5 Steps to Get Clients to Say ‘Yes’ to Cloud Applications

Businessman using smartphone while waiting at a subway stationFind the unique benefit that will resonate with each client.

By Sandi Leyva and Michelle Long
The Ultimate Accounting Virtual Conference

Today we're talking about getting clients to say "Yes" to cloud applications.

MORE SMALL FIRM GROWTH STRATEGIES: 10 Easy Tips to Boost Your Business Cash Flow | Use Payroll to Grow Client Retention | 3 Ways to Work Less and Earn More | What to Do When a Client Doesn’t Pay | How to Handle Price Sensitivity | How to Find Hidden Money for Your Clients | How Small Firms Can Use Value Pricing | 3 Killer Lead Generation Channels
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Our guests from Bill.com will be giving you a very detailed five-step plan.
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10 Easy Tips to Boost Your Business Cash Flow

Head shot of Shafat Qazi
Qazi

Changes you can implement TODAY.

By Sandi Leyva and Michelle Long
The Ultimate Accounting Virtual Conference

We’re going to be talking about 10 easy steps to improve your business cash flow.

MORE SMALL FIRM GROWTH STRATEGIES: Use Payroll to Grow Client Retention | When You Should Answer Questions for Free | When to Turn Over Client Data Files | The Dreaded ‘Quick Question’ | How to Handle Referrals – And How Not To | Why Clients Need Dashboards | 3 Ways to Raise Your Prices | Your Existing Clients Are Your Best Leads
GoProCPA.comExclusively for PRO Members. Log in here or upgrade to PRO today.

Our guest is Shafat Qazi, CEO and founder of BQE Software, which has been in business for 20 years and has award-winning integration with QuickBooks and a few other accounting products. Its flagship product is BillQuick, designed for getting paid faster.
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Use Payroll to Grow Client Retention

Head shot of Jake Haffner
Haffner

Why you might want to and how software can help.

By Sandi Leyva and Michelle Long
The Ultimate Accounting Virtual Conference

Forty percent of small businesses say bookkeeping and taxes are the worst part of owning a business. Ultimately that’s what each of us here can really help small businesses with. The payroll tax component is definitely something a small business owner isn’t going to want to focus their time on and so it’s an opportunity for you to use your skill set.

MORE SMALL FIRM GROWTH STRATEGIES: When You Should Answer Questions for Free | 2 Ways to Serve Clients Better | How to Fire a Client | How to Manage Client Expectations | Trashing the Spreadsheet: Best Practices in Modern Expense Management
GoProCPA.comExclusively for PRO Members. Log in here or upgrade to PRO today.

We’re talking about having payroll become profitable for your practice. Helping us today is Jake Haffner, a CPA and payroll expert who works with ZenPayroll.
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When You Should Answer Questions for Free

Businesswoman waving at a tablet held in her other handAnd why you should become a video star. Yes, you.

By Sandi Leyva and Michelle Long
The Ultimate Accounting Virtual Conference

Two areas where we can build some skills involve marketing smarter. We know sometimes marketing is not the easiest thing for us but it doesn’t have to be hard.

MORE SMALL FIRM GROWTH STRATEGIES: 3 Ways to Work Less and Earn More | What to Do When a Client Doesn’t Pay | How to Handle Price Sensitivity | How to Find Hidden Money for Your Clients | How Small Firms Can Use Value Pricing

GoProCPA.comExclusively for PRO Members. Log in here or upgrade to PRO today.

I get these a lot and I think you do, too, the SEO emails where they’ll email saying, “Would you like to have us help you improve your search results so you appear on Page 1 of the Google search results?” Have you ever wondered if you should actually do that with some of them? Should you pay for SEO optimization?
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2 Ways to Serve Clients Better

Young smiling woman using red laptop in office...and get them to spend more with you.

By Sandi Leyva and Michelle Long
The Ultimate Accounting Virtual Conference

Here are two ways to serve clients better.

MORE SMALL FIRM GROWTH STRATEGIES:3 Ways to Work Less and Earn More | When to Turn Over Client Data Files | The Dreaded ‘Quick Question’ | How to Handle Referrals – And How Not To | Why Clients Need Dashboards | 3 Ways to Raise Your Prices | Your Existing Clients Are Your Best Leads | Need More Business? Focus on Referrals

GoProCPA.comExclusively for PRO Members. Log in here or upgrade to PRO today.

One thing that we see is a lot of times when you bring a client on board you kind of wing it and don’t really have a process. I want to suggest to have you move from reactive to proactive.
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3 Ways to Work Less and Earn More

Businesswoman relaxing in the office with bare feet up on her deskThink about the value you're providing.

By Sandi Leyva and Michelle Long
The Ultimate Accounting Virtual Conference

Let's talk about three ways to earn more in fewer hours.

MORE SMALL FIRM GROWTH STRATEGIES: When to Turn Over Client Data Files | How to Fire a Client | How to Manage Client Expectations | Trashing the Spreadsheet: Best Practices in Modern Expense Management | 3 Ways to Implement Value Pricing | Building Reputation to Build Your Business | Need More Business? Focus on Referrals

One of the first things you can do is learn more about modern accounting apps. There are so many apps available today that really allow us to work faster and more efficiently, whether it’s for us or our clients. So it’s really important that you keep up with these changes and with technology because there are new apps coming out every single month.
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How to Fire a Client

Big businessman foot on spring kicking three businesspeopleBONUS: A sample disengagement letter.

By Sandi Leyva and Michelle Long
The Ultimate Accounting Virtual Conference

How many clients have you fired?

MORE SMALL FIRM GROWTH STRATEGIES: What to Do When a Client Doesn’t Pay | The Dreaded ‘Quick Question’ | How to Handle Referrals – And How Not To | Why Clients Need Dashboards | 3 Ways to Raise Your Prices | Your Existing Clients Are Your Best Leads | Need More Business? Focus on Referrals

Let’s talk about firing a client because sometimes you do need to fire your client. Maybe they’re difficult to work with or a guy is belligerent and loud and yells and you don’t want to work for him. Maybe there are ethical issues.
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