client service opportunities

the 7 experiences millennials want from your firm

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young businesswoman4 ways to motivate millennial staff … plus how to impress millennial clients.

by hitendra patil
accountaneur: the entrepreneurial accountant

“i never believed that millennials is an issue my firm needs to address.”

more on entrepreneurial strategy: is blockchain an extinction event for accountants? | is blockchain a cloud killer? | how to beat automation in accounting | 3 reasons small firms stay small | the new needs of people at accounting firms
goprocpa.comexclusively for pro members. log in here or 2022世界杯足球排名 today.

when the owner of a fast-growing firm that is 100 percent on the cloud expressed this to me, i was surprised. no, astonished.
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auditors: the world needs you in the fight against terrorism

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what the profession needs to know about money laundering. 

by wm. dennis huber and larry crumbley

there are difficulties in measuring funds channeled into financing terrorist organizations and activities worldwide. various sources estimate this funding to be between $590 billion and $1.5 trillion through money laundering. pwc suggests that “money laundering transactions are estimated at 2% to 5% global gdp, or roughly $1-2 trillion annually.”

however, financing terrorist organizations and activities is not necessarily the result of money laundering. financing terrorist organizations and activities may be accomplished by reverse money laundering, or “money dirtying” which may make financing terrorist organizations and activities even more difficult to estimate.

just as evidence of fraud cannot be ignored, so too evidence of financing terrorist organizations can no longer be ignored.

the goal of money-launderers is, like that of a corporate enterprise, to maximize profits and reduce risk while the goal of terrorists, on the other hand, is to further a political agenda or ideology, or to destroy or kill with no regard to profits and with little regard for risk. read more →

do your clients want more?

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woman in white office meeting with manif you can see a crisis coming, why not say so?

by rob nixon

i know that many (not all) of your clients want more help then you currently give them. i have asked them directly what they want – and so have many others.

more on strategy: why ‘steady as she goes’ isn’t enough | order takers and history writers | 4 more critical traits: be your best you | why old pricing models are unethical | 8 ways to improve firm profits | 17 killer questions for prospects | growing your client database | niche markets are your best buyers
goprocpa.comexclusively for pro members. log in here or 2022世界杯足球排名 today.

there have been two significant and personal surveys done to prove that your clients want more.
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how to avoid getting run over (or left behind)

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cars in trafficsmart cpas will remain their client’s most trusted advisor – but not by staying in their lane.

by kyle walters

are your clients asking you specifically for help with their insurance, investments and estate planning? are they asking you how these options impact their taxes?

more: use 3 colors to create clarity and deliver value | are you growing or getting left behind? | what can you offer that ibm’s watson can’t? | the what, so what and now what? | clients don’t have a fee problem, they have a value problem
goprocpa.comexclusively for pro members. log in here or 2022世界杯足球排名 today.

most cpas will say, “yes, all the time!” the reason clients are bringing these issues to you is because they trust you. cpas have long been viewed as their clients’ most trusted advisors. when most clients have financial issues or complexity to deal with, they go to their cpa first.
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use 3 colors to create clarity and deliver value

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illustration of traffic lighthow the three colors of a traffic light can improve your client relationships.

by kyle walters

from the cpa’s perspective, a completed tax return is a summary of all the hard work that you have done on behalf of your client. the return represents a mountain of paperwork that you have tamed – everything you had to evaluate, research and consider in order to complete the often-complex process of preparing and filing a u.s. tax return.

more: are you growing or getting left behind? | what can you offer that ibm’s watson can’t? | the what, so what and now what? | clients don’t have a fee problem, they have a value problem
goprocpa.comexclusively for pro members. log in here or 2022世界杯足球排名 today.

however, when you deliver a tax return to your client, the final return seems like nothing more than a huge pile of paper in the client’s eyes. other than seeing how much they owe in taxes, most clients don’t know what to do with all the information on their return because they don’t understand irs-speak. they don’t understand the implications of the numbers contained in the nice neat rows and columns.
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