the cpa firm partner’s role is changing
… like it or not.
by ty hendrickson
featured
6 ways to increase your fees … if you dare
reverse value billing defined.
by ed mendlowitz
call me before you do anything: the art of accounting
working out how to set fees and using value pricing or value billing can sometimes be daunting.
more: creating a cross-selling culture | when time-based pricing works | how auditing is like a pirouette | ¿que es bookkeeping? | testifying before congress | underpaying others hurts you, too | my top 10 personal game changers | yes, christopher columbus had an accountant | 10 reasons for my success
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we are in this business to make a living, so we have to become adept at pricing, billing and collections. one thing that vexes me is colleagues who tell me they never would value price or bill, and then they engage in what i refer to as “reverse value billing.”
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calculating and cutting turnaround time
also known as the laziness equation.
by frank stitely
the relentless cpa
one of the funniest parts of launching clarity practice management has been watching my business partner, peter daniel, learn about the business acumen of cpas and accountants. peter and i founded clarity as a collaboration between a cpa firm client (peter) and a cpa firm (me.). he knew what he wanted from a client perspective, and i knew what we wanted as a cpa firm.
more: there are no easy answers | the 3 biggest tech failures of accounting firms | 7 steps to effective project management | wip-ing clients into shape | maximize your role as visionary | the land mines in tax returns | give your people the resources they need
peter owns a software development company and believes in the rational decision-making model for businesses. the rational decision-making model is totally irrelevant to the way most cpas and accountants run their practices. for instance, consider this interchange between peter and a practitioner at our clarity booth during a trade show.
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the best scanners to buy today
scanners are critical tools. two to know: fujitsu and canon.
by roman h. kepczyk
quantum of paperless: technology guide & checklist
4 components of a high-net-worth practice
how to apply what you already know.
by anthony glomski and russ alan prince
your $5-million high-net-worth practice
the world has changed in ways we can see and some that we do not yet understand. some of these changes have been in process before the covid-19 crisis, such as greater competition, the use of artificial intelligence, and the immense increase in private wealth.
more: life insurance as part of wealth management | mistresses, mister-esses and accountants | the coming boom in tax services for the super-rich
other changes, such as the way people are and will likely continue to interact, are a function of the crisis. for example, video calls and conferences are going to become a bigger part of the way professionals interact with clients and each other.
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