How can you take better care of existing clients of your accounting business — while also finding time to market to new clients? The right technology for accountants will help you provide great client service while also growing your accounting business. Project management (PM) and customer relationship management (CRM) software can help you accomplish both […]
When Is a Second Business Credit Card the Right Decision?
So your client has — or you have — a business credit card and it’s working nicely. The finances of the firm are in order and those lucrative rewards and points are save money on regular business spending. If that one card is no longer meeting their (or your) needs, however, maybe it’s time to […]
How QuickBooks Online Accountant Can Take Your Firm to the Next Level
A new program gives accountants a new way to provision, purchase, and manage top-rated Apps for your client, making it easy to take your firm to the next level with value billing. QuickBooks Online has recently launched a new program to help ProAdvisors add third-party apps to their wholesale billing account. With the launch there are […]
My 7 Top Tips for Effective Pricing for Accountants
We asked Mark Wickersham, author of Effective Pricing for Accountants, to share 7 powerful tips for how you can maximize your pricing based on value. Here are Mark’s top tips. I’ve spent many years advising accountants and bookkeepers on effective pricing and I’ve found some common factors that hold them back. Most firms believe clients […]
Do You Need an Exit Strategy for Your Accounting Business?
Whether you plan to pass your business on to the next generation, hand it off to a partner, or sell it altogether, succession planning is essential to a smooth transition. Protect your legacy by developing a succession plan before you need it, and by considering the following tips to help you develop an exit strategy […]
Help Your Clients Stay Compliant — With Sales Tax Automation
When it comes to sales tax, getting to the point where you know the jurisdictions where you have nexus and are ready to start collecting tax is often no small feat. You resolved the sales tax nexus issue, now what? The next step is to implement a sales tax automation solution tailored to fit your […]
Speeding Up Access to QuickBooks Online Reports
Like most cloud-based accounting systems, QuickBooks Online enables you to export reports that you can view on screen to Microsoft Excel. The export process within QuickBooks Online itself only involves a couple of mouse clicks, but from there you may have to perform several more actions to finally see your report in Excel. In this […]
How Accounting Firms Can Make Bill Pay a Profitable Service
Bill pay services are valuable. And whenever you provide a service that has value, you should price based on that value. But how do you do that? Before you can come up with a value-based price you first need to be clear on what the value is, and articulate that value so the client fully […]
Introducing Accountex Podcasts
As much as we’d love for all of our Accountex Report readers to join us at our annual event (did we mention that you can register for free?), we know it’s not always possible to travel and learn in person. So, we’re doing the next best thing: Bringing the top speakers to you — with […]
9 Business Development Strategies for Your Accounting Practice in 2018
It’s no secret that today the business development strategies of professional services firms like accountants are changing. Old strategies that worked for many years are losing their effectiveness. There is a clear switch to new strategies — strategies that can bring new and exciting opportunities to help CPAs grow their practices faster. In the professional […]