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advisory & consulting

ten topics for client newsletters | listicle

by 卡塔尔世界杯常规比赛时间 research

here are 10 more topics for newsletters, podcasts, powerpoint presentations and other forms of communication. use your expertise to expand each topic – but keep it simple!

more listicles here
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you can use each topic as a brief section of a newsletter, or use each as a theme for a given edition. use your newsletter to not only inform clients but to remind them that their accountant is available for advice.

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accounting influencers

experts call for industry overhaul | accounting influencers

top minds in accounting push for systemic reform, smarter tech, and a human-first workplace.

sponsored by holistic guide to wealth management by rory henry, cfp, bfa  – see today’s special offer

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accounting influencers
with rob brown

while many firms report strong financials and steady client demand, an urgent conversation is happening behind the scenes—one that questions whether traditional business models, outdated technology, and uninspiring career paths can sustain the future.

more accounting influencers with rob brown

in this episode of accounting influencers, host rob brown convenes a powerhouse panel to unpack the profession’s greatest opportunities—and its most pressing threats. joining him are:

  • sona akmakijian, cpa: global leader of strategic accountant partnerships at avalara

  • renee moelders: partner at convergence coaching

  • allison ball: vp of marketing & communications at bookkeep

  • andrew berg, cpa: managing partner of berg advisors

their consensus? the profession must evolve—fast.

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featured video

carl peterson: succession or stagnation? | gear up for growth

aicpa’s peterson sounds the alarm for small firms.

this is a preview. the complete episode is first available exclusively to pro members | go pro here
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gear up for growth
with jean caragher
for 卡塔尔世界杯常规比赛时间

in a farewell interview on gear up for growth, powered by 卡塔尔世界杯常规比赛时间, carl peterson, vice president of small firm interests at the aicpa, shares hard-earned insights with jean caragher, president of capstone marketing, from his 14-year tenure – and sounds a call to action for the next generation of cpa firm leaders.

gear up for growth spotlights the best strategies for smart and effficient growth in today’s competitive landscape. gear up for growth every friday here.

more jean caragher here | get her best-selling handbook, the 90-day marketing plan for cpa firms, here | more gear up for growth

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as peterson prepares to retire, he emphasizes two key takeaways from his aicpa experience: the need for the profession to maintain the agility it developed during the covid-19 pandemic and the urgency for small firms to adopt visionary leadership and effective succession planning.

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client accounting services

seven tips for cas marketing

plus one for referrals.

by hitendra patil
client accounting services: the definitive success guide

we asked about sales and marketing methods as part of the accounting profession’s largest cas survey. among firms offering client accounting services, the chief means for gaining new cas business is “proactively seeking referrals” and the firm’s “website,” each at 48 percent. networking at local/regional/national events follows at 35 percent.

more by hitendra patil: the dna of advisory-cas | advisory is not consulting | what exactly is client advisory services? | review your cas offerings | cas prospects want proof? you’ve got that | what ai ceo’s warning means (and doesn’t) for accountants | ditch the sales pitch | how to get cas clients to blow your horn | four questions for choosing cas clients | what is your firm’s marketable value? | seven tips for cas marketing | twelve things that kill your cas profits
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the other marketing methods deployed by cas firms are:

  • networking at local / regional / national events: 35%
  • search engine optimization: 14%
  • influencer or social media marketing: 11%

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growth strategies

craft tiered service packages for maximum impact

illustration of three tiers of service offeringhow to turn an otherwise intangible offering into a clear product.

by jackie meyer

we have shifted your mindset and model: you’re focusing on advisory value and pricing for roi. now, let’s get practical about structuring your services in a way that attracts the right clients, maximizes value per client and simplifies your operations. enter tiered service packages.

more: master the roi method: price for value, not time | from compliance to advisory: shifting the value proposition | niche down to scale up | how to define your vision | how i became an accidental entrepreneur | build a seven-figure firm in four hours a week
goprocpa.comexclusively for pro members. log in here or 2022世界杯足球排名 today.

 

offering your services in tiered packages (rather than ad-hoc or one-size-fits-all) can be a game-changer. it provides clarity for clients, helps you avoid scope creep and increases your revenue by capturing different levels of client needs.

at meyer tax consulting (my firm), we developed a structured tiered approach, which i’ll use as an example. you can model your own tiers similarly, customized to your niche and strengths.
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