the seven essential elements in client service
if you think you’re really delivering advisory services, think again.
by gary bolinger
client service opportunities
make more money starting now
34 ideas for any size firm.
by ed mendlowitz
the 卡塔尔世界杯常规比赛时间 practice doctor
question: do you have any tips on how i could make more money?
more: how are you spending the next five years? | how to run a practice in 90 pages | how improv can help accountants | four tips for new partners | an alternative to pro bono | 14 better uses for timesheet data | 9 must-haves for firm growth
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answer: there are always ways to make more money. this includes managing every aspect of your practice and striving for productivity growth.
here is a 34-item checklist with quite a few ways you can make more money.
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true advisory work isn’t just consulting
the difference may seem slight. but the dollars are very real.
this is the first in a series of articles by gary bolinger, the former ceo of the indiana cpa society, explaining how accountants can move beyond consulting and into higher-level advisory relationships with clients
by gary bolinger
call it consulting, advisory, small business growth or entrepreneurial services – does it make a difference? cpa firms are seeking to add value to clients in non-traditional ways. something other than compliance-related services. but firms seem to struggle with defining what “it” actually is.
all too often consulting services are after the fact. practitioners discover a “problem” or some kind of shortcoming through a tax or financial reporting engagement. dutifully, the practitioner brings the issue to the attention of the client. the client dutifully asks what should and can be done. after some discussion, there are agreed-upon next steps. problem solved. sort of. that is consulting.
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you’re not just taxes
make sure tax clients know about other services.
by ed mendlowitz
call me before you do anything: the art of accounting
during a tax return preparation interview, getting a client’s information is a tremendous opportunity to find out the concerns of the client and how you can help.
more: 20 good ways to boost tax season production | how to recoup staff training costs | 10 ways to stay in control | advice to new accountants | clients don’t lose sleep for overpaying taxes | when time-based pricing works
the assistance you give can sometimes provide a life-changing benefit to the client while enabling your firm to increase its service base and gain additional revenues.
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how to create your firm’s cas team
plus how to boost their skillsets.
by hitendra patil
accountaneur: the entrepreneurial accountant
“we do not have the staffing for client accounting services.”
non-cas firms cite this as the topmost reason for not being able to offer cas. nothing could be further from the truth.
more: technology and your cas clients | will 2021 be your cash-flow year? | identifying the right clients for cas | cas is, first, a communication challenge | which of your existing clients are cas-fit? | client accounting services: the definitive guide
experience of firms that offer cas, including that of small firms with fewer than five staff members, proves beyond doubt that you do not need more staff to start offering cas. even solo practitioners provide cas. the only thing you need to begin your cas journey is to be ruthless, relentless and fearless to leverage newer and cloud technologies. automation, integration and even artificial intelligence make it easier, faster and cheaper to perform some repetitive, time-consuming work of accounting firms.
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