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how to attract the super-rich

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money tree growing in the middle of green meadowmake the boom in tax services work for you.

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

tax planning is in very high demand by the wealthy, growing exponentially in importance as you move up the wealth hierarchy.

more: smaller firms can excel as family office practices | trendwatch: new revenues in financial stress testing | become a thought leader | working with the super-rich and single-family offices | the family office model | the new way to get the best clients
goprocpa.comexclusively for pro members. log in here or 2022世界杯足球排名 today.

for a large percentage of the super-rich (net worth of $500 million or more) with various private company interests, astute tax planning is the most valuable expertise – far exceeding other services such as investment management.

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don’t fire that staffer on may 18!

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midsection of businessman moving out with cardboard box from officefour reasons not to let people go after tax season.

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

question: i am planning on letting go of some staff after tax season and will hire replacements at a higher level. any suggestions?

more: what to do with a lousy client? | stop drowning in client documents | make more money starting now | the wrong way to look for staff | strategic planning for the small firm | before you sell your practice | work the client needs … but won’t pay for
goprocpa.comexclusively for pro members. log in here or 2022世界杯足球排名 today.

answer: 1) your implication is that you will hire replacements at a higher level.
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7 signs your accounting firm agreement falls short

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will it work and does it make sense?

by steven e. sacks
the new fundamentals

earlier i discussed that engaging in what is considered conflict avoidance can undo the progress a firm has made. this can be because of complacency, frustration, intimidation or a host of other issues.

more: effective networking is an art | avoid last-minute deal making | business is about relationships | can a cpa firm be different in a changing market? | a rapidly changing business environment requires flexibility | another meeting?!?! … sigh | organizational trust: top-down and bottom-up | how can change management really produce change? | trust: one building block of success
goprocpa.comexclusively for pro members. log in here or 2022世界杯足球排名 today.

some things are intuitively understood, but it’s those occasional sticky matters that tend to make situations unravel. establishing and keeping agreements helps to avoid confrontation; the one typically arising from someone promising to do something in a timely and complete manner and within a specified budget. even if the firm’s board casually agreed on a matter, something can go awry and threaten the direction of the firm.
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how to decide on your firm’s cas pricing

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businessman and tablet with the word "pricing" above.make sure your midlevel offering is as profitable as possible.

by hitendra patil
the definitive success guide to client accounting services

when your prospects shop for client accounting services, what they find out about pricing methods and trends defines their expectations. if you follow very different approaches to price your cas offering, it will take significant effort on your part to educate the prospects (and existing clients) about why you are pricing cas the way you are.

more: cas pricing and the accounting profession | how cas communications are different | your firm’s processes can set you apart | technology and your cas clients | top five cas killers and how to overcome them | 21 ways to adjust your practice in 2021
goprocpa.comexclusively for pro members. log in here or 2022世界杯足球排名 today.

as they say, it’s easier to ride the horse in the direction it’s going. it is good to first conform to the perceptions of prospects when it comes to your cas pricing. once you ride the horse, you can direct it to the destination you want to take it to. once you conform to the pricing method (not the dollar value) expectations of the prospect, their anxiety and perception of risk (what value will they receive in the price they are willing to pay) reduce. after that, they are more open to evaluating the choices you present to them.
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why your firm’s core values matter

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two partners celebrating business success outsideyou have to know your culture to know whether potential hires will fit.

by jody grunden
building the virtual cfo firm in the cloud

a company’s core values are the cornerstone of its culture, and people are the biggest asset a company can have.

more: when value billing eliminates guesswork | make tech your ally in protecting clients | not all employees want the same perks | what running a virtual cpa firm really costs | give your leadership team time to lead | hate billing? use a different method
goprocpa.comexclusively for pro members. log in here or 2022世界杯足球排名 today.

defining your core values and hiring the right people is essential for the success of your business.
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