Don’t Miss: Becoming a Firm Of The Future: 4 Part Series With Michelle Long

The accounting industry is changing and we must change how we operate to survive and thrive. Join Michelle Long for this 4 part series to become a firm of the future (FREE with free CPE eligible for attending live).

Use this link to register for all 4 webinars or only the ones you want to attend (register for each separately for CPE purposes but all via the same link):


Dec 14: Get on the Cloud… Where to Start:SMB Statistics on the Cloud

What is a firm of the future and why it is important? What are the steps to become one? Learn which QuickBooks to choose and how to talk to your client(s) about moving to the cloud. Plus, how to convert to QuickBooks Online. After attending this course, you will:
– know the steps to take to become a firm of the future.
– be able to select which QuickBooks is right for your clients and how to convert to QuickBooks Online.

Dec 17: Get on the Cloud and Streamline The Workflows:

Understand how to automate and streamline the workflow for you and your clients. Learn about time-saving features in QuickBooks Online and how 3rd party apps can save you and your clients time. After attending this course, you will:
– Streamline your workflow to be more efficient
– Navigate and choose apps that save time

Dec 30: Become A Trusted Advisor:

Learn about the QuickBooks ProAdvisor program tools that help add value for your clients. Plus, the benefits of value pricing. After attending this course, you will:
– Understand the value pricing model
– Know the tools available in the ProAdvisor Program

Jan 15: Get Connected With Tips/Tools for Managing Social:
Learn about the Find a ProAdvisor directory where small businesses look for ProAdvisors, and how to improve your profile/search ranking. Plus, we’ll discuss other social media sites, who to connect with, the tools to manage social, and how to create and share content. After attending this course, you will:
– Understand the power of social & how to get started
– Know what changes to make to your ProAdvisor profile

Who Should Attend?

Accountant professionals who have or anticipate having QuickBooks Online clients.  For each webinar:

Course Level: Basic
Course Length: 90 minutes
Delivery Method: Group-live internet
Recommended CPE: 1.0

Use this link to register for all 4 webinars (register for each separately for CPE purposes but all via the same link):

Calling all Ultimate Accounting vCon Alums, and 2016 Ultimate Accounting vCon

Just a quick post to let you know how excited Michelle and I are about the 2016 Ultimate Accounting vCon. Find out more here:

We Have a Favor to Ask vCon Alums

If you’ve attended before, we’d love to get a video testimonial from you about your experience at the event. By helping accountants decide to attend the event, you’ll be doing your part in helping to make the entire small business ecosystem, and therefore the economy, stronger.

We’ll post your clip on the website and will use a few in a demo reel we’re putting together. We’ll list your website, which is great for search engine juice and your own publicity.

How to Do It

You can record it yourself and send it to Or if you’ll be at the Sleeter Conference next week, we will record you. Just drop by the Accountant’s Accelerator table in the Exhibit Hall for five minutes on Wednesday and we’ll get your testimonial recorded so you can get back to the conference.

Register for 2016

In a nutshell, the Ultimate Accounting vCon is:

  • Two full days of the hottest topics and practical tips in pricing, advisory services, technology, and modern marketing for CPAs, accountants, bookkeepers, tax preparers, EAs, and accounting software consultants
  • Conference attendance + all recordings + transcripts + a chance to earn 12 CPE hours
  • An infamous chatroom that rivals the excitement of the sessions
  • Super-high return on investment with no travel expenses; this event is fully virtual
  • Some very cool surprises to be announced soon

If you haven’t already registered and you’d like to get the early bird discount, you can do so here:

See you in May!

5 Keys for Becoming a Successful Firm of the Future and Valuable Sessions at QuickBooks Connect to help – SPECIAL QB Power Hour + FREE CPE

Did you know about Intuit’s Firm of the Future website?  Have you heard accountants and bookkeepers everywhere talking about being a firm of the future and the need to transform their current practice to survive in the future?  Have you wondered what a firm of the future is? Why do I need to be a firm of the future? How do I become a firm of the future?  Attend QB-PowerHourthis free webinar and we will help answer many of these questions for you.

Join me for a special QB Power Hour Tuesday (October 13) to learn more.  I’ll have special guests Joe Woodard (Woodard Consulting), Chris Repetto (Intuit’s
Communications Director) and Kim Amsbaugh (Intuit Corporate Communications) joining me to help answer your questions.

Specifically, we’ll discuss:

• Interesting statistics that demonstrate how technology is changing the accounting industry and how small businesses operate.
• 2015 Intuit Average Billing Rate Survey — selected technology and firm management results
• The 5 Keys for becoming a Successful Firm of the Future
• Valuable sessions at QuickBooks Connect to help you create a firm of the future

When: Tuesday, Oct. 13, Noon – 1:30 ET

Register:  – login early because space is limited.

Can’t attend at that time? Register anyway so you’ll get an email with a link to the recording.

PLUS – don’t miss Thursday (October 15) regularly scheduled QB Power Hour:  Engagement Letters, Scope of Work, and New Client Onboarding + Practice Ignition

Register with the same link for all QB Power Hour webinars.

Please share this with your peers and let them know about QB Power Hour too!

Will you be at the “MUST attend” event of the year? Details and savings for QuickBooks Connect 2015

qb connectI’m sorry if you missed QuickBooks Connect 2014 or were unable to attend.  I hope that won’t happen again this year!

Are you serious about:

  • Growing your practice?
  • Expanding your knowledge and expertise of QuickBooks?
  • Learning more about 3rd party apps that integrate with QuickBooks?
  • Networking and connecting with thousands of accounting professionals, small business owners, developers and Intuit employees?

These are just a few reasons why you need to attend QuickBooks Connect 2015.  What is QuickBooks Connect?  In my opinion, it is the ONE conference you do not want to miss!  It is unique and well worth it to attend.  Per the website ( “QuickBooks Connect is unlike any event you have ever been to before.  Thousands of entrepreneurs, small businesses, accountants and developers unite under one roof to connect, learn & grow.  Friends, poets, visionaries and industry titans are dispersed throughout a dynamic agenda of main stage and intimate sessions.”

I’ll share my experience from last year and some thoughts about what I’m excited about for QuickBooks Connect 2015.

Keynote Speakers

The keynote speakers last year were amazing and truly inspiring and motivating.  It is always great to hear Intuit’s founder Scott Cook and CEO Brad Smith.  Plus, it was amazing to hear the experiences, lessons learned and insights from Bill Rancic, Magic Johnson, Ariana Huffington, Guiliana Rancic, Martha Stewart and more.

I’m really looking forward to this year’s lineup ( which includes:

  • Brad Smith – Intuit CEO
  • Robert Herjavec – ‘Shark Tank’ and founder of Herjavec Group
  • Bill Rancic – 1st winner to ‘The Apprentice’
  • Jessica Alba and Brian Lee – CEO & Co-founders of The Honest Company
  • And more!

Breakout Sessions

There are lots of valuable breakout sessions available for accountants, small business owners and developers.   You can see the sessions and agenda here:  There are sessions on QuickBooks, practice management, value pricing, social media and many more.

Last year I presented the sessions for QuickBooks Online Advanced Certification to about 500 people!  It was great seeing so many people eager to earn the advanced certification.  This year I’ll be presenting these sessions and I’d love to have you join me for them:

  • Here to There: The Accountant’s Journey toward Professional Greatness – we will be working on your business to help you achieve professional greatness.  These sessions are packed with resources and tips you will be able to start implementing immediately.  We will not just discuss theories; but we will do some exercises, learn about practical tips and resources to help you on the path to greatness.  You’ll learn about Michelle’s “5 P’s to Professional Greatness:  Planning, People, Processes, Product and Pricing”.
  • Working Across Borders: Understanding Canadian Clients — This session will provide an overview of some of the factors that affect working with Canadian clients.  It is targeted primarily for U.S. consultants who currently work with, or would like to work with, Canadian clients.

You can select whichever sessions you want to attend and you are not limited to the accountant specific sessions (i.e. you can attend sessions for small business owners or developers too).

The Band

Last year, the band was Train (Soul Sister and more) and it was almost like a private concert!  They even allowed about 15-20 people to get on stage to dance and sing along with the band!  With an open bar and great music, it was a great night of fun for everyone!

The band for QB Connect this year was announced during one of our QB Power Hour webinars (Thanks Intuit!) and it will be the Goo Goo Dolls!  I’ll admit that initially I couldn’t remember their songs.  However, once I heard a few of them, then I remembered.  Perhaps you’ll remember one of the biggest hits from the 1990s, ‘Iris’ from the soundtrack for ‘City of Angels’.  Here’s a list of the 10 best Goo Goo Dolls songs along with their YouTube channel to refresh your memory and get you prepared to sing along!

Unexpected Delights

It seems like there were always unexpected delights – from the snacks everywhere (both healthy and not so healthy) during sessions to opportunities for book signings from the motivational speakers.  I was thrilled to ‘score’ a ticket for a book signing from Bill Rancic (the 1st Apprentice winner).  Maybe this year I’ll get a chance for a photo opportunity or backstage pass with some of the great speakers!

Details and SAVINGS!

QuickBooks Connect 2015 will be in San Jose, California Nov. 2 – 4.

Use this code (QBCBIRD15) to get Early Bird Pricing for QuickBooks Connect but HURRY!  It is a limited offer and the event will most likely sell out this year!

Southwest Airlines SALE on flights through Sept. 24 – as low as $73 one way

Southwest Airlines has flights into San Jose or San Francisco (then you could take the train to San Jose) at GREAT prices right now.  But hurry – the sale ends Sept. 24.

Don’t wait – Register for QuickBooks Connect NOW, book your flight and make your reservations now!

Get Michelle and Sandi’s money-making social media success secrets for your small business

Do you wonder how small business owners are using social media and gaining a high return on their investment from it? All around you, owners of small businesses are leveraging social media with great success. What works and what doesn’t is still a bit of a secret for most small business owners.

Learn from LinkedIn expert Michelle Long with a 137,000-member LinkedIn group, and online marketing strategist Sandi Smith Leyva as they share real case studies and affordable how-to’s for your small business. Sponsored by TSheets, this one-day, high-energy session is the first of our Ultimate Accounting vCon Intensive series.

Social Media Success Secrets Unplugged
An Ultimate Accounting vCon Intensive
Wednesday, June 17, 2015
5.5 hours CPE
9AM to 4PM Central time with breaks

In this session, you will:
–See lots of examples of how small businesses are monetizing social media and gaining the highest payback from it
–Gain a done-for-you social media strategy plan for your business
–Learn exactly what to do in LinkedIn, Facebook, and Twitter
–Find out what content is most effective and how to acquire it
–Discover other social media platforms and time-saving tools

If you’re looking for lots of profit-making ideas for your business while having a bit of fun, then register right now:

See you there!

To your success,
Sandi and Michelle

P.S. Please thank our Sponsor TSheets Time Tracking. 5-star rated on, TSheets is the time tracking solution that’s a real power player for payroll. Mobile, easy to use and works with most accounting solutions. Eliminate manual & duplicate time entry for super fast payroll & invoicing.

Intuit’s Average Billing Rate Survey — PLEASE complete the latest survey plus a link to the results from the 2013 survey

Intuit’s Average Billing Rate Survey is always a great source of information but only if YOU (and lots of others) take a few minutes to complete the survey. 

Here is the link for the 2015 Survey: 

This year there are questions about accounting professionals billing policies and procedures and more. It will provide great insights into how accountants, bookkeepers, tax professionals, consultants and others are operating their business. 

Plus, there are questions for your clients / small businesses to provide insights into what they want from their accountants, their insights into working with us and more.   We really need your help to reach small businesses.  Please consider emailing your clients or contacts to ask them to complete the survey.  The results will be insightful and shared publicly.  

PLEASE take a few minutes to not only complete the survey, but share it via social media, email, etc. with others.   The more people who complete the survey, the more meaningful the results for all.  

Here’s the link to the 2015 survey again:   or you can use this shorter link: 

If you want to see some of the results from the 2013, survey, check out this blog post:

Ultimate Accounting vCon Contest – Enter to win $1,000

Michelle and I are running a contest in conjunction with the Ultimate Accounting vCon.  And we’re giving out cold, hard cash – up to US $1,000 — to the winners!

We simply want to know one thing:  what’s the ONE most profitable thing you’ve learned from either Michelle or Sandi?  Here are the details:

  1. The deadline for this contest is May 4, 2015.
  2. There will be 10 winners.  Three winners will receive cash prizes.   First place will win $1000, second place will win $500, third place will win $250.
  3. The winner will be announced during the Ultimate Accounting vCon.
  4. The odds of winning will depend on how many people enter.
  5. There is no fee to enter.
  6. This contest is void where prohibited.
  7. You must apply to be considered for this contest.  Do this by simply sending an email with the items listed in #9 below to at any time between now and the contest deadline.
  8. Winners will be chosen based on the following criteria:
    1. A clear demonstration of additional revenues brought in based on something Michelle or Sandi taught you.  (25%)
    2. A clear demonstration of how you’ve helped one or more of your clients based on something Michelle or Sandi taught you.  (25%)
    3. A clear demonstration of changes implemented in your business as a result of something Michelle or Sandi taught you.   (25%)
    4. A clear description of intangible benefits you’ve received from something Michelle or Sandi taught you. (25%)
  9. To be considered, complete the following questionnaire and send it via Word or PDF
    1. What is the one key tip, tool, or skill that Michelle or Sandi taught you? Describe where you learned it (program, recording, youtube video, article, etc.) HINT: It needs to be one clear thing.
    2. How did this idea change your revenue or profits? The more specific you can be, the more points we will give.
    3. c. What clients were impacted by this and how? You do not have to name names, but please let us know industry, size, location of clients. Be specific as possible.
    4. d. How did you change your business as a result of this tip, tool, or skill? Did you raise your price, implement a process, etc.?
    5. e. What intangible benefit did you receive from this tip, tool, or skill? How do you feel different after this change? How have these benefited your business or your life?
  10. Applicants must give their permission for us to use any or all of the content of their entries in marketing material for current and future vcons. If there is a client that wishes to remain anonymous, we can work with you on that. We can also mask some of the financial info but we need specific numbers in your entry or you will be graded lower without it. We will check with you before we publish anything.
  11. If you have questions, please send them to
  12. Good luck!

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