I think it's really embracing everything that's happening around us as things are changing everyday. I think to be a firm of the future, the fun part is getting to learn about and embrace the new things that are coming out and that are happening so that you can meet the needs of your current clients, but also those new clients, those new entrepreneurs who are starting and developing really great and amazing businesses.
Streamline workflow with two new features: Jump start projects and tasks, and get email/Slack notifications. Read more
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
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
Practice guru Ian Vacin discusses three proven steps to onboard new clients. Read more
Discover the all-new QuickBooks Online Projects and Repeating Projects features. 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
Get to know your prospects and build a relationship before taking them on as a client. Read more
Get survey results and analysis of billing practices, including accepting online payments, retainers, discounts/write downs and more. Read more
Becoming a Firm of the Future means deliver your clients a great experience. Get advice on how to do that to thrive at your firm. Read more
Get a summary of rates to work with QuickBooks, tax prep and more, from ProAdvisor Michelle Long, CPA. Read more
Training your clients goes a long way to making your job easier. Dramatically speed up data entry of your client's bank records with QuickBooks®. Read more