what we know about what works. by bruce w. marcus professional services marketing 3.0 the fact remains, we know far less than we should about why, when or how people choose to do business with an accounting firm – or … continued
keep in mind: it takes up to six months before people get to know you well enough to refer you.
by sandi smith, cpa
卡塔尔世界杯常规比赛时间 / accountant’s accelerator
networking is an essential part of building your business. whether you network locally, nationally, or internationally, there are some tips that are common to all businesses.
more from sandi smith at 卡塔尔世界杯常规比赛时间:
• five things accountants take for granted that costs them revenue
• what’s in your new client funnel?
• what’s in your welcome kit for new prospects?
• five fun and easy ways to wow your clients
• six ways to give yourself a raise
• strategies to stop losing business to competitors
• five tips to manage your ‘overwhelm’ level
• easy ideas for a quick business boost
• four new mega-trend marketing strategies
• how to stop leaving money on the table
1. be crystal clear about what you do and how people can use you. also know exactly who your ideal client is in case you’re asked. if you don’t do this, you’ll leave people scratching their heads about you and they won’t know how to connect with you even if they wanted to.
cpas wish they were at the beach.
by rick telberg
and if our straw poll means anything, it would be a beach in hawaii.
the statistical side of the survey showed most accountants and finance managers taking between two and four weeks off, with only 8 percent getting a week, and 9 percent getting more than five weeks.
still, 59 percent saw some of their hard-earned vacation days untaken, and 69 percent thought they deserved more vacation than they got. just over half said they could be tempted to take another job that offered more time off.
excuses, excuses, excuses.
question: i always have large amounts owed to me from clients. is there anything i can do about this?
here at 卡塔尔世界杯常规比赛时间, ed mendlowitz answers some of the toughest questions practitioners can throw at him. he’s the right one to ask. after more than 40 years in the business – building his own practice, running the firm, and eventually selling it to a major regional firm, withumsmith+brown, where he remains a senior partner and consultant to professional services clients – he has the answers. we’re happy to have him at 卡塔尔世界杯常规比赛时间. send your questions for ed here, or chime in with comments below.
— rick telberg
president / ceo
ed’s response:
absolutely! my feelings are that large a/r balances are your fault. accounting fees are almost never material to a business’ cost structure, but letting fees pile up can make them somewhat material.
firm finds many non-profits lag in adopting irs recommended practices.
tate & tryon, one of the leading firms in washington, d.c.’s, bustling non-profits market, says in a new study that many nfps are failing to fully embrace the good governance practices that the irs is looking for.
the firm extracted data from 400 form 990s to compile the three-year trend study, which is being pushed to prospects and clients as part of the firm’s branding efforts.
but the findings could be relevant to many accounting firms with 990 clients, as well.
managing partner charlie tate, who for 25 years has run the namesake firm of now 10 partners, says the study is more than a marketing tool. it’s an advisory tool with benchmark indicators for nfp boards and executives. “anytime you have a board member who sees something and says something like ‘everybody is doing it this way,’ well, now, you have a way of saying, yes, maybe many boards do it that way, but a lot do it another way,” tate says.
tate says the firm chose those “metrics that tended to be topics that were most frequently discussed during client board meetings that we attended.”
for example:
the firm reports it’s findings:
five tough questions and five good tips to take your firm and your personal effectiveness to the next level.
gary adamson, former managing partner of brady ware cpas, has become a living legend in the profession for taking his firm from a small, local player to a regional contender. but he’s the first to admit he didn’t do it alone. coaching helped. in fact, during his career at the firm, he used two business coaches.
more from gary adamson at 卡塔尔世界杯常规比赛时间: how to balance the six jobs of managing partner | the partner compensation checklist | how cpa firms make money in turbulent times
he learned a lot, and now he’s sharing what he learned with 卡塔尔世界杯常规比赛时间.
…and what they’re not entitled to.
partners are entitled to a lot. at some firms, they are virtually royalty. but that’s no way to run a firm these days.
here, marc rosenberg, cpa, and author of how to bring in new partners and a 卡塔尔世界杯常规比赛时间 affiliate, lists what every partner – especially new and wanna-be partners – need to understand.
more from marc rosenberg: how to make partner? | why accounting firm partners are “popping prozac like m&m’s” | the 15-item checklist for your next partner retreat | five key responsibilities for a new partner | planning a partner retreat for real results | 6 steps to get your business to the next level | the 10 biggest mistakes in reading map statistics | re-engineering partner accountability | marc rosenberg: why cpas aren’t making more money [video] | marc rosenberg: slow learners need not apply | 10 to-do’s for a partner buyout
a partner is entitled to:
1. attend partner meetings and retreats.
2. have access to all confidential firm financial data.
3. receive a return on capital; repayment of capital when he/she leaves the firm. read more →
are you shocked?
a new report raises anew red flags for auditors and compliance officers, and brings into sharp focus the tough environment these days for honesty and integrity. and it suggests that the sec whistle-blower protections put in place since 2008 are an abject failure.
but should we be surprised?
[click to play] are we one misstep away from extinction?
companies see new savings in better tax planning.
corporate tax executives have increasingly broadened their role beyond just compliance, to taking a more proactive role in managing risk and contributing to decisions that influence strategy, according to a new study.
if your staff recruiting effort is overlooking social media, then some of the best candidates may be overlooking you.
new college graduates are embracing social media as a job-search tool, according to a new study. approximately 41 percent of 2012 college graduates in the market for a job are using social media to help them land one.
