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show clients why they can’t say no

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senior businessman and another businessman talkingmake the upgrade irresistible.

by hitendra patil
client accounting services: the definitive success guide

when you pitch cas to your existing clients and new prospects, your communication and messaging changes quite a lot. it is no more packages, hourly rates and standard deliverables mentioned on your website and in your emails, engagement letters and sales brochures/materials.

more: your firm needs a cas champion | lower your costs by 75% with cas | cas drives up demand for virtual cfos | turn client wants into needs | a job description for client accounting services | why cas is great for revenue growth | cas: finding the why behind the why
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communicating cas to your existing clients

cas is not a sales pitch to your existing clients. it is a value pitch, an upgrade pitch.
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determining your firm’s social contract

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it starts and ends with people.

by steven e. sacks
the new fundamentals

you read about companies every day: those that separate themselves from the competition by disrupting the norms and those that remain steadfast, much to their detriment. for the former, think about amazon, uber, netflix and other “change agents.” now, think about the latter: jcpenney, kmart and sears.

more: five reasons you’re not swot-ready | who needs another meeting? | 4 questions for cpa firm boards | are you productive or just busy? | the five big rules for powerpoint presentations | how aging boomers impact the accounting profession | accounting is a profession, not an industry
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as the late chairman and ceo of intel, andy grove said, “success breeds complacency. complacency breeds failure. only the paranoid survive.”
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new non-compete laws don’t affect cpa firms

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statue of scales of justicenon-solicitation is a different matter.

by marc rosenberg
the rosenberg practice management library

in july, president biden signed an executive order that made it more difficult for non-compete agreements, in general, to be enforceable. in illinois, a more restrictive version of this change is ahead of the curve, making it more challenging for illinois employers to enter into non-compete and non-solicitation agreements with employees. i have heard that new york and perhaps other states have done the same.

more: when cpa partner votes go wrong | why billing less may mean earning more | what smaller firms must do to become firms of the future | when managing partners can’t | don’t let exiting partners double dip | the 13 signs you have a partner problem | covid-19, adversity and innovation | how covid impacts partner retirements |  three tough questions in partner buyouts | is mandatory retirement a best practice? | covid-19: how your firm can respond | reward partners for performing like partners
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for cpa firms, it’s much ado about nothing. i’ll explain why in a moment.
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is that shiny new software your best choice?

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businessman looking at question mark sketch on the wallthe most important feature is effectiveness.

by jody grunden
building the virtual cfo firm in the cloud

whether you purchase a one-time software license or pay for a tool on a subscription basis, the cost of software can add up quickly. it’s necessary to conduct a thorough analysis of any new software program before you decide to buy it, and you need to constantly evaluate the effectiveness of the tools you’re using.

more: distributed firms need different tech suites | a tech stipend for employees? why not? | why remote workers need retreats | better understanding = better communication | make tech your ally in protecting clients | not all employees want the same perks
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we have learned that we want to be sure we’re getting the most out of our software, that our tools remain the right fit for our needs and that they are cost-effective.
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how clients get underserved and accountants get underpaid

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number 5 drawn in sandfive missed opportunities to serve clients.

by sandi leyva
the complete guide to marketing for tax & accounting firms

i’m pretty sure that i am not the only accountant who has made the following mistakes with clients.

more on small-firm growth strategies: five marketing mistakes to avoid | how much are your clients costing you? | spend your time on the most profitable tasks | seven performance boosters for your firm | why your google ranking is about to tank
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here are five ideas to help us remember what we know that the client doesn’t and why it costs us when we forget. read more →

evaluating the managing partner

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silhouettes of three business partners talking against a window in an officethey need performance feedback, too.

by marc rosenberg
the role of the managing partner

“a rabbi whose community does not disagree with him is really not a rabbi, and a rabbi who fears his community is not really a man.” – rabbi israel salanter, museum of the diaspora, tel aviv

more: grading your managing partner | why firms conduct performance evaluations of partners | top issues for millennial managing partners | the managing partner’s secret weapon | how a good managing partner impacts profitability | how a great managing partner impacts firm growth | compensation is no way to manage partners | clarify partner expectations | herding cats: advice for managing partners
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everyone needs feedback. unfortunately, many people in all walks of life, in both personal and business settings, avoid feedback because they don’t want to deal with the reality of the messages.
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yes, shirt logos can matter

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two businessmen shaking hands at meeting in officemarketing is the totality of your efforts to get additional business.

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

i like to wear shirts with my firm’s logo. we have an arrangement with land’s end where we can order what we want from their catalog and have the withum logo applied. it is a very easy process.

more: 10 more reasons cpas quit public accounting | family trees of clients | why accountants quit | when siblings battle over the family business | how bickering can ruin a family business | one hour a year since 1972 50 ways to make more money in busy season
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when i had my own firm we let staff freely choose what they wanted from the land’s end catalog, and we ordered it for them. it shows pride in the firm, is a walking billboard advertising your firm, and presents an appearance of a “together” firm. it is a low-cost method of promoting your firm and strengthening your brand and culture. in instances in which clients asked for shirts, we willingly provided them. there are other vendors, including local suppliers, and this is not restricted to land’s end.
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what a firm needs from its leaders

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red rocket rising above white hot air balloons“partner seniors” just won’t do.

by marc rosenberg
the rosenberg practice management library

a great episode from an old, award-winning tv show, “m*a*s*h,” is relevant here. the two stars, hawkeye and trapper, are captains and doctors serving in the korean war. they drive to a nearby military base on business. they have brought with them the timid but highly effective company clerk, corporal radar o’reilly.

more: what prospective partners should ask their firm | what new partners should know about buyouts | making partner: do the math | a crash course in the business of public accounting | making partner: what managers need to know | nine reasons people are promoted to partner
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the mischievous captains decide to stop at an officers’ club for a drink, but radar tells them he can’t enter because he’s not an officer. hawkeye, ever the schemer, comes up with a solution. he takes one of his captain’s bars and pins it on radar’s lapel, and the threesome enter the club.
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thought leadership is more precious than ever

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businessman smiling and talking on phonehelp your referral sources position themselves.

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

an approach you can use and one that can strongly differentiate you from your competitors is to add value that helps the professionals reach their goals and become more successful. some of the more viable approaches involve helping them become thought leaders and providing them with turnkey business development solutions.

more: four ways to leverage your referral network | high-net-worth business development in four steps | 16 questions to set your practice goals | conviction + process + expertise = your next $5 million
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adding value with thought leadership: becoming a thought leader is one way just about any professional can become significantly more successful.
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what is a “reasonable” number of work hours?

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clock facesit depends. but you knew that.

by ed mendlowitz
the 卡塔尔世界杯常规比赛时间 practice doctor

question: how many hours a year do you recommend staff working?

answer: it depends…

more: make today “day one” of your new business | why does all work take so long? | profit sharing for a staffer? | titles can make people happier | reasons to drop your book of business | are you marketing for 2022 yet?
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the quick answer is: as many as reasonable.
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distributed firms need different tech suites

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how we made our decisions.

by jody grunden
building the virtual cfo firm in the cloud

the tools that are used by a distributed firm with remote clients are going to vary greatly from those of a traditional brick-and-mortar firm.

more: a tech stipend for employees? why not? | it’s ok when some employees quit | take the pain out of online meetings | why your firm’s core values matter | be more efficient with tech stacks
goprocpa.comexclusively for pro members. log in here or 2022世界杯足球排名 today.

every tool we consider or use has to be cloud-based. nothing can be restricted to a single computer or location.
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