Firm Management January 14, 2025
From niche targeting to leveraging local SEO and creating engaging content, these hacks can help you attract and retain clients without stretching your resources thin.
June 7, 2019 Sponsored
Two vital factors dictate your clients’ survival and success: cash flow and happy customers. Connecting the two means finding a payment system that not only allows your clients to get paid faster after a transaction is complete, but also doesn’t ...
May 13, 2019 Sponsored
As your clients’ trusted advisor, you’re expected to deliver seamless solutions to their everyday needs, tapping into the best tools and technology to bring their business and your firm long-term success and growth.
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April 18, 2019 Sponsored
As the finance director for the Access Community Action Agency (www.accessagency.org), and a lifelong Connecticuter, Parker Stevens has seen how many of his neighbors in and around the city of Willimantic are in need of assistance. Serving Windham ...
April 17, 2019 Sponsored
Payroll is often one of the largest expenses for small businesses. In fact, according to the Intuit State of Small Business Cash Flow - Payroll study, nearly half of small business owners who aren’t self-employed estimate 30 percent of their company’s ...
April 9, 2019 Sponsored
The modern age of the practice management system is here, and it’s offering accounting firms more efficiencies than they have ever had in the past. A practice management system goes beyond time entry into managing the complete life cycle that is your client relationship. This is the driving factor behind Practice Engine, along with the...…
March 15, 2019 Sponsored
Big things are in store for QuickBooks Online (QBO) Advanced. At the beginning of 2019, Intuit added Client Overview for accountants to its feature set and announced that four more important features – expanded custom user permissions, enhanced ...
February 14, 2019 Sponsored
Job costing can be a complex process especially when businesses are juggling multiple projects. Intuit is making it simple and easy for businesses to track and see how their projects are doing at any point. While Projects integrates tightly with ...
December 17, 2018 Sponsored
Over the past year, Intuit has actively sought feedback from ProAdvisors via one-on-one interviews, surveys, focus groups and in-person events to learn how the program can help them face the challenges of today’s ever-changing global accounting landscape.
November 21, 2018 Sponsored
On Nov. 5-7, San Jose, California, was energized with another terrific QuickBooks Connect event, where some 5,000 accounting and tax professionals, app developers, owners and staff of small businesses, freelancers and exhibitors came together to ...
October 15, 2018 Sponsored
When the Tax Cuts and Jobs Act (TCJA) was signed into law in December 2017, the tax and accounting community was abuzz with speculation on how the new law would impact not only tax year 2018, but tax practices in general. Today, we’re almost one year into discussing and analyzing the new law and discovering...…
September 7, 2018 Sponsored
Quickstart Templates are designed to do just that: create a set of standard templates for the most common accounting workflows that firms can then use to create projects. Accessible from the Work tab in QBOA and created in consultation with leading ...
August 21, 2018 Sponsored
Value pricing is based on the maximum amount a given client is willing to pay for a service, typically set before the work begins. Conversely, value billing is usually marking up – or more frequently marking down – the invoice to the client after the ...