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outlook & analysis

what accountants are learning about marketing

ultimately, professional services marketing 3.0 is a new kind of partnership.

bruce w. marcus

by bruce w. marcus
professional services marketing 3.0

today’s accountants understand that, unlike most other occupations, they must be active participants in the marketing process, at least as suppliers of grist for the marketing mills, and certainly as part of the ultimate selling process.

what’s more significant is that they begin to see the professionalism in marketing, and particularly the selling aspect of it.

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busy season management

new survey findings: tech investments, better economy, more complex returns buoy busy season outlook

four in five expect the same or better  than last year’s busy season.

by rick telberg

as busy season 2012 gets into full gear, tax and accounting professionals are holding steadfast to their confidence that this year’s results could show a marked improvement over last year’s, according to current readings of the profession by 卡塔尔世界杯常规比赛时间.

with january 2012 just beginning, 55% of accountants expect 2012 to be overall  “somewhat” or “much” better than 2011, which is relatively unchanged from readings in november and december. to be sure, 26% expect no change from last year, and 19% are bracing for “worse.”

in other findings from the 卡塔尔世界杯常规比赛时间 busy season barometer and related reports:

complete findings are published in the 卡塔尔世界杯常规比赛时间 practitioner’s tax season performance review and outlook report. (learn more here)

 

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busy season management

two smart ways to keep the marketing engine running during tax season

two days of smart marketing that can actually benefit your practice for the rest of the year.

by completing just two marketing tactics in january, you will be able to “touch” clients, prospective clients and referral sources throughout busy season even if your schedule doesn’t permit face-to-face communication.  you will have been “seen and heard.”

marketing consultant debbie andrews at marketri, a philadelphia-area marketing agency, says:

1. youtube video series: film 6-10 short video clips that contain (1) planning advice and /or (2) tax news / law changes.  these videos should be no more than 60-90 seconds in length.  when developing the material for your shoot, think about the many questions that you were asked by clients throughout the year.

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outlook & analysis

will overtime lawsuits “reform” the big four?

entry-level auditors at kpmg win class-action certification.

a new york federal court conditionally certified a national collective action lawsuit that alleges that kpmg llp violated the federal labor laws by denying thousands of entry-level audit employees overtime pay.

“denying associates overtime pay is a problem among all of the big four accounting firms, not just at kpmg,” says attorney justin m. swartz. “we hope that this case, as well as audit, advisory, and tax cases against deloitte, pricewaterhousecoopers, and ernst & young will reform the accounting industry.”

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outlook & analysis

[a&a update] comprehensive income display

click here to listen free to the new podcast. by dr. tom ratcliffe, ph.d, cpa plain-english accounting bi-weekly report executive summary: asu 2011-12 [fasb asc 220]: comprehensive income display – on friday, december 23, 2011, the fasb released some new comprehensive … continued
leadership

ed guttenplan, w&g: every staffer gets a coach

strategy 2012: management development.

what are your critical challenges for 2012, and what can do you about them? a number of the profession’s leading lights have been sharing their thoughts with accounting today. here’s one:

ed guttenplan
wilkin & guttenplan

we see the top challenges as being leadership development and building your “bench,” and practice growth profitability. also, remaining efficient in light of new standards and, of course, preparing for the future.

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leadership

dave sibits, cbiz: five new niches

strategy 2012: leadership, pricing, competition

what are your critical challenges for 2012, and what can do you about them? a number of the profession’s leading lights have been sharing their thoughts with accounting today. here’s one:

dave sibits
cbiz financial services

accounting firms are facing: 

  1. an aging of leadership at the partner level.
  2. second, firms are facing a continued erosion of pricing in service areas, which is mostly a result of a challenging business and economic climate.
  3. the last concern is the competition for the best and brightest talent, especially among top firms seeking to add specialty expertise or employees to groom for the future. read more →
outlook & analysis

卡塔尔世界杯常规比赛时间’ top 20 topics of 2011

in case you missed them…

here are the top 20 posts from 2011 as measured by page-views from 卡塔尔世界杯常规比赛时间 members.

clearly, 卡塔尔世界杯常规比赛时间 members have been focused in 2011 on the rapidly shifting competitive landscape and they’re scrambling to adjust. 2012 may offer much of the same, but at least now we know what we’re facing and how to deal with it. each of these 20 posts contains a glimpse into a critical trend and potentially winning strategies.

  1. it’s official: the war for clients has begun: client retention falls to winning new business as top issue for firms.
  2. top tech habits of high-performing firms: the benchmarks for success.
  3. widening gap among solo practitioners: deepening divide between high performing firms and the rest of the profession.
  4. five new realities for accountants and lawyers: make no mistake: change is coming, whether the incumbents like it or not.
  5. super-sized: meet the new “cliftonlarsonallen”:  deal creates new top 10 cpa firm; top 3 in wealth management. read more →