Tag Archives: marketing

Profit secrets for your practice, huge competitive advantage, have we got your attention?

If you’re in search of tips and techniques to help you make more money in your accounting practice, stay on top of new and ever-changing technology, and get a huge competitive advantage in the marketplace, then you’ll want to be at the Event of the Year!

Sandi Smith Leyva and I are revealing all sorts of money-making secrets in our all-new, content-packed, award-winning, 2014 Third Annual Accounting vCon, and we’d LOVE for you to be there.  We’re breaking ground for both women and small practices in the accounting industry with this type of event, and participants like you make it so much fun and successful.

Accounting vCon - virtual conference for CPAs, Accountants and Bookkeepers

It’s a 2-day virtual conference designed to help you:

  • Learn how to move from compliance work to value-added “trusted advisor” work that impacts your clients’ profit as well as yours.
  • Update your marketing, technology, and customer service skills and earn 12 hours of CPE.
  • Virtually “meet” peers, share best practices and ideas, and win cool prizes.
  • Gain the confidence, skills, and tools to serve your clients better and get rewarded in the process
  • Save airline and hotel costs, stay cozy at home, and still get live access to great training.

Sandi and I were honored to earn a 2013 Bronze Women in Business Stevie Award in the Event of the Year category for the 2013 vCon.   So don’t miss out on the Event of the Year with two red-hot, very generous, accounting industry thought leaders that you can profit from!

Now 20% off through April 20, 2014:  http://accountingvcon.com

To your success,


P.S.  Please thank our Platinum Sponsors:

Right Networks®:  Trusted worldwide, Right Networks® is the leading provider of hosted applications for small business accounting firms. Right Networks hosts data and applications for a rapidly-growing client base. Right Networks is the right choice to move your organization into the cloud easily, reliably, and securely.  http://www.rightnetworks.com/asp/accountingsuites

Intuit helps small businesses and accounting professionals save time managing their business finances so they can spend time doing what they love: growing their businesses.  From desktop to online, payroll to payments, small business to professional accounting and tax solutions, Intuit is leading the way in developing products and services so that customers can never imagine going back to the old way. http://www.accountant.intuit.com

Funding Gates, the company behind FG Receivables Manager, is set on making collections the easiest part of running a business. With FG Receivables Manager, companies can effectively & effortlessly manage open invoices by moving their AR management to the cloud. Operating as a CRM for receivables management, FG Receivables Manager prioritizes customer accounts, allows users to take notes, log calls, send reminders & more.  https://www.fundinggates.com/?utm_source=Site&utm_medium=Sponsorship&utm_campaign=Vcon

ZenPayroll is delightful, modern payroll. Our comprehensive payroll service enables businesses to get set up and run payroll in minutes, from any web enabled device. All government payroll taxes, reporting, and compliance are taken care of automatically and paperlessly. Our customers span a wide range of industries, from technology startups to flower shops, bakeries, hotels, dentist offices, and more. https://zenpayroll.com/

Xero is beautiful, easy to use online accounting and payroll software for small businesses and their advisors. The company has over 210,000 paying customers in more than 100 countries around the world.  Recently Xero garnered a five-star review for Software As Service from CPA Practice Advisor. The Xero US team is headquartered in San Francisco. Xero is hosted with Rackspace in Chicago.  http://xero.com

Bill.com gives you command and control over your cash flow, payables, and receivables – anywhere, anytime. It rakes in receivables faster, shows you the best time to pay every bill and eliminates hours of paperwork and drudgery. It invoices your customers, pays the bills on your schedule, banks your deposits and even syncs everything with your accounting program, freeing your time – and your mind – to grow your business. http://www.bill.com/

Zoho Books.  With Zoho, you focus on your business while we take care of the rest with apps that help you get more sales, get paid, support your customers and make your business more productive. www.zoho.com

Silver Sponsors: 

TransferMate. View our Multi currency payment Add on for QuickBooks/ Xero users.  Top 4 US banks charge USD40-50 and up to 4% in foreign currency margins, you can easily save USD$5,000 annually using this add on. http://www.transfermate.com/

TSheets, Time Tracking Employees Love. Every 1.3 seconds, somewhere in the world, an employee interacts with a TSheets timesheet. People seem to love things that make their lives easier.  http://www.tsheets.com/

We’re giving away over $1,000 worth of prizes: Want to win? The deadline is Friday.

Want to win an Ultimate Accounting vCon conference registration? All you have to do is submit a photo or video and be selected as one of six winners. It’s that easy! Accounting virtual conference

Send us your digital photo of how you are a virtual or 21st century accountant, are using one of our sponsor’s products, or have implemented something you learned in previous vcons. 6 winners will win a full conference registration. Right now, that’s worth $199. If you’ve already registered for the conference, we’ll send you a check back for the amount of registration fee you paid. Full contest rules here:

Award Winning Ultimate Accounting vCon — Early Bird Rate Ends Tomorrow

Just a quick reminder that tomorrow (Feb. 15) is the deadline for the early bird rate for the award winning Ultimate Accounting vCon, hosted by two popular accounting industry thought leaders, Michelle Long and Sandi Smith Leyva.  If you haven’t already registered, then now’s the time to lock in your discounted rate.

Accounting virtual conference

You can count on practical, grow-your-business advice plus great how-to sessions on all your favorite software and some you may not know about yet.

You’ll be able to:

  • Learn how to monetize new revenue streams, and other great practice-building tips.
  • Update your marketing, technology, and customer service skills.
  • Grow your business and serve your clients better.stevie award Accounting vCon
  • Gain confidence, skills, and tools in the areas of:
    • Estimating, packaging, and pricing your accounting services without losing your shirt.
    • Identifying consulting opportunities with current clients.
    • Maximizing client retention so you can keep your marketing costs lower.
    • New technology and add-ons without getting completely overwhelmed with all the stuff that’s out there.
    • Giving your clients choices so you can serve their needs even better.
  • Save airline and hotel costs, stay cozy at home (no tired feet!), and still get live access to great training and accounting industry thought leaders.
  • Win prizes.

Go here to sign up:  http://accountingvcon.com/

To your success,


A Deep Dive into the New Intuit Rate Survey for Accounting Professionals — Includes Results for Canada, UK and Australia

Billing rates are important whether you are just starting your own CPA, accounting or bookkeeping firm or have been in business for years.  If your rates are too low, then you’re leaving money on the table and it can be difficult to increase rates later.   If you set your rates too high (based on your area, credentials, or other factors), then it may be hard to obtain new clients.  So how do you know if your billing rates are too low or too high?  What is the average billing rate for accounting services, payroll, tax, QuickBooks consulting, business consulting or personal financial planning services?  The good news is several thousand accounting professionals responded to the 2013 Average Billing Rate Survey to help provide some insight into these questions.  Continue reading

Changes in Average Billing Rates and Average Rates for QuickBooks ProAdvisors

Whether you are a CPA, accountant, bookkeeper, QuickBooks ProAdvisor or a consultant, you should continually monitor and adjust/increase your billing rates on a regular basis. Hopefully, you continue to get more experience, expertise and knowledge making you more valuable to your clients. Plus, employees typically get a raise each year – and so should you!  The beginning of the year is a good time to consider increasing the rates you charge.

With the 2013 Intuit Average Billing Rate Survey in hand, we can review changes from previous surveys and compare rates for ProAdvisors® vs. Non-ProAdvisors. Some results are expected while the changes over the years are interesting.   Continue reading

Value Pricing – A New Way to Run Your Practice — FREE Webinar

Are you an accountant, CPA, bookkeeper, QuickBooks ProAdvisor or consultant with some clients who think your hourly billing rate is to high? Do you want to improve your profitability and make more money?  Then, you need to join the growing trend for accounting professionals and implement value pricing.   Continue reading

Add more profits to your practice in 2014, plus give yourself a raise!

This is a great time of year to reassess, rethink, and refocus your business.  If you want to add more profits to your business in 2014 and are not sure how you are going to do it, then I want to let you know of a program that is only available for the next few weeks, then it disappears forever.   Continue reading