special

you’re selling the wrong stuff

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businesswoman in a meeting with a male colleague smiling at him as they sit at a table discussing paperwork over coffeeit comes down to giving clients better business results.

by matt solomon

when you’re struggling to grow your business, success can seem mysterious. you feel like you’re doing everything right: you’re good at what you do, you give clients what they ask for and you work really, really hard. so what’s missing?

more: the path to a conscious business | are you running your practice by default? | your secret weapon for exponential profits
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the answer is hiding right in plain sight. if you aren’t seeing the growth and success you want to have, chances are that you aren’t selling what clients really want.
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how to train clients

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skip this, and both service and satisfaction decline.

by frank stitely
the relentless cpa

you’ll hate me after this post. i’m about to reveal that many of the behaviors that you rationalize as good client service are really just desperate measures to avoid losing bad clients. we’ll talk about getting out of that mess later.

more: avoiding projects hung up in process | when clients create errors | how we killed the tax season client meeting | why small firms can win the talent wars | there are no easy answers | how to thrive as a 21st-century firm | farm-aid for accountants? | whittle down wip
goprocpa.comexclusively for pro members. log in here or 2022世界杯足球排名 today.

clients are trainable – at least as trainable as jack russell terriers. that is to say, they’re somewhat trainable. however, like jack russell terriers, you train clients or they’ll train you. somebody’s getting trained. here’s an example of how that works.
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20 best practices for staff training and retention

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number 20 with target and arrows in center of zeroare they employees or team members?

by ed mendlowitz
call me before you do anything: the art of accounting

colleagues complain that it is hard to train staff because they do not listen, and even if they were trained properly, they would then leave, preventing recoupment of the training costs.

more: why create an accounting firm business model? | advice to new accountants | clients don’t lose sleep for overpaying taxes | when time-based pricing works | how auditing is like a pirouette | ¿que es bookkeeping?
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i hear what they are saying but do not agree with either premise. training is essential and must be committed to by the partners and owners and become part of the firm’s culture.
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strategic planning for the small firm

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dial with arrow pointing to word "strategy"plus actionable tips for each area.

by ed mendlowitz
the 卡塔尔世界杯常规比赛时间 practice doctor

question: do you recommend strategic planning for a small accounting practice?

more: does your staff know all the services you provide? | four tips for new partners | an alternative to pro bono | 14 better uses for timesheet data | 9 must-haves for firm growth
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answer: i recommend it for everyone. it is important for larger firms to make sure the partners are on the same page.
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retaining documents: how long and who decides?

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finger pressing delete keyrepeat as necessary: you don’t have to keep everything.

by roman h. kepczyk
quantum of paperless: technology guide & checklist

managing digital files is in many ways similar to managing paper files in that the firm must have standards for who can create a document, add to or edit a document, file it, and eventually purge the file. unfortunately, as digital files are on the network and “out of sight,” many firms are not really aware of what files are stored, the most current versions and whether or not they should be deleted.

more: the 4 buckets of firm knowledge | why digital communications matter | the right tech tools for covid work-from-home | it’s 10 p.m. do you know where your backups are?
goprocpa.comexclusively for pro members. log in here or 2022世界杯足球排名 today.

as firms transition to the “less paper” environment, it is recommended that they implement a digital document retention policy and make users accountable for adhering to this policy.
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the power of stress testing

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the four steps to take.

by anthony glomski and russ alan prince
your $5-million high-net-worth practice

the everyone wins process is at the center of how you can maximize wealthy client relationships. most often, this is a function of aligning interests. the process is also core to generating new business from these clients and other professionals. the ability to add value often plays a significant role in being referred by other professionals to their best clients.

more: product-neutral or product-inclusive? | the family office model | guiding clients through covid | help your referral sources become thought leaders | the new way to get the best clients | maximize referrals from wealthy clients | what the wealthy want | the four-step process for client-focused business development | building a high-net-worth practice during covid-19 | the essential process for building a high-net-worth practice | what the wealthy need | setting financial and practice goals
goprocpa.comexclusively for pro members. log in here or 2022世界杯足球排名 today.

at the same time, there are many different ways to frame your conversations based on the self-interests of the wealthy to optimize their financial worlds and accelerate results. stress testing is one of those ways.
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21 ways to adjust your practice in 2021

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calendar pages turning2020 is over. now what?

by hitendra patil
the definitive success guide to client accounting services

did you feel the distinct feeling of one year ending and the next year starting? not from the calendar change point of view, but that psychological feeling that you generally get when a year is over? if not, don’t worry; you may not be alone.

more: how to communicate the value of cas | how to become an outsourced/virtual cfo | the services that cas clients want | six reasons cas is king | how to develop the cas mindset
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it is natural to feel that the 2020 experience will continue, at least for some time in 2021. it is not unusual if you feel uncertain for now. it is okay to think that you cannot estimate when things will start turning around for the better.
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cas is, first, a communication challenge

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businessman explaining something on laptop to another manare your clients happy? have you told your staff?

by hitendra patil
accountaneur: the entrepreneurial accountant

unless you become the “cas champion” or make someone accountable to be one, your cas practice will not take off the starting blocks.

more: 21 ways to adjust your practice in 2021 | how to communicate the value of cas | don’t wear a mask | the 8-step method for launching client accounting services | what cas is … and is not
goprocpa.comexclusively for pro members. log in here or 2022世界杯足球排名 today.

and the single biggest initial challenge for the cas champ is how to communicate the value of cas to the firm’s future fortune to every stakeholder – be it partners, staff, clients or prospects. for this post, i will assume that your cas champ absolutely “gets it.”
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it’s all right to enjoy success

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boy hugging ponyhow is perception changing your experiences?

by bill reeb

your perception of what you expect will actually shape what you experience. let’s consider a few common perspective variations like “scarcity versus abundance,” “one right answer versus many right answers,” “opportunity versus threats,” “easy versus struggle,” “success versus failure,” “happiness versus sadness” just to name a few.

more: make worry work for you | don’t let time pass without … | is your sense of duty misplaced? | are you sure you’re in the wrong place? | how are you programming your mind? | how to stay in the present | stop ignoring opportunities right in front of you
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with each of these, there is a continuum between one extreme and the other, and depending on where your outlook falls on that continuum, your perspective – that filter – will shape the way you interpret every experience.
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not all employees will work out

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illustration of different types of people connected… and that’s ok.

by jody grunden
building the virtual cfo firm in the cloud

there’s a common misnomer when it comes to retention and keeping people on the team. retention doesn’t mean keeping every single person on your team forever.

more: uncover potential in 10 interview questions | what running a virtual cpa firm really costs | give your leadership team time to lead | hate billing? use a different method | use bots to your advantage | how to attract clients like a magnet
goprocpa.comexclusively for pro members. log in here or 2022世界杯足球排名 today.

not only do you want to get the right people on the bus, but you also want to get those people into the right seats. we want summit cpa to be a great place to work, and we want great people to be working here. however, we realize it may not be the right place for every person.
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2021: you’ll never see ‘normal’ again

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businessman putting a card with text "don't resist change, embrace it" in suit pocketfirms must continually adapt to new developments even as old issues linger.

by dan hood,
accounting today

the successful shift to remote work is probably the biggest change in 2020, and firms have a right to be pleased with how well they accomplished that, and with how well they’ve handled all the other challenges and changes that came along with the pandemic. the question is whether they’re prepared to continue to adapt.

more: survey: we adapted to remote work … now what? | survey: 2020’s disruptions are only the beginning | covid brought us more and better client communication
goprocpa.comexclusively for pro members. log in here or 2022世界杯足球排名 today.

lots of firms (and lots of people in general) are assuming that this will all be over at some point, and we’ll go back to something we call “normal.” but the likelihood is that we won’t return to that “normal” – instead, we’ll move on to some other new state, and then we’ll move on again, and again.
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