the client-service team as competitive weapon
once anathema, firms are increasingly forming tight-knit cadres to service clients better and more profitably, according to bruce w. marcus, author of professional services marketing 3.0
outlook & analysis
how to make it easy for clients to hire you [pro member exclusive]
in this report: three short checklists to convert new prospects to new clients from sandi smith, cpa and creator of accountant’s accelerator. read more →
how not to give too much away for free when trying to land a new client
try instead: ‘that’s something we can do after you hire us.’ question: i usually give away too much info at a meeting to get a new client. we simply answer too many of their questions during the initial meeting. we … continued
tax season opportunity #14: fix the top 21 reasons why clients switch firms
practitioners should consider how many of these mistakes they might be making right now, from ed mendlowitz, cpa and author of “the tax season opportunity guide.” read more →
“keeping up” is not a strategy
what happens when today’s practice management principles become obsolete?
by rick telberg
from “the sevenkeys to successful cpa firm management“
in today’s competitive and rapidly changing business environment, change management may be the single most important skill for every cpa. read more →
business clients tell accountants: evolve or die
is your accountant ahead of the curve on technology, or behind?
clients find accountants’ tech skills lacking.
by rick telberg
卡塔尔世界杯常规比赛时间
as small and medium-sized businesses move increasingly online and adopt technologically integrated accounting systems, many tax and accounting firms will need to evolve or face extinction, according to a new survey obtained by 卡塔尔世界杯常规比赛时间. read more →
seven good reasons your firm administrator deserves the m.v.p. award this year
study identifies the value-adds of a coo.
by marc rosenberg
author of “cpa firm management and governance: the essential managing partner’s guide to running a cpa firm like a business.”
in baseball, the most valuable player award is conferred to superstars of the game. there is controversy over who should win the award: the player with prodigious individual production stats or the one player in all of baseball who was the most valuable player to his team, who was indispensable, without whom the team would not be a winner.
in a cpa firm, the nominees for the mvp award are:
- the managing partner.
- the rainmaker.
- a great client handler.
- the firm administrator.
both our experiences with cpa firms as well as the results of several surveys we’ve done of firm administrators show that firm administrators can build a very strong case for winning the mvp award.
a survey of firm administrators
in recent years, we have conducted several surveys of firm administrators across the country.
here is a summary of key firm admin roles that build the case for the admin being his/her firm’s mvp: read more →
tax and accounting firms’ net profit margins expand to 21.2% [pro member exclusive]
now second only to oil drilling as nation’s most profitable industry.
a new analysis of financial statements shows tax and accounting businesses are improving their net profit margins despite an otherwise harsh economy, according to new data obtained by 卡塔尔世界杯常规比赛时间. read more →
workflow solutions vendor xcm leverages research analysis from 卡塔尔世界杯常规比赛时间
workflow at tipping point; xcm solutions prepares to meet demand mike sabbatis joins xcm solutions’ board to aid in execution of aggressive growth strategy braintree, mass. – march 25, 2013 – xcm solutions, llc, the leading provider of cloud-based workflow … continued
comp plans for the new managing partner
lessons from the best-managed firms.
by marc rosenberg
author of “cpa firm management and governance: the managing partner’s guide to running a cpa firm like a business.”
baby boomer partners are rapidly approaching retirement age, resulting in a dramatic increase in new managing partners at firms.
in fact, 卡塔尔世界杯常规比赛时间 estimates that up to 25% of multi-owner firms are operating under managing partners who are relatively new to the job, with tenures under three years. and over the next five years, one-third of multi-owner firms will undergo a change in ownership and/or control. read more →
now on sale: how to negotiate a cpa firm merger
the new monograph from a featured 卡塔尔世界杯常规比赛时间 contributor learn more at: http://baystreetgroup.com/store/rosenberg-merger/
fraud: the 15 biggest risks for 2013
warning: this article will make you question your controls and audit procedures.
by gary zeune, cpa
managing director, the pros & the cons
most risk is not in the accounting records. why not? because the vast majority of our work as cpas involves monetizing and measuring activities that have already occurred.
the risk starts before we do our job. think recording sales, not making sales. in manufacturing, think cost accounting, not making widgets.
because our work is historical, one of the major flaws, no matter the type and size of the entity, is that we usually react to change after fraud has occurred. when a new law, regulation or competition affects our employer or client, we fail to implement new controls or audit procedures to compensate for new fraud risks. read more →
the computer is dead [pro member exclusive]
welcome to the post-pc world.
by brian tankersley, cpa.citp
for intuit accountants news central
welcome to the post-pc era. the (desktop) computer as king of the technology kingdom is now officially dead!
over the last five years, we have largely moved from desktop computers running locally installed purchased software to running mobile apps, and subscribing to services ranging from office 365 to quickbooks® online. read more →