surveys & research

three keys to developing your cas sales process

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two men standing and shaking hands

plus seven points you need to identify.

by hitendra patil
client accounting services: the definitive success guide

“i am not a good salesperson.”

i have lost count of how many accountants have told me this over the years. but i also learned that what they really mean is that they do not have a well-defined, structured “sales process.”

more: happy clients will blow your horn for you | start with existing clients to add cas | your clients’ words = your new cas marketing | attract clients through facebook groups | how to destroy your cas profits | price by outcome, not time spent | want higher profitability? turn to cas | cas requires reaching out more
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this post is not about fundamental sales skills. that is beyond our scope. this is more about how to develop and execute your client accounting services sales process, pitch and supporting collaterals that can help get you more cas sales.
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ai for accounting automation will be significant

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cybersecurity remains a concern.

by roman kepczyk
the rosenberg map survey

editor’s note: every year, the rosenberg map survey asks the industry’s top consultants to share their observations from cpa firms across the country. how do you think the next 12 months will unfold? also, how would you assess the last 12 months?

positive optimism: barring an even larger international political crisis in the next 12 months, the opportunities within the accounting profession for firms both providing traditional compliance services and those that have expanded into advisory practices will simply be phenomenal! from a technology perspective, the evolution of artificial intelligence capabilities within accounting applications for process automation will be the most significant trend and while there will be a lot of early hype, good solutions will be able to prove themselves out fairly quickly.

more: private equity leading to corporate-style cpa firms | pe, consolidations to keep impacting accounting profession | a 40-hour workweek is feasible | five ways staff shortages are changing firms forever | soft skills are front and center | it’s time for a new business model | rosenberg map: partner incomes surge 11.4%
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watch for what microsoft does with copilot and integrated virtual assistance within excel, outlook, their edge browser and, in particular, microsoft teams. then start watching what individual accounting profession applications start integrating virtual assistance tools for tax research and projections, audit work program assistance, and use of tools to acquire and analyze accounting data and reporting, and the breadth of practical opportunities will start to unfold.
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survey: cpas culling clients for better work-life balance

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bar chart

accountants don’t want just more clients, they want better ones.

by 卡塔尔世界杯常规比赛时间 research

some interesting early results from the 卡塔尔世界杯常规比赛时间 outlook 2024: emerging issues, opportunities, and trends:

  • 57 percent of respondents say staffing and retention are their biggest challenge.
  • 48 percent say burnout and the work-life balance is their biggest challenge.

note how these two most common challenges relate to each other. a shortage of staff is linked to an excess of burnout and imbalance.

more: are you offering the right services? | which niche’s the best niche? | women-owned businesses upbeat but need help | 42% of accountants turn away work over staff shortages | accountants to the rescue as startups struggle | talent gap widening: be very scared | accountants hopeful, concerned and confused about ai | looking for recent grads? good luck
goprocpa.comexclusively for pro members. log in here or 2022世界杯足球排名 today.

now look:

  • 34 percent say getting better clients is their biggest challenge.
  • 31 percent say raising prices and billing rates is their biggest challenge.

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you have to manage three kinds of procedures

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smiling woman using smartphone

need help with internal procedures? here are three apps for organizing them.

by penny breslin
it’s not just the numbers

there is a symbiotic relationship between your technology and your processes. you have to consider both, or you won’t get the full benefit.

more: federated search: what it is, why it matters | creating a back office support playbook | strengthen client ties with workflow tools | understand your online marketing options | narrow your prospects by choosing a vertical | build your team, then choose your clients | how back office support adds value
goprocpa.comexclusively for pro members. log in here or 2022世界杯足球排名 today.

mckinsey global has been researching the impact of automation around the world, and (no surprise) found that when companies try to retrofit technology to fit into existing processes, “companies end up with a patchwork of incongruous technology tools that automate separate and distinct parts of the process. this approach is fine for capturing the first 5 percent or so of automation’s impact. but unlocking the full potential requires a fundamentally different way of thinking. to capture that potential, managers must be willing to re-engineer their processes completely.”
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