today's features
client accounting services

wants? needs? cas helps fill both

woman driving green sports car

clients need to see the value … and there’s your opportunity.

by hitendra patil
client accounting services: the definitive success guide

what some clients feel is an absolute need, other clients may feel it is not. people may need to book an uber or lyft ride, but some of them may want a premium ride.

more: automation can be exciting in client accounting services | eight steps for better client accounting services | do you have the client accounting services mindset? | four ingredients to your cas ‘why’ | cas clients are ‘stickier’
goprocpa.comexclusively for pro members. log in here or 2022世界杯足球排名 today.

some of your client accounting services will be the premium ride your clients will want. for some clients, your premium services will be the need. (you want such clients.)
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innovation & change management

what accountants can learn from t-ball

chaotic, crazy, and utterly joyful.

t-ball in new mexico (photo: liz farr)

by liz farr, cpa

i’ve been spending a chunk of time lately watching my grandson’s t-ball games. and i’m loving the rules – or, more accurately—the lack of rules they follow in this league.

more liz farr: jody grunden: subscription pricing is a game changer | loren fogelman: stop undercharging and start being client-centered | brannon poe: grow your business by preparing to let it go | dawn brolin says grow your firm by shrinking it | nicole davis & jw davis show how to create your own pipeline | chase birky builds the anti-cpa firm | what kind of leader are you? | jason blumer & julie shipp: move leaders out of client service |

goprocpa.com exclusively for pro members. log in here or 2022世界杯足球排名 today.

no one keeps score. there are no outs. everyone gets a chance to whack a baseball off the three-foot tee as far as they can. when everyone on the team has had a chance to bat, the inning is over.  the last batter and all the kids on base run around the bases to home, and the other team goes up to bat. two innings, and the game is over.

i love it. it’s chaotic, crazy, and utterly joyful.

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audit & assurance

audit fees climb another notch

bar chart and pie chart

the financial industry tops the list (no surprise).

by 卡塔尔世界杯常规比赛时间 research

audits aren’t getting any easier, that’s for sure.

but that’s a good thing.

more: cfos see ai as top risk and opportunity | does accounting belong in stem? | accounting arc | opportunity awaits incoming aicpa ceo | artificial intelligence may already be plateauing | regulation, geopolitical instability spark concern | ten ways to manage price increases | survey says 57% of firms are raising prices next year | how will private equity impact accounting careers? | eleven questions about kids, wealth and the family business | twelve years and out: seasoned accountants join the exodus | how accounting firms are handling the staff shortage | gen ai in accounting: epic transformation, or overheated hype? | survey shows big opportunities in small business
goprocpa.comexclusively for pro members. log in here or 2022世界杯足球排名 today.

 

thanks to the headaches continually passed down from the boards and commissions that set the rules and standards for audits of public companies, audits have grown more complex and time-consuming.

add to that the increasing complexity of global business.

and the complications of mergers and acquisitions.
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marketing & sales

bissett bullet: think results. not services

today’s bissett bullet: “productivity is key for most business owners.”

by martin bissett

if what we do for a client gives them time to work on their businesses, then what we charge is paid back by the opportunities they can create, the sales they can make and the profit they can generate as a result. the value we possess, therefore, is talking to them about the outcomes they can create in the time we save them, rather than the services we carry out on their behalf. sound familiar? good.

today’s to-do:

read your last proposal. did you talk about services or outcomes? rewrite any areas in which you talk about services and reframe them to reflect the outcomes they might create. keep this as a template for your next proposal.

see more bissett bullets here

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podcast

steve yoss: automating data entry reconciliations with ai | quick tech talks

save time and reduce errors with automated transaction mapping. 

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quick tech talk
with steve yoss
cpe today

artificial intelligence is a game-changing technology. its ability to take on tedious processes allows accountants to focus on higher-value work. a prime example is bank feeds in applications like quickbooks, xero, and other accounting platforms.

more steve yoss
more tech
goprocpa.comexclusively for pro members. log in here or 2022世界杯足球排名 today.

bank feeds already streamline workflows by pulling transaction data directly into accounting systems, but ai takes it further. it can automatically match transactions to existing entries, intelligently categorize expenses, and continuously improve its accuracy based on user input and patterns from other businesses.

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