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QuickBooks® Enterprise Solutions The 2008 QuickBooks Enterprise Solutions User Conference runs Sept. 10 through 12 in Dallas, Texas. The event reaches out to the broad range of QuickBooks users, from clients now using QuickBooks Pro to Enterprise Solutions, and solution providers and accounting professionals with QuickBooks clients.
The event will provide many opportunities to network and interact directly with the folks who make QuickBooks Enterprise Solutions.
Find out more and get your special video welcome here.
Wise Advice from a Successful Practitioner Retiring after a Long Career. Note: If you are a QuickBooks ProAdvisor, you already saw this tip in your newsletter. We often share information first with our ProAdvisors. Learn more about becoming a QuickBooks ProAdvisor. (Fifty thousand others are already on board.)
Wondering how you can sell your services (whether accounting, bookkeeping, consulting, or tax preparation) during the current economic slowdown and still maintain your current level of revenues and profits? CPA Sandi Smith provides some practical steps you can take today.
Sandi shows how to focus on existing clients and add recession-related services to your mix.
Learn how to market your accounting, bookkeeping, consulting services effectively here.
BONUS: In one place, we've put together our best collection yet of free or low-cost marketing tools and efforts.
Use Intuit's "Future of Small Business Study" to Reach OutWith the Institute for the Future (IFTF), Intuit has developed a deep, three-part study on the future of small business. And we're giving you access to two versions of our presentation for you to adapt as needed in your outreach and promotion. There's both a small business version (aimed at small businesses) and an accounting professional's version (for fellow practitioners).
Use one to market to prospects and the other to share with your professional networks or associations.
Download free copies of the presentations here.
For Larger Firms. 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.
Learn more here why an ESOP can make sense for CPA and similar firms of the right size.
Intuit Online Payroll just added new features and capabilities, making it a strong contender for consideration for your clients. New features include the ability to pay federal payroll taxes and selected state taxes electronically.
Better yet, Payroll information can be downloaded into Quickbooks, for quick and seamless updates of payroll transactions into clients’ Quickbooks company files.
Action: To learn more, call call 1-800-365-9618, or visit http://accountant.intuit.com.
Intuit works hard to manage Assisted Payroll costs for you and your clients, and this commitment has allowed us to sustain our current pricing for several years. However, the rising costs of development and our ongoing year-round tax rate compliance activities have compelled us to update some of our fees for Intuit QuickBooks Assisted Payroll.
How This Affects Clients. Users of Assisted Payroll who started before Sept. 30, 2007 are about to receive email notification as to specific price changes to their subscription. The timing of the changes and the notification will vary. In general users will be affected as follows:
What You Can Do. You may have some clients using Assisted Payroll, and if so please just be aware of these pricing changes.
If you or your clients have questions regarding the Assisted Payroll price change, feel free to visit our support site where you can get the answers you're looking for. Go to www.payroll.com/support and use the Payroll Answer Center, or request a callback at www.quickbooks.com/contactme.
Intuit will continue to guarantee that your clients' payroll taxes are paid and filed – on time and accurately – and we take great pride in offering this service that still allows your clients to have control over their day-to-day payroll processing.
Payroll Answer Center at Payroll.com Redesigned and re-organized, online support for Intuit payroll software and services has never been easier. Visit the new payroll.com and especially see the Payroll Answer Center. Look for this link (see box) in the upper right-hand corner of the Payroll.com support site.
Summer Tax CheckupDon't wait until year-end to review a client’s tax health. You can help clients more by starting while there’s time for clients to make adjustments.
That’s why tax specialists Terry Myers and Dee DeScherer recommend you schedule a summer tax checkup with clients today.
Learn more and download a sample client letter you can adapt for use with your clients.
Refund Anticipation Loans under ScrutinyDebate remains hot on Refund Anticipation Loans, as the IRS has collected comments on a tough new proposal. But the fire also helps to shine light on the key issues at stake, as reported by tax specialists, Terry Myers and Dee DeScherer.
This critical issue is developing; latest guidance shows pros and cons.
In case you tax preparers missed this recent tip: Five Ways to Keep an Individual Tax Client after Tax Season.
By Popular Demand. Many of you told us, and especially those of you who are QuicKBooks ProAdvisors told us, that we needed to do more to make the QuickBooks Support Site more accessible by cell phone. Intuit responded. If you use your cell phone to work the web, try it out now.
Easy QuickBooks Document Management SourceLink 5.1 Standard Edition from Personable Inc. is a fully integrated document management system for QuickBooks accountants and bookkeepers and their clients. Sourcelink lets users file, retrieve and organize source documents by associating them directly with QuickBooks records.
Among enhancements in the recently released SourceLink 5.1 are new shortcuts and hotkeys to make it even easier to retrieve and work with linked documents. Learn more what CPAs and QuickBooks ProAdvisors have to say here.
Business Cards, Flyers, Postcards, More. To help you or clients get started on the right foot, Intuit makes a wide range of personalized products available to you to get your name out and your business known. See the full catalog here.
New Source of Online CPE For CPAs and Other Accounting Professionals. CPE Link is a new provider of web-based continuing professional education (CPE) for accounting professionals, firms, and associations. CPE Link is dedicated to helping accounting professionals meet their mandatory CPE requirements, keep up to date with new compliance requirements, legislation, and regulations, and do it with a reasonable investment of their time and money.
Visit www.cpelink.com for more information.
Intuit continues to travel to various accounting shows around the country, representing its range of products, from EasyACCT to ProSeries to Lacerte to QuickBooks and more.
August 19 through 21, 2008 in Las Vegas, Nevada. Intuit will exhibit and focus on its professional tax software, Proseries and Lacerte.
August 19 and 20, 2008 in Rosemont, Illinois. In addition to its exhibit representing the full range of Intuit products, Intuit will be offering CPE sessions.
September 17 and 18, 2008 in Cleveland, Ohio. Intuit will be representing its full range of products, hosting the Intuit Academy, and offering CPE sessions.
September 25 and 26, 2008 in Fort Lauderdale, Florida. Intuit will be here representing its range of products, from EasyACCT to ProSeries to Lacerte to QuickBooks and more. In addition to its exhibit, Intuit will be offering selected CPE sessions.
November 10-13, 2008
in Phoenix, Arizona. The Sleeter Group is a major independent organization of QuickBooks Consultants and this year its main conference runs for three full days plus one full day of pre-conference sessions.
August Early Registration Contest. Attendees who register by midnight on Sunday, August 31 will be eligible to win a one-year membership in the Sleeter Group Consultant Network, valued at $495. All early registrants will receive an Early Bird discount on the conference as well.
For more information and to register please click here.
Intuit will be there as the Diamond Sponsor for the event. We look forward to seeing you there.
Also of Interest this Fall. QuickBooks and related applications will be a big part of the agenda for this conference later this year.
October 16, 2008 in Deerfield Beach/Boca Raton, Florida. This one-of-a-kind technology event is aimed at business owners and technology consultants looking to learn more how to expand the power of QuickBooks to solve common business problems. The event is sponsored by the Association of QuickBooks Technologists (AQBT), a division of Accounting Directors, Inc.
Attendees will hear from expert advisors, participate in panel discussions, and explore tools, as well as browse exhibits from some of the other 400 companies that have created applications that work with QuickBooks. Learn more about the conference here.
| Note: The AQBT is not affiliated with Intuit Inc., but is a notable organization whose members include Certified QuickBooks ProAdvisors and other QuickBooks consultants who specialize in implementing business solutions that work with QuickBooks. |
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