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Mon, 08 Dec 2008 QuickBooks Affiliates Program Now Covers User Certification
Intuit has recently expanded its Intuit QuickBooks Affiliate Program to include Intuit QuickBooks End User Certification. This article describes these efforts in more detail and provides links for learning more. The article also distinguishes between End User certification and QuickBooks ProAdvisor certification, which differ greatly.
Mon, 08 Dec 2008 Five Quick Ways to Keep Clients Loving Your Services
It costs less to keep a current client than recruit a new one, but many practitioners spend their time delivering services with little to spare on worrying about client relationships. That's why we think you'll appreciate how Scott Cytron sketches out five ways to keep clients happy that won't take you hours to work on.
Mon, 24 Nov 2008 Virtual Assistants vs. Office Employees
Many practitioners may be struggling with economical ways to increase their capacity or expand their firms. So it's a good time to take a look at the benefits of using virtual assistants in accounting firms.
Wed, 12 Nov 2008 Profiting from Social Media, Accounting-Style
Social media is the biggest thing to hit the online world since search. But what is social media? Are users really benefiting? And more importantly, how are accounting professionals getting involved? We'll answer these questions in this article.
Fri, 10 Oct 2008 Five Ways to Be More Approachable by Clients
As the economy continues to shake and stumble, you may need to work harder than ever to keep new clients coming in through the door. We asked Sandi Smith to identify five easy tips for making sure your accounting or consulting practice, or bookkeeping business, is truly approachable.
Wed, 10 Sep 2008 Keep Every Client
It's painful to lose a client, but it's worse if you don't know why they left you. Contrary to what you might think, it's usually not about the fees. CPA Sandi Smith sets out the top reasons clients leave one accounting firm (or bookkeeper, consultant, or tax preparer) for another and what you can do about it.
Mon, 28 Jul 2008 Succession Strategies
While many business owners sell their company through an employee stock ownership plan (ESOP), the practice is less common among owners of professional service groups like CPA firms. In the right situation, there can be real advantages to owners and employees August Aquila provides a real-world case history with HLB Tautges Redpath.
Mon, 28 Jul 2008 Reminder on Free Marketing Resources
In tough economic times, it's good to review options for free or very low-cost marketing resources. Here we collect the best tips we've found identifying such tactics.
Mon, 28 Jul 2008 How to Market Your Services Effectively in a Recession
What can those of us who sell our services (whether accounting, bookkeeping, consulting, or tax preparation) do to ride out the current economic storm and maintain our current level of revenues and profits? CPA Sandi Smith provides some practical steps you can take today.
Mon, 28 Jul 2008 Set Goals That Stick
CPA Sandi Smith starts with the concept of a Bucket List to show how to create goals for you or your practice that stick with you. Plus she shows how to help any employees stick to their goals too.
Fri, 10 Jul 2008 Helping Clients in Tragic Times
TIME-SENSITIVE: July 10, 2008. Recent natural disasters, most recently floods in the Midwest, remind us that accountants, bookkeepers, tax practitioners, and other advisors can play an important role in supporting clients who will be dealing with new challenges. CPA Sandi Smith shares suggestions on how to proceed.
Wed, 27 May 2008 Is Multi-Tasking a Good Idea?
What's wrong with multi-tasking? CPA Sandi Smith reviews the research to show how productivity and quality may go up by managing your time and doing one thing at a time.
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