by sandi smith leyva
author, “10 keys to doubling your revenues”
your linkedin profile is just as important as your website these days. it’s not uncommon at all for small business owners to check out your profile before contacting you. if your profile doesn’t measure up, then you might not get the lead. here are five ideas to get the most out of your linkedin profile. read more →
accountants are just beginning to understand the untapped opportunities in their clients and referral sources.
by sandi smith leyva
author, “10 keys to doubling your revenues”
one of the most valuable assets i have is my list of clients. i wouldn’t be in business if it weren’t for my clients, and i am grateful for each of you every day.
keeping a formal list of clients and subscribers in a list management system is often overlooked and frequently underutilized, especially in our industry. there are a couple of reasons for this. one is that some accountants are just beginning to understand the five big revenue-building reasons to understand the power of email marketing.
25 questions smaller firms must ask larger firms before merging.
by marc rosenberg
how to negotiate a cpa firm merger
it’s very likely that when a small firm considers merging upward with a much larger firm, the small firm will pretty much have to accept the terms offered by the larger firm.
in these cases, the “negotiations” take the form of the smaller firm simply learning what the merger terms are and deciding whether it can accept those terms. here are the 15 most important questions. read more →
new benchmarks and trends on application software.
by randolph johnston, leslie garrett phd,
and brian f. tankersley, cpa.citp, cgma
the accounting firm operations and technology survey
historically, firms have tried to use a single-publisher strategy, believing that the integration built into the software has more value. but that may be changing. read more →
by sandi smith leyva
the accountant’s accelerator
imagine that a new client comes to you with “the dreaded shoebox” of bank reconciliations, receipts and bills. the client is a year or so behind, and you are hired to get them caught up. do you take that client, knowing you’ll be swamped doing data entry for weeks at a low hourly rate?
the good news is it doesn’t have to take weeks anymore. and even better, you don’t have to charge a low rate for data entry. your “shoebox” client is now a profitable client who would be worth adding to any accounting firm’s book of business. what’s the secret? read more →
windows 8 deployment is led by solo practitioners.
by randolph johnston, leslie garrett phd,
and brian f. tankersley, cpa.citp, cgma
the accounting firm operations and technology survey
the profession is rapidly retiring older operating systems, according to the accounting firm operations and technology survey.
upgrading your network operating system has the potential to be somewhat of a blind spot and growing security threat for practices of all sizes. the accounting profession is showing signs of understanding this threat. read more →
positioning your firm as an attractive merger candidate for larger firms doesn’t happen by accident. it takes discipline in management, leadership and teamwork. here are 11 keys to preparing your firm for the future from marc rosenberg. read more →
last-minute surge closes busy season 2014 with strong gains in e-filing. by 卡塔尔世界杯常规比赛时间 in a late-season rush, tax professionals eked out their first volume gains in three years, and continued to lose market share to do-it-yourselfers, according to a … continued
making csr business-worthy. by sean stein smith the environmental impact of business has arguably never been more examined than in the current business environment.
accountants gear up, from paperless to cloud.
by 卡塔尔世界杯常规比赛时间
many of the most successful accountants in tax season 2014 found new growth and profits by leveraging new cloud and paperless technologies, according to the 卡塔尔世界杯常规比赛时间 busy season barometer.
join the survey; get the results.
today’s bonus question: plans for 2015
by ed mendlowitz
question: i have a client i really don’t like and want to drop, but i hesitate because of the long relationship i’ve had with her, and also i don’t want to lose the income. what should i do?
response: i’ve addressed this before, but i am taking a different approach this time.
dropping clients is never easy and i don’t think should be done lightly. however, there are some instances when it needs to be done. this particular client i was called about is extremely obnoxious. not the normal grade of obnoxious, but far more so.
in fact it was one of the rare clients that i dropped. the call was from the accountant who had the client since then. i had the client six years. she’s had the client eight years – so she is much more patient than i am.
when she told the client she was dropping her, the client started to cry and beg her not to, so she changed her mind. now she wants me to tell her what to do. for beginners, i have dropped very few clients. this client was one of the nastiest people i’ve ever dealt with. she was also very nasty to her husband, treating him like s – – t, and he has since passed on.
new benchmarks on tech spending and decision-making.
by randolph johnston, leslie garrett phd,
and brian f. tankersley, cpa.citp, cgma
the accounting firm operations and technology survey
while 90% of all firms in the accounting firm operations and technology survey did not have a per-person technology budget, we were quite surprised to see that 88% of large firms and 85% of mid-sized firms also reported that they did not use a per-person technology budget. read more →
by marc rosenberg
1. are there one or more partners at the larger firm who will be retiring in the next 5-10 years?
2. will the retirement obligation to one dominating partner be so large that the firm cannot afford the payments?
3. will the retirement of one or more key people in the next few years threaten the larger firm’s ability to maintain partner income levels? read more →