today's features
client service opportunities

don’t let clients outgrow you

two men having coffee; one has an open laptop

it might not be too late to keep something going.

by ed mendlowitz
202 questions and answers: managing an accounting practice

question: i just suddenly lost my biggest client. they said they outgrew me. what could i have done to keep them?

more: what to do when a partner becomes disabled | do as little as possible | don’t blame the client for your location | who to hire when it’s time to grow | the top tip for reviewing tax returns | you can’t win with lowballing | yes, you have to share work papers | should you merge? here’s how to chart your path | hold staff accountable if you want them to listen to you | how to raise your rates | higher fees to start: ten ways to make your tax season better
goprocpa.comexclusively for pro members. log in here or 2022世界杯足球排名 today.

 

response: maybe nothing. and at this point it may not matter, but there are some things you can do to maybe get them back in the future and stop it from happening with another client.

losing any client is not pleasant, and losing a large client hurts. and when it is sudden it hurts even more.
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marketing & sales

lucas lachance: revenue generation through digital marketing | capstone conversations

capstone conversations
informal and informative discussions with leading growth strategists from the nation’s most dynamic cpa firms.

[preview] the complete video episode, including commentary, analysis, notes, takeaways, and transcript, is available first to 卡塔尔世界杯常规比赛时间 research pro members. | go pro here.

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

with jean caragher
for 卡塔尔世界杯常规比赛时间

lucas lachance brings an auditor’s eye to marketing as the partner in charge of practice growth at dallas-based lane gorman trubitt, where he drives digital strategies that have fueled 143 percent revenue gains.

more capstone conversations here | follow jean caragher on 卡塔尔世界杯常规比赛时间 here. | get her best-selling handbook, the 90-day marketing plan for cpa firms, here | catch jean caragher every friday with gear up for growth here |

but the bigger challenge, lachance tells jean caragher in this episode of capstone conversations, is winning the competition for a shrinking pool of cpas. “human resources and marketing have to work hand in hand,” he says.

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pro member exclusive

why now is the time for cpas to embrace wealth management

portrait of seth fineberg
fineberg
 seth fineberg is an accounting industry consultant, content strategist, analyst and speaker. his current business is accountants forward. he has been a business editor and journalist for over 30 years, the vast majority of which has been spent overseeing the accounting profession’s evolution.

start with a conversation.

by seth fineberg
the holistic guide to wealth management.

today we are cresting the biggest waves of change that i’ve seen in my 20-plus years of covering the accounting profession. i’m talking about the need for cpas to go beyond simply being the trusted tax guy (or girl) for their clients and to help them manage all aspects of their wealth. this movement has been building for the better part of a decade, but only recently has it gone from “i’ll think about it” to “can i afford not to get on board?”

not to sound the alarm bells here, but cpas must soon choose between riding the financial planning wave or being swept under it.
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accounting arc

rachel bashore: a lawyer’s case for reinventing accounting | accounting arc

discover how nontraditional professionals leverage their skills to bring innovation and growth to the accounting profession. 

accounting arc
with donny shimamoto.
center for accounting transformation

the accounting profession is experiencing a wave of disruption, and nontraditional professionals are leading the charge. 

more accounting arc: leadership for the future: stakeholders, sustainability, and strategic vision | in-person conferences still essential | non-accountants in accounting: a game-changer for the profession | rubik yeriazarian: smaller firms offer big opportunities for rapid skill development in forensic accounting | accounting arc | ai will steal your job. and that’s a good thing | accounting arc | the right kind of lazy: innovative approaches to streamlining workflows | accounting arc

in a recent episode of accounting arc, host donny shimamoto, cpa.citp, cgma, sits down with rachel bashore, the director of operations at herbein, to discuss her journey from attorney to accounting professional and the valuable perspective she brings to her firm. 

“accounting is ripe for change, and that’s what excites me,” bashore says, reflecting on how her varied career—from it consulting to trial law—helped prepare her for the challenges of modern accounting. bashore has a unique path into the industry. after years working with ibm, she transitioned into law, specializing in litigation before moving into banking and fintech. 
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