surveys & research

empower your team by dumping c and d clients

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keeping bad clients can do more harm than you might think.

by alan anderson, cpa
transforming audit for the future

have you ever sat down with your team to get their honest opinions about what it’s like working with each one of your clients? this is an essential exercise if you want to build an empowered team. their experiences with the same client and people may differ vastly from yours. clients may treat the audit partner with respect but not the staff.

more: the new formula for an accounting business | how to upgrade c and d clients | can a service center model solve audit staffing shortages? | move to advisory and assurance with relevance | use eight audit exit items to deepen client relationships | know your three audit w’s | planning lays the foundation of audit relevance | are you correctly identifying the relevance intersection? | traditional audits don’t deserve premium billing | turning audit & accounting into assurance & advisory | stop sending the wrong message to audit teams
goprocpa.comexclusively for pro members. log in here or 2022世界杯足球排名 today.

 

your team wants to do quality work, but they may struggle to deliver if the clients don’t honor their end of the agreement.

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boost your value, boost your fees

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person handing a folder to another person

can you leave behind a cheat sheet? a toy? it’s not silly if it works.

by sandi leyva
the complete guide to marketing for tax & accounting firm

want to charge more for your services? one way is to offer clients more value. your fees and your value to the client should go hand in hand.

more: three ways to make it easier for prospects to say yes | make your next busy season easier now | three ways to follow up with prospects | how mindset affects your marketing | twelve ways your business card can hurt you | got fomo when it comes to ai and chatgpt? you should: here’s what you’re missing | how to weather any economic storm | ten ways to have more energy this tax season | seven steps to keeping your clients forever | give to receive, and eight more ways to boost sales | five things that clients don’t know about accountants
goprocpa.comexclusively for pro members. log in here or 2022世界杯足球排名 today.

 

here are nine ideas to increase your value to your clients:

1. offer a guarantee

you might feel like offering a guarantee is taking on a lot more risk than you’d like to, but this is a myth. when you offer a guarantee, you help to lower the perceived risk your client feels they might have when deciding to do business with you. this greatly increases the number of clients who will take that chance, even if they don’t know you very well yet. the surprising truth is that very few people will take the time to ask for a refund, making the increased sales far more valuable than the few returns you’ll need to process, if any.
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ask not what ai can do for you, ask what you can do for ai

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four actions to take now.

by 卡塔尔世界杯常规比赛时间 research

the potentials and requirements of artificial intelligence are still a massive unknown. so far, we’re getting only a distant whiff of what’s to come.

yes, ai is already serving us with doing research, composing letters, filling in blanks and taking best guesses. but turning it into a multifunctional workhorse is still a workhorse in progress.

more: allison schlegelmilch: leadership lessons from firm mergers | cas can play a critical role in clients’ vendor selection | artificial intelligence: it’s a matter of time | ai will steal your job. and that’s a good thing | allan koltin: how small firms can thrive against pe-powered competitors | the power of community in accounting | desperate cfos are outsourcing accounting functions | tax and accounting jobs and salaries show strength | olympics of outsourcing and offshoring for accountants | new study: strong and steady growth for accountant jobs and salaries
goprocpa.comexclusively for pro members. log in here or 2022世界杯足球排名 today.

 

while the ubertechies are working on that, the rest of us should be figuring out how we have to change to accommodate ai, to avoid its pitfalls and make best use of its potential.
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