surveys & research

how to structure agreements for value pricing

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latina woman working on laptop

plus how to automate getting paid.

by jody padar
radical pricing – by the radical cpa

a well-structured agreement can make or break an engagement. we see this happen every day.

were you a fan of the television show “two and a half men”? remember when charlie sheen was fired? he ended up suing for what he thought he was owed for the remainder of his contract. and, surprisingly, there was not a comprehensive agreement detailing the terms. no one likely thought sheen would end his run on the show in this manner and didn’t plan for it.

more by jody padar
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a similar scenario could happen to you, albeit with fewer global headlines i suppose. that’s why, once your client is ready to start working with you on a value basis, you’ll need to create a contract to finalize the deal.

there are two main agreements used by accountants today – the engagement letter and the service-level agreement. both are legally binding but look a bit different.
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help tax clients help you

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eleven steps to better instructions.

by ed mendlowitz
tax season opportunity guide

providing instructions of what a client needs to do must be clear enough so that the client doesn’t call you to find out what to do.

more: is your team ready for tax season? | six methods for getting paid faster this tax season
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sometimes taking an extra minute to lay out what the client should do can eliminate that call or indecisive moment a client might feel.
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four challenges of managing new tax preparers

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… and three tips to make it easier.

by frank stitely
the relentless cpa

how do you train up newly hired tax preparers?

hint: don’t start with taxes.

more by frank stitely
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having standardized processes is key. teaching processes is much easier than teaching tax return preparation. learning your processes teaches tax return preparation if your processes are well defined. much of tax preparation is data entry-oriented. then you teach the variations.
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roger knecht: can you be an accountrepreneur? | the disruptors

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you don’t need all the answers, but you do need to ask the right questions.

this is a preview. the complete 1-hour video episode, with commentary and transcript, is first available exclusively to pro members | go pro here

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the disruptors
with liz farr

about ten years ago, roger knecht, president of universal accounting, noticed that while accountants wanted to move into the advisory space, few had any idea how to make that transition. so he talked to business owners about what they’d like to see and developed a curriculum to help accountants develop those skills. “it’s game-changing,” knecht says, “because once you have the confidence as well as the competence to deliver cfo and advisory services, the world is your oyster bed.”

more podcasts and videos: beth whitworth: focus on outcomes not hours | mike sylvester: learn to say no | salim omar: identify your client’s $100,000 problem | jackie meyer: earn more with fewer clients | jack fleherty: don’t be a ‘yes’ person | greg adams: from finance to storytelling | the disruptors | jody padar: make radical changes now if you want to be relevant in 2030 | rebecca driscoll: amplify reach by helping other firm owners | rory henry: create the return on relationships | mike maksymiw: be the leader you wish you had | terrell turner: build a solid business showing up as yourself | kelly mann: be the bull in the china shop | alicia katz pollock: create a human-centric business |  nancy mcclelland: be the one your clients ask first |alan whitman: stop accepting the status quo | sean duncan: discover your own genius | ingrid edstrom: true wealth is not financial |

goprocpa.com exclusively for pro members. log in here or 2022世界杯足球排名 today.

as more accountants and bookkeepers move beyond compliance work into tax advising and planning, cash flow management, and cfo services, they can do work that knecht says is more fun and creative. “i think it moves the needle for our clients a lot more when we’re able to give them those insights and perspectives to run their businesses more profitably,” knecht says.

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