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trusted advisor

Heather Satterley discusses process automation and what these small changes can mean for your firm. Read more

Payroll & Merchant Services

Murph continues his 'Advancing Your Practice' mini-series by telling you to get going with a niche... just as he did in our last QB Talks webinar. Read more

People & Business

In case you missed our most recent QB Talks, let me fill you in one segment (part) at a time... in this first part I will talk about why QuickBooks Online Advanced may be the right tool for you to 'advance your practice'. Read more

People & Business

There is a rewarding 'niche practice' awaiting you in inventory, and today can be the start of that practice with our QB Talks Webinar at 2 PM Eastern time. Read more

Educational Webinars

Murph wants to personally invite you to next week's QB Talks, where he will be discussing the Inventory Niche for QuickBooks ProAdvisors. He is challenging you to go beyond the role of a Plug-n-play Appologist when supporting QBO clients. Read more

Educational Webinars

Murph introduces you to our new, soon to be started, series authored by Tim Grant, Inventory and Manufacturing Expert Extraordinaire. Read more

People & Business

Intuit® and Woodard™ have teamed up to provide a powerful, unique learning experience designed for, and offered exclusively to, QuickBooks® Online Certified ProAdvisors. Read more

Training and Live Events 1 Comments

This is the first in a seven-part series on how to build your advisory services for non-profit organizations. Here, Woodard Institute Executive Director Frank Coker discusses why the Non-Profit Advisory Network (NPAN) is good for business. Read more

Not For Profit

Joe Woodard sits down with associate professor and author Dawn Fotopulos to discuss how accountants can not only support small business success, and more. Listen to the podcast here. Read more

Training and Live Events

A NRF/Forrester Survey confirms that ProAdvisors interested in retail specialization need a greater emphasis on tools that tie social media, internet searches and email marketing options into the retail environment. Read more

People & Business

Accounting thought leader Hitendra R. Patil shares insights from his book, "Accountaneur: The Entrepreneurial Accountant." Get the inside track on how you can improve your practice. Read more

People & Business

See how Kabbage is arming today's accountants with the resources they need to help their small business clients continue to grow. Read more

Vendor Corner

Trusted Advisors - Woodchucks-R-Us

I set my 'Mind of Murph' to just one of my take aways from this week's XeroCon 2016 and it is about how advisors can use the machines to better serve their clients. Read more

Aug 18, 2016 8:41 AM From The Editor

Continuing in this mini-series we look at some questions used to assess critical components of warehouse design for purposes of new warehouse construction or warehouse re-design. Read more

People & Business

What do you think of when I say, “Fishbowl”? Well this one isn't in the inventory software business. Read more

People & Business 1 Comments

This article looks at both the broad, and narrow, definitions of supply chain management, focusing on a real world problem and solution. As they use to say on Dragnet, 'the names have been changed to protect the innocent.' Read more

People & Business

Xero Assurance Dashboard Helps The Trusted Advisor

Xero launched Assurance Dashboard giving advisors a tool to proactively monitor client financial data in real-time. Read more

Apr 19, 2016 11:08 AM From The Publisher

Serving as a Trusted Advisor to Law Firms requires a unique 'skill set'. In this article we will look at the methodologies associated with the proper tracking and allocation of ‘costs’. Read more

People & Business 1 Comments

This article looks at the concepts associated with how law firms perform their billing, including alternative fee arrangements. Trusted advisors will be required to develop expertise in multiple billing solutions that provide billing alternatives. Read more

People & Business 2 Comments

What if we, the ProAdvisors, supply our clients with not only our own contact information but verified Intuit customer service numbers as well? Read more

People & Business 1 Comments

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