today's features
marketing & sales

bissett bullet: the next level of advisory

today’s bissett bullet: “if advisory stage one is client care then advisory stage two is simply about providing the basics. by doing so, you help your clients to take control of their current situation and their future – today!”

by martin bissett

advisory is about helping your client to provide for both worst-case and best-case scenarios with the knowledge, skills and experience that you have. support them with budgeting, tax planning, financial forecasting, management reporting and so on.

remember to charge them appropriately for your advice, knowledge and skills.

today’s to-do:

are you supporting all of your clients in this way? who among them presents an opportunity for fee growth? arrange a meeting with them.

see more bissett bullets here

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client accounting services

firms offer advice about cas

man with six arms handling various aspects of business

can’t find staff? focus on technology … and other suggestions.

by 卡塔尔世界杯常规比赛时间 research

client accounting services is a bold, new world in the accounting industry, so no surprise we’re getting a lot of good advice from the 卡塔尔世界杯常规比赛时间 outlook 2024: emerging issues, opportunities, and trends survey.

more cas survey: ten+ ways firms prefer (and prefer not) to market cas | survey: the cas pricing problem | cas challenge: no staff, no services | cas ‘one-stop shop’ means steady clientele | accountants cozy up to clients with cas
goprocpa.comexclusively for pro members. log in here or 2022世界杯足球排名 today.

if 59 percent of firms are offering some form of cas, that means 41 percent aren’t even though most (but not all) the 59 percent are saying go for it … but be careful.

asap… but

while one respondent says, “dive in, there is plenty of need out there,” and another just says, “do it asap,” most others recommend some forethought and planning.
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advisory & consulting

how to maximize on-site client meetings

plus two traps to avoid.

by penny breslin
it’s not just the numbers

“we can evade reality, but we cannot evade the consequences of evading reality.” – ayn rand

the reality is that the robots and ai are here, and they will eventually take over much – if not all – of the day-to-day work that is typically done by a human interacting with a computer. you may not like it, but you cannot avoid it. so utilize robots to make your life easier.

more: use timesheets for productivity, not billing | best practices for source doc permissions and handling | every back office support client needs a playbook | strengthen client ties with workflow tools | understand your online marketing options | narrow your prospects by choosing a vertical | advisory services done your way | ai is not your enemy
goprocpa.comexclusively for pro members. log in here or 2022世界杯足球排名 today.

prepare for your meeting

do your homework before going out to the client’s office. if this is an existing client where you have been doing standard compliance work, review the data in their accounting program and make sure you are working with up-to-date information. if this is a new back office support prospect, ask to review their accounting data before going out to their offices. if they are not open to this, it may require an extra visit. the steps below assume you have either worked on the client’s accounting in some capacity, or you have had the opportunity to review the accounting files.
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pro member exclusive

mit tests new ingestible vital signs sensor

devices could deliver life-saving information and medicine in the near future.

by rick richardson
technology this week

an ingestible capsule that can track vital signs, including heart rate and breathing patterns, from inside a patient’s digestive system was created by massachusetts institute of technology researchers. the innovative gadget, according to the experts, may also identify respiratory depression symptoms that accompany an opioid overdose. the gadget will be particularly helpful for sleep studies, according to giovanni traverso, an associate professor of mechanical engineering at mit who has been working on creating a variety of ingestible sensors.

more: telehealth advances with ai-powered clinics | windows is now an app for pcs, apple products | bill gates says america has a math problem | what is an heic file? | bill gates behind next-generation nuclear plant | congress: tax prep companies shared private data with google, meta for years | what an a.i.-powered workforce means for accountants
goprocpa.comexclusively for pro members. log in here or 2022世界杯足球排名 today.

patients in sleep studies typically need to be connected to multiple sensors and devices. sensors can be wired to a patient’s scalp, temples, chest and lungs in lab settings or at-home research investigations. a patient may also be asked to wear a chest belt, nasal cannula and pulse oximeter that connects to a portable monitor. it’s difficult to try to sleep with all this equipment.

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pro member exclusive

passed on chatgpt the first time? it’s time to think again.

chatgpt is evolving so fast you’ll need weekly updates.

by sandi leyva

tax and accounting professionals are used to keeping up with new tax laws that arrive rapidly. one thing that’s changed faster than tax law this year is ai, specifically the features of chatgpt.

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

if you decided to use chatgpt a few months ago, this software tool has changed drastically. and the new features are breathtaking.

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