client service opportunities

covid launches a new reality: now what?

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^click to play: aquila addresses covid crisis response strategies.

eight new trends you can’t ignore in the new normal.

by august aquila

every day we get a clearer picture of what the future holds for the accounting profession, business in general and the overall population. while the future may look daunting, we will do our best to make the most of it and come out stronger. it’s what we have always done.

more: 6 action steps for a smooth retirement transition | 7 succession planning best practices | grissom and aquila on partner performance evaluations | gross profit in a professional services firm: opening a dialogue | checklist: 18 essential steps to effective billing | how to get partners to accept a new pricing philosophy
goprocpa.comexclusively for pro members. log in here or 2022世界杯足球排名 today.

nevertheless, don’t plan on the old ways coming back. i just read that more than 60,000 accountants have already lost their jobs. perhaps, the war for talent will be over. there will be further reductions in the professional service workforce and firms will be able to pick and choose from the talent pool.
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the secret recipe for staff retention

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group of four young professionalsmoney, satisfaction, and growth – plus the secret ingredient.

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

i believe that cpa firms do best when they hire people out of school and train them. however, today we’re not going to talk about training or who to hire, but how to retain who you have.

more: i am an accountant because of clients like stanley | underpaying others hurts you, too | my top 10 personal game changers | yes, christopher columbus had an accountant | 10 reasons for my success | when the kids don’t want to take over | staff may surprise you with leadership
goprocpa.comexclusively for pro members. log in here or 2022世界杯足球排名 today.

when i had my practice with peter weitsen and frank boutillette, before we merged with withum, at some point each staff person’s first job was with us and we trained them our way. we had a substantial investment in them and losing anyone would cause great inconvenience and cost to us. we wanted to make sure we had the greatest chance of retaining them.
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the right way to onboard new clients

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smiling businesswoman offering a handshakehow do you want your new virtual cfo client to feel?

by jody grunden

onboarding is critical when it comes to bringing on new virtual cfo clients. it’s also important to have a smooth onboarding process for clients receiving any other types of services. i want to dive into onboarding in each of our service areas a little bit more.

more: how to audit 401(k)s | four key financial metrics for growing any business | transferring clients to a new employee | why process is key to remote work | innovate for the right reasons | creative perks for remote employees
goprocpa.comexclusively for pro members. log in here or 2022世界杯足球排名 today.

i don’t mean to beat a dead horse here, but i simply cannot express enough how important the onboarding process is for establishing extremely solid client relationships. when it comes down to it, relationships are the backbone of our business.
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client accounting services poised to surge in post-corona world

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seven covid-driven deliverables clients need today.

six-minute survey:
what’s your opinion of client accounting services?
yes. we’re doing it.
no. but we’re considering it.
no. and we’re not considering it.
no. we’ve tried it and dropped it.
huh? what’s “client accounting services?”

by hitendra patil

coronavirus caught the entire world totally unprepared for its aftermath. the impact on economies is unfathomable. accounting firms are not immune to this unprecedented situation.

more on client accounting services:  20 ways to grow your firm in 2020 | ‘found money’ delights clients  |  is client accounting services overhyped? | 3,771 accountants help uncover cas success secrets

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

but, “same as last year” or “as always” will not work for accountants in the immediate and distant future. if you haven’t yet done so, it is time to start thinking about how are you going to overcome the crisis, and even thrive in the near future and beyond. especially important is to think about how client accounting services (cas) will emerge as a much-required and more valuable than ever service accountants can provide.

what are accountants doing now?

so, other than helping clients obtain small business loans and apply for paycheck protection program (ppp) benefits, what are accountants doing now? based on daily conversations with accountants over the last six to eight weeks, here are some core focus areas of accountants: read more →