RSS

client engagement

Sept. 19 @ 2 ET: This session will focus on defining the trusted advisor in terms of services you are already positioned to provide, & maybe help you realize some of the services you shouldn't be providing, but instead, partnering with others. (CPE) Read more

Educational Webinars

Got a new website, but getting no emails? Got new certifications but your phone still doesn’t ring? It could be you have a weak link that needs fixing in your marketing process. Read more

Tax & Practice Management 1 Comments

Aug. 20 @ 2:00 p.m. ET: In this session, we'll focus on why helping your clients with their cash flow is a significant opportunity for your firm, benefits for your client, how to communicate value and technology that helps along the way. Read more

Educational Webinars

We have partnered with Intuit to bring you four webinars on the ins and outs of QBO Advanced and how to serve high-value clients efficiently with it. Read more

Training and Live Events

Aug. 8 @ 2: In this webinar with Milla Austin and Ted Mcrae, we will be looking at defining the correct type of prospect, navigating LinkedIn, where/what to research and how to ask the right questions that lead to the next steps. Read more

Educational Webinars

Aug. 29 @ 2 p.m. ET: Learn about high-value, mid-market small businesses and how QuickBooks Online Advanced helps them and you propel productivity and complete that tasks that matter, faster. Read more

Educational Webinars

July 24 @ 12 p.m. ET: Learn about high-value, mid-market small businesses and how QuickBooks Online Advanced helps them and you propel productivity and complete that tasks that matter, faster. Read more

Educational Webinars

Summer can be slow for some accounting firms and especially some tax firms. But it doesn’t have to be if you know what to do. Here are three ideas you can use to boost not only your summer revenue, but your revenue all year long. Read more

Tax Practice News

All clients want to make sure they are getting their money's worth - so we need to make sure we understand the technology of how to create value, otherwise known as 'sales!' Read more

People & Business

desk-4208112_960_720.jpg

Pixabay

Whether you provide accounting services as a solo entrepreneur or work full-time hours in an accounting agency, the inclusion of business storytelling in your marketing materials can transform the way you engage clients. Read more

People & Business

June 5 @ 12 ET: If you’re thinking about improving your website, SEO, client newsletter, and/or social media (or worse if they are non-existent), then you’ll want to check out this session with Sandi Leyva of Accelerator Websites. Read more

Educational Webinars

We might need to occasionally slow down and ask ourselves whether we are working on the most profitable things we could for our business. Are we constantly fighting fires, dealing with urgent but not important client matters and neglecting growth? Read more

Tax & Practice Management

APPS Directory Spotlight - Practice Ignition

Smart accountants and bookkeeping firms use Practice Ignition to sign more clients, improve cash flow, streamline client onboarding and forecast their company's success. Read more

Apr 25, 2019 12:21 PM From The Publisher

Business

Pixabay

Referral programs are often used to attract new clients with the help of the existing ones. To make sure you are getting the quality referrals from your current clients that you want, there are a few strategies you can implement. Read more

Tax & Practice Management

This year, ditch the “same old” and be intentional about client experience. Read more

Tax Practice News 1 Comments

Things like new technology and changing client needs are shifting the accounting profession in a lot of ways, Darren Root gives you some tips on how to use this shift to your advantage and gain more clients, not lose them. Read more

People & Business

Clio Grow, bringing practice management, client intake, and CRM has been announced for early 2019. Volume Ltd. has announced new training and certification experiences for Intuit QuickBooks ProAdvisors in the US and UK. Read more

Vendor Corner

By Jennifer Warawa, Executive Vice President of Partners, Accountants and Alliances at Sage, discusses different ways your firm can provide personalized and engaging client experiences. Read more

Tax & Practice Management

300 Opaque Ad Separator

300 Opaque Ad Separator

300 Opaque Ad Separator

300 Opaque Ad Separator