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.
Get the latest software updates and share these features with your clients. 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
Expect the best ... and plan for the worst. 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
Start to get paid what you’re worth by realizing your true value and growing your firm. Read more
Read up on this Firm of the Future author's tips for running your bookkeeping business smoothly. Read more
Firing clients is never fun, but it must sometimes be done for the sake of your firm or company. Get strategy on how to fire customers from expert Ron Baker. Read more
Get a summary of rates to work with QuickBooks, tax prep and more, from ProAdvisor Michelle Long, CPA. 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
Lightspeed, Planday and QuickBooks Online have teamed up to provide small business owners with an integrated set of solutions to address their biggest pain points. Read more