businesses are in need – sometimes desperate need – of your technical expertise and caring approach.
take that to them instead because, speaking as one who is looked after well myself, we love it and we are prepared to pay a premium without ever asking for discounts. read more →
black ore emerges from stealth with $60 million in funding to launch tax autopilot, an “autonomous” tax prep app for cpas and accounting firms.
by 卡塔尔世界杯常规比赛时间 research via black ore
black ore.ai, an austin, texas-based ai platform for financial services, bolts out of the gate with $60 million in financing led by a16z and oak hc/ft. the company plans to use the funds to onboard new customers, grow its team and accelerate the development of additional ai products across financial services.
kapovskishinar
black ore was founded by veteran entrepreneurs, ceo eyal shinar and cto pavel kapovski, who have proven track records building and operating global fintech brands with ai and machine learning technologies. shinar previously founded fundbox, a $1 billion fintech unicorn powering payments and lending solutions for smbs. kapovski previously led r&d at cme group and spearheaded the development of machine-learning technology used by globally regulated banks and financial institutions. they are joined by a powerful team from leading companies such as adobe, baker tilly, cisco, ey, google, goldman sachs, grant thornton, nasa, pwc and ramp.
black ore offers an ai and automation platform that accelerates core workflows for financial services businesses and simplifies the experience for their clients. as part of its launch, black ore also announced its flagship product, tax autopilot, which combines its proprietary ai technology with federal and state tax codes and regulations to simplify the tax preparation and review process for cpas and accounting firms. future product offerings will target wealth management, financial advisory and planning, insurance services and more.
ask if an assigned project has been completed and get the, “it’s done, but …” followed by a few reasons why said project is still – let’s be honest – incomplete.
as back office support, you assist your clients in making timely and accurate business decisions. in the past, you worked on hourly billing doing compliance management. everything was about time.
when you did work for a client, you may have billed out an $18-per-hour employee at a rate of $60 per hour. when your employee took the time to call the client for the documents, walked down the hall to ask someone how they had previously handled a transaction, then waited for a document to show up with nothing to do until it showed up – all of this time was billed hourly. read more →
the philanthropist offered three ways to fix america’s math issues. by rick richardson
technology this week
when bill gates was in eighth grade, a teacher asked him why he was “so lazy” in math class. he responded, rather boldly, that the class was “not doing anything interesting.”
the co-founder of microsoft and philanthropist is quite talented at math and likes it, but he also admits that math is “america’s least favorite subject.”
in essence, gates claims that math education hasn’t advanced to match the pace of society.
small businesses rarely make the headlines, but as a whole they represent a huge portion of the american economy. more than 98 percent of all american businesses have fewer than 100 employees, and 77 percent have between one and 10. together they account for 36 percent of the national workforce.
americans, generally an independent bunch, are known for cranking up new businesses. one in 10 small businesses is less than one year old. the attrition rate is high, of course, but 45 percent have held on for one to 10 years, and they account for 34 percent of small business jobs. read more →
at some point, entrepreneurs might need to change their risk perspective.
by anthony glomski
after helping clients sell a business, it’s crucial to focus on preserving wealth. this may require them to adopt a new mindset about their money, investing and risk.
in the old world, you could choose not to help your clients with their investments. now it’s expected that at a minimum you will understand their investment plan and overall retirement plan. you don’t have to be the expert in every aspect of their financial plan, but you do need to make sure that all the different parts of the plan are aligned – and that all the other specialists working on behalf of your clients are aligned in their efforts. read more →
response: good questions and ones i get all the time. here is a listing of some of the things that need to be considered in the pricing. when you sell your practice, the elements that need to be dealt with are: read more →
devastating losses of staff and a dearth of job candidates have reached crippling proportions, according to a study from the institute of management accountants and personnel placement firm robert half, “talent retention in the u.s. accounting and finance profession.” read more →
your firm’s value proposition is not what you say. it is what your clients and prospects perceive. perception is reality. here are some proven ways to identify your firm’s real marketable value.
ask your clients: it is not so easy to “be in the customers’ shoes.” you will be surprised how you can gain immense insights from your clients – about how they perceive and experience your service and how they feel; what they find of value and what they feel frustrated about. don’t guess, don’t assume, just ask them. it is easy to conduct customer surveys online (e.g., surveymonkey has a free version that allows you to collect 100 responses; google forms are also free to use). identify the most common positives and negatives that emerge from survey data to be able to improve your marketing and customer experience.
while most accountants and consultants struggle with trying to sell their services to the next new client, there are two ways to get new and additional business without moving too far out of your comfort zone.
one way is cross-selling and the other is upselling. cross-selling is persuading a client to buy other products or services to complement a purchase. upselling encourages a buyer to purchase a higher-end, more expensive product or service. read more →
editor’s note: 卡塔尔世界杯常规比赛时间 was privileged to have a long relationship with bruce w. marcus, who was ahead of his time in his thinking and practice in marketing for accounting. we are publishing some of the late expert’s evergreen work, which retains wisdom for the present.
there’s a wonderful cartoon in which a guy in a business suit is looking over the shoulder of an artist at his canvas. the caption, spoken by the artist, is “i used to dabble a bit in accounting, too.”
then there’s the guy who said to me, “if you’re smart enough to be a lawyer, then you’re smart enough to do your own advertising.” to which i replied, “yes that’s true. you’re also smart enough to be a nuclear physicist – but it doesn’t make you one.”
there’s the guy who read a book about tightrope walking. he knew everything about tightrope walking – except how to do it.
the point is that while marketing may not be nuclear physics, it does have its craft, its artistry, its techniques, its experiences and its history. and if you’re not within the realm of all those things and more, you don’t know much about marketing. marketing mythology doesn’t count for much. read more →
james graham’s firm, richtr financial studio, gave up the billable hour 10 or 15 years ago, and graham points to that choice as making the biggest difference in his firm.
he said it’s because “it really changes the nature of your relationship with the client” when the client is no longer looking at the clock with “that dollar per hour in the moment, always hanging over any interaction.” by removing the focus on time, “it allows everyone to move forward better because the focus is on running the business.”
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