tax pros are expanding and earning more
income tax prep prices hit $248 for individuals, $604 for business returns.
by 卡塔尔世界杯常规比赛时间 research
surveys & research
how to implement collaborative wealth management
this is an ongoing process, not one and done.
by anthony glomski
your $5 million high-net-worth practice
just like starting a business or building a practice, most of your successful clients know that nothing truly valuable is free or easy. same goes for their pursuit of financial freedom. it will take hard work, discipline and smart thinking to overcome and solve those challenges.
more: five challenges of liquidating a business
exclusively for pro members. log in here or 2022世界杯足球排名 today.
but what most type-a business owners, executives and professionals you work with don’t realize is that they don’t have to do it alone. there is plenty of help available to empower them to close the gap between where they are today and where they want to be down the road. chances are they’re going to reach out to reach out to you (their cpa) first for guidance. will you be ready when they call?
read more →
150 hours revisited: the profession needs a facelift
what if pipeline issues aren’t related to education or experience but rather just image?
with steven sacks
the new fundamentals: thriving in disruption
while firms and accountants continue to lament staffing challenges and research continues into finding workable solutions for firms and finance teams of all sizes, one idea that is beginning to gain more traction has less to do with education versus experience and more to do with marketing.
david bergstein, cpa, citp, cgma, discussed the future of the profession, specifically the ongoing discourse surrounding the perceived necessity of a fifth year in accounting education.
more steve sacks: how do you value your most important asset? | which is better: a year of education or a year of experience? | sell service, not hours | private equity vs. the cpa firm partnership | cas or caas? getting clarity | fine-tuning the subscription fee model | when cyber-crime hits close to home | how to build a winning proposal | six ways to fix your firm agreement | the great resignation or a reshuffling? | listen to learn | build the framework to a solution with five answers | try for success, not a win
bergstein challenged the conventional wisdom surrounding the 150-hour requirement for cpa eligibility, suggesting that the industry’s primary challenge lay not in the academic threshold but in the misperception of accounting as a lackluster career. “we’re beating a horse that’s almost dead,” he remarked, questioning the emphasis on extending education rather than redefining the profession’s image.
manage knowledge as a marketing tool
what do we know when we say know?
by bruce marcus
professional services marketing 3.0
editor’s note: 卡塔尔世界杯常规比赛时间 was privileged to have a long relationship with bruce w. marcus, who was ahead of his time in his thinking and practice in marketing for accounting. we are publishing some of the late expert’s evergreen work, which retains wisdom for the present.
the road to knowledge management, now well-traveled, seems to end with the science of acquiring and retrieving data. the end of that road, which was built mostly by the brilliance of computer scientists, stops where a clear understanding of the meaning of useful knowledge begins.
more: how to put target marketing into context | four things better than a company song | let’s lose the word ‘image’ | the risk in not understanding risk | what your marketing program can and can’t do | nine reasons that prospects say yes | how marketing evolved to 3.0 | accountants don’t sell soap. | why competition matters most
but with the growth of knowledge management as a discipline in many aspects of professional practice, some definitions may help forge a new direction for knowledge management that not only move the subject to a new realm of discovery, but may help find ways to make knowledge more useful as a management and marketing tool. we now seem to know a lot about gathering data, and are learning to turn data into knowledge. knowledge must now be adapted to work for the firm, and especially for the firm’s marketers.
read more →
eleven marketing strategies for smaller firms
you probably haven’t used all of these.
by august j. aquila
price it right: how to value accounting services
small firm owners know they need to market, but they don’t always know which marketing activities they need to focus on. here are 11 strategies for increasing your client base that are easy to implement.
more: five keys to successful marketing | how does your firm measure up? | six questions before asking for all the referrals you deserve | five rules for a marketing orientation | four ways to prepare for new business development
1: get known in the marketplace
before you start marketing, you need to answer these two questions:
- who are you?
- what do you offer?