Expanding the Scope of Services

Often we hear of clients who have changed accountants because they were looking for someone who was more of a "team player" in helping their business succeed or because they did not feel that the accountant was working with them on the QuickBooks issues as much as they would like.  With the current economic situation there is a lot of competition among accountants.  You do not want to compete on price; you want to compete on value.  How can you add more value?  Obviously continuing to become more QuickBooks savvy helps to improve the quality of the work you perform for your QuickBooks clients.  Providing them access to resources to help them: Our newsletter archives are a free source of information.  And tele-classes are cost effective when they want to learn but for you teach them one-on-one is too expensive.  What else can you think of?  Here are two more suggestions we have for you.

Expert Analysis (AKA ProfitCents)

This free tool is included in the QuickBooks Premier 2003 higher products.  It provides a report based on the company file data.  There is also an expanded version available for a fee that can be edited in Word and printed on the firm letterhead. 

Either report could be included with the bound reports from the diagnostic tool on the file itself.  Typically I start with the free one to gauge the level of interest for most clients, and then state that this is an overview and as we continue to work together this type of report will be expanded.  The expanded one, however, is very nice because it includes the industry average comparison on many of the ratios. 

Other Add Ons

As part of our never ending quest to find the add-ons that support Accountants and Consultants provide increased value to their clients, we have found several other tools including:

BizTools

Advisor5

QAnalyzer

Business Dashboard

QDataViewer

QReport Grabber

Adagio FX

Custom Financial Reports

Search this site for more information on these tools.

More information on this topic

Diagnostic Tools