卡塔尔世界杯常规比赛时间

today's features

six ways to expand your client services checklist

it’s key to client retention.

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

let’s explore ways to provide additional services to existing clients. here is a short checklist that will help you obtain additional services for your clients.

more: client acquisition never stops | make sure you know what you will get from your marketing | three pillars support a successful accounting firm | clients have six reasons for needing you | six ways to market your technology consulting practice | sixteen marketing activities to try | the four steps of your personal marketing process | how does your firm measure up? | six questions before asking for all the referrals you deserve
exclusively for pro members. log in here or 2022世界杯足球排名 today.

other than accounting and tax services, what additional services do you provide to this client? create a spreadsheet listing the type of service, the fees, the year of service, the engagement leader and the client’s satisfaction on a scale of 1 to 5. if your list of additional services is lengthy, you are providing good service to the client. if it is short, continue to the following questions.

charts & graphs

tax stats still playing catchup

refund numbers are down but amounts are up.

by beth bellor
卡塔尔世界杯常规比赛时间 research

the end is in sight. documents are signed, buttons are pushed and tax returns are filed. the pile is growing smaller.

if you want optimism, don’t look at the latest internal revenue statistics. with the 2023 filing season opening jan. 23 and the 2024 season kicking off jan. 29, every week of 2024 reporting has seven fewer days of data than the corresponding period the previous year.

more: tax pros take the edge in e-filings | tax pros handle 46.4% of e-filing | tax refunds, tax pro market share trending up | refunds up as tax pros tackle 41.5% of e-filings | tax pros handle 37.7% of e-filings | tax pros file 33% of early returns
exclusively for pro members. log in here or 2022世界杯足球排名 today.

as of the latest report, for march 22, the irs had received 80.5 million individual income tax returns and processed 79.2 million returns, down 0.3 percent and 1.4 percent respectively from last year. the impact on your firm? dare we say, none?

perhaps you’ve been the beneficiary of another stat, though … the one showing tax professionals gaining ever more ground on the self-preparers.
read more →

marketing & sales

bissett bullet: keep your distance

today’s bissett bullet: “first impressions last. when you meet with a prospective client for the first time, how do you want them to remember you?”

by martin bissett

it is important that you demonstrate enthusiasm for that prospect and their business but it is also important to remember that there is a fine line between “upbeat” and “overbearing” and the latter can be construed as “pushy,” which will do you no favors.

in your eagerness to build rapport, be sure to avoid overfamiliarity. demonstrate that working with you would be a better experience than they currently have, but do so by showing that you care and are excited by the opportunity, without invading their personal space or finishing their sentences for them.

today’s to-do:

be aware of how well intentioned attempts to build rapport and put a prospect at ease could achieve quite the opposite.

see more bissett bullets here

pro member exclusive

letting staff go after tax season? bad idea

eight reasons they might be more valuable than you think.

by ed mendlowitz
tax season opportunity guide

question: i am planning on letting go of some staff after april 15 and will hire replacements at a higher level. any suggestions?

more on tax season: ten tax prep questions that people forget to ask | try this clean slate exercise | offer your tax clients other services | can your tax reviewers answer these 10 questions? | the top 12 mistakes in tax return preparation | six types of person: which are you? | answer these two questions first | help your tax clients, help yourself | what’s your value to your tax clients? | are you excited about tax season?
exclusively for pro members. log in here or 2022世界杯足球排名 today.

response: 1) your implication is that you will hire replacements at a higher level.

i do not like that. i like hiring out of school and training internally. i’ve written about this many times and shared my ideas ad infinitum and will not repeat that here because you can search back to previous q&as (or read my 30:30 training method book).
read more →

marketing & sales

the real math behind the sales pipeline

four business development steps that are worth your while.

by martin bissett
business development on a budget

i’ve taken many accounting firm partners through this process, and it’s quite common for them to balk a little at the pipeline idea when they see the amount of work involved.

more: five questions for grading prospects | be clear about your roi proposition | it’s time to prepare the next generation | who are you more committed to, your firm or your clients? | nine checkpoints before every prospect meeting | three questions about conversion | six keys to turning prospects into clients | don’t overlook internal communication | four reasons people struggle with communication
exclusively for pro members. log in here or 2022世界杯足球排名 today.

they see it as just another call on their time when they already have far too much to do, and they ask me why they can’t just write down a list of prospects and go to work on them.

is that what you’ve been thinking? well, here’s why that doesn’t work.
read more →