Get this month’s summary of new features, enhancements and changes. 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
Take advantage of these five features to help keep your clients in the know and accomplish your tasks — from organizing all of your clients’ contact information to taking notes to sharing important documents. 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
Discover the all-new QuickBooks Online Projects and Repeating Projects features. Read more
Get more done with these shortcuts; includes PDFs for PC and Mac you can download and send out. Read more
Get to know Naseem Matteson, up close, in this profile of a Firm of the Future. Read more
Meet Seth who will introduce TSheets by QuickBooks, and explain how he uses video to maximize the impact of his training and build his practice. Read more
Find out what motivate Lynda Artesani to change her focus from QuickBooks Desktop to QuickBooks Online. Read more
See how this Cleveland-based firm has grown through the power of QuickBooks Online and the cloud. Read more
See how QuickBooks Connect makes a big impact on attendees. Read more
