special

are you paralyzed by fear?

by

young businessman standing on edge of rock mountain and looking across“it is as though fear is a virus, constantly coursing through our veins and waiting for the first sign of weakness so that it can instantly activate and take over.”

by bill reeb

fear is an important topic to me. i believe fear is often one of the greatest offenders interfering with behavior, skill development, success, satisfaction with yourself, and happiness in your life.

more: are you right where you’re supposed to be? | 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 | work ‘better,’ not ‘harder’ | what a pro knows | don’t let opportunities become detours
goprocpa.comexclusively for pro members. log in here or 2022世界杯足球排名 today.

i am not just talking about fear as it would manifest in feelings of terror, but rather the entire range of fear, from being afraid of dying on one extreme through a simple negative thought wafting through your brain on the other.
read more →

edge leaders share 7 strengths

by

here’s a clear picture of what this kind of leadership looks like.

by anthony zecca
leading from the edge

let’s take a stroll down memory lane and think about the leaders you have had in the past.

more on edge leadership: assessing your firm | the 4 traits of great cpa leaders | why leaders must ensure clarity | incremental vs. exceptional success | do you lead or just manage? | managing vs. leading | is your leadership team at the edge? | 6 leadership challenges through covid and beyond | edge leaders share 7 strengths | leadership must drive culture | leading from the edge
goprocpa.comexclusively for pro members. log in here or 2022世界杯足球排名 today.

if you are like me, your experience reflects some really good leaders and some poor leaders, with most being in the middle, i.e., average center leaders. read more →

13 ways to make the most of your website

by

woman on city train using tabletrecruiting. recruiting. recruiting.

by marc rosenberg
the rosenberg practice management library

every firm needs a website.

more: five social media do’s and don’ts | breaking it down: marketing job descriptions | how and why to hire a marketing director | how to brand and differentiate your firm | why consultative selling works | how not to develop your practice | does your firm recognize all its skills? | 15 powerful niche marketing practices
goprocpa.comexclusively for pro members. log in here or 2022世界杯足球排名 today.

here’s why: read more →

your secret weapon for exponential profits

by

illustration of man pushing "services" buttonhow to turn your business model upside down and reap the rewards.

by matt solomon

learning to price, sell, and deliver through a simple, proven process streamlines the way you communicate your value and makes it easy for clients to say yes. it’s your secret weapon.

more: shift 2: step into the role of a business advisor | shift 1: stop depending on compliance work | take the nine-point practice checkup | three ways to leverage today’s uncertainties for renewed growth
goprocpa.comexclusively for pro members. log in here or 2022世界杯足球排名 today.

with practice, your ability to price, sell and deliver will be as routine as a 1040, but it’s worth a whole lot more: between $36,000 and $180,000 per year, per client.
read more →

advice to new accountants

by

businesspeople discussing chartswhat to know when you’re starting out.

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

i was asked to provide advice to people starting out in accounting and am sharing my thoughts here. i get many requests to speak, write and comment on all sorts of areas of practice management. here is one such interview that hopefully you might find interesting and insightful.

more: what does the client want to see? | the clients that keep you awake at night | creating a cross-selling culture | cross-selling beyond your comfort zone | a test of concentration | value pricing in uncharted waters
goprocpa.comexclusively for pro members. log in here or 2022世界杯足球排名 today.

what is the best career advice you received? why do you consider it so?
read more →

3 steps to getting the most out of every meeting

by

meetings can be hard to get. don’t waste them.

by ty hendrickson

every single day you are selling. it could be an idea, a product, an action or even selling yourself. it’s easy to agree that, yes, you are always selling something.

more: build the practice you want in 4 steps | get goal-ready for 2021 | three w’s for networking the right way | the cpa firm partner’s role is changing | the no. 1 reason accountants fail to build advisory practices | 4 reasons to welcome rejection
goprocpa.comexclusively for pro members. log in here or 2022世界杯足球排名 today.

however, you may not intentionally approach each one of your client meetings as a sales call. by spending three to four minutes preparing before each interaction and by working through the three steps below, you will find your clients agreeing with you and buying into your ideas and services.
read more →

learning to love video calls

by

four people on each side of a videoconferencetake the pain out of online meetings with weekly updates.

by jody grunden
building the virtual cfo firm in the cloud

if you’re the type of person who cringes at the thought of “another meeting,” i’m here to tell you, you’ve got to get over it. when you work with and for your clients remotely, you simply have to embrace meetings.

more: try an accountability chart instead | 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 | 6 steps for sales and conversion | the right way to onboard new clients | 4 ways to bill clients | how to evaluate workflow management software | when the irs and fbi come knocking | 5 questions to evaluate new tech tools
goprocpa.comexclusively for pro members. log in here or 2022世界杯足球排名 today.

not only do meetings become the foundation of every relationship within your company, but they are the stimulus for where the work gets done.

read more →

are you right where you’re supposed to be?

by

businessman with head in handsbeing judgmental is self-destructive.

by bill reeb

a big step in the right direction to regain momentum occurs when you start cutting yourself some slack.

more: are you sure you’re in the wrong place? | how to change the way you think (and why) | have your beliefs stopped serving you? |don’t use only your strengths | are you your biggest obstacle? | why your to-do list isn’t getting done | appreciate the joy that comes from work | covid crisis requires new mindsets | 3 early warning signals for overachievers | how overachievers can get ‘unstuck’
goprocpa.comexclusively for pro members. log in here or 2022世界杯足球排名 today.

after you decide that you are going to make a change in your plans or objectives, it is common human behavior to beat yourself up for not arriving at that same decision earlier. on top of that, i often see people shining an intense spotlight on themselves, scrutinizing every step in their progress as they start down any new path.
read more →

five social media do’s and don’ts

by

bonus: specific tips on videos and visuals.

by marc rosenberg
the rosenberg practice management library

a few years ago, i was listening to the radio. the reporter was sharing the story of two young guys in manhattan who decided to open a pizza restaurant.

more: breaking it down: marketing job descriptions | how incentives for business development should work | marketing plans and why you need one | working business development into your day | how marketing systems produce business growth | 6 keys to developing new client prospects | protect and grow existing clients | the 4 marketing disciplines
exclusively for pro members. log in here or 2022世界杯足球排名 today.

now, as you know, pizza restaurants are ubiquitous in manhattan. these guys thought they would be a bit different from other pizza purveyors and promote their business entirely on social media. much to their delight, their posts got a phenomenal number of likes and comments. but to their disappointment, few people actually came to their restaurant to buy pizza. yes, you guessed it, they went out of business within a year.
read more →

how we killed the tax season client meeting

by

man working hard at office deskyep, there’s an app for that!

by frank stitely
the relentless cpa

what did dorothy and her friends fear in the wizard of oz? “lions and tigers and bears, oh my!” dorothy feared the wrong things if she’s a partner in a cpa firm. we don’t see much wildlife in our offices during tax season unless you count fast food delivery people and the occasional crazy client.

more: why your firm needs to attract more millenials | why millennials are the answer | calculating and cutting turnaround time | debunking the demise of the cpa firm | how many tax preparers do you need? | 3 tips for handling rookie tax preparers
goprocpa.comexclusively for pro members. log in here or 2022世界杯足球排名 today.

we should really fear the events that destroy our priorities and drain hours from productive work. meetings and phone calls and emails, oh my! let’s look at why these communication methods are so destructive from a practice management standpoint.
read more →

the new way to get the best clients

by

executive on phone in officefour essential concepts for leveraging the referral network you already have.

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

most professionals, including accountants, get most of their client referrals from satisfied clients. the complication is that if you want to work with wealthier clients, the likely best way to source them is from other professionals they are currently engaging.

more: maximize referrals from wealthy clients | what the wealthy want | the essential process for building a high-net-worth practice | 4 components of a high-net-worth practice | the coming boom in tax services for the super-rich
goprocpa.comexclusively for pro members. log in here or 2022世界杯足球排名 today.

if you aim to work with the ultrawealthy and even the super-rich, be aware that as you move up the wealth hierarchy, they are less and less inclined to refer you to other people. it is something of a catch-22. in general, the better you are, the more the very wealthy are disinclined to share. that is, they are less likely to refer you to their financial peers. also, if you are maximizing your wealthy client relationships, there is hesitancy by these clients to make referrals because of a strong preference for extreme confidentiality (if not secrecy).
read more →

step into the role of a business advisor

by

portrait of a cheerful businessman smiling at the cameraare you proactive or reactive?

by matt solomon
the center for enlightened business

once you’re ready to stop depending on compliance work, you’ve got to move your business into another model. you need to be proactive, charge for your value and leverage your existing knowledge and skill set.

more: shift your practice: stop depending on compliance work | take the nine-point practice checkup | three ways to leverage today’s uncertainties for renewed growth
goprocpa.comexclusively for pro members. log in here or 2022世界杯足球排名 today.

the business advisory model is your way out of compliance work! you can charge premium prices, work with better clients and be of greater service – while working fewer hours.
read more →