client service opportunities

virtual workshops guide clients through covid

by

help them focus their perspective.

by anthony glomski and russ alan prince
your $5-million high-net-worth practice

helping the wealthy think through where they are and what they can do is extremely powerful in establishing and strengthening relationships. it also expeditiously produces more business for accountants and other professionals.

more: thought leadership is more precious than ever | four ways to leverage your referral network | four qualities of the wealthy | it’s all about your wealthy clients
goprocpa.comexclusively for pro members. log in here or 2022世界杯足球排名 today.

we converted the everyone wins process into a supportive workshop where the initial interaction can be conducted with a small group. it is also effective in one-on-one settings.
read more →

six ways to get paid faster

by

stamp paid - 3dit’s good for business and considerate to clients.

by ed mendlowitz
tax season opportunity guide

accounting is a business and businesses need to be paid.

goprocpa.comexclusively for pro members. log in here or 2022世界杯足球排名 today.

it’s harder to justify prices when providing services rather than products. products are usually priced before delivery while many times services are priced after delivery, i.e. performance.

many accountants price tax returns before they are worked on, usually basing the fee on last year, or a rate schedule. sending a bill with the return establishes the relationship that you should be paid promptly for the work done.

it shows that you run a business and also provides a courtesy to the client in that they can immediately evaluate the cost and value of what was done.

but just as importantly: read more →

when to avoid the appearance of assuming a responsibility

by

magnifying glass held over document with word "agreement" highlightedbottom line: are clients willing to pay for your services?

by ed mendlowitz
call me before you do anything: the art of accounting

accountants are really nice people who look for ways to help and better serve clients.

more: yes, shirt logos can matter | 10 more reasons cpas quit public accounting | the 10 best movie accountants | when cpas leave to work for a client | when parents, children hit an impasse | wealth is a state of mind
goprocpa.comexclusively for pro members. log in here or 2022世界杯足球排名 today.

sometimes we present the appearance that we are doing something or are assuming a responsibility that we are not, and this should be avoided.

here are some illustrations:

read more →

lease accounting is about to get very real

by

> click to play

after a brief pandemic pause, new lease accounting rules will start to hit hard in 2020.

with ane ohm
ceo, founder of leasecrunch

after a delay for the pandemic, new lease accounting rules are set to take effect in 2022 and too many firms and companies aren’t ready, ane ohn, founder and ceo of leasecrunch software tells 卡塔尔世界杯常规比赛时间.

related: google ads for new tax season clients | eisner ceo charly weinstein explains the private equity deal   |  a “call to arms” after private equity deal | is that shiny new software your best choice? | survey: office 365 dominates accounting offices | mobile devices without batteries? | distributed firms need different tech suites | are scanners out of date? | drake takes the cake in tax apps | zoom tops teams for now  |

the lease standard was delayed by a year, ” ohm says,  “instead of having been effective this past year, it is effective in 2022.”but the world has changed since the rules were first written.

read more →