bissett bullet: innovation
today’s bissett bullet: “what do meta, uber, ali baba and airbnb all have in common?”
by martin bissett
today's features
perfecting the client needs assessment
standardization will make you more efficient, effective and profitable.
by jody padar
radical pricing – by the radical cpa
a client assessment is an onsite or virtual session where you observe the client’s accounting system on which you’ll be working. this is your opportunity to see how they run their business: their software, their processes and who does what. this is when tasks and responsibilities are clarified and assigned. both the client and your firm need to understand their responsibilities in this new partnership.
more: four steps to scoping for alignment … and the #1 rule to remember | getting aligned on scope helps your team and your clients | create more meaningful kpis | here’s how profit sharing improves your firm | five areas to ground new metrics other than time | five reasons to ditch timesheets for good | productize services for consistent client value | digitize clients for standardization | six steps to creating a standardized practice | four ways automation pushes the paradigm shift | are you the key signal caller for your clients?
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this assessment also allows you to fully understand the client’s service needs. it is a real-world assessment of services, budget and the work required to provide deliverables. it will also allow you to understand what it will take to onboard them. again, this assessment goes both ways. it’s worth assuming you have competition, so take advantage of this time to impress the client with some consultative advice demonstrating the value you bring to the table – this is especially true if you are charging for the assessment.
one of the key benefits is the ability to limit your risk and as you:
three ways to make it easier for prospects to say yes
bonus: checklists to implement each one.
by sandi leyva
the complete guide to marketing for tax & accounting firms
change is hard on all of us, and there’s no exception when it comes to new customers taking a first step to do business with you.
more: make your next busy season easier now | how to put your strengths to work for you | are you throwing away profits? | three steps to becoming a millionaire | how to use chatgpt to create images | create a bad website in ten easy steps | leverage your strengths to beat stress | are you crossing off your business bucket list? | ten ways to make your business irresistible | five ways to target the low-hanging fruit
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the question is, how can you make it easier for clients to get through that change so that they will do business with you?
the key is to be as approachable as possible, and here are some tips to do that. read more →
rubik yeriazarian: smaller firms offer big opportunities for rapid skill development in forensic accounting | accounting arc
don’t just follow the traditional path; seek mentors and learn constantly.
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accounting arc
with donny shimamoto.
center for accounting transformation
for many accounting professionals, the big four firms represent the pinnacle of success—a destination for those with high aspirations. but for rubik yeriazarian, cpa, cfe, cff, they were just the beginning. specializing in forensic accounting, yeriazarian knew from his college days that this was the path he wanted to follow. “back when i was in college, big four were the only firms that offered forensic accounting,” he recalls. “i knew that was my ticket in.”
at the big four, yeriazarian was exposed to complex forensic cases that shaped his career. he learned the ropes in an environment that offered vast resources and support, but something was missing. “you have a lot of support at a big four, but i felt like i needed more hands-on experience,” yeriazarian says. this realization led him to a boutique firm—a move that many of his peers questioned.
cas can play a critical role in clients’ vendor selection
the needed skills are already part of the accountant’s skill set; they just need to be applied outside of the finance function.
by donny c. shimamoto, cpa, citp, cgma
center for accounting transformation
historically, vendor selection has been primarily driven by operations or it teams. however, recent research by the chief executive group for the cfo leadership council shows that finance teams play a critical role in vendor selection. forward-thinking cas teams should take a cue from these finance teams and broaden their service offerings to help clients be more successful.
more donny shimamoto, cpa.citp, cgma | more cas | more cfo services
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how finance teams support vendor selection
as shown in figure 1 below, more than 7 of 10 finance teams are involved in the final selection of vendors and products. many people often see finance’s involvement as just the final stamp of approval, but the research clearly shows that finance teams are involved throughout the purchasing process.