today's features
featured video

art werner: estate planning strategies | quick tax tip

your job? protect your client and your client’s future.

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

quick tax tip
with art werner
cpe today

by definition, estate planning isn’t just estate planning. it also involves asset protection and tax planning.

click here for more art werner

estate planning should be an integrated approach. it’s more than just handing a client a will or a trust. as a cpa, you’re going to be giving great advice on how to reduce taxes and how to build and protect someone’s wealth. the real trick to estate planning is to make sure that it doesn’t conflict with all the other areas that the client has, and, at the same time, protects the client and his children and grandchildren, as well as any other family member that they need to protect.

marketing & sales

bissett bullet: make it personal

today’s bissett bullet: “your clients are people, too. what could you solve for them in their personal lives?”

by martin bissett

how well do you know your clients? you could probably tell me all about their business ambitions, but what are their personal goals? what would it mean to them to buy their “forever home” in an area they felt safe in or send their child who is struggling academically to the private school they don’t think they can afford? if you could show them how that was within reach, what would that mean for their perception of the firm and what they tell others about you?

today’s to-do:

pick up the phone. choose three clients from your list and have a conversation with them. if you identify a problem that they face or a “want” that they have, give some thought to how you could help them to solve or achieve that and allow time during your next meeting with them to discuss it.

see more bissett bullets here

read more →

pricing, fees & billing rates

seventeen questions to ask when scoping

asking the right questions proves critical in selecting the right-fit clients.

by jody padar
radical pricing – by the radical cpa

using subjective questions helps you assess what the prospective client considers valuable. this means understanding which services and solutions they see as having the biggest impact on their financial health. it also gives you insight into where they are hurting most in their business.

more: which clients should you scope? | perfecting the client needs assessment | create more meaningful kpis | five reasons to ditch timesheets for good | six steps to creating a standardized practice | value pricing requires defining your clients | stop selling time | three critical factors drive the value pricing trend | stop looking for talent that does not exist
goprocpa.comexclusively for pro members. log in here or 2022世界杯足球排名 today.

this process is time-consuming because it sets the stage for your relationship moving forward. take your time and collect all the data, documentation and subjective input so you can gain a holistic view of the customer’s current situation. let’s take a look at some of the questions you can ask and why they are important.

read more →

accounting arc

in-person conferences still essential | accounting arc

despite the rise of virtual events, live conferences remain essential for career growth and relationship-building in the accounting industry. 

click here to load your apple podcast app. subscribe anywhere: apple, google/youtube, spotify, iheart, deezer, amazon music, audible, player fm, audacy, rss.

accounting arc
with liz mason, byron patrick, and donny shimamoto.
center for accounting transformation

in a world where virtual conferences have become the norm, it’s easy to question the value of attending in-person events. however, professionals like donny shimamoto, liz mason, and byron patrick argue that face-to-face interactions still hold immense importance in building meaningful, lasting relationships. 

more accounting arc: 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

the trio share their experiences attending conferences over the years, reflecting on why meeting people in person makes all the difference. patrick, vice president of client success at the b3 method institute and ceo of verifyiq, emphasizes the power of spontaneous connections, saying, “the number of people that i have met and built relationships with from those random moments…that does not happen virtually.” 

read more →

featured video

joey havens: how culture makes or breaks your future | gear up for growth

what you think you know about your firm’s culture is probably all wrong.

listen, stream, download, 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.

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

“it’s probably impossible to have exponential growth without a strong culture,” says joey havens, author of the amazon bestseller, “leading with significance: how to create a magnetic people-first culture,” appearing on gear up for growth, 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 is tailored specifically for public accounting firms with up to 100 team members looking to expand their practices intelligently and efficiently. each episode focuses on a topic crucial for accounting firms aiming for smart growth in today’s competitive landscape. find more episodes here, including:

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 | and watch for jean caragher’s other show, capstone conversations, with leading growth strategists from the nation’s most dynamic firms, also available on 卡塔尔世界杯常规比赛时间

“leaders have to be more intentional about connecting and showing that they care,” havens continues, “and when you do that, then your team members do that with each other, and then they do it with clients, and all of a sudden clients turn into real raving cheerleaders, and all of a sudden this firm has double-digit growth every year.”

read more →