Jillean Kearney

  • The Secret to Scaling: How to Build & Implement a Fixed Fee Pricing Plan

    The Secret to Scaling: How to Build & Implement a Fixed Fee Pricing Plan

    We teamed up with Practice Ignition and QuickBooks for a live webinar to outline all of the steps required to build and implement fixed fees.

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  • How to Have Tough Conversations with Clients About the Switch from Hourly Billing to Fixed Fees

    How to Have Tough Conversations with Clients About the Switch from Hourly Billing to Fixed Fees

    Ensure a smooth conversation by focusing on the value you provide and how you will help your client's business grow.

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  • Advice from Cloud Accounting Leaders: How to Transition from Hourly Billing to Value + Fixed Pricing

    Advice from Cloud Accounting Leaders: How to Transition from Hourly Billing to Value + Fixed Pricing

    We asked a handful of leaders in the cloud accounting space to share some of their sage wisdom on leaving hourly billing behind.

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  • 3 Steps That Will Make Your Transition from Hourly Billing to Fixed Fees a Success

    3 Steps That Will Make Your Transition from Hourly Billing to Fixed Fees a Success

    A successful transition from hourly billing to fixed fees requires optimizations to your client relationship management process, marketing, and workflow.

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  • Take These 3 Steps Before Introducing Fixed Fees to Your Clients

    Take These 3 Steps Before Introducing Fixed Fees to Your Clients

    In order to successfully introduce fixed fees, you will need to workshop your firm's client <> vendor rules of engagement.

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  • 5 Ways to Keep Your Firm's A+ Players Engaged & Onboard

    5 Ways to Keep Your Firm's A+ Players Engaged & Onboard

    As an advisor, keeping your people happy and energized will payoff for your clients and your business.

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  • Happy Staff = Happy Clients: 3 Ways to Create an Employee-Centric Culture at Your Firm

    Happy Staff = Happy Clients: 3 Ways to Create an Employee-Centric Culture at Your Firm

    Tap into the power of workflow optimization and great apps to build an employee-centric culture.

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  • Building Your Dream Team? Find out How a Xero Platinum Partner Did it

    Building Your Dream Team? Find out How a Xero Platinum Partner Did it

    Get talent management tips from a top cloud accounting firm, LiveCA during a one-hour deep dive session.

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  • Accelerate Cloud Adoption Across Your Firm with These Two Key Hires

    Accelerate Cloud Adoption Across Your Firm with These Two Key Hires

    There are two key functions that firms can hire to ensure that cloud adoption is successful: Technology Operations and Client Onboarding.

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  • Build Your Firm’s Dream Team Using These 3 Recruitment Resources

    Build Your Firm’s Dream Team Using These 3 Recruitment Resources

    The success of your firm is driven by your team. The best advisors build forward momentum by crafting plans to recruit great new talent. Check out these three talent resources.

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  • How to Create a Talent Development Plan for Your Accounting Firm

    How to Create a Talent Development Plan for Your Accounting Firm

    Great practitioners recognize that keeping the right people onboard is just as important as finding them.

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  • Planning for Success: How to Build a Growth Roadmap for Your Accounting Firm

    Planning for Success: How to Build a Growth Roadmap for Your Accounting Firm

    A growth roadmap is your step-by-step plan for getting your accounting firm from point A (where you are now) to point B (the firm that you have dreamed of owning).

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  • The Modern CPA: Progressive, Strategic and a Valued Asset

    The Modern CPA: Progressive, Strategic and a Valued Asset

    The role of the CPA is changing along with the advancement and innovation of cloud accounting technology.

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