today's features
marketing & sales

six ways to market your technology consulting practice

and three questions to ask first.

by august aquila
max: maximize productivity, profitability and client retention

computer consulting has evolved over the last 30 years and there are more choices than ever before. in fact, it is much more than just a computer and is now rebranded as technology consulting.

more by august j. aquila
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recent changes in technology will force us to learn a new type of technology consulting. despite your current level of technology consulting sophistication, you will still need to market your services.

get started by asking yourself (your team) the following three questions:
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growth strategies

eight mindset shifts for peak productivity

meditative businessman is pondering time management while surrounded by alarm clocks

time management strategies go beyond blocking.

by jackie meyer
the balanced millionaire: advisor edition

while time blocking is a cornerstone strategy, it’s not the only tool in the productivity toolbox. different tasks and personalities call for different approaches.

more by jackie meyer
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here are a few other effective time management techniques and when to use them:

  • eisenhower matrix (urgent vs. important): made famous by president dwight d. eisenhower and popularized by stephen covey, this matrix helps you prioritize by dividing tasks into four quadrants:
    • urgent and important: do these tasks first. they are crises or deadlines that you must handle now (e.g., a client’s tax filing due today).

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client service opportunities

four ways to deal with clients who say ‘no’

young businesswoman putting hand out in "stop" gesture while sipping coffee

plus two possible exceptions.

by ed mendlowitz
call me before you do anything: the art of accounting

i found out many years ago that i cannot spend my clients’ money.

i used to feel that if they did not want to “buy” a service i felt they must have, it meant i did not clearly convey the value to them. i do not feel this way anymore because the value is relative and draws on many issues the client might have and that i am not privy to.

more by ed mendlowitz
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in my earlier days i used to do the work anyway, feeling a responsibility to the client. it took me quite a while to realize that the responsibility is the clients’ and if they did not want to spend their money for it, i should not spend part of my life doing it on a pro bono basis. there were also times i felt the work was so essential to the client that i did it expecting their recognition of the importance and willingness to pay me afterward. stupid! my bad!
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special

ai tax app crashes financial stocks on wall street

a sign of things to come?

contenders and defenders: hazel and a new generation of ai tax and legal tools are challenging the old.

by 卡塔尔世界杯常规比赛时间

a major sell-off in brokerage and wealth management stocks followed the launch of a new ai-powered tax-planning tool by the financial technology platform altruist.

more tax tech | more ai

investors reacted sharply to the launch of hazel ai, a feature within altruist’s platform that automates complex tax strategies — a service traditionally handled by human advisors and high-fee wealth management firms.

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marketing & sales

price advisory work by value, not time spent

stop undervaluing yourself. 

by jody padar
the radical cpa

as a professional in the industry, you may find some of what you do easy. just because you find it easy doesn’t mean it isn’t valuable and worth more than the time you put into it. if it were truly easy, your clients would be doing it themselves rather than paying you.

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

 

undervaluing ourselves and what we bring to the table is a chronic problem plaguing accountants and cpas. why do i say this? because people pay more for the luxuries they value. let’s look at a comparison:

today, the msrp of a cadillac escalade is over $93,000 while the msrp of a chevy suburban is slightly under $64,000. if these automobiles were priced according to the time it takes to make them, plus the cost of their parts, the difference between their retail prices would probably be far less. to maximize profits, gm spends a lot of time and money researching how much their customers value their different products. certainly, the brand makes a difference, but the cadillac also offers a more luxurious package. it doesn’t cost gm a lot more money to offer these luxuries, but their customers place a much higher value on them, and gm understands that value.

pricing according to value really isn’t a radical concept!

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