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what cas is … and is not

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unbalanced brass scalesfive areas of impact.

by hitendra patil

client accounting services (cas) is the new revenue segment you cannot afford to miss.

more: how to develop the cas mindset | the right mindset for client accounting services | client accounting services: the definitive guide
goprocpa.comexclusively for pro members. log in here or 2022世界杯足球排名 today.

if you are an accounting firm owner/partner, you do not want to miss the emerging, growing, and profitable opportunities in client accounting services.
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how to change the way you think (and why)

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portrait of a young pensive businesswoman in officethe 4th of 4 steps.

by bill reeb

the realization that all we have to do to be different is to allow ourselves to think differently is very powerful. the great news is … it’s often not that hard, and sometimes it is downright easy, once you focus your attention on the right places.

more: letting go is not giving up | how are you programming your mind? | have your beliefs stopped serving you? | how to stay in the present | stop ignoring opportunities right in front of you | work ‘better,’ not ‘harder’ | what a pro knows | don’t let opportunities become detours | what are you giving priority? | don’t let others block your path
goprocpa.comexclusively for pro members. log in here or 2022世界杯足球排名 today.

before i went through the cathartic steps of working with my mentor john to come up with this process and refining my thoughts on this topic, i would occasionally go through some multiday bouts with gloom. i don’t want to say that i would get depressed because that would be too harsh of a descriptor.
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focus on your ideal clients

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three arrows in center of bull's-eyenetting just one recoups your costs.

by jassen bowman

the ideal client prospecting campaign is established with the distinct goal of creating a relentless, never-ending effort to literally have 100 percent of these prospects become your client.

more: are you quitting on leads too soon? | why lists are not leads | the secrets of multi-hit marketing | grow faster, be more efficient | your sales funnel needs systems | how tax resolution works | 4 tax resolution industry flaws | need a new service line? consider tax resolution
goprocpa.comexclusively for pro members. log in here or 2022世界杯足球排名 today.

for most firms, this list won’t be that long. it may run from as little as a dozen ideal prospects, to at most a couple hundred.
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get goal-ready for 2021

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dreaming and planning are tough even in years without a pandemic.

by ty hendrickson

as we begin to wrap up 2020 and look toward the next year, now is the perfect time to decide what you want in 2021 for yourself. whether that is personally or professionally or a combination of both, goal setting is a critical factor in whether or not you actually get where you want to be.

more: why choose you? | the abcs of exceptional cpa leaders | three w’s for networking the right way | the one big reason your hiring sucks | 5 crucial areas of firm culture not to ignore | the cpa firm partner’s role is changing | are you botching your first impression? | maybe the pandemic isn’t all bad | the no. 1 reason accountants fail to build advisory practices | the real problems created in a remote workforce | can you really grow without adding clients? | 4 reasons to welcome rejectiongoprocpa.comexclusively for pro members. log in here or 2022世界杯足球排名 today.

personally, i love goal setting. but i also love to-do lists, checklists and about any other type of list. as a type a accountant, goal setting is right up my alley, but i know this isn’t everyone’s cup of tea.
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what the wealthy want

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//www.g005e.com/2020/10/14/maximizing-wealthy-client-relationships/remember:  when managing high-net-worth clients, it’s all about them, especially in the time of covid-19.

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

take a moment to consider:

how hard is it to find and bring on a wealthy client?

what does it take to keep a wealthy client highly satisfied and doing more business with you?

more: the four-step process for client-focused business development | building a high-net-worth practice during covid-19 | the essential process for building a high-net-worth practice | what the wealthy need | setting financial and practice goals during covid-19 | 4 components of a high-net-worth practice | life insurance as part of wealth management | mistresses, mister-esses and accountants | the coming boom in tax services for the super-rich
goprocpa.comexclusively for pro members. log in here or 2022世界杯足球排名 today.

it commonly takes a lot to win a wealthy individual or family as a client. it takes a lot of effort to keep the wealthy as clients, let alone do more business with you. not only must you deliver top-quality expertise, but you often need to create a sensational experience. you must build a high level of rapport. yet, a great many accountants are not maximizing their relationships with their wealthy clients.
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