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| Tue, 01 Feb 2011 |
When and How to Fire a Client?
Building a quality practice requires you to analyze your client base at least annually. You need to develop criteria based on the type of practice you want to have and the type of clients you want to serve. These considerations should be used to grade your clients, and help you decide which ones you want to keep and which ones you need to fire. |
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| Mon, 05 Feb 2010 |
Are Your Clients Stressed About Money?
A recent CNN poll found that the biggest stressor for individuals right now is money. Chances are your clients would agree. It’s critical to get worries and stress under control before your clients’ health is adversely impacted. CPA and ProAdvisor Sandi Smith offers practical advice for helping clients get ahead of their money worries. |
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| Mon, 01 Feb 2010 |
Tweets that Work for Accounting Professionals
CPA Sandi Smith shows how accounting professionals can make the most of Twitter. She shows how this cheap and highly leveraged marketing outreach can help you in your practice, and lists many sample tweets for you to consider and adapt. |
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| Thu, 05 Nov 2009 |
What Does Happiness Have to Do with High Performance?
For those practitioners who manage their team - or who are in the happy position of putting together a new team to get ready for Tax Season - here are important qualities that are important to add to your team. It turns out that happy people are high performers at work. And there are specific ways you can incubate happiness to keep your team performing at a high level. |
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| Thu, 05 Nov 2009 |
Bouncing Back: How to Boost Your Resilience Quotient
When times are tough and stress rises, you may find yourself easily brought down by unexpected challenges. But the good news is that researchers find that resilience is a learned skill. That's right: you can boost your resilience with a little practice. Start with this sample of useful resilience tools. |
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| Tue, 06 Oct 2009 |
Twenty-Five Tips to Help Grow Your Practice
In this tough economy, the best way to grow a practice is to return to the basics of old fashion face-to-face contact and working your existing client base. Here's a list of 25 ideas for jumpstarting your efforts to grow your practice. |
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| Tue, 06 Oct 2009 |
Effective Email Marketing for Accountants
Many accountants have a tough time getting prospects and even their clients to sign up for their email list. In this article, we'll explore what to put in your email newsletter that will keep clients reading. Plus, we'll share ten top ways to build your list. |
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| Tue, 08 Sep 2009 |
Top Ten Tips to Keep Your Accounting Brain Young
There's hope for accounting professionals who are baby boomers. The field of brain science has made miraculous discoveries in the last 15 years, just in time for boomers to benefit. We now know for certain that there are several solid activities each of us can do to not only keep our brains young but to actually raise IQ. Here are ten tips that will keep your accounting brain sharp. |
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| Tue, 08 Sep 2009 |
How to Prospect for New Business Clients
Starting with California first, Intuit has created the online Intuit Health Benefits Center at http://www.intuithealthbenefitscenter.com, aimed at small businesses that want to learn more about group health insurance options, and find affordable plans for their employees. The site includes free benchmarking across other businesses. |
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| Tue, 18 Aug 2009 |
Intuit Helps Small Businesses Find Affordable Group Health Insurance
Starting with California first, Intuit has created the online Intuit Health Benefits Center at http://www.intuithealthbenefitscenter.com, aimed at small businesses that want to learn more about group health insurance options, and find affordable plans for their employees. The site includes free benchmarking across other businesses. |
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| Thu, 13 Aug 2009 |
Sharpen That Young Brain for Success
If you're a young professional at the beginning of your career in accounting, bookkeeping, tax, or related consulting, your brain is the most important asset you carry into the workforce. We share best practices for nurturing your brain and sharpening your smarts to maximize performance at the start of your career. Plus we identify the natural strengths you already possess and how to make the most of them. |
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| Tue, 05 Aug 2009 |
Help Clients Make the Most Out of Customizing Reports in QuickBooks
CPA Sandi Smith has corralled some especially useful tips to help clients save time and money in QuickBooks. Contributions come from Certified QuickBooks ProAdvisors and other accounting professionals, Sandi says they are some of the best she's seen. Plus she shares a few tips of her own, all for your use in helping your clients. |
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Intuit ProConnection Really Simple
