today's features

your clients’ words = your new cas marketing

let them help tell your story.

by hitendra patil
client accounting services: the definitive success guide

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.

more: attract clients through facebook groups | how to destroy your cas profits | cas requires reaching out more | cas reports are better. here’s how. | is it time for your firm to outsource? | raise cas awareness among your clients | which clients are best for cas | how much can automating bank feeds save you? | wants vs. needs: why not fill both?
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  • 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.

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five tips for cross-selling and upselling

packages make the process easier.

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

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.

more: the four steps of your personal marketing process | eleven marketing strategies for smaller firms | five questions for developing your marketing plan | you only have four strategies | the damage that traditional fee methods do | ten keys to marketing success
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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.
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when clients think they know marketing

… but don’t. what they should know.

by bruce marcus
professional services marketing 3.0

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.”

more: internal communications are underrated | manage knowledge as a marketing tool | secret marketing formula: get one client at a time | marketing a fixed position in a moving world | how to build a marketing culture | have you planned how to service your new revenue? | why is change so hard for firms? | why value pricing works | why competition matters most
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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.
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james graham: drop the billable hour and you’ll bill more

firm poised to double in size with cfo services.

subscribe to 卡塔尔世界杯常规比赛时间 podcasts anywhere: apple, google, spotify, iheart, deezer, amazon music and audible, player fm, audacy, gaana (india), and boomplay (africa).

the disruptors
with liz farr

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.

more podcasts and videos: karen reyburn: fix your marketing and fix your business | giles pearson: fix the staffing crisis by swapping experience for education | jina etienne: practice fearless inclusionbill penczak: stop forcing smart people to do stupid worksandra wiley: staffing problem? check your culture | scott scarano: first, grow people. then firm growth can follow | jody padar: build a practice that works for you, not vice-versa | ira rosenbloom: with m&a, nobody wants a fixer-upper | peter margaritis: the power skills every accountant needs | joe montgomery: find the sweet spot of the right clients, right services and right pricesmarie green: your bad apples are ruining youmegan genest tarnow: hire for curiosity rather than complianceclayton oates: one way to keep clients for life |

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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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five steps to transition to partnership

man pointing at laptop screen as woman looks on

get your senior managers ready.

by marc rosenberg
the rosenberg practice management library

how are the duties and responsibilities of a new partner different from those of a manager? this is one of the grayest areas in bringing in new partners.

more: disturb the present to improve the future
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ideally, there should be a gradual transition for new partners from their last two to three years as a manager to the first few years as a partner.
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five ways to wow your clients

chocolate chip cookies in white plate with red cup coffee

sometimes it truly is the thought that counts.

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

you don’t have to be the ritz-carlton or mercedes to provide your customer with a great experience.

just a little forethought and planning will make a huge difference.

more: six strategies to make more without working more | 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
goprocpa.comexclusively for pro members. log in here or 2022世界杯足球排名 today.

here are five tips for your consideration:

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bissett bullet: culture eats strategy for breakfast

today’s bissett bullet: “we all use the same technology and the offer is very consistent so what sets us apart is our people.”

by martin bissett

if the tech is the same as our competitors, then it is our identity, the culture in our firm that sets us apart. you can have the best strategy in the world, but without the culture that engages people to deliver on your vision, it won’t work.

take a look at the culture of your business. does it reflect your vision and values? do your people know what the vision and value are and how do they reflect them? have you created an environment where they are happy to spend up to half of their waking life?

a happy, engaged, loyal team who understand what you want to be known for and are motivated to deliver that will result in greater retention, reduced recruitment cost and outstanding client experiences.

today’s to-do:

ask a team member at random what it is they think you most want your firm to be known for. do they know? do you know?

see more bissett bullets here

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accountants hopeful, concerned and confused about ai

bar charttax and accounting pros share their thoughts, both negative and positive.

by 卡塔尔世界杯常规比赛时间 research

early results of the 卡塔尔世界杯常规比赛时间 outlook 2024 emerging issues, opportunities and trends survey are finding practitioners cautiously optimistic about the potentials of artificial intelligence.

more: looking for recent grads? good luck | cpa biz is booming, but for how long? | survey respondents see exciting year coming up | survey: accountants economic outlook brightens | research: accounting pros cautiously optimistic about generative ai | how auditors can beat ai | why the u.s. must act now to protect our online privacy
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a lot more respondents see ai having a positive impact on their firms rather than a negative impact, but the vast majority – 67 percent – admit that they just aren’t sure.

twelve percent say the impact will be “very positive” as it increases efficiency, and another 17 percent are pretty sure the impact will be “somewhat positive.” only 4 percent fear a negative impact.
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why other accountants are great referral sources

plus 9 ways to meet more people.

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

referrals should be your greatest way of obtaining additional business and in particular tax services.

more on marketing: do you really want that client? | want more tax clients? here’s how | seven keys to a complete succession plan | the tax effects of buying or selling a business | how to guide clients through divorce | help clients manage their investments | help heirs with tax issues | every client can use financial planning
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referrals do not just come from existing clients, but can come from almost everyone you know. referrals are made by people who believe
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“done” only has one meaning

“done but” increases wip and turnaround time. profits go … well, you know.

by frank stitely
the relentless cpa

in my last book, i recommended hiring younger staff. in that book, i cautioned that you might have to teach very simple tasks like breathing and using the bathroom to your newbies.

more: keep clients from “balance due” shock | stop clients from performing “favors” | who needs fall tax planning? clients … and youit’s okay to say no to clients (even the large ones)control your time: avoid ambush meetings and calls | make fewer mistakes, increase revenue and capacity
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one reader posted that she didn’t believe it was the responsibility of an admin department to teach bathroom use. she was new to this hot new writing technique called sarcasm, but she did a great job making my point that you have to teach your staff a lot of basic things.

one of those teaching tasks is the meaning of “done.”

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how ai works in plain english

check out these three reads to understand ai and how to leverage it for business.
 
by rick richardson
technology this week

science fiction author arthur c. clarke once said, “any sufficiently advanced technology is indistinguishable from magic.” yet artificial intelligence isn’t magic, and you don’t need to be a computer scientist to understand how chatgpt works.

more: new tech could let evs go 3,0000 miles on a single charge | major websites blocking content from ai crawlers | what is an heic file? | bill gates behind next-generation nuclear plantelectronic skin that can sense touch will transform robotics | four of today’s new technologies that will be tomorrow’s ‘norm’
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if it hasn’t already, ai will soon be present in your home and business. ideally, you should be ready.
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workflow tools only as good as their users

software is just the beginning. consistency is the key.

by penny breslin
it’s not just the numbers

workflow. tasking. these two words are thrown around quite a bit and sometimes they are used interchangeably. so, let’s get this part defined a bit more.

more: tech tips for back office support | 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
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workflow definition: noun, the sequence of industrial, administrative or other processes through which a piece of work passes from initiation to completion

tasking definition: noun, a piece of work to be done or undertaken

verb, assign a piece of work to

workflow is always a noun and tasking can be either a noun or a verb. no wonder people get this confused.
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make biz dev feel less like selling

several businesspeople talking and shaking hands, silhouette against city skyline

five tasks that will take some reflection.

by martin bissett
business development on a budget

over the years, many partners have told me about their struggles to grow their firms proactively, the main one being that they feel they must sell, which goes against the grain for them. have you ever felt that way?

more: six keys to getting a proposal accepted | six keys to turning prospects into clients | don’t overlook internal communication | why firm culture matters for partners | 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
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perhaps you’ve never had to sell before, and it is taking you way out of your comfort zone. you are entering into unfamiliar territory, that alien landscape called “selling.”
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