today's features

how remote work is impacting accounting firms

remote worker at computer types on phone with dog nearby

question: can remote employees become partners?

by marc rosenberg
cpa firm staff: managing your #1 asset

remote work is undeniably changing how the cpa industry works. it’s been incredibly challenging for firms – from grappling with how to handle staff onboarding, training and mentoring to trying to maintain pre-pandemic client relationships and business development levels.

more: make work flexibility work for everyone | why staff leave cpa firms … and how to stop them | how to solve the big disconnect in talent management | what relevance means for staffing in accounting | how accounting staffing has changed
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in light of the pandemic that began in 2020, rosenberg associates surveyed more than 130 firms in 2022 asking them a multitude of questions about what options they are offering their staff (remote, hybrid, in-person) and how remote work has impacted various aspects of their business, including business development, client relationships and staff development. our findings were enlightening in many ways and provided great insights. here are some of the results from that survey as they pertain to flexible work options and the effects on their staff:

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joe kovacs: why the digital brand experience is essential | capstone conversations

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

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capstone conversations
by jean caragher
for 卡塔尔世界杯常规比赛时间

the greatest challenge in marketing cpa firms is understanding the role of technology and how different generations of clients and prospects want to engage, joe kovacs, marketing and biz dev director at councilor, buchanan & mitchell, tells jean caragher in this episode of capstone conversations.

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’s other show, gear up for growth, on fridays here. | and browse all the shows in the 卡塔尔世界杯常规比赛时间 broadcast network here

“we need to stay current, not just in knowing the technology, but how consumers are using it and making decisions,” kovacs says. “especially since the pandemic, the digital brand experience has become essential. understanding that digital brand experience is essential. “it’s a never-ending challenge. it’s exciting but also a little terrifying sometimes.”

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seven reasons marketing can make your firm a great place to work

woman and man in office high-fiving and giving thumbs up

it’s not just the marketing team who benefits.

by august j. aquila
price it right: how to value accounting services

developing a marketing culture within your accounting firm can indeed contribute to creating a great place to work. here are some ways a marketing culture can positively impact your accounting firm and enhance the work environment:

more: seven ways that marketing helps you retain clients | is pricing a marketing function? | analyze your firm to keep it current | three more strategies for growing your practice | understand the 10 steps of the buying process | calculate the cost of losing clients | eleven possible pitfalls of mergers | six ways to expand your client services checklist | ten questions to refine your successful marketing plan | four questions for choosing your marketing audit strategies | four steps to a successful email marketing campaign | five reasons to implement change orders
goprocpa.comexclusively for pro members. log in here or 2022世界杯足球排名 today.

  1. strong brand identity: a marketing culture focuses on building a strong brand identity and reputation. when your accounting firm has clear brand positioning, employees feel proud to be associated with the organization and are more motivated to contribute to its success.

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the joys of firing bad clients | gear up for growth

mike sylvester, ryan pulice: ten percent of your clients give you 90 percent of your problems.

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gear up for growth
with jean caragher
for 卡塔尔世界杯常规比赛时间

demand for tax services has emboldened cpas to fire clients and to be deliberate about the clients they choose to work with. two practitioners share their strategies for accepting new clients through structured intake forms and firing clients who are not a good fit for their firms on gear up for growth, a new show hosted by jean caragher, president, capstone marketing, and powered by 卡塔尔世界杯常规比赛时间. 

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 podcasts here

what started it for sbs cpa group was firing a large client. “it just took firing 7% of our client base,” says mike sylvester, managing partner, and realizing that our revenue went up, our staff was happier, our profit went up, and realizing that in this environment, you can easily replace them.

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bissett bullet: the price is the price

today’s bissett bullet: “if you want to become a trusted advisor then there must be no discounting. the price is the price.”

by martin bissett

many, at the first sniff of fee resistance, will jump in with a discount to close the deal but what does that indicate to a potential client about your true value?

if you truly believe that your proposal is worth the price quoted then you must present it as such. maybe there is room for a negotiation conversation further down the line but never discount without obtaining something in return.

today’s to-do:

be ready to stand firm when you present your next proposal. practice explaining politely but firmly that you do not discount your services. if your next potential client were to dig their heels in on price, how much would you be prepared to negotiate and on what terms?

see more bissett bullets here

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