featured

five ways to rethink the way you communicate

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young businesswoman and businessman talking in a hallwayyou should be listening, not just waiting to talk.

by ty hendrickson

has someone ever cut you off during a story you were telling? maybe they jumped in on how they had a similar experience but worse!

more: 3 steps to getting the most out of every meeting | build the practice you want in 4 steps | the abcs of exceptional cpa leaders | 5 crucial areas of firm culture not to ignore | maybe the pandemic isn’t all bad
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it happens to everyone, and chances are you are guilty of the same crime. it’s when you stop listening and start focusing in on “you.”
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why should clients keep you?

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most business clients must use an accountant, but it doesn’t have to be you.

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

i met someone one day and asked how she was doing with her accountant. she said everything was fine, but reduced the three interim quarterly visits to once every four months. the year-end work did not change.

more: advice to new accountants | what does the client want to see? | 6 ways to increase your fees … if you dare | the clients that got away | upselling made painless | boosting a fixed fee substantially | creative ways to retain staff | what cpas can learn from lawyers and doctors
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this got me thinking. most business clients must use an accountant, but it doesn’t have to be you.
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how to reduce tax return errors

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error stampedwe must turn unseen clients into human beings in the eyes of staff.

by frank stitely
the relentless cpa

i wasn’t initially certain this post was necessary. i covered a lot of material in my first book and other posts.

more: teaching the meaning of ‘done’ | how we killed the tax season client meeting | why small firms can win the talent wars | there are no easy answers | how to thrive as a 21st-century firm
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however, last night my sleep was haunted by the ghosts of tax return errors past, present and future. i saw my coffin rolling down the chute to the cremation chamber. i was inside shouting that i had one more checklist to complete before my life was done.
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guiding clients through covid

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you can lead a virtual workshop to 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: help your referral sources become thought leaders | the new way to get the best clients | the four-step process for client-focused business development | life insurance as part of wealth management
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.
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