Scaling New Heights Vendors to See - Practice & Professional Services

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One of the major themes and tracks at Scaling New Heights each year is on professional development. A variety of sponsors at the conference provide practice and professional services that can help you develop your practice whether you are a solo practitioner or a large firm. Make certain to stop by and see these sponsors to learn how they can assist you with your practice needs.

Broadly

Broadly’s customer engagement platform helps business manage leads, facilitate communication with modern consumers, and generate online reviews. Our mobile first approach enables owners and managers to run their businesses from anywhere in real-time, with consolidated and seamless communications. Thousands of local businesses depend on Broadly every day.

If you are looking for a better way to engage your clients or searching for a platform for your clients to communicate with their customers, then stop by the Broadly booth on the exhibit hall floor of Scaling New Heights to see how ‘engaging’ Broadly can be.

Cloud Pricing

Cloud Pricing is the new way to price your accounting and bookkeeping services. Accounting professionals are working far too many hours for far too little reward. The answer is really simple, they must adopt new pricing models that enable them to get properly rewarded for the value they bring to their clients.

Cloud Pricing makes it easy for you to sell more accounting and bookkeeping services to more clients at better prices. It lets you to tap into the power of VALUE PRICING. Cloud pricing allows you to present your clients with a range of options, give your clients a value-based fixed price, tap into the power of price psychology using carefully chosen price points that maximize your profit, and systematically cross sell related services, so your clients actually purchase more from you.

If this sounds like a winning strategy for you and your firm, then you definitely want to stop ty the Cloud Pricing booth at Scaling New Heights to learn how to earn your proper rewards.

CorpNet

CorpNet.com is an online legal document filing service that makes business formations and corporate compliance filings simple for Accountants, CPAs, Tax professionals and business advisors with helping clients in starting a business or who have an existing business.

Their southern California-based team helps new and existing business owners and licensed professionals by providing the most comprehensive cost-effective services when it comes to starting, protecting and managing a business, such as setting up a corporation or LLC, filing a Sole Proprietorship/DBA or keeping an existing business in corporate compliance with state and federal regulatory requirements and more across all 50 States.

You can increase revenues and expand your ‘trusted advisor’ services by partnering with CorpNet.com as a referral or a re-seller partner. For more information, visit their booth on the exhibit hall floor of Scaling New Heights.

Landy Insurance

The Landy Insurance Agency developed the first Professional Liability insurance program specifically for Accounting professionals in 1962. They possess a unique level of experience and expertise that is unmatched in the insurance industry, offering complete and customized professional insurance programs including Professional Liability (E&O), Cybercrime, Fiduciary Bonds, Workers Compensation & more.

They offer coverage features which are expansive and innovative to cover the needs of sole practitioners to large firms and they also offer world-class, personalized service.

Find out why you need Landy Insurance on your side when it comes to your professional insurance coverages, and more.  Just stop by the Landy booth at Scaling New Heights to insure you are properly covered for all your practice risks.

LatinoTaxPro.org

The Latino Tax Professionals Association (LTPA) is a professional trade association dedicated to excellence in the field of tax preparation and related services. LTPA is here to support all those who serve the Spanish speaking taxpayer.

LTPA members work in all areas of tax practice, including individual practitioners, accounting and bookkeeping services, enrolled agents, certified public accountants, and immigration attorneys. 

If you or your practice serve Spanish speaking taxpayers, you really should consider membership in the Latino Tax Professionals Association, so stop by their booth at Scaling New Heights for more information about how you can become a member.

Outpost

Outpost by Palo Alto Software, the makers of LivePlan, helps you track, organize, and coordinate responses to your perspective and current clients. Set up client mailboxes and allow a team to service a client, never letting any email fall through the cracks.

Never send another automated vacation response to your clients or wonder whether your clients have received timely and appropriate responses. With Outpost, team members can see all emails from clients, add internal notes to better serve the client, and make sure every client is taken care of.

Make certain to stop by the Outpost booth at Scaling New Heights to see how efficiently you can stay responsive to your clients. 

Practice Ignition

Practice Ignition completely removes the friction from the engagement process—contracts, compliance, payments – all in one. Win more clients, do less admin work, boost cash flow and scale your business with Practice Ignition .

Practice Ignition turns your proposal, terms of service and payment collection into a single smart contract. It's fast, efficient and your clients will love it!

Practice Ignition turns your practice magical, so stop by their booth at Scaling New Heights to see for yourself ‘how the magic happens.’

QBExpress

Founded in 1998, QBExpress is a national co-op of Accounting and Bookkeeping firms who share resources to build a better business. Their program includes a comprehensive marketing system (branded for your firm) customized to promote your QuickBooks services.

Using your logo and branding they create email content, social media content, website content and SEO, print media, etc. and design your marketing calendar with year-round guidance. You will use their QuickBooks training system (includes student and instructor manuals branded for your firm, PPT, marketing materials, training boot camp, etc.) to develop a consistent revenue stream that will consistently fill your funnel with new clients.

If QBExpress sounds like the expressway to a bigger and better practice for you then make certain to stop by their booth on the exhibit hall floor of Scaling New Heights for detailed information!

QB Hero

QBO Hero provides accurate data conversion services from numerous accounting software platforms such as converting from QuickBooks Desktop, Quicken, Xero, Sage, Creative Solutions, and others to QuickBooks Online. QBO Hero has successfully completed hundreds of conversions over the past 4 years for many firms.

In addition, we offer QuickBooks Online and other software application solutions.

If you are tired of trying to re-invent the wheel when it comes to converting your new clients to QBO from ‘any old software they were using’, then you need to visit QB Hero at their booth on the exhibit hall floor at Scaling New Heights to discuss how they can help make you the ‘conversion hero’ in the eyes of your clients.

Solution Connection

Solution Connection connects the dots across the QuickBooks® Ecosystem; created by fellow QuickBooks ProAdvisors and Intuit Premier Resellers, David Glantz, Diane Oberlin, Shelly White.  

Are you challenged to remember every detail feature, function, and report across QuickBooks Products/Services?  Maybe you are tired of opening each version of QB to test specific functionality or find a specific report? How about being disappointed that resources available to you only include high-level, sales-focused information, providing little confidence that even it is current?

As consultants we are tasked with recommending the best Intuit Products/Services for our clients and prospects. Having a single source that compares detailed, up-to-date, and trusted information, distributed in a presentable format is invaluable. Look no more!

Just let Solution Connection become your source for the information and resources you need by stopping by their booth at Scaling New Heights to see how you can make use of their ecosystem roadmap to success.

Turn Key Office

Turn Key Office provides bookkeeping and custom integration services to small and mid-sized clients using QBO or filly integrated solutions involving QuickBooks Enterprise. Their mission is to provide accurate, consistent and real-time financial statements for decision makers. Their methods involved electronic integration wherever possible, training, and outsourced support.

At Scaling New Heights, they will be demonstrating and discussing several of their custom integration projects using Enterprise which are in operation by several large-scale clients.

They are looking forward to working with member of the ProAdvisor community who share in their vision and mission, so if you have a common  vision and mission make certain to stop by the Turn Key Office booth on the exhibit hall floor of Scaling New Heights.

VARC Solutions's VIPP

The VARC Solutions Incentive Partner Program (VIPP) is a referral program for CPAs, ProAdvisors, and others who sell Intuit Products. The program allows partners to earn reward for the recommendations/sales that they are already making to their clients. There is no cost nor minimum certification level required to join the program, and partners receive numerous benefits.

Partners have access to the VIPP Partner Portal, where they can track orders, see their commissions, and obtain useful information to help them with sales. Partners are listed on the Location Finder at Intuit’s Reseller website. Partners receive ongoing training and assistance with sales. Partners have access to the most up-to-date information on promotions from Intuit, allowing them to present the best prices to their customers. VARC Solutions is committed to helping our partners with the highest level of sales assistance so that they can provide their clients with the best solutions available.

Stop by VARC's VIPP booth on the exhibit hall floor of Scaling New Heights to see how to become a VIP with VARC.