featured

five ways to get better clients

by

number 5 drawn in sandpsst… it works for finding new hires, too.

by sandi leyva

there are many great things about getting better client referrals. first, referrals have a built-in trust that helps you move through the sales process faster. second, there’s almost no marketing cost involved. third, they tend to make a better long-term client.

more: 11 ways to boost billings and impress clients | how clients get underserved and accountants get underpaid
goprocpa.comexclusively for pro members. log in here or 2022世界杯足球排名 today.

unfortunately, many accountants take a reactive approach to referrals, waiting until they come to them, rather than a more profitable approach, which is to proactively maximize referrals.

here are five proactive ways to boost referrals and get the kind of client you want most:
read more →

making sure the son got proper credit

by

businessman holding word "success" and upward arrow in handsthe difference a graph can make.

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

i have a client who owns considerable real estate that her son manages. the son actually does a very good job maintaining the property, growing rents and keeping vacancies to a minimum.

more: yes, shirt logos can matter | 10 more reasons cpas quit public accounting | the 10 best movie accountants | when cpas leave to work for a client | when parents, children hit an impasse | wealth is a state of mind
goprocpa.comexclusively for pro members. log in here or 2022世界杯足球排名 today.

my client’s husband was the builder and driving force behind this mini empire, but he passed on a few years ago. he was a dynamic self-made person who amassed quite a fortune and turned over daily operations to his son about 10 years before he died to spend considerable time golfing and traveling.
read more →

six big mistakes in succession planning

by

and three reasons staffers don’t want “in.”

by marc rosenberg
the rosenberg practice management library

accounting firms worldwide are dealing with an enormously difficult challenge today – one that has topped every firm’s list of critical issues since the turn of the century and will continue to be a high priority for years to come. the vast majority of firms struggle with it. failure to solve it causes hundreds of firms to merge out of existence every year.

more: what a firm needs from its leaders | what prospective partners should ask their firm | what new partners should know about buyouts | comp: what new partners don’t know | making partner: 15 steps to the buy-in
goprocpa.comexclusively for pro members. log in here or 2022世界杯足球排名 today.

the “it” is, of course, succession planning, with difficulties rooted in a perfect storm of causes:
read more →

10-point plan for the year ahead

by

ramping up for 2022.

by carl george
for the rosenberg map survey

i can safely say that we have never been more valuable to our clients than we have been in the past couple of years.

more: three ways the accounting profession has changed | accounting will never be the same
goprocpa.comexclusively for pro members. log in here or 2022世界杯足球排名 today.

in many cases, the firms were “lifesavers.” for those firms and practitioners, client loyalty will remain very high for years to come.

read more →