ProAdvisor Newsletter: March 2019

ProAdvisor Newsletter: March 2019

This Month’s Focus: Differentiate Your Firm

What makes your firm stand out from the competition? Innovative ideas? Unique niches? Read through this month’s articles and resources to spark some great ideas!

QuickBooks Online New Features and Improvements – March 2019: Put some early spring in your step with this month’s product updates.  Read more

Why You Should Consider Tax Planning as an Advisory Service: Even when firms commit to focus more on tax planning and advisory services, they often don’t know where to begin. Get a process approach and learn how to transform your practice. Jim Buffington, CPA, explains

NEW for QuickBooks Online: Labor Costing for Projects! Your clients can now calculate project profitability, including payroll costs. Find out more about this in-demand feature from ProAdvisor Hector Garcia. Read more

3 Steps to Intentionally “Offboard” a Client: Letting a client go isn’t easy, but it’s sometimes necessary for firm growth and the health of your business. ProAdvisor Kelly Gonsalves gives you the steps you need to take. More info

Is Your Busy-Ness Affecting Your Firm’s Growth? Get expert advice from practice innovator Jason Blumer on how to find more clients. Learn more

One Key Way to Differentiate Your Firm: Discover a better way to client recruitment; don’t miss this unique approach to sell your services. Read more

QuickBooks ProAdvisor Program Updates

Firm of the Future Spotlight on Larger Firms – Rehmann: Meet Sharon Berman at Rehmann, and see what tools and strategies the firm embraces to grow and stand out as a Firm of the Future. Read more

Credentials, Designations and Accreditations: Are They Still Needed? Do initials after your name really matter? Find out what your peers think in this drill-down look from ProAdvisor Kathy Grosskurth. More info

Training Opportunities for You and Your Firm

The Power of Advanced Certification

From securing more leads to increasing your knowledge with access to specialized training, ProAdvisor Matthew Fulton tells you why Advanced Certification is well worth the time. Read more

Important Update to QuickBooks Online Re-Certification Process: The annual re-certification training and exam is now available in QuickBooks Online Accountant. If you are an Advanced Certified ProAdvisor, you’d only need to pass the re-certification exam once to meet the annual requirement for all your certifications. Deadline to pass your re-certification exam is July 31, 2019. Learn more

Resources to Better Your Business

How to Choose and Attract a Niche in 2019: Get expert advice on how to grow your practice by targeting a niche. Learn more

New Guide Now Available – Transition Seasonal Tax Clients Into Year-Round Business: Leverage your tax review conversations to shift your role from tax preparer to trusted advisor. Among other tools, get some valuable resources to address common QuickBooks Online misperceptions among desktop clients. Read more

Using Zapier and Other Apps to Differentiate Your Firm: Automate tedious and previously time-consuming tasks to be more productive and grow your practice. Heather Satterley explains

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