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eat that frog: asking for a prospect meeting

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卡塔尔世界杯常规比赛时间 video.

 

with sarah dobek and ty hendrickson
inovautus consulting

everyone fears rejection on some level, which is why so many professionals hesitate – or even fail – to ask a prospective client for that first meeting to introduce a new service.

related: growing revenue through client service

the key is to think about the meeting as an honest conversation and shake the mentality of “cold-call selling.”

when you learn the right questions to approach a new contact and focus on helping them meet their needs, you’ll create a natural connection that will make stepping out of your comfort zone easier.

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eisneramper ceo explains the firm’s private equity deal

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卡塔尔世界杯常规比赛时间 podcasts: the next paradigm shift?
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stream or download the episode. |  follow 卡塔尔世界杯常规比赛时间 podcasts on apple here. |
or paste this rss link into the podcatcher of your choice.

eisneramper ceo charly weinstein calls the firm’s deal to take on private equity a new wrinkle in the profession’s decades-old struggle to secure fresh capital for expansion in an increasingly competitive marketplace.

three keys to client file security

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illustration of computer security threatswe were happy we had these when the irs and fbi came knocking.

by jody grunden
building the virtual cfo firm in the cloud

have you ever been contacted by the irs with the fbi involved? i can tell you from firsthand experience that it’s a bit alarming when that happens!

more: cybersecurity poses challenges for virtual firms | check the roi of new tools | a tech stipend for employees? why not? | why remote workers need retreats | better understanding = better communication
goprocpa.comexclusively for pro members. log in here or 2022世界杯足球排名 today.

we were once contacted by the irs because they thought our server had been compromised. when the field officer who came to our office asked to see our server, we explained that we didn’t have a server.
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beyond bookkeeping: five value-add service areas

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smiling woman meeting with man in officebe an investment, not an expense.

by sandi leyva

every business needs to do some level of bookkeeping for a couple of reasons:

1) various government agencies require reporting and payments based on the company’s results.

2) the owner needs a certain amount of information to manage their business and keep it profitable.

more: beyond quickbooks: wowing your clients | five ways to get better clients | 11 kinds of wealth | 11 ways to boost billings and impress clients | how clients get underserved and accountants get underpaid
goprocpa.comexclusively for pro members. log in here or 2022世界杯足球排名 today.

many business owners hire us grudgingly for compliance work because they have to. and they consider what they pay us as an overhead expense that is a required cost.

but what if we could turn that perception around?
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why it’s time for an acquisition

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put your firm in the best possible position.

by gale crosley
for the rosenberg map survey

now more than a year from the start of the pandemic, the long-term ramifications to the accounting industry show us morphing into an “anytime anywhere” work environment.

more: three ways the accounting profession has changed | ramping up for the year ahead
goprocpa.comexclusively for pro members. log in here or 2022世界杯足球排名 today.

you choose when and where you want to work – not necessarily just office or home, but wherever you are with your laptop or mobile device. as consultants, we have already been living this life for years. our office is in an airplane, airport, starbucks, hotel lobby, etc.
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business development and sales aren’t scary

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…when you do it by the numbers.

by ty hendrickson
inovautus consulting

it’s well known throughout the accounting and advisory industry that business development and sales terrify accountants, who also are quick to say it’s not what they were trained to do.

the reality is number manipulation, which is what accountants do best, is the fundamental building block for sales.

once the framework of sales is broken down into a numbers game, it becomes fun and exciting – some would say almost easy. read more →

when private equity invests in cpa firms

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what the mega-bucks eisneramper deal means for the profession.

stream or download the episode. |  follow 卡塔尔世界杯常规比赛时间 podcasts on apple here. | or paste this rss link into the podcatcher of your choice.

with dom esposito and anthony zecca

eisneramper’s deal to take on private equity and spin off its attest firm represents a new path forward for firms seeking capital to remain competitive in talent and in technology, according to dom esposito and anthony zecca, two veteran big-firm leaders, in this exclusive 卡塔尔世界杯常规比赛时间 flash briefing webinar. read more →

11 steps to better client tax instructions

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help them help you.

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: get your team ready for tax season | 12 ways to squeeze fun into tax season | 6 ways to get paid faster in tax season
goprocpa.comexclusively for pro members. log in here or 2022世界杯足球排名 today.

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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cybersecurity poses challenges for virtual firms

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file sharing is trickier than in person.

by jody grunden
building the virtual cfo firm in the cloud

working remotely has some great perks for the employees – flexible hours, no commute, casual dress and fewer distractions, to name a few. however, working remotely can also present some unique challenges when it comes to technology and security.

more: check the roi of new tools | is that shiny new software your best choice? | it’s ok when some employees quit | take the pain out of online meetings | why your firm’s core values matter | be more efficient with tech stacks | not all employees will work out
goprocpa.comexclusively for pro members. log in here or 2022世界杯足球排名 today.

unlike a traditional brick-and-mortar office, when you work remotely, no one is going to walk into your home office and set up your equipment for you. employees have to be willing and able to hook up all those cables, monitors and other peripherals themselves.
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why deadlines get missed

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blindfolded at computeryou might have to rethink how they’re established.

by steven e. sacks
the new fundamentals

distractions, distractions and more distractions, coupled with deadlines. ah, deadlines! those are the bête noire of executives, journalists, record producers, book authors and anyone else in the workforce whose deliverables are expected by a certain date.

more: too busy? you may need to reprioritize | is it time to outsource? | five reasons you’re not swot-ready | who needs another meeting? | 4 questions for cpa firm boards | are you productive or just busy? | the five big rules for powerpoint presentations | how aging boomers impact the accounting profession | accounting is a profession, not an industry
goprocpa.comexclusively for pro members. log in here or 2022世界杯足球排名 today.

and what about those dates? are they arbitrary or do they have the real urgency of, say, a court order?
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beyond quickbooks: wowing your clients

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six real solutions and money-making strategies.

by sandi leyva
the accountant’s accelerator

many accountants are quickbooks proadvisors who offer quickbooks consulting to their clients; you may be one of them.

more: five ways to get better clients | 11 kinds of wealth | 11 ways to boost billings and impress clients | how clients get underserved and accountants get underpaid
goprocpa.comexclusively for pro members. log in here or 2022世界杯足球排名 today.

here are the opportunities i see to expand your client services in the area of quickbooks consulting, or for that matter, any accounting software consulting.
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