Forget Everything I’ve Ever Said About Billing Packages
That's right. I said it. For years I've had standard bookkeeping packages and offered them to clients... In reality? I just couldn't get them work. I even tried given them names: "Bronze, Silver, Gold" and assigning set services in each level. Didn't really make a...
Move Your Practice Online Series: Step 7-Market Yourself
Ten years ago, when I decided to join the QuickBooks ProAdvisor Program and start my own bookkeeping practice, doing any sort of marketing was, quite literally, the furthest thing from my mind. I had no idea that I was doing it already on a small scale, nor was I able...
After 10 Years of Using QuickBooks Online, I Still Learn Something New Every Day
So... I use Intuit Online Payroll for Accountants to process payroll for my clients and my own practice and this quarter, my Michigan Unemployment was calculated as $189.00. However, when I processed the return and payment on the state's website (you can't pay...
Move Your Practice Online Series: Step 6-Specialize
I hear the term “Jack of all trades” quite often, but I never seem to hear the last half of it – “Master of none”. I don’t know about you, but I do not want to be thought of as a jack of all trades. I want current and potential clients to know that I am an expert in...
Move Your Practice Online Series: Step 5-Provide Flat Fee/Value Pricing
That’s right, folks! Glad you’re still with me on this journey – we’re almost half way through it! If this is your first visit, please check out the other articles in the series. There are so many reasons for moving from hourly billing to flat fee, or value, billing....
It’s Live! A Talk in the Clouds w/Darren Root Episode 1: The New QuickBooks Online
Move Your Practice Online Series: Step 4-Bring New Clients On to Work with You Remotely Right Away
Welcome to the latest post in the Move Online series. We've already covered Joining the ProAdvisor program, finding the technology that will allow you to work remotely and ways to help make the transition to remote more attractive to a resistant client. Here, we'll...
Move Your Practice Online Series: Step 3-Offer an incentive for existing clients to go remote
We already covered how joining the QuickBooks ProAdvisor Program is a great way to get started, and once you’ve established the hardware and applications you want to incorporate into a remote practice, the next step is actually converting existing clients. As I...
Move Your Practice Online Series: Step 2-Find the technology that will allow you to work remotely
In my original article, I mentioned that in order to effectively work remotely with your clients, you need to put the appropriate technology in place. When I first started working remotely, I used a combination of remote login software (I had chosen Teamviewer) and...
Another Reason to Move Your Practice Online
Just got to my "office".