today's features
pricing, fees & billing rates

scoping benefits both your clients and your team

this is your map to success.

by jody padar
radical pricing – by the radical cpa

there are two basic ways to drive from door county, wisconsin, to new orleans to attend mardi gras in february. the first is to chart a course using a map or gps app. it will tell you the route to take, where to stop along the way and how long it will take to make the drive. the second way is to start the car, back out of the driveway and head south, hoping you’ll bump into new orleans along the way.

which do you think gives you the better opportunity to arrive in new orleans in time for the festivities?

more by jody padar
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scope is a lot like creating a project map showing what you want to accomplish, who’s going to do what, how you’re going to do it, what you’ll need along the way and how long it will take to get there. it includes all the specific details of what you’ll deliver to the client, including, for example, tax returns, quarterly planning, bookkeeping and cash flow management.

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pro member exclusive

sixteen technology solutions for accounting firms

hands on keyboard, network illustrated with connected dots

use what fits your needs, not what’s trendy.

by august aquila
max: maximize productivity, profitability and client retention

certainly, there are several technological solutions that can greatly benefit a cpa firm by enhancing efficiency, accuracy and client service. here are some technological solutions that can be considered:

  1. accounting software and erp systems: utilizing robust accounting software or enterprise resource planning (erp) systems like quickbooks, xero or sage can help streamline financial management, bookkeeping and reporting processes.

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  1. cloud-based solutions: moving your firm’s operations to the cloud allows for real-time collaboration, data accessibility from anywhere, and better data security. cloud accounting software like quickbooks online or xero can be particularly helpful.

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management

how to get organization minutes in order

a 34-point checklist.

by ed mendlowitz
77 ways to wow! the checklist handbook for advisory services.

corporate, llc, partnership and not-for-profit organizations are usually required to have minutes memorializing certain actions taken by the board of directors or governing body. yet, many do not either because it has never been done, is a bother, is considered not necessary or overlooked through inaction or unawareness.

more by ed mendlowitz
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however, it is something that should be done as a best practice, as recognition that there are non-active stakeholders who need transparency, or as tangible evidence that the actions recorded took place timely. in some instances, the irs looks for minutes as a symbol that the affairs were handled on a businesslike basis or were not one-sided “secret” actions by those in control.
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marketing & sales

shut down the scarcity mentality

coins and small bills in a plastic box

reconsider your prices. here are 10 questions to help.

by martin bissett
business development on a budget

undercharging – or lowballing as it’s also called – is the scourge of the profession. it has always been present, and unfortunately, it will probably be with us for the foreseeable future.

undercharging is directly related to fear – fear of rejection.

more by martin bissett
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when you are building your pipeline according to the process, you have assigned fees you think might be in the ballpark of what you believe you could get from a new piece of work or a new client. you may tend to estimate on the low side, which is not a bad idea in theory, because it lets you be pleasantly surprised when it’s anything beyond that.

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