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ProConnection® Newsletter | July 2007 | Vol. VI, No. 6
ProConnection® Newsletter | July 2007 | Vol. VI, No. 6
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Be Safe Out There. One way you can help clients out is to make sure they are protected against common problems. In the process you will be demonstrating
your value you provide in your financial services.
Whether you are working with clients on their books, their taxes, or their computer systems, you should find something of use in our collection of recent articles. Plus we cover annoying threats like marketing scams, identity theft, and employee fraud, each with a client letter or handout.
Here's an overview of our best resources to help you protect your clients.
For freelance bookkeepers who started off working for a few clients part-time as hourly help, it's hard to begin thinking bigger about how you run your
own business and create more value in the process.
But it's the best way to control your own future and even develop a thriving business.
CPA Sandi Smith outlines how to start the transition.
The distinction between dealers and investors continues to bewilder taxpayers (and maybe a few tax preparers). And the rise in popularity of a third
classification-the securities trader-has only added to the confusion.
Tax specialists Terry Myers and Dee DeScherer cut through the confusion and tell you
how to counsel your "day trader" clients and others to handle the tax side of stock trades the right way.
Firm owners set the numbers going into a merger, and expect the other pieces to fall in place. But often mergers are more painful than the
principals ever expected. August Aquila identifies how investing time in the whole process can make all the difference.
August shows how the merger process divides into specific phases, each with their unique demands.
Here are the seven phases you need to navigate to find success with merger of your firm.
Two months ago we asked you to let Intuit know your secrets for keeping your clients your clients loyal and happy. But instead of hoarding them for ourselves, we've decided to share.
See how it turns out to be the small things, delivered consistently, that make a big difference.
From time to time we publish a practitioner's discussion of useful tools that work with QuickBooks® financial software. Most of these solutions are
represented on our newly revamped Solutions Marketplace.
Certified QuickBooks ProAdvisor Victoria Marechal shares her enthusiasm for NeatReceipts and the Scanalizer, a portable scanner that integrates with QuickBooks and handles a wide range of chores.
Added Value. The Intuit Academy is Intuit's program of training sessions to help accounting
professionals improve their end-to-end accounting and tax workflows, detect and correct client accounting errors, and build their practices.
Look for the Intuit Academy as shown.
Upcoming Opportunities
August in Midwest. Just outside of Chicago, Illinois you'll find the 2007 Business & Technology Solutions Show, which runs August 21 and 22, 2007. Sponsored by the Illinois CPA Society, the show hosts many presentations and special events, including the Intuit Product Experience Zone, where you can meet with product specialists to get interactive, hands-on demonstrations of Intuit Products and Services.
Learn more here.
August in Southeast. Atlanta, Georgia is the site 2007 Southeastern Accounting Show, which runs August 29-30, 2007. Intuit will also be out in force at this event too, with many accountant specialists to answer your questions and demonstrate the latest Intuit tax, accounting, and payroll solutions. Look for Intuit Academy offerings at the conference.
Learn more here.
October in Las Vegas, Nevada. The Sleeter Group's annual Accounting Software Consulting Conference will be held October 23-26, 2007 at the Rio hotel in Las Vegas, Nevada. One of a number of the conference tracks will include Intuit Academy - presenting training courses designed to provide you with in-depth knowledge of QuickBooks products and services. (The Sleeter Group conference has sold out early in recent years, so register soon by calling 888-484-5484 or at the link below.
Deadline: For "Early Bird" pricing, register before August 23.
More Trade Shows
Intuit raises the flag at various trade shows coming up, with product information and access to product specialists, as shown:
IRS Nationwide Tax Forum. Learn more about these remaining opportunities in New York, California, and Florida.
Florida Institute of CPAs. This group sponsors the 2007 FICPA 22nd Annual Accounting Show.
Because many practitioners are modest, they may not consider the possibility of using testimonials to promote their own businesses. CPA Sandi Smith shows why testimonials are so effective with potential clients, and what practitioners can do to take advantage of the high opinion clients may have of their services.
See how testimonials can help improve your attraction of new clients.
Some practitioners swear by the Accountants Copy of a QuickBooks file and others may not have tried it at all. Either way we want to hear from you.
One Lucky Winner. Answer our short survey and be entered for a chance to win an American Express Gift Card for $250.
Gina Gwozdz, CPA, finds many places to reach out to potential tax clients online.
One such place is Intuit's website for new businesses, JumpUp.com. Here's why she gets involved on the site and what she's learned.
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