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marketing & sales

six proven principles for proposal acceptance

stressed businessman, heads on hands

also: seven things not to do.

by martin bissett
 business development on a budget

what makes a written proposal become accepted by the potential client – every time?

more by martin bissett
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proposal writing is a micro-science in its own right but here are the proven principles that it takes to get proposals accepted.

  1. the proposal must clearly demonstrate that we understand what our prospect’s business is going through and that the document is offering outcomes that solve the problem/realize the ambition of the prospect.

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featured video

dave kersting: collaborate with co-firming | the disruptors

expand capabilities, boost client satisfaction, and build thriving businesses—without sacrificing independence.

this is a preview. the complete 1-hour video episode, with commentary and transcript, is first available exclusively to pro members | go pro here
sponsored by “turbocharge your profits: how to thrive in the new economy,” by frank stitely, cpa, cva – see today’s special offer

subscribe to 卡塔尔世界杯常规比赛时间 podcasts anywhere: apple, google/youtube, spotify, iheart, deezer, amazon music, audible, player fm, audacy, rss.

the disruptors
with liz farr

dave kersting, founder and ceo of capovario, is disrupting the status quo firm structure by introducing co-firming. while he and tanya schulte, owner of the profit constructors, started on the co-firming path in a contractor-subcontractor relationship, they quickly realized they wanted more. “…we want to win together, and we want to lose together,” kersting recalls.

more podcasts and videos: 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 | the disruptors | 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 | mike maksymiw: be the leader you wish you had |

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co-firming brings multiple specialized firms together to serve clients collaboratively rather than competitively. as kersting explains, “what the client gets out of that is experts in the field, all working on the same client to make that client’s journey better. again, it’s winning together, losing together.”

this model isn’t about subcontracting work but creating a unified team of specialists. with 11 firms now working together, “we kind of do look at ourselves as like this big super firm, a super firm, that we’re all team. we’re all one big, ginormous team,” says kersting.

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featured video

david spence: build a tax-free retirement | the concierge cpa

explore the rising threat of national debt, future tax hikes, and how americans can prepare.

this is a preview. the complete episode is first available exclusively to pro members | go pro here
sponsored by “turbocharge your profits: how to thrive in the new economy,” by frank stitely, cpa, cva  – see today’s special offer

click to subscribe anywhere: apple, google/youtube, spotify, iheart, deezer, amazon music and audible, player fm, audacy, gaana (india), boomplay (africa), or rss.

the concierge cpa
with jackie meyer
for 卡塔尔世界杯常规比赛时间

the u.s. is hurtling toward an economic reckoning, and most americans are dangerously unprepared. that’s the warning delivered in the latest episode of the concierge cpa podcast, where host jackie meyer sits down with financial planning expert david spence, cpa, cfp, clu, pfs, to unpack how today’s economic decisions could impact tomorrow’s taxpayers.

more jackie meyer

spence’s message is clear: history shows that skyrocketing national debt leads to one inevitable outcome—higher taxes. “after world war ii, with debt at 120% of gdp, top tax rates soared to 94%,” spence explains. “today, we’re at 130% of gdp, and we’re already paying massive interest on our debt—more than we spend on defense.”

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advisory & consulting

ten tips for turning tax prep into year-round services | listicle

//www.g005e.com/category/checklist/listicle/by 卡塔尔世界杯常规比赛时间 research

after helping a tax client prepare a return, an accountant has a good idea of the client’s financial situation. this is the time to offer the client additional services outside of tax prep.

more listicles here
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here are 10 general areas where people might need assistance.

  1. financial planning: older clients need retirement planning. younger couples with children need advice on education savings planning. higher-income clients (and to some extent others) need estate planning and wealth transfer strategies.
  2. business consulting: clients who own or want to start a business, no matter how small, might appreciate constructive advice on business formation, structuring, performance improvement and long-term growth strategies.
  3. bookkeeping and accounting services: if your tax client’s finances seems to be poorly organized, day-to-day bookkeeping for businesses or individuals will make next year’s tax season easier for both of you. small business owners might need not only general ledger maintenance but payroll processing contract reporting compliance.
  4. audit and assurance services: if a client has trusted you with a business tax return, they might be interested in financial statement audits, internal audits and compliance audits for grants or contracts.
  5. risk management: owners of small companies may not realize the importance of fraud prevention and detection, internal control evaluations, and cybersecurity assessments.
  6. financial statement preparation: as small companies grow, owners may need to know more about compilations and reviews of financial statements, cash flow analysis and forecasting, and budget preparation and variance analysis.
  7. business valuation: let business owners know you can help with valuation for mergers, acquisitions, litigation support in valuation disputes, or intangible asset valuation.
  8. debt and credit management: if a business or individual tax return reveals financial difficulties, offer the client debt restructuring assistance, loan application support and credit risk assessment.
  9. succession planning: a financially astute tax preparer can help with exit strategies for business owners, leadership transition planning, and guidance on selling or transferring business ownership.
  10. technology and systems consulting: every small business needs input on implementing accounting software and systems, enterprise resource planning software selection and setup, and automation of financial processes.

most businesses are small businesses, and many of them are growing faster than the owner can manage. often individual and business finances overlap. these clients need to know how you can help with year-round consultation.

outlook & analysis

accountants turn negative amid tariffs, trade, uncertainty

man holding umbrella while standing in stormy ocean

survey respondents aren’t shy about placing blame.

launch survey here

by 卡塔尔世界杯常规比赛时间 research

if you’re getting a little nervous about the general business environment, you’re not alone.

the 2025 卡塔尔世界杯常规比赛时间 busy season barometer has picked up a serious swing toward pessimism among the professionals who know the numbers.

more barometer: what cpa firms could do better | survey: which client industries will grow this year | tax preparers share advice for your clients | staffing, tech, prices top tax pros’ concerns | tax pros gear up for a better busy season | tax season 2025 begins. ready or not. | more surveys & research
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before the inauguration, the outlook for the nation’s economy was moderately hunky-dory. almost 60 percent of respondents predicted the economy would get better over the next 12-18 months. only 26 percent figured it would get worse.

pessimism doubles

that was then. this is now. by the ides of march, 68 percent saw an economic downturn, and only 21 percent were optimistic. now, by the second week of april, 74 percent are hunkering in the pessimist camp. in fact, the share of those who fear things will get “much worse” has doubled from 14.5 to 29 percent.

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