today's features
marketing & sales

check nine points before meeting prospects

young businessman knotting his necktie

how comfortable you feel in your own skin shows.

by martin bissett
business development on a budget

winning your first client is also known by various other names, including closing the first sale and winning the first deal. no matter what it’s called, it is one of the central principles you must follow as you begin the business development on a budget process.

what does it mean?

more by martin bissett
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basically, it represents a mindset you must develop before you ever speak to a prospective new client. i developed the principle of winning your first client in response to a common concern often raised by partners of accounting firms – one that holds them back from going after new business. it’s the belief that they don’t really have anything to offer above and beyond what an organization is receiving from its current accountant.
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audit & assurance

focus on data for deeper audits

woman in white office meeting with man

technology that finds all the needles in the haystack is better than sampling.

by alan anderson, cpa
transforming audit for the future

most auditors have grown up their entire career with a balance sheet orientation. “i can audit any balance sheet,” is a common defense against making any of the changes needed to move into the future. it is not an easy task to think about a data-driven orientation.

more by alan anderson
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but the amazing part of moving to a data orientation is that it deepens your understanding of your client. you understand how data moves through their systems, a perspective you cannot have if you just look at the balance sheet. you start asking your client deeper questions, so you understand what these transactions do. i’ve had partners tell me that after they work with this data-driven approach, they’re embarrassed by how little they previously knew about their clients. conversations with your client are more profound, more valuable and more relevant when they focus on the kpis specific to a client and their industry.
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advisory & consulting

ten tips to help clients avoid scams | listicle

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

the world seems to be suffering a plague of scams. every day there are multiple new attempts to rip people off, and digital communication is making it easier. and artificial intelligence is making it harder to detect.

more listicles here
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your clients need your help. warn them about these 10 general scams.

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accounting influencers

jen cryder: rewrite the rules | accounting influencers

as the first woman ceo of picpa, cryder shares how she’s tackling the cpa pipeline crisis and why it’s time to re-evaluate long-standing licensure rules.

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accounting influencers
with rob brown

in this episode of accounting influencers, jen cryder, cpa, ceo of the pennsylvania institute of certified public accountants (picpa), opens up about her unexpected path to leadership, the challenges shaping the accounting profession today, and why she believes this is one of the most exciting times to be a cpa.

with oversight of 20,000 accounting and finance professionals, cryder is not just a figurehead—she’s a force behind reshaping the profession’s image and strategy. from the cpa pipeline crisis to questions about the 150-hour rule, she addresses head-on the systemic changes needed to secure the future of the profession.

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client accounting services

cas takes ‘trusted advisor’ to another level

businessman using internet on smartphone and laptop

true communication is the key.

by hitendra patil
client accounting services: the definitive success guide

a successful client accounting services practice requires increased interactions with clients. your usual non-cas methods of client communications are not sufficient to meet the demands and expectations of your cas clients. you must leverage new tech tools to reach out, communicate and collaborate with clients more frequently.

more by hitendra patil
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some accounting software can help you automate client notifications (by email/text) based on customized triggers set up in the software. similarly, automated payroll software can keep clients informed automatically. mobile apps of core accounting software are becoming a necessity to deliver client service and communications.

why?
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