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use bots to your advantage

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how one firm stepped into automation and the future of accounting.

by jody grunden
building the virtual cfo firm in the cloud

there’s no doubt that advancements in technology are changing the world, and the accounting industry is no exception. technology is making us more productive, more efficient and more connected.

more: get ready to launch virtual cfo services | the only 3 metrics you need | how we sell audits online | 3 steps to better client communication in a crisis | four key financial metrics for growing any business | transferring clients to a new employee | why process is key to remote work
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on the flip side, it’s also taking over some of our jobs. this is a reality in the accounting industry that we cannot ignore. technology is driving major changes for the future of the accounting world. we need to be aware of what’s happening and take strategic steps to advance along with these changes. otherwise, we are going to be left in the dust.
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don’t use only your strengths

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sometimes it’s better to focus on technique.

by bill reeb

“invest in loss” is a technique that helps us expand our knowledge and ability by setting our ego aside so that we can learn how to work better and get better. with invest-in-loss, the focus is on improving; whether you win or lose, whether you look bad or like a pro, whether you are embarrassed or held up as an example, the key is to improve.

more: work smarter, not harder | stop ignoring opportunities right in front of you | what a pro knows | don’t let opportunities become detours | what are you giving priority?
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don’t confuse investing in loss with “give up and don’t care.” these two phrases have nothing in common. while investing in loss still means you are trying, you are not restricting yourself to those approaches that give you the best chance of “winning.”
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4 tax resolution industry flaws

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purple no. 4 billiard ballone of these is actually a violation of tax code.

by jassen bowman

tax resolution is the process of negotiating repayment plans and other irs program options on back tax debt. in my opinion, tax resolution is more appropriately called “tax debt collections representation,” since that’s what you’re doing: representing the best interests of your clients in order to get them out of the irs or state tax collections cycle.

more: need a new service line? consider tax resolution
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according to the irs, over 14 million americans owed back taxes to the united states treasury as of the end of fy16. millions more owed back taxes to state and local governments.
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creating a cross-selling culture

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two businessmen talking at officeif you can help, why wouldn’t you?

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

part of my success in getting new business was getting additional work from existing clients.

more: when time-based pricing works | 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 | advising cheapskates | getting bonuses from clients | be an accountant, not a salesperson for other things | when clients don’t know
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i was always good at this, and i think it was because of my attitude of helping the client beyond what the routine services were. early on i felt queasy about mentioning that there would be an additional fee for the extra services, but after a few times, i got over that.
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are you botching your first impression?

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three steps to the perfect elevator pitch.

by ty hendrickson

eight seconds. that’s all the time that you have to catch someone’s attention and draw them in before they become disinterested in you and your conversation.

more: 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 rejection
goprocpa.comexclusively for pro members. log in here or 2022世界杯足球排名 today.

the human attention span has dropped recently from 12 seconds down to a whopping eight whole seconds. sadly, a goldfish now has a longer attention span than humans at nine seconds. for accountants who are working furiously to grow a practice through networking, this presents several challenges.
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