卡塔尔世界杯常规比赛时间

today's features

pro member exclusive

what partners do and don’t deserve

man wearing suit, pointing one thumb up, one down

yes, there are limits.

by marc rosenberg
the rosenberg practice management library

partners are entitled to a lot. at some firms, they are virtually royalty. but that’s no way to run a firm these days.

a partner is entitled to:

1. attend partner meetings and retreats.

more: tell potentials what partnership takes | fifteen big questions for your next strategy session | five steps to transition to partnership | disturb the present to improve the future
exclusively for pro members. log in here or 2022世界杯足球排名 today.

2. have access to all confidential firm financial data.

3. receive a return on capital; repayment of capital when he/she leaves the firm.
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marketing & sales

five things that clients don’t know about accountants

we have to remember to offer this information.

by sandi leyva
the complete guide to marketing for tax & accounting firms

i’m pretty sure that i am not the only accountant who has made the following mistakes with clients. here are a couple of ideas to help us remember what we know that the client doesn’t and why it costs us when we forget.

more: are your revenue projections realistic? | make your prospect kit stand out | six ways to beat the competition | grow your revenue with three marketing strategies | what can chatgpt do for accounting professionals? | generative ai: should you avoid it or adopt it? | want better clients? here’s how | get your name in the news | four ways small firms can beat large ones
exclusively for pro members. log in here or 2022世界杯足球排名 today.

1. clients do not know how to evaluate our technical skills.

if you need to hire an accountant, chances are you don’t know a lot about accounting. it just follows that you’re not going to be perfect at hiring an accountant. as accountants, we need to remember that it’s not our technical prowess that gets us the job because the client has no way of evaluating that piece.
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marketing & sales

bissett bullet: your little black book

today’s bissett bullet: “your clients will have needs that you are unable to fulfill. signposting to ‘best in class’ not only serves your client beyond the scope of the firm’s work with them, but also elevates your expertise in the eyes of your clients.”

by martin bissett

the most advanced stage of advisory services is signposting other support that your clients may need. be it recruitment, marketing, investing or something else entirely, if their requirements go beyond the skillset of your firm then you should at least be in a position to advise them on who they should listen to.

making introductions to your network of contacts and the professionals you trust helps your clients to achieve the outcomes you have agreed together and further establishes you as a trusted advisor.

today’s to-do:

go one step further. use your knowledge of your client’s business to foresee other needs. what recommendations are you about to make for which introductions may be useful? have them ready.

see more bissett bullets here

outlook & analysis

outsourcing, remote work will help firms grow capacity, revenue

another option: new hires who are not accounting majors.

by art kuesel
the rosenberg map survey

editor’s note: every year, the rosenberg map survey asks the industry’s top consultants to share their observations from cpa firms across the country. how do you think the next 12 months will unfold? also, how would you assess the last 12 months?

with the market for accounting talent remaining incredibly tight, and the demand for accounting and consulting services remaining relatively strong, i see the opportunity for continued double-digit revenue increases and strong margin growth at most firms. this won’t be without issue as we know how reluctant firms can be about charging what they are worth and increasing fees for current clients!

more: ‘great shakeup’ in cpa firms on the way | ai for accounting automation will be significant | private equity leading to corporate-style cpa firms | pe, consolidations to keep impacting accounting profession | a 40-hour workweek is feasible | five ways staff shortages are changing firms forever | soft skills are front and center
exclusively for pro members. log in here or 2022世界杯足球排名 today.

and, the main issue at hand is how firms will continue to service existing clients while at the same time building capacity. outsourcing and remote talent will continue to be a popular means of maintaining and building capacity.
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marketing & sales

nine ways to use the 1/20th tax client marketing rule

elevate your service beyond tax prep.

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

what would happen if you set goals at a higher level?

the following is restricted to tax return clients only, and can be exceeded by you if you think this goal is too low.

more on marketing: fifteen services a salesperson can sell | twelve ways to establish your brand | want more tax clients? here’s how | seven keys to a complete succession plan | the tax effects of buying or selling a business | elder care: not sexy, but vital | how to guide clients through divorce | help clients manage their investments
exclusively for pro members. log in here or 2022世界杯足球排名 today.

1/20^th rule: to receive additional revenues, target meetings with 1/20^th of your eligible tax preparation clients a year. this is an opportunity to help them and elevate your service beyond the preparation of their tax return. note that you will have to call much more than 1/20^th of your clients to get meetings with 5 percent of them, but it will be well worth the effort.
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pro member exclusive

thirteen ways to show commitment

let the partners see that you mean business.

by martin bissett
passport to partnership

rising from senior manager to partner often means being promoted ahead of our peers and contemporaries. it creates a gap in earnings, stature and influence compared to those who were our colleagues on a level playing field just yesterday.

more: five ways to make selling easier | three questions about conversion | six keys to turning prospects into clients | don’t overlook internal communication | four reasons people struggle with communication | why firm culture matters for partners | competence is step one of seven | three things that rich accountants do | four reasons it’s hard to sell | eight questions to hold yourself accountable | win your first client: yourself | perception is reality, client version
exclusively for pro members. log in here or 2022世界杯足球排名 today.

it can also mean that if we are coming into a firm from the outside, we are being promoted over people who have served at that firm for many years and understand the firm’s culture much better than we do now. we may have to lead these people as the head of a department and if so, they’d better be on our side.

this is where the principle of commitment is applied.
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advisory & consulting

every back office support client needs a playbook

here’s the specific information that should be included.

by penny breslin
it’s not just the numbers

we use onenote to create a firm playbook for each client we work with. this program allows you to record voice and video and save it to a page or implant videos directly into the relevant onenote page.

more: you have to manage three kinds of procedures | federated search: what it is, why it matters | accounting tech tools to minimize your pain | do your apps play well with others? | it’s ok to have favorite clients | ten questions for teamwork | yes, you can be an outsourcer
exclusively for pro members. log in here or 2022世界杯足球排名 today.

we get lots of zoom recordings on procedures from firms. in our world, the onenote template has a specific page for all videos as a subpage for each client. this onenote book resides on the shared server so that all the team members can access it at any time to verify, review or update procedures.
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growth strategies

accountants bullish on income

… but salary costs will outweigh some of it.

by 卡塔尔世界杯常规比赛时间 research

early results from the 卡塔尔世界杯常规比赛时间 outlook 2024: emerging issues, opportunities and trends survey show cpas generally optimistic about their upcoming year.

more: cpas culling clients for better work-life balance | are you offering the right services? | which niche’s the best niche? | women-owned businesses upbeat but need help | 42% of accountants turn away work over staff shortages | ethics on sustainability puzzle some accountants | accountants to the rescue as startups struggle | talent gap widening: be very scared
exclusively for pro members. log in here or 2022世界杯足球排名 today.

but there will be challenges, among them the ability of small businesses to pay for the predicted success.
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pro member exclusive

control the level of risk

how you as the personal cfo can help when your client’s instincts are wrong.

by anthony glomski

let’s examine in detail some key drivers of investment success:

diversification can provide a smoother investment journey – and greater
wealth.
global exposure adds value.
diversity with fixed income.
control what you can control.

more: clients who don’t listen | why you should function as a fiduciary | your entrepreneurs need advice, but which kind? | how to implement collaborative wealth management | five challenges of liquidating a business
exclusively for pro members. log in here or 2022世界杯足球排名 today.

andrew carnegie’s advice for growing assets – put all your eggs in one basket and watch the basket – is sage wisdom when it comes to building a great enterprise. that strategy has worked for you as an entrepreneur, and it’s likely why your clients are successful, too
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growth strategies

referral fee? forget it

capitalize on your “business currency” with better referral strategies.

by ed mendlowitz
202 questions and answers: managing an accounting practice

question: i referred a large amount of business to an attorney friend and she hasn’t reciprocated. i asked her for a referral fee and she declined. i’d like to keep referring her because she does a great job for my clients and that makes me look good, too. what should i do?

more: should you offer financial services? | thirteen things to consider before you sell your practice | ready to retire? selling your practice is no strategy | merge in lower-priced work without losing out | 20 things you need for a business valuation
exclusively for pro members. log in here or 2022世界杯足球排名 today.

response: it is always the right thing to look out for your clients’ best interests. referring the best attorney you know for a job is the right thing to do. however, you are in business and need to nurture referral sources.
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outlook & analysis

‘great shakeup’ in cpa firms on the way

those that continue to make deep and sustainable investments will excel; “grinders” will face serious challenges to staying relevant.

by allan koltin
the rosenberg map survey

as i look to the next 12 months (july 1, 2023, to june 30, 2024) i see the “hourglass” half full! i know we have been in and out of a recession and flattening economy for the past 3.5 years, but i believe that in 2024 the economy will be better and stronger (i know i may be a minority opinion here!).

more: ai for accounting automation will be significant | private equity leading to corporate-style cpa firms | pe, consolidations to keep impacting accounting profession | a 40-hour workweek is feasible | five ways staff shortages are changing firms forever | soft skills are front and center | it’s time for a new business model | rosenberg map: partner incomes surge 11.4%
exclusively for pro members. log in here or 2022世界杯足球排名 today.

whether i’m right or wrong may not matter though, as cpa firms continue to have strong performance in good and bad times. i realize that in a recession, the use of certain advisory and consulting services may be reduced or put on hold, but that aside, i think 2024 will be a strong year for firms as they continue to right-size and reimagine what their firm can be.
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client accounting services

three keys to developing your cas sales process

plus seven points you need to identify.

by hitendra patil
client accounting services: the definitive success guide

“i am not a good salesperson.”

i have lost count of how many accountants have told me this over the years. but i also learned that what they really mean is that they do not have a well-defined, structured “sales process.”

more: happy clients will blow your horn for you | start with existing clients to add cas | your clients’ words = your new cas marketing | attract clients through facebook groups | how to destroy your cas profits | price by outcome, not time spent | want higher profitability? turn to cas | cas requires reaching out more
exclusively for pro members. log in here or 2022世界杯足球排名 today.

this post is not about fundamental sales skills. that is beyond our scope. this is more about how to develop and execute your client accounting services sales process, pitch and supporting collaterals that can help get you more cas sales.
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outlook & analysis

ai for accounting automation will be significant

cybersecurity remains a concern.

by roman kepczyk
the rosenberg map survey

positive optimism: barring an even larger international political crisis in the next 12 months, the opportunities within the accounting profession for firms both providing traditional compliance services and those that have expanded into advisory practices will simply be phenomenal! from a technology perspective, the evolution of artificial intelligence capabilities within accounting applications for process automation will be the most significant trend and while there will be a lot of early hype, good solutions will be able to prove themselves out fairly quickly.

more: private equity leading to corporate-style cpa firms | pe, consolidations to keep impacting accounting profession | a 40-hour workweek is feasible | five ways staff shortages are changing firms forever | soft skills are front and center | it’s time for a new business model | rosenberg map: partner incomes surge 11.4%
exclusively for pro members. log in here or 2022世界杯足球排名 today.

watch for what microsoft does with copilot and integrated virtual assistance within excel, outlook, their edge browser and, in particular, microsoft teams. then start watching what individual accounting profession applications start integrating virtual assistance tools for tax research and projections, audit work program assistance, and use of tools to acquire and analyze accounting data and reporting, and the breadth of practical opportunities will start to unfold.
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