today's features
client service opportunities

why exceptional service matters

server holding carafe of water points at menu item; two women seated at restaurant table

and why it has to come from everyone.

by ed mendlowitz
202 questions and answers: managing an accounting practice

this time, i have a question for you. but i’ll start with a story.

last sunday evening my wife and i went into a reasonably upscale restaurant and we had terrible service from everyone we interacted with.

more: courting a client? don’t give too much away for free | how to start providing family office services | every accounting firm needs quality control | no one listens to you? change how you talk | 47 types of business valuation to provide | thirteen things to consider before you sell your practice | uncooperative partner might not be the problem
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when we were seated, the table wobbled and we asked if they could do something or move us to another table. ten minutes later someone showed up with a wad of napkins that made it worse. five minutes later they asked if we were okay, and put us at another table. ten minutes after that they took our order, but we asked for some drinks right away, which we only got after we complained to the manager.
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outlook & analysis

tax practitioners say happy days are here … again

bar chart
seventy percent report as good or better year than last year.

 

for most, anyway.

by 卡塔尔世界杯常规比赛时间 research

the first results of the 2024 busy season barometer: emerging issues, opportunities, and trends are in, and so far, halfway into the tax season, accountants and tax practitioners are reporting another pretty good year.

that’s two in a row!

more: the irs is coming! get your clients into compliance | end tax season meetings with clients … seriously | brandon hall: firms try to make too much on tax prep | eight steps to getting started with ai: a guide for tax professionals | the nightmare of non-credentialed tax preparers | tax pros are expanding and earning more
goprocpa.comexclusively for pro members. log in here or 2022世界杯足球排名 today.

last year, 58 percent of survey respondents said their year was much better or somewhat better than 2022, which, as you may recall, had been a rather rotten year.

so when only 32 percent of this year’s contributors say this season is better than 2023, it doesn’t mean fewer are having a good year. it means almost a third are reporting a year better than a good year.
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pro member exclusive

got fomo when it comes to ai and chatgpt? you should: here’s what you’re missing

… not to mention $856 per week per employee in savings.

by sandi leyva

in the 10 months that i have been teaching chatgpt, i’ve noticed about a third of my webinar participants have set up a free account with openai’s chatgpt, where they have access to chatgpt version 3.5. another third have invested a whopping $20 per month for the paid version, and the remaining third don’t have an account at all. a tiny number of participants are lucky enough to have companies that have invested in the enterprise version of the software.

goprocpa.comexclusively for pro members. log in here or 2022世界杯足球排名 today.

and these are accounting and tax professionals who are eager to learn chatgpt. if you haven’t embraced the paid version of chatgpt (individual, teams or enterprise), it’s time to learn what you’re missing.

 

 

check out our courses on chatgpt,
offered as a deep discount bundle or separately.
webinar schedule:
more chaptgpt here

while the free version of chatgpt can generate answers to thousands of questions, it can’t:

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marketing & sales

ten questions to refine your successful marketing plan

stack of cards labeled with question marks

is the right message reaching the right audience?

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

the main reason most marketing programs don’t work is that not enough time is spent up front in the planning stage. marketing, like anything else, takes careful planning as well as execution. i’m going to propose 10 key questions that you need to answer before embarking on your next marketing program.

more: ‘sales’ is not a four-letter word | 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 | five rules for a marketing orientation | ten keys to marketing success
goprocpa.comexclusively for pro members. log in here or 2022世界杯足球排名 today.

  1. what one purpose do you want to accomplish? too often, accountants begin a marketing program without really knowing what they want to accomplish. sometimes there are so many things they want to do that it becomes unrealistic to achieve all of them. the result is confusion and dissatisfaction.

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management

why accountants should be nice to journalists

woman interviewing man in front of full-wall city window

or else you’ll turn into a pumpkin – or something.

by bruce marcus
professional services marketing 3.0

editor’s note: 卡塔尔世界杯常规比赛时间 was privileged to have a long relationship with bruce w. marcus, who was ahead of his time in his thinking and practice in marketing for accounting. we are publishing some of the late expert’s evergreen work, which retains wisdom for the present.

your mother raised you to be nice to everyone, and you’ve always been taught to be nice to journalists. answer their questions. tell them everything. stop what you’re doing and cooperate. be polite.

that’s the conventional wisdom. you’ve even read that in the marcus letter. but are there ever times to tell the press to bug off, and leave you alone? maybe.

more: when there’s a leak in your firm | creating the perfect ad | how hard do you work to keep your clients? | when clients think they know marketing | how to put target marketing into context | everyone in your firm is marketing | accountants vs. lawyers: who wins the marketing battle? | professional services marketing requires flexibility | how to set marketing objectives | how marketing in accounting has evolved | accountants don’t sell soap.
goprocpa.comexclusively for pro members. log in here or 2022世界杯足球排名 today.

on the face of it, the media seems to have all the power. they speak to a lot more people than you do, and they do it with what the general public accepts, usually unquestioningly and with little reason, as objectivity.
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