surveys & research

attract clients through facebook groups

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plus six more marketing avenues you might not have thought of.

by hitendra patil
client accounting services: the definitive success guide

we asked about sales and marketing methods as part of the accounting profession’s largest cas survey. among firms offering client accounting services, the chief means for gaining new cas business is “proactively seeking referrals” and the firm’s “website,” each at 48 percent. networking at local/regional/national events follows at 35 percent.

more: how to destroy your cas profits | price by outcome, not time spent | your cas engagement letter needs a reset option | help your clients run their businesses better | cas tech stack depends on cloud use | five ways to profit from cas | cas is a value pitch | accountants are perfect for virtual cfo roles | raise client expectations with cas
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the other marketing methods deployed by cas firms are:

  • networking at local / regional / national events: 35%
  • search engine optimization: 14%
  • influencer or social media marketing: 11%

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accountants bullish on the 2024 outlook

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bar chart

but big challenges loom.

by 卡塔尔世界杯常规比赛时间 research

click here to launch the survey. get the first look at the results.

no question about it: the 2023 tax season was a banner year. generally speaking, revenues were up, profits were up, no quarantines and the irs didn’t pop any surprises in the middle of it.

more: survey: accountants economic outlook brightens | tax pros are expanding and earning more | research: accounting pros cautiously optimistic about generative ai
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yes, it was also a tough year, with staff shortages increasing the workload on practitioners, but it was that extra work, unburdened with payroll costs, that led to higher profits.

so what’s up for next year?
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six keys to getting a proposal accepted

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stressed businessman, heads on hands

plus seven things not to do.

by martin bissett
 business development on a budget

what makes a written proposal become accepted by the potential client – every time?

more: six keys to turning prospects into clients | seven mistakes in winning new fees | how to develop your communication abilities | five questions for measuring partner potential | five ways to rally your firm to its culture | when would-be partners aren’t candidates | make your expertise a new-client magnet | don’t think of it as selling | experts: what it takes to become partner
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proposal writing is a micro-science in its own right but here are the proven principles that it takes to get proposals accepted.
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new tech could let evs go 3,000 miles on a single charge

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imagine driving across america and not stopping for gas.
 
by rick richardson
technology this week

a substantial advancement in battery technology has been made in the quickly developing field of electric vehicles (evs), offering an unparalleled increase in energy storage capabilities. this finding couldn’t have come at a better moment, given the exponential rise the electric vehicle sector is currently experiencing.

more: major websites blocking content from ai crawlers | what is an heic file? | bill gates behind next-generation nuclear plant | electronic skin that can sense touch will transform robotics | four of today’s new technologies that will be tomorrow’s ‘norm’
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the energy storage capacity of batteries can now be increased tenfold according to a ground-breaking method developed by researchers at the pohang university of science & technology (postech). this invention could change the face of the entire electric vehicle market in addition to advancing battery technology. here’s how:

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uncooperative partner might not be the problem

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why are they unwilling to help?

by ed mendlowitz
202 questions and answers: managing an accounting practice

question: my tax partner gives me a hard time when i ask her for assistance. is there anything i can do to get her to be more responsive?

more:  merge in lower-priced work without losing out | 20 things you need for a business valuation
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response: this can apply to every research question asked by anyone in the firm. besides tax, it can be for audit, internal controls, succession planning or any other client service area.

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