by 卡塔尔世界杯常规比赛时间 research
the best clients are the organized clients. they make the cpa’s life easier and they help keep fees down, which makes the cpa look good.
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it might even be possible to sell clients services that keep them organized. here are 10 that are worth offering at a bargain rate.
1. bookkeeping services: regularly maintain and reconcile financial records, ensuring transactions are accurately recorded and categorized. you might even require certain clients to either use one of your staff or hire someone qualified.
2. customized record-keeping systems: set up and train clients on accounting software such as quickbooks, xero or other platforms tailored to their specific needs. this can be a once-off service or an ongoing service with a retainer.
3. document management solutions: provide tools or systems for organizing receipts, invoices and other financial documents digitally or physically. train them and monitor compliance.
4. tax planning and preparation checklists: develop personalized checklists to help clients gather and manage necessary documents throughout the year.
5. payroll management: offer payroll services to handle employee payments, tax withholding and reporting requirements. point out that this not only reduces client workload but also brings the advantages of good organization.
6. monthly or quarterly financial reviews: schedule regular reviews of financial statements to monitor progress, identify discrepancies and ensure records are up to date.
7. expense tracking tools: recommend or provide software solutions for tracking business and personal expenses in real time.
8. budgeting and forecasting assistance: help clients create and monitor budgets to align their spending with their financial goals.
9. digital transformation and automation: guide clients in digitizing their financial processes, such as using cloud-based accounting systems, automated invoicing and online tax filing. consider a retainer for ongoing training and monitoring progress.
10. education and training: conduct workshops or one-on-one training to teach clients best practices for financial organization and compliance.
don’t let poorly organized clients give you headaches and ruin your reputation. sell them the solution they need.