卡塔尔世界杯常规比赛时间

today's features

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

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?

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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outlook & analysis

survey: cpas culling clients for better work-life balance

accountants don’t want just more clients, they want better ones.

by 卡塔尔世界杯常规比赛时间 research

some interesting early results from the 卡塔尔世界杯常规比赛时间 outlook 2024: emerging issues, opportunities, and trends:

57 percent of respondents say staffing and retention are their biggest challenge.
48 percent say burnout and the work-life balance is their biggest challenge.

note how these two most common challenges relate to each other. a shortage of staff is linked to an excess of burnout and imbalance.

more: 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 | accountants to the rescue as startups struggle | talent gap widening: be very scared | accountants hopeful, concerned and confused about ai | looking for recent grads? good luck
exclusively for pro members. log in here or 2022世界杯足球排名 today.

now look:

34 percent say getting better clients is their biggest challenge.
31 percent say raising prices and billing rates is their biggest challenge.

marketing & sales

five ways to make selling easier

the three things you represent.

by martin bissett
business development on a budget

selling is not something you abruptly need to go and do, and it’s not a suit you wear or a personality you adopt. you don’t need to suddenly be nicer or different because you are out of your comfort zone.

more: three questions about conversion | clients can’t grow without you | seven mistakes in winning new fees | how to develop your communication abilities | five questions for measuring partner potential | five ways to rally your firm to its culture | when would-be partners aren’t candidates
exclusively for pro members. log in here or 2022世界杯足球排名 today.

for you, going forward, selling means a constant quest to build a perception of yourself and your firm. once you buy into that idea, you can relax and realize that selling is not the enemy but the conduit through which you access new areas of business by demonstrating the value cpas bring to clients.
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advisory & consulting

you have to manage three kinds of procedures

need help with internal procedures? here are three apps for organizing them.

by penny breslin
it’s not just the numbers

there is a symbiotic relationship between your technology and your processes. you have to consider both, or you won’t get the full benefit.

more: federated search: what it is, why it matters | creating a back office support playbook | strengthen client ties with workflow tools | understand your online marketing options | narrow your prospects by choosing a vertical | build your team, then choose your clients | how back office support adds value
exclusively for pro members. log in here or 2022世界杯足球排名 today.

mckinsey global has been researching the impact of automation around the world, and (no surprise) found that when companies try to retrofit technology to fit into existing processes, “companies end up with a patchwork of incongruous technology tools that automate separate and distinct parts of the process. this approach is fine for capturing the first 5 percent or so of automation’s impact. but unlocking the full potential requires a fundamentally different way of thinking. to capture that potential, managers must be willing to re-engineer their processes completely.”
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pro member exclusive

fcc approves superfast wi-fi tethering

new mobile virtual and augmented reality devices are coming soon, thanks to the fcc’s ruling.

by rick richardson
technology this week

on the same day it voted to restore net neutrality laws, the fcc unanimously approved plans by several tech companies to use the 6ghz range for wireless devices.

more: bill gates says america has a math problem | new tech could let evs go 3,000 miles on a single charge | major websites blocking content from ai crawlers | what is an heic file? | bill gates behind next-generation nuclear plant | electronic skin that can sense touch will transform robotics | four of today’s new technologies that will be tomorrow’s ‘norm’
exclusively for pro members. log in here or 2022世界杯足球排名 today.

fcc chair jessica rosenworcel suggested the new regulations, and they would allow meager power (vlp) operations – which means their signals won’t be able to travel very far – in about 850 mhz of the spectrum. under the regulations, devices may “use higher power levels” if they are geofenced to avoid interfering with genuine permitted 6ghz usage. additionally, the fcc will be accepting opinions on ways it can increase the use of the 6ghz spectrum by technological devices.

outlook & analysis

private equity leading to corporate-style cpa firms

long-term incentives remain a challenge.

by 卡塔尔世界杯常规比赛时间 research

for some reason the advent of private equity and other alternative investment in cpa partnerships isn’t receiving much media attention though it is quickly setting in motion an extensive overhaul of the traditional partnership structure.

more: 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.

asked what they expect to see in the next 12 months, several experts opining in the rosenberg national survey of cpa firms statistics identify increasing outside investment in cpa firms and consequent new business models.
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pro member exclusive

clients who don’t listen

sometimes you need to take a hands-off approach.

by anthony glomski
your $5 million high-net-worth practice

staying invested consistently is the all-weather approach. what do we mean by this?

more: why you should function as a fiduciary | how to flip the switch to wealth preservation | three ways to work together on wealth | target the family ceo | five challenges of liquidating a business
exclusively for pro members. log in here or 2022世界杯足球排名 today.

some of our clients reside near us in los angeles, where the average annual temperature is a very comfortable 65 degrees. in southern california, our “seasons” don’t vary much from the average annual temperature of 65. other clients reside in new york city, where the average temperature is cooler, but still a very comfortable 56 degrees. however, the temperature swings are much more significant in the big apple, ranging from stifling heat and humidity in the summer to icy temperatures and falling snow in winter.
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advisory & consulting

should you offer financial services?

10 points to consider before adding them to your practice.

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

question: i am thinking of adding financial services to my practice. what are your thoughts?

response: for starters, “financial services” means selling investment products or managing money. this is different from adding financial planning, which i see as an extension of and a next step to sound tax planning for clients.

more: thirteen things to consider before you sell your practice | how much is your tax practice worth? | ready to retire? selling your practice is no strategy | uncooperative partner might not be the problem | 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.

getting into the financial services business requires tremendous effort, training and a long startup period until a critical mass can be attained where there will be a reasonable cash flow and profit. this business involves the ability to sell and then deliver.
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client service opportunities

survey: are you offering the right services?

accountants share where to find the opportunities.

by 卡塔尔世界杯常规比赛时间 research

service lines are the life-sustaining arteries of every cpa practice. nobody can offer all possible services. you have to pick and choose. the trick is to go where the opportunities are.

the 卡塔尔世界杯常规比赛时间 outlook 2024 survey on emerging issues, opportunities and trends is asking which service lines will give you the most opportunities next year.

more: survey: which niche’s the best niche? | women-owned businesses upbeat but need help | 42% of accountants turn away work over staff shortages | accountants to the rescue as startups struggle | talent gap widening: be very scared | accountants hopeful, concerned and confused about ai | looking for recent grads? good luck | cpa biz is booming, but for how long? | accountants economic outlook brightens
exclusively for pro members. log in here or 2022世界杯足球排名 today.

we’re seeing predictable preferences for the traditional tax work, bookkeeping and business advisory, with substantial numbers for client accounting services.

we’re also seeing surprises.
read more →

outlook & analysis

pe, consolidations to keep impacting accounting profession

cash infusions make the recruiting environment more competitive.

by angie grissom
the rosenberg map survey

i believe competition will continue to increase and firm leaders will continue to make changes regarding business structure. leaders will continue to innovate their strategies to meet the market demands. private equity infusions and consolidations will continue at a steady pace, as structures will evolve to align with each individual firm’s leadership goals.

more: 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.

firms will continue to place priority on building advisory practices and streamlining operations to increase efficiency and communication. firm governance structure, clear goals and increased transparency and accountability will be required to remain competitive.
read more →

client accounting services

happy clients will blow your horn for you

these are the best referrals you can get.

by hitendra patil
client accounting services: the definitive success guide

to expand and grow your client accounting services practice, you need a steady stream of new prospects. while referrals have been accountants’ #1 source of getting new clients, this method gives no predictability and control to accountants on which types of prospects come in their doors. you need the ability to attract cas-fit clients continuously. hence, your lead generation process needs to be adjusted accordingly.

more: start with existing clients to add cas | your clients’ words = your new cas marketing | price by outcome, not time spent | your cas engagement letter needs a reset option | help your clients run their businesses better | cas tech stack depends on cloud use | five ways to profit from cas | cas is a value pitch | accountants are perfect for virtual cfo roles
exclusively for pro members. log in here or 2022世界杯足球排名 today.

the accounting profession’s largest cas survey revealed that along with the firm’s website, “proactively seek referrals” is the top marketing method for firms to get new cas clients. how do you proactively seek referrals without waiting for them?
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management

make your practice better

are you helping clients achieve their goals?

by august j. aquila
price it right: how to value accounting services

there is only one person who can make your practice better. that person is you if you are a sole practitioner. if you are a multi-partner firm, then it’s up to all the partners and senior staff. let’s explore how you get your firm to the next level.

more: five tips for cross-selling and upselling | the four steps of your personal marketing process | how does your firm measure up? | six questions before asking for all the referrals you deserve | five rules for a marketing orientation | ten keys to marketing success
exclusively for pro members. log in here or 2022世界杯足球排名 today.

do you tolerate mediocrity?

tolerating mediocrity is the death of many good firms. whenever and wherever you see it in your firm, stamp it out fast.
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