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. Read more
Don't miss our monthly update - and be sure to pass along these new features to your clients. Read more
Make your profile stand out to potential clients with these simple tips. Read more
Get key insights from your peers to know how to price your services. Read more
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. Read more
Improved training, simplified recertification and a new look for your ProAdvisor benefits. Read more
Does your location matter for what you charge your clients? How about credentials and certification? Get a rundown of rates in this second article on the 2018 Intuit Rate Survey. Read more
See how All About Business Services uses QuickBooks Online Accountant to increase its efficiency and client service. Read more
Get the training you need to become a better trusted advisor for your clients. Read more
Get the latest software updates and share these features with your clients. Read more
Automation and industry outlook will play an important role as accountants decide how to move forward in the future. If your practice innovates with the latest and greatest technologies and tools, everyone benefits—you and your clients. The following resources will help you adapt and grow! Read more
