Intuit ProConnection Practice Development Articles

The Enchanted World of Phoebe Roberts

Fri, 19 Jun 2009 08:00:00 PST

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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Marketing New School

Fri, 19 Jun 2009 08:00:00 PST

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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Marketing Old School Style

Fri, 19 Jun 2009 08:00:00 PST

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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Trendspotters: Views on the New Normal

Mon, 11 May 2009 08:00:00 PST

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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Lame Excuses for Poor Receivables

Mon, 04 May 2009 08:00:00 PST

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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Tough Love on Receivables

Mon, 04 May 2009 08:00:00 PST

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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Ten Tips to Promote Your Accounting Business Using Email

Mon, 04 May 2009 08:00:00 PST

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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Secrets of Making a Successful Users Group

Wed, 18 Mar 2009 08:00:00 PST

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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Eight Ways to Relax and De-Stress During Tax Season

Fri, 06 Feb 2009 08:00:00 PST

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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QuickBooks Affiliates Program Now Covers User Certification

Mon, 08 Dec 2008 08:00:00 PST

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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Five Quick Ways to Keep Clients Loving Your Services

Mon, 08 Dec 2008 08:00:00 PST

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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Virtual Assistants vs. Office Employees

Mon, 24 Nov 2008 08:00:00 PST

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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Profiting from Social Media, Accounting-Style

Wed, 12 Nov 2008 08:00:00 PST

Social media is the biggest thing to hit the online world since search. But what is social media? Are users really benefiting? And more importantly, how are accounting professionals getting involved? We'll answer these questions in this article.

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Five Ways to Be More Approachable by Clients

Fri, 10 Oct 2008 08:00:00 PST

As the economy continues to shake and stumble, you may need to work harder than ever to keep new clients coming in through the door. We asked Sandi Smith to identify five easy tips for making sure your accounting or consulting practice, or bookkeeping business, is truly approachable.

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Keep Every Client

Wed, 10 Sep 2008 08:00:00 PST

It's painful to lose a client, but it's worse if you don't know why they left you. Contrary to what you might think, it's usually not about the fees. CPA Sandi Smith sets out the top reasons clients leave one accounting firm (or bookkeeper, consultant, or tax preparer) for another and what you can do about it.

Brought to you by Intuit® ProConnection®.