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

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

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 →