today's features
client service opportunities

mitchell reno: cx as a growth driver | gear up for growth

firms with client experience programs see 19% higher growth rates, according to clearlyrated study. 
originally published nov. 8, 2024.
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gear up for growth
with jean caragher
for 卡塔尔世界杯常规比赛时间

creating a truly differentiated client experience can be the key to standing out in a profession defined by trust, service, and technical excellence. that’s the message from mitchell reno, director of client experience at rehmann, in this episode of gear up for growth, hosted by jean caragher, president of capstone marketing.
gear up for growth spotlights the best strategies for smart and effficient growth in today’s competitive landscape. more gear up for growth every friday here.|  more capstone conversations with jean caragher every monday | more jean caragher here | get her best-selling handbook, the 90-day marketing plan for cpa firms, here | more 卡塔尔世界杯常规比赛时间 videos and podcasts here
drawing on more than two decades of marketing and advisory experience—including 14 years as rehmann’s chief marketing and sales officer—reno discusses how client experience, when strategically engineered, becomes not only a competitive differentiator but a catalyst for firm-wide growth and innovation.

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bissett bullet: take charge

today’s bissett bullet: “the reason that accounting professionals don’t close deals in a timely manner is that they leave it to the prospect.”

by martin bissett

we know that marketing is all about getting appointments in the diary, but when we get to that all-important first meeting, we find out what service the business is currently receiving from their present accountant, establish that we offer some services that they would benefit from and then leave it up to the prospect. that is why the trail goes cold; that is why we struggle to get a return phone call.

it’s up to you to create enough interest to get the second meeting arranged during the first.

today’s to-do:

look at your last three unsuccessful proposals and reflect on those meetings. did you ask for the second meeting or did you leave it to them? in hindsight, what would you have done differently? is there a recurring theme?

see more bissett bullets here

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pricing, fees & billing rates

follow the $25,000 pricing rule

your clients get more value and your team gets to lose timesheets.

by jody padar
the radical cpa

consider the $25k rule.

because this method requires heavy lifting on the front end, a good rule of thumb is to only value-price engagements of $25,000 or more. if the client falls below $25,000, they are eligible for a fixed price or fixed price plus a value add. this rule is important because if your client is a small business, it doesn’t matter how much value they perceive in your services; they will not be able to afford value pricing above a certain level.

more by jody padar
goprocpa.comexclusively for pro members. log in here or 2022世界杯足球排名 today.

 

most services are fixed-priced, but based on conversations with the client, those prices may drop or be raised accordingly. some of the data points used to set pricing are the pita factor (pain in the a#%) and the client’s gross revenue.
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featured video

art werner: wealth transfer strategies in uncertainty | quick tax tip

high-net-worth clients are urged to act before the estate tax exemption expires in 2025.

 

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quick tax tip
with art werner
cpe today

a key provision of the tax cuts and jobs act (tcja) is approaching its expiration date—and art werner, j.d., m.s. tax, is sounding the alarm for advisors and their wealthy clients.

in the latest episode of the quick tax tip podcast, werner explains that the temporarily doubled estate and gift tax exemption, enacted under the tcja, is set to sunset on december 31, 2025. “this creates a lot of uncertainty,” says werner. “we’re hearing all kinds of things from congress—maybe an extension, maybe making it permanent, or even letting it die completely. some are even calling for the estate tax to be repealed. others want a much higher, even confiscatory, rate.”

click here for more art werner

with so much political volatility, werner urges tax professionals to proactively plan for the possibility that the exemption could be drastically reduced—or eliminated altogether.

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featured video

sandra wiley: culture, dei, and the future of the accounting profession | move like this

“i am begging firms: do not let go of your dei&b initiatives. it is a mistake.” 

 

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

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move like this
with bonnie buol ruszczyk
for 卡塔尔世界杯常规比赛时间

in a wide-ranging and deeply personal conversation on the move like this podcast, sandra wiley, president of boomer consulting, shares powerful insights about the evolving culture of the accounting profession and what firms must do to thrive in 2025 and beyond. from building inclusive workplaces to solving the talent crisis, wiley emphasizes one central idea: firms that embrace change, empathy, and innovation will outlast those that cling to the status quo. 

more move

wiley, a longtime leader in public accounting consulting, outlines boomer consulting’s growth from a tech-focused firm to a holistic advisor in five key operational areas: leadership, talent, growth, technology, and process. these “back office” functions, she explained, are often overlooked in cpa firms, yet they’re critical to long-term sustainability. through consulting, training, peer communities, and the boomer knowledge network, wiley and her team are helping firms modernize how they work and who they are.  read more →