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today's features

tech tips for back office support

bonus: a case study with lots of specifics.

by penny breslin
it’s not just the numbers

i love the question i get when i set up someone on back office support systems. “what do i need to have to get this started?”

more: accounting tech tools to minimize your pain | strengthen client ties with workflow tools | understand your online marketing options | narrow your prospects by choosing a vertical | build your team, then choose your clients | how back office support adds value
exclusively for pro members. log in here or 2022世界杯足球排名 today.

i tell them i need to know your name, address, phone number, ein/ssn and your passwords. except for the guy who closed his bank account and had to have the old statements mailed to him, i run with a chromebook and make sure there is accessible wi-fi when i go onsite. if i need to collect documents that have never been digitized, i just have them download dext and start snapping pics. no paper, no pen, no mess and typically a stunned prospect who wants to become a client. see, i can’t sell, so i let the technology do the selling for me.
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marketing & sales

six keys to getting a proposal accepted

plus seven things not to do.

by martin bissett
business development on a budget

what makes a written proposal become accepted by the potential client – every time?

more: six keys to turning prospects into clients | 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 | experts: what it takes to become partner
exclusively for pro members. log in here or 2022世界杯足球排名 today.

proposal writing is a micro-science in its own right but here are the proven principles that it takes to get proposals accepted.
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pro member exclusive

new tech could let evs go 3,000 miles on a single charge

imagine driving across america and not stopping for gas.

by rick richardson
technology this week

a substantial advancement in battery technology has been made in the quickly developing field of electric vehicles (evs), offering an unparalleled increase in energy storage capabilities. this finding couldn’t have come at a better moment, given the exponential rise the electric vehicle sector is currently experiencing.

more: major websites blocking content from ai crawlers | what is an heic file? | bill gates behind next-generation nuclear plant | electronic skin that can sense touch will transform robotics | four of today’s new technologies that will be tomorrow’s ‘norm’
exclusively for pro members. log in here or 2022世界杯足球排名 today.

the energy storage capacity of batteries can now be increased tenfold according to a ground-breaking method developed by researchers at the pohang university of science & technology (postech). this invention could change the face of the entire electric vehicle market in addition to advancing battery technology. here’s how:

management

uncooperative partner might not be the problem

why are they unwilling to help?

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

question: my tax partner gives me a hard time when i ask her for assistance. is there anything i can do to get her to be more responsive?

more: merge in lower-priced work without losing out | 20 things you need for a business valuation
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response: this can apply to every research question asked by anyone in the firm. besides tax, it can be for audit, internal controls, succession planning or any other client service area.

pro member exclusive

your entrepreneurs need advice, but which kind?

the collaborative wealth management process outlined.

by anthony glomski

the financial services industry has failed some of your clients who are entrepreneurs. a big gap can exist between what they pay (and the services delivered) versus what they need.

more: three ways to work together on wealth | target the family ceo | how to implement collaborative wealth management | five challenges of liquidating a business
exclusively for pro members. log in here or 2022世界杯足球排名 today.

we can agree that your clients will usually need an investment management solution. but how can you help your client sort through the different advice options to get them aligned with the right professional? how can you determine who is the right fit for your practice to develop a working relationship? the diagram below is the hierarchy of advice available:
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