Xero releases "Ask in Xero HQ"
Now you can send queries directly to your client’s email address from within Xero HQ. Each query is stored within Xero HQ along with your client responses and any attachments, making multiple records, emails and notes a thing of the past. Ask will be available to all Xero HQ users from the end of this month.
Highlights from Accountex USA
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Are You Charging Enough for Bill Pay?
CPA and author Jody Padar weighs in on why accounting professionals are simply not charging enough, or at all, for value-added services like bill payment, and how they can begin to do so. Read the full story on AccountingWEB.
3 Fundamentals of Value Pricing for Getting a Better Price
Mark Wickersham’s rules for successful value pricing:
- You must have a face-to-face pricing conversation with your client
- You must offer certainty and choice
- You must offer a menu of options
Read the full story on the Accountex Report.
4 Myths about Millennial Business Owners and Their Accounting Firm Preferences
This survey by Bill.com shows that being tech savvy is not optional if you want to attract Millennial customers: Eighty-two percent require paperless accounting services. And more than half also consume bookkeeping services in addition to tax, an increase of almost 25% versus boomers.
Xero introduces flexible check printing and design for the US and Canada
Xero’s releasing a new check style editor to make check printing easier than ever. Select from multiple print layouts and even print MICR encoded checks on blank stock.
I'd Really Like You to Be My CPA, but I've Already Engaged Another Firm
Read this article in Accounting Today about the importance of keeping the focus on the prospect, not yourself or your own firm. My key takeaway: "Try asking more and telling less. Asking great questions is the route to more engagements and one of the best ways to grow your practice and your firm’s revenues."
