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five social media do’s and don’ts

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bonus: specific tips on videos and visuals.

by marc rosenberg
the rosenberg practice management library

a few years ago, i was listening to the radio. the reporter was sharing the story of two young guys in manhattan who decided to open a pizza restaurant.

more: breaking it down: marketing job descriptions | how incentives for business development should work | marketing plans and why you need one | working business development into your day | how marketing systems produce business growth | 6 keys to developing new client prospects | protect and grow existing clients | the 4 marketing disciplines
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now, as you know, pizza restaurants are ubiquitous in manhattan. these guys thought they would be a bit different from other pizza purveyors and promote their business entirely on social media. much to their delight, their posts got a phenomenal number of likes and comments. but to their disappointment, few people actually came to their restaurant to buy pizza. yes, you guessed it, they went out of business within a year.
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how we killed the tax season client meeting

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man working hard at office deskyep, there’s an app for that!

by frank stitely
the relentless cpa

what did dorothy and her friends fear in the wizard of oz? “lions and tigers and bears, oh my!” dorothy feared the wrong things if she’s a partner in a cpa firm. we don’t see much wildlife in our offices during tax season unless you count fast food delivery people and the occasional crazy client.

more: why your firm needs to attract more millenials | why millennials are the answer | calculating and cutting turnaround time | debunking the demise of the cpa firm | how many tax preparers do you need? | 3 tips for handling rookie tax preparers
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we should really fear the events that destroy our priorities and drain hours from productive work. meetings and phone calls and emails, oh my! let’s look at why these communication methods are so destructive from a practice management standpoint.
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the new way to get the best clients

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executive on phone in officefour essential concepts for leveraging the referral network you already have.

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

most professionals, including accountants, get most of their client referrals from satisfied clients. the complication is that if you want to work with wealthier clients, the likely best way to source them is from other professionals they are currently engaging.

more: maximize referrals from wealthy clients | what the wealthy want | the essential process for building a high-net-worth practice | 4 components of a high-net-worth practice | the coming boom in tax services for the super-rich
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if you aim to work with the ultrawealthy and even the super-rich, be aware that as you move up the wealth hierarchy, they are less and less inclined to refer you to other people. it is something of a catch-22. in general, the better you are, the more the very wealthy are disinclined to share. that is, they are less likely to refer you to their financial peers. also, if you are maximizing your wealthy client relationships, there is hesitancy by these clients to make referrals because of a strong preference for extreme confidentiality (if not secrecy).
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step into the role of a business advisor

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portrait of a cheerful businessman smiling at the cameraare you proactive or reactive?

by matt solomon
the center for enlightened business

once you’re ready to stop depending on compliance work, you’ve got to move your business into another model. you need to be proactive, charge for your value and leverage your existing knowledge and skill set.

more: shift your practice: stop depending on compliance work | take the nine-point practice checkup | three ways to leverage today’s uncertainties for renewed growth
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the business advisory model is your way out of compliance work! you can charge premium prices, work with better clients and be of greater service – while working fewer hours.
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the right tech tools for covid work-from-home

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ipads, android, or microsoft surface?

by roman h. kepczyk
quantum of paperless: technology guide & checklist

one of the key components in optimizing firm production is providing the capability for firm personnel to work from any place, at any time, at their own convenience. allowing experienced firm personnel the ability to work remotely used to be a key employee retention strategy. then came covid-19 and it became a necessity.

more: maximize your office 365 roi | why you need windows 10 with automatic updates | it’s 10 p.m. do you know where your backups are? | how the cloud impacts server replacement | laptops vs. desktops | the best scanners to buy today | capturing documents at the source | the more monitors, the better
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giving your personnel secure access to the firm’s application and data resources allows them to work effectively outside normal office hours and avoid unnecessary commuting time.

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