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today's features

bundle tax services with financial planning

two sample engagement proposals.

by ed mendlowitz
how to build a stronger tax practice

following are two sample engagement proposals for tax return preparation bundled with additional financial planning and business planning services.

more on marketing: when clients haven’t filed taxes for years | seven keys to a complete succession plan | the tax effects of buying or selling a business | elder care: not sexy, but vital | how to guide clients through divorce | help clients manage their investments
exclusively for pro members. log in here or 2022世界杯足球排名 today.

letter 1:

dear _________________:

it was good meeting with you last week. ed and i are excited to be working with you and look forward to a long and satisfying professional relationship.
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advisory & consulting

strengthen client ties with workflow tools

bonus: a solution for authentication code headaches.

by penny breslin
it’s not just the numbers

managing tasks and workflow through email, handwritten notes, telephone messages or walking down the hall is a recipe for disaster. a web-based tasking app, preferably linked to your document management system, allows the back office support to inspect what they expect:

recurring tasks done on time and accurate load leveling of resources
audit trail of work
set up, review, make notes, share information and complete tasks while maintaining the relationship with the client

more: decoding accounting tech (and all those acronyms) | do your apps play well with others? | it’s ok to have favorite clients | ten questions for teamwork | yes, you can be an outsourcer
exclusively for pro members. log in here or 2022世界杯足球排名 today.

tasking applications come on the market regularly and there are a few that are specific to the accounting industry. they can run the gamut in price ranges and capabilities. from advance flow to 17 hats, a firm large to small can find one that will work and fulfill 80 percent of their needs. below are some we work with and that get high reviews with our staff:
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outlook & analysis

‘uncharted’ economic outlook for accountants

click to play

gustonomics’ liz wilke “bullish on a soft landing.”

by blake oliver

it’s been a wild ride that past 12 months with the regional banking crisis, the fed raising rates to the highest level in two decades, not to mention ai disrupting accounting and other professions, and the constant threat of recession.

more blake oliver: four simple game-changers to modernize your practice | why tax work yearns to be free

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

if you’re wondering how to advise your clients with so many conflicting signals on the horizon, you’re not alone. to help make sense of it all, i spoke with liz wilke, chief economist at gusto, on an episode of the accounting podcast.

“honestly, i’m pretty bullish on a soft landing for the economy,” shared wilke. “if we have a recession, it will most likely be a mild one in the minus 1 percent to zero percent growth range. and i don’t think it’s coming till 2024 if it’s coming at all,” added wilke, host of the gustonomics podcast.

client service opportunities

who needs fall tax planning? clients … and you

avoid balance-due whining sessions and earn additional revenue.

by frank stitely
the relentless cpa

you’ve surely had this conversation a million times during multiple tax seasons, most often in april. you give a client a tax return with a $20,000 balance due.

client: i didn’t expect to owe that much.
you: how much did you expect to owe?
client: about $5,000.

more: it’s ok to say no to clients (even the large ones) | control your time: avoid ambush meetings and calls | train your clients before they train you | don’t let clients dictate tax workflow | how small firms can win the talent wars | do you know your turnaround time?
exclusively for pro members. log in here or 2022世界杯足球排名 today.

here’s where my conversations may differ from yours a bit.

marketing & sales

seven mistakes in winning new fees

plus nine metrics to measure.

by martin bissett
passport to partnership

like it or not, the 21st-century accountant is in the relationship-building business.

when a qualified accountant learns the art of developing those relationships in such a way as they empower the practice to be able to forecast its new fee income each year, the accountant becomes a profit center and their value to the firm increases tenfold.

more: tell the world your worth | don’t overlook internal communication | four reasons people struggle with communication | why firm culture matters for partners | competence is step one of seven | three things that rich accountants do | make your expertise a new-client magnet
exclusively for pro members. log in here or 2022世界杯足球排名 today.

our fourth “c,” conversion, has flirted with being the top answer from respondents in the passport to partnership study and has featured in over 80 percent of all firms interviewed as to what makes a senior manager stand out as a potential partner.
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