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| Fri, 19 Jun 2009 |
The Enchanted World of Phoebe Roberts
Scott Cytron talks with CPA and Enrolled Agent Phoebe Roberts, an All-Star Poster on Intuit's Community Site and a loyal user of Lacerte Tax Software. Phoebe demonstrates that if you love your work, life can be a fairy tale, and Scott uses the fairy tale theme to illuminate the many high points in her career to date. |
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| Fri, 19 Jun 2009 |
Marketing New School
Today accounting professionals can pick and choose from both old school and new school tools to market their practices. Here Sandi Smith looks at one of the leading social networks, LinkedIn. This is the latest in our series on using social networks to market your practice. |
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| Fri, 19 Jun 2009 |
Marketing Old School Style
Today accounting professionals can pick and choose from both old school and new school tools to market their practices. Here Sandi Smith looks at an old standby, using postcards. Postcards have many advantages, including the fact they are under-utilized while so many of your competitors are relying on email outreach. |
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| Mon, 11 May 2009 |
Trendspotters: Views on the New Normal
We asked August Aquila, someone with deep ties to the accounting industry, about how the economy is affecting practitioners, and he shared his notes from a meeting of consultants earlier this year, when such topics were being discussed. |
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| Mon, 04 May 2009 |
Lame Excuses for Poor Receivables
Accounting professionals and practices often get into the habit of avoiding the question of poor receivables. Probe and you'll often hear the same excuses again and again. August shows how to explode those excuses so you can get back on track with bringing in poor receivables. |
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| Mon, 04 May 2009 |
Tough Love on Receivables
Why does it take a recession for CPA firms and other accounting professionals to start worrying about their receivables? August Aquila asks this question and sets out a program on what to do to fix the failure: Tough love for both the practitioner and the client. Plus an outline headstart for your own collection process. |
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| Mon, 04 May 2009 |
Ten Tips to Promote Your Accounting Business Using Email
One of the most effective and lowest-cost marketing methods is sending an email newsletter (or other regular email, even if it does not follow the newsletter format) to clients and prospects. Sandi Smith shares her top ten tips for promoting your accounting business with email, and notes Intuit's deal with Constant Contact as one solution. |
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| Wed, 18 Mar 2009 |
Secrets of Making a Successful Users Group
QuickBooks User Groups around the country bring together local QuickBooks ProAdvisors, users, developers, trainers, and consultants to share knowledge and network with each other. Thanks to enabling technology like Meetup.com, these groups are growing like crazy, and CPA Sandi Smith visits with some of the largest groups in the country to identify factors critical to success. |
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| Fri, 06 Feb 2009 |
Eight Ways to Relax and De-Stress During Tax Season
Whether you are dealing with tax returns directly or having to clean up books for clients doing taxes elsewhere, tax season is the most stressful time of year. CPA Sandi Smith offers all new tips on how to relax during tax season. |
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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. |
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| 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. |
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| 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. |
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