today's features

new energy comes from new ways of doing business

two women having business discussion in front of laptop; wall of windows in background

one idea: a client service coordinator.

by tamera loerzel
the rosenberg map survey

editor’s note: every year, the rosenberg map survey asks the industry’s top consultants to share their observations from cpa firms across the country. how do you think the next 12 months will unfold? also, how would you assess the last 12 months?

while everyone is cautiously watching the economy, client needs and demand for accounting and advisory services continues to increase. firms have to figure out how to run their practices differently to be available to do more with clients, help them solve problems, and make the shifts they need to make, too.

more: outsourcing, remote work will help firms grow capacity, revenue | ‘great shakeup’ in cpa firms on the way | pe, consolidations to keep impacting accounting profession | soft skills are front and center | it’s time for a new business model
goprocpa.comexclusively for pro members. log in here or 2022世界杯足球排名 today.

while 2023 busy seasons may have been “better,” a lingering fatigue continues. firm leaders who are focused on new ways of doing business, staffing and serving clients will find relief and the ability to focus on important initiatives in their firms. and empower young partners and managers to try new things and lead change initiatives. they can see what’s possible and will make it happen.
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your sales success is your proof

smiling man talking on phone in office

your existing clients can help with closing new ones.

by hitendra patil
client accounting services: the definitive success guide

as you hone your sales discovery process, you will see that asking and telling is not enough. you need to “show” as well.

more: three keys to developing your cas sales process | happy clients will blow your horn for you | attract clients through facebook groups | want higher profitability? turn to cas | structure insights as what-why-what | set your processes apart in nine steps | five ways to overcome cas staffing challenges | think cas isn’t for your firm? | convince your firm of cas value
goprocpa.comexclusively for pro members. log in here or 2022世界杯足球排名 today.

what you show during the discovery discussion are your client accounting services sales collaterals. they are the “proofs” that you actually do what you say. these collaterals answer the often-unexpressed question in the prospect’s mind “what will i get?” for your cas sales process, the following are some examples of the sales collaterals:
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move announces best firms for women, best firms for equity leadership

pinched between immediate capacity shortfalls and applying talent to innovation, firms are crafting new ways to recognize and reward women’s resilience.

by bonnie buol ruszczyk

you can’t go the distance on an empty tank.

it takes pacing, re-fueling and constant systems checks to achieve long-term goals, for both accounting and advisory firms and women in the profession. individual career sustainability is essential for firm growth – and vice versa.

in the recently released 2023 accounting move project report, a talent-starved profession receives a fresh influx of strategies and inspiration for investing in the women it must attract and retain to achieve short goals and survive long-term. with nearly 75% of accounting firm leaders eligible for retirement, and accounting degree college enrollment continuing to drop, the profession is at a crossroads. it is more important than ever for firms to find ways to attract and retain employees to not only meet increasing client needs, but to simply survive. so, what are firms that are outpacing the industry doing differently?

more: jina etienne: practice fearless inclusion | csr for cpas: the missing ingredientnew study: embracing diversity in accounting |why the diversity problem won’t be ‘fixed’ |sponsorship might keep talent from exiting | new study: embracing diversity in accounting
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the accounting move project report finds firms embracing the new super skill of career sustainability are rising to the occasion. for women, career sustainability addresses the capacity to maintain motivation and energy at every step, while rebalancing the personal and professional with each engagement. for firms, it engenders a leadership culture, defining new capabilities, qualifications, and measurements for unmapped growth. and for both, this super skill is the ability to “skate to where the puck is” on slanted ice through upended physics. through it all, mutual respect and collaboration remains paramount, the inescapable legacy of the workplace upheaval brought on by the pandemic.

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sixteen marketing activities to try

man and woman walking in hallway, others in background, five people total

how about doing something with a client?

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

just in case you have run out of marketing ideas, what follows is a laundry list of activities for your consideration. any marketing activity you undertake needs to start with an understanding of your market, and then develop the activity around those needs. marketing is about getting in front of your targets so that they can see how much you can help them.

more: make your practice better | five tips for cross-selling and upselling | five keys to successful marketing | twelve fundamentals of planning | one question to guide your growth plans
goprocpa.comexclusively for pro members. log in here or 2022世界杯足球排名 today.

create your activities around this concept: “i will provide my clients and prospects with valuable information in order to help them determine that i (or my firm) can best solve their problems and satisfy their needs.”
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accountants torn over 2024 economy, offer advice

bar chart

they’re of two contradictory minds. hmm…

by 卡塔尔世界杯常规比赛时间 research

america’s cpas are perceiving a paradox for next year’s economy.

they think their firms will do well.

more: accountants bullish on income | cpas culling clients for better work-life balance | are you offering the right services? | which niche’s the best niche? | women-owned businesses upbeat but need help | 42% of accountants turn away work over staff shortages | ethics on sustainability puzzle some accountants | accountants to the rescue as startups struggle
goprocpa.comexclusively for pro members. log in here or 2022世界杯足球排名 today.

they think their clients might be ok.

but the rest of the country? not ok.
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