Intuit ProConnection Practice Development Articles

When and How to Fire a Client?

Tue, 01 Feb 2011 08:00:00 PST

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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Are Your Clients Stressed About Money?

Mon, 05 Feb 2010 08:00:00 PST

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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Tweets that Work for Accounting Professionals

Mon, 01 Feb 2010 08:00:00 PST

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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What Does Happiness Have to Do with High Performance?

Thu, 05 Nov 2009 08:00:00 PST

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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Bouncing Back: How to Boost Your Resilience Quotient

Thu, 05 Nov 2009 08:00:00 PST

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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Twenty-Five Tips to Help Grow Your Practice

Tue, 06 Oct 2009 08:00:00 PST

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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Effective Email Marketing for Accountants

Tue, 06 Oct 2009 08:00:00 PST

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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Top Ten Tips to Keep Your Accounting Brain Young

Tue, 08 Sep 2009 08:00:00 PST

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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How to Prospect for New Business Clients

Tue, 08 Sep 2009 08:00:00 PST

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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Intuit Helps Small Businesses Find Affordable Group Health Insurance

Tue, 18 Aug 2009 08:00:00 PST

Sharpen That Young Brain for Success

Thu, 13 Aug 2009 08:00:00 PST

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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Help Clients Make the Most Out of Customizing Reports in QuickBooks

Tue, 05 Aug 2009 08:00:00 PST

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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Twelve Tips to a Five-Star Profile

Mon, 27 July 2009 08:00:00 PST

One of the benefits of becoming a Certified QuickBooks ProAdvisor (or joining professional associations and chambers of commerce) is the visibility of an online profile that describes your company on the organization's website. Few practitioners take full advantage of their online profiles, yet these profiles can yield big returns with a small investment of time. Here are 12 tips from CPA Sandi Smith to make such profiles shine.

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Travel First Class with QuickBooks

Fri, 10 July 2009 08:00:00 PST

Look to an Advanced Certified QuickBooks ProAdvisor who was a former travel agent to help her travel agency client make the most of QuickBooks. We interview Kathy Coffman of Coffman Business Solutions to learn more about travel agencies and their unique needs.

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Back to Basics: Why It's Hard to Get New Business Right Now and What You Can Do

Fri, 10 July 2009 08:00:00 PST

It hasn't been easy for you to grow your businesses this year. But don't blame it on economic factors outside your control. CPA Sandi Smith shows where you do have meaningful control: in scrupulous attention to the traditional values of honesty, integrity, and authenticity.

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