avalara names kevin sellers chief marketing officer
key appointment under new president ross tennenbaum.
today's features
make work flexibility work for everyone
bonus: a sample flexible work arrangement policy.
by marc rosenberg
cpa firm staff: managing your #1 asset
this post originally by convergencecoaching, cofounded and led by jennifer wilson; updated by rosenberg associates
what is work flexibility?
convergence coaching uses the terms “anytime, anywhere work” and “work flexibility” very similarly. both refer to increased flexibility around timing and location, around one’s work schedule and the place where work is done, while simultaneously meeting the needs of its staff and the goals of the firm.
more: 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
exclusively for pro members. log in here or 2022世界杯足球排名 today.
“we like to give people the freedom to work where they want, safe in the knowledge that they have the drive and expertise to perform excellently, whether they (are) at their desk or in their kitchen. yours truly has never worked out of an office and never will.” – richard branson
“be stubborn about your goals and flexible about your methods.” – anonymous
read more →
bethany silvis: success begins with trust | capstone conversations
capstone conversations
informal and informative discussions with leading growth strategists from the nation’s most dynamic cpa firms.
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
capstone conversations
with jean caragher
what fun it is speaking with bethany silvis, marketing supervisor for kerkering, barberio & co., who was named the association for accounting marketing rookie of the year.
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 |
bethany joined kb in 2018 as the marketing coordinator. since then, bethany:
- has taken kb’s social media activity to a whole different level.
- built a bevy of digital webinars and presentations.
- mastered camtasia to edit videos for the website, social media, and specific campaigns, including a series they called “a day in the life of a cpa,” which was used as a recruiting tool.
- and has taken a seat on the university of south florida muma college of business customer experience advisory board as a program advisor and completed the customer experience course at usf.
in this episode, silvis explains:
- how important it is to be flexible
- how her focus on client experience came about
- her two pieces of advice for accounting marketers
art werner: post-mortem estate planning | quick tax tip
it’s never too late.
listen, stream, 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, and audacy.
quick tax tip
with art werner
so, ladies and gentlemen, what does post-mortem mean? you know, it means after death.
so, how can you do an estate plan after a person dies?
boost your value, boost your fees
can you leave behind a cheat sheet? a toy? it’s not silly if it works.
by sandi leyva
the complete guide to marketing for tax & accounting firm
want to charge more for your services? one way is to offer clients more value. your fees and your value to the client should go hand in hand.
more: three ways to make it easier for prospects to say yes | make your next busy season easier now | three ways to follow up with prospects | how mindset affects your marketing | twelve ways your business card can hurt you | got fomo when it comes to ai and chatgpt? you should: here’s what you’re missing | how to weather any economic storm | ten ways to have more energy this tax season | seven steps to keeping your clients forever | give to receive, and eight more ways to boost sales | five things that clients don’t know about accountants
exclusively for pro members. log in here or 2022世界杯足球排名 today.
here are nine ideas to increase your value to your clients:
1. offer a guarantee
you might feel like offering a guarantee is taking on a lot more risk than you’d like to, but this is a myth. when you offer a guarantee, you help to lower the perceived risk your client feels they might have when deciding to do business with you. this greatly increases the number of clients who will take that chance, even if they don’t know you very well yet. the surprising truth is that very few people will take the time to ask for a refund, making the increased sales far more valuable than the few returns you’ll need to process, if any.
read more →