today's features
client service opportunities

help your tax clients, help yourself

beware the opportunity graveyard.

by ed mendlowitz
tax season opportunity guide

many opportunities only come along once. the way to be successful is to not let them pass by without acting on them or taking advantage of them.

more on tax season: what’s your value to your tax clients? | are you excited about tax season?
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spotting opportunities is quite easy if you are looking for them – and extremely difficult if you don’t have a clue of client needs or wants.
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advisory & consulting

how to leverage chatgpt in advisory work

learn the language of commands and prompts. and check the math.

by sandi leyva

the generative ai model chatgpt, developed by openai, has been out for over a year. yet, roughly half of the accounting professionals taking my chatgpt webinars haven’t found the time to try it out yet. in this article, i want to give you a sneak peek into just one of the many tasks chatgpt can perform for you to shorten your day potentially.

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

let’s say you have a client with some advisory questions. they want to know the answers to the following four questions based on sales data for a particular period:

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growth strategies

don’t let recurring fees kill your practice

businessman sleeping with a giant dollar bill for a blanketthere’s comfort and then there’s complacency.

by martin bissett
business development on a budget

as you know, the traditional accounting firm model is firmly based on the reality of recurring fees that come in from clients every year. we can rely on these and forecast accurately how much revenue they bring in – which hopefully covers overheads and direct expenses of the business.

more: who are you more committed to, your firm or your clients? | two steps toward mastering selling | thirteen ways to show commitment | clients can’t grow without you | seven mistakes in winning new fees | how to develop your communication abilities | five questions for measuring partner potential | five ways to rally your firm to its culture | when would-be partners aren’t candidates | make your expertise a new-client magnet | don’t think of it as selling
goprocpa.comexclusively for pro members. log in here or 2022世界杯足球排名 today.

this is a good thing, right? well, maybe not as much as you think.
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pro member exclusive

telehealth advances with ai-powered clinics

patients can perform their own tests, draw their own blood, and more.

by rick richardson
technology this week

soon, you will find at a nearby mall, fitness center or office building an artificial intelligence-powered standalone doctor’s office where you, the patient, take your vital signs and draw your blood.

more: windows is now an app for iphones, ipads, macs, and pcs | study: solar will lead global energy by 2050 | fcc approves superfast wi-fi tethering | bill gates behind next-generation nuclear plant | your boarding pass could onboard hackers | generative ai coming to microsoft 365 | electronic skin that can sense touch will transform robotics | chatgpt passes cpa exam on second try | stanford scientists 3d-print heart tissue | four of today’s new technologies that will be tomorrow’s ‘norm’ | cyber insurance costs rise in health care as attacks soar | phishing attack hackers have a new trick
goprocpa.comexclusively for pro members. log in here or 2022世界杯足球排名 today.

several tech-driven initiatives, such as telehealth and concierge medicine, are upending the typical yearly physical. around the nation, a business called forward is setting up carepods, hoping people will routinely visit them for specific issues and preventative care.

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advisory & consulting

free consultation? not always

three people talking around a table

don’t give it away too easily.

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

question: i was wondering what your thought is regarding initial consultation fees. currently, i do not charge a fee for an initial consultation, and it seems that most cpas do not charge either (at least not the sole practitioners that i know).

more: measure knowledge gaps (then close them) | 47 types of business valuation to provide | thirteen things to consider before you sell your practice | uncooperative partner might not be the problem | merge in lower-priced work without losing out
goprocpa.comexclusively for pro members. log in here or 2022世界杯足球排名 today.

would the fee deter new clients or actually weed out the ones who are most likely not going to become clients anyway? if a fee is charged, then how much, and how long should the consultation last? should the fee be applied to any work that i am eventually engaged for?
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