today's features

how to destroy your cas profits

twelve causes to repair asap.

by hitendra patil
client accounting services: the definitive success guide

we discussed that you need to explain the why of your client accounting services pricing. a price is a measurable number. “value” of each of your cas component also needs to be reasonably measurable for your clients and prospects to understand the why. this is easier said than done, and you need to keep rewriting the value statements, testing them and revising them.

more: price by outcome, not time spent | 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.

the best way to define the measurable value of each of your cas components is to state it from the client’s perspective, i.e., which business decisions the client can make based on the information/insight/intelligence you provide in a given cas component, and under which circumstances. then state the measurable impact of such business decisions. e.g., “on an average, we help our clients reduce money stuck in inventory by 11 percent, which in many cases results in lower overdraft interest costs by about 1.3 percent annually.” without the numbers in your value statements, clients can feel you are pitching marketing fluff.
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harper & co. cpas: the perspective of a non-accountant is imperative

“the perspective of a non-accountant is imperative.”

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transformation talks
with donny shimamoto
center for accounting transformation

center for accounting transformation
center for accounting transformation

glen harper, cpa, says businesses should be willing to reinvent themselves and that diverse perspectives can be a valuable asset. the owner of harper & company cpas should know: he’s had to embrace both philosophies to become successful. 

more transformation talks:  menlo innovations: improve office culture by overhauling internal reviews | dustin wheeler: for serious cas success, hire tech teams | chase birky: overcoming paralysis by analysis | dustin verity: keep an open mind and constantly learn | james ross: csr for cpas: the missing ingrediento.d. lanier: stepping into advisory | mike maksymiw: the secret to success? a growth and abundance mindset | paul mueller: from tax to transformation

more podcasts & videos: cas or caas? getting clarity | the seller’s guide to getting the best price for your firm | doing nothing is not an option  | why the future is in risk advisory | fine-tuning the subscription fee modelthinking smart about new tech: byron patrick | blake oliver: why tax work yearns to be free | private equity explodes in u.k. | brannon poe: the status quo must go  |  accounting nerds, unlock your super powers  | private equity vs. the cpa firm partnershipthe fintech flood: accounting will never be the same  |  think small to think big with matt wilkinson | your sales tax headaches are only just beginning | when financial statements go extinct with corey schmidt  |  can geraldine carter save accountants from themselves? |  re-inventing accounting with tyler anderson |  turning client service into new revenue | see all podcasts and videos here

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

in a recent episode of transformation talks, harper tells host donny shimamoto, cpa, citp, cgma, who is also the founder and managing director of intraprise techknowlogies llc and the founder of the center for accounting transformation, that a good advisor can help you see your business from a different perspective and identify opportunities that you may have missed. he said after some self-reflection, he needed what his successful clients already had–a ceo.

enter julie smith.

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internal communications are underrated

ten categories of information your firm needs to manage … and how to make it happen.

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.

a terrific definition of chaos is when a client asks two different people in your firm the same question – and gets two different and conflicting answers.

more: manage knowledge as a marketing tool | how to put target marketing into context | everyone in your firm is marketing | professional services marketing requires flexibility | how to set marketing objectives | nine fundamentals for a healthy marketing culture in an accounting firm
goprocpa.comexclusively for pro members. log in here or 2022世界杯足球排名 today.

another form of it is when there’s a crisis, and the media calls and gets somebody on the phone who hasn’t been briefed – but who answers the questions anyway. there’s real horror for you.

a managing partner bemoans the fact that his or her clear and well-defined vision of the firm has become so diluted by the time it gets transmitted down the line that there’s cause to wonder if everybody is working for the same firm.
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how much a data breach will cost you – directly and indirectly

for many, it could cost an entire business.

by donny shimamoto
cybersecurity for accountants

as quickly as the irs detects cyber schemes, fraudsters come up with other attack vectors. many are funded by rogue nation-states, so they have more resources available to them than we do.

more: future firm growth requires a mindshift | ai, ocr, nlp & cpas: oh my! | accounting nerds, unlock your super powers | early adopters gain an edge in audit | dustin wheeler: for serious cas success, hire tech teams | csr for cpas: the missing ingredient | donny shimamoto explains how ‘agile’ applies to cpa firms | staff retention for remote workers | why the future is in risk advisory | ready for non-cpa ‘cpa’ firms?
goprocpa.com exclusively for pro members. log in here or 2022世界杯足球排名 today.

however, this doesn’t mean that you can give up and let them run rampant. doing so leaves you vulnerable to litigation in the event of a data breach, and possible business disruption from ransomware.

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six ways to beat the competition

big businessman crushing a small one in his fingers

stop losing business to others.

by sandi leyva
the complete guide to marketing for tax & accounting firms

it’s rare that i lose business to competitors, and it’s also not an accident.

more: how to fight feeling overwhelmed | the art of prompt engineering for accountants | calculate your business relationship ratios | set bold new goals for the rest of the year | five ways to acquire more clients | five stages of any business | leverage your client list today | need leads? try a quiz | now’s the time to clean up your email list | don’t let prospects fall through the cracks | five lessons my clients taught me
goprocpa.comexclusively for pro members. log in here or 2022世界杯足球排名 today.

if you are losing business to your competitors, here are some strategies you can use to “become a category of one,” as they say in marketing.

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