today's features

bissett bullet: why bother?

today’s bissett bullet: “why, in general, does marketing in the accounting profession fail so often and if it yields such dismal results, why bother?”

by martin bissett

i’ve said it before and you’ll read it again many times as you stick with me. the secret sauce, the thing that most accounting professionals don’t use effectively enough are their stories. nothing more, nothing less.

we’ve established that marketing creates need and when you tell your clients’ stories – not in terms of what you did, not even in terms of how much time and money you saved, but in terms of what your clients were able to use that time and money for – you attract other people who want the same.

how many stories do you have hidden in your portfolio, even just over the last five years? how many mortgages have you saved? how many personal guarantees have you gotten back from the bank? let’s be really blunt, how many marriages have you saved as a result of your work?

today’s to-do:

find five of your best client stories and ask for permission to use them. some clients will be happy for them to be shared and others will want them anonymized – that’s fine. think about how you can leverage these in your marketing.

see more bissett bullets here

read more →

does firm culture still matter?

a well-defined firm culture is key to building an irresistible employer brand.

by seth fineberg
at large

who you are and what you stand for as a firm can mean many things, but if you aren’t explicit about what you are about, you may as well say nothing.

more: seth fineberg

i know this is a bold statement, but over the years, i’ve heard the term “firm culture” tossed around so freely that i daresay, when pressed, that firm leaders will be challenged to have a legitimate answer when asked what it actually is.
read more →

getting aligned on scope helps your team and your clients

master the map to success.

by jody padar
radical pricing – by the radical cpa

there are two basic ways to drive from door county, wisconsin, to new orleans to attend mardi gras in february. the first is to chart a course using a map or gps app. it will tell you the route to take, where to stop along the way and how long it will take to make the drive. the second way is to start the car, back out of the driveway and head south, hoping you’ll bump into new orleans along the way.

more: create more meaningful kpis | here’s how profit sharing improves your firm | productize services for consistent client value | four ways automation pushes the paradigm shift | how value pricing impacts your employees | why pricing is so disruptive | accounting disruptors are heading your way … with deep pockets | advisory work must be priced by value, not hours
goprocpa.comexclusively for pro members. log in here or 2022世界杯足球排名 today.

 

which do you think gives you the better opportunity to arrive in new orleans in time for the festivities?

scope is a lot like creating a project map showing what you want to accomplish, who’s going to do what, how you’re going to do it, what you’ll need along the way and how long it will take to get there. it includes all the specific details of what you’ll deliver to the client, including, for example, tax returns, quarterly planning, bookkeeping and cash flow management.

read more →

how to put your strengths to work for you

here’s a quiz that provides real insight.

by sandi leyva
the complete guide to marketing for tax & accounting firms

most of us have an idea about what our character strengths are.

a few years back, a scientist named christopher peterson developed a global list of 24 strengths that all humans have.

more: implement these two daily rituals | three ways to follow up with prospects | 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
goprocpa.comexclusively for pro members. log in here or 2022世界杯足球排名 today.

 

these break down into the following six major categories:
read more →

the right kind of lazy: innovative approaches to streamlining workflows | accounting arc

arc hosts discuss redefining efficiency in the accounting profession and when it pays to ‘slack off.’ 

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

in a recent episode of the popular accounting arc podcast, hosts liz mason, cpa, and donny shimamoto, cpa.citp, cgma; and byron patrick, cpa.citp, cgma; discussed an unconventional yet powerful concept: the right kind of lazy. this idea, which involves strategically optimizing workflows to eliminate non-value-adding tasks, offers a fresh perspective on efficiency and productivity in the accounting profession.

more accounting arc

mason, founder and ceo of high rock accounting, shared an anecdote from her early career at grant thornton. faced with the monotonous task of processing paper tax returns, mason decided to automate the process. she spent over 100 hours developing a script that streamlined data entry and document generation. although initially time-consuming, the solution saved significant time when implemented across multiple offices. “it was fun and a great learning experience,” mason remarks. “at scale, it saved a ton of time for people.”

read more →