improve your conversion rate.
by martin bissett
passport to partnership
ask yourself and answer these questions when considering the current and future conversion tactics that you’ll employ.
more by martin bissett
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help customers catapult their businesses forward.
the disruptors
with liz farr
back in 2013, before cas became part of the accounting vernacular, penny breslin and damien greathead taught roomfuls of accountants how to do what breslin called bookkeeping and back office support, or bos.
“we had 200 accountants sitting in the room wanting to know how to grow this part of their business,” greathead recalls.
more podcasts and videos: dominic piscopo: clear pay=bargaining power | debbie kilsheimer: stop thinking small | dave kersting: collaborate with co-firming | ashley francis: ai’s a partner, not a replacement | richard roppa-roberts: collaboration over competition | ira rosenbloom: m&a numbers are easy – culture fit is hard | roman villard: ditch the suit & shine | monique swansen: align firm values with services | tina mcgill: how to create lasting client impact | stefan van duyvendijk: develop operational mindset | steve evans: why traditional hiring methods fail | roger knecht: can you be an accountrepreneur? | beth whitworth: focus on outcomes not hours |mike sylvester: learn to say no | salim omar: identify your client’s $100,000 problem | jackie meyer: earn more with fewer clients | jack fleherty: don’t be a ‘yes’ person | greg adams: from finance to storytelling | jody padar: make radical changes now if you want to be relevant in 2030 | rebecca driscoll: amplify reach by helping other firm owners | rory henry: create the return on relationships
cloud-based accounting tools like xero and quickbooks online were just entering the u.s. market, and the two recognized an opportunity for firms.
about to jump in with technology? hold on.
by alan anderson, cpa
transforming audit for the future
“if i had an hour to solve a problem, i’d spend 55 minutes thinking about the problem and five minutes thinking about solutions.” – albert einstein
innovation means doing things differently and doing different things. but what does that mean in practice?
exclusively for pro members. log in here or 2022世界杯足球排名 today.
i see audit firms around the country who set up “innovation teams,” or appoint someone to be the chief of innovation. the problem is that if these are home-grown teams, or if no one on the team has ever had any experience working with anything other than a traditional audit firm, at best, their efforts will be like moving around deck chairs. many of these chiefs of innovation don’t have an innovative bone in their bodies, and they don’t know what they don’t know. all they know is the old way of doing things.
read more →
by 卡塔尔世界杯常规比赛时间 research
potential clients need to hear from you various ways before they finally recognize your services and understand what you offer.
exclusively for pro members. log in here or 2022世界杯足球排名 today.be creative in your marketing use of various media to reach out to the public. a marketing activity should be on your daily to-do list. read more →
what once was seen as a tax loophole is now becoming a mainstream strategy for business continuity—if done right.
the concierge cpa
with jackie meyer
for 卡塔尔世界杯常规比赛时间
the world of business risk has changed drastically since 1986, and so has the way innovative entrepreneurs protect themselves. in a recent episode of the concierge cpa, host dr. jackie meyer sits down with van carlson, founder and ceo of sra 831(b) admin, to demystify one of the most misunderstood tools in modern financial planning: the 831(b) captive.
at its core, the 831(b) tax code allows business owners to form small insurance companies to self-insure specific risks. but as carlson explains, “it’s not just about taxes—it’s about protecting your business from the risks no one else will cover.”