Is Software the Answer to Value-Added Billing?

Is Software the Answer to Value-Added Billing?

When you started your firm, you knew from your early internship and years spent getting your feet wet, how to do billable hourly tracking.  There is a plethora of software on the market, many tied into practice management software, that assists you in that endeavor.  Well, Dorothy, the software to get you to value-added billing and consulting rather than billable hours is not in the bag the Wizard is holding. Just like Dorothy, to get where you want to go, you need to take a different path altogether.

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Consulting for a Back Office Accounting Solution

Consulting for a Back Office Accounting Solution

As a listed professional advisor or network member on several accounting solutions, I often get requests from businesses to assist them in fixing their current usage of the back office software, setting up a new company file, training the staff on best usage of the software, or, more often how to integrate with add-ons. Most recently it was a new start-up that sells surf and skate gear (sometimes it can even involve an industry that is part of my pura vida). In this case, the lead came from Intuit’s professional advisory network.

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Research on Objection: "My Clients Won't (Insert Objection Here)."

Research on Objection: "My Clients Won't (Insert Objection Here)."

More often than not when I am speaking with Accountants and Bookkeepers I hear, ‘My clients won’t …’

In the past, I have put on my bookkeeping/accounting disguise and verified the validity of this type of response myself. And lately, since firms have hired me to go out to their clients and set them up for those processes that would allow the firm to become the virtual CFO or value-based biller, I have been able to do this verification across the nation, business types, and personality types.

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