm.
See which three key ingredients can take your firm to the next level.
In the final article of our onboarding series, you’ll learn the importance of training your client. Whether you are sitting with your client face to face or online, we’ll show you how to help your client learn the process of working with your firm and with QuickBooks Online.
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.