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advisory & consulting

leesley: your clients will pay more | gear up for growth

here’s how to label, package, and price the value you already provide.

this is a preview. the complete episode is first available exclusively to pro members | go pro here
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gear up for growth
with jean caragher
for 卡塔尔世界杯常规比赛时间

“with ai, we finally have the tools to free up time for advisory, and clients are asking for it,” says megan leesley, director of tax at dark horse cpas, during her appearance on gear up for growth, hosted by jean caragher of capstone marketing.

“they want more than a tax return. they want strategic guidance, and they’re willing to pay for it.” 

more jean caragher here | get her best-selling handbook, the 90-day marketing plan for cpa firms, here | more gear up for growth

more 卡塔尔世界杯常规比赛时间 videos and podcasts here

leesley, a member of the intuit tax council, recently presented at dcpa25 on transitioning from compliance to advisory, sharing practical steps to transform a traditional tax practice while increasing revenue, improving client relationships, and enhancing work-life balance. 

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2022年世界杯抽签

we’re honored

thank you, and congratulations to the 卡塔尔世界杯常规比赛时间 community of influencers.

by 卡塔尔世界杯常规比赛时间 research

卡塔尔世界杯常规比赛时间 research extends its congratulations and appreciation to the 39 authors, creators, contributors, collaborators and guests who appear in this year’s edition of the top 100 most influential people by accounting today.

“we’re very grateful to the brilliant thought leaders and changemakers who make 卡塔尔世界杯常规比赛时间 what it is,” says 卡塔尔世界杯常规比赛时间 founder and ceo rick telberg.

accounting today calls 卡塔尔世界杯常规比赛时间 “a platform for a wide range of diverse voices to share exciting new ideas through articles, podcasts, videos and books, while also offering useful research data and practical intelligence on the critical issues facing the profession to an audience of more than half a million accountants.” and terms telberg “one of the great impresarios of accounting.”

among this year’s top 100, including the new names to watch:

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tech and fintech

bookkeeper360 launches mobile and web app featuring ai-powered virtual cfo

pasquarosa

bolt™ combines cutting-edge technology with human conversational intelligence

bookkeeper360, trusted by thousands of small businesses and cpas since 2012 and ranked as the best online bookkeeping service by nerdwallet and forbes, is launching a new ios and android mobile and web application featuring bolt (business optimization learning technology), an ai-powered virtual cfo.

more tech

the platform integrates with quickbooks, xero, and gusto to deliver real-time financial insights, actionable intelligence through visual dashboards, and personalized guidance. business owners can communicate directly with their accountant, track projects in real-time, and receive push notifications for critical financial alerts.

“business owners are drowning in financial data but starving for insights,” says nick pasquarosa, founder and ceo of bookkeeper360. “we built this app to bridge that gap. bolt delivers instant intelligence for everyday decisions while our expert accountants provide guidance when situations get complex, giving clients the best of both worlds.”

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growth strategies

maximize impact with tiered service packages

illustration of three tiers of service offeringwhat are your competitive advantages?

by jackie meyer

we have shifted your mindset and model: you’re focusing on advisory value and pricing for roi. now, let’s get practical about structuring your services in a way that attracts the right clients, maximizes value per client and simplifies your operations. enter tiered service packages.

more: eight steps to roi pricing | shift your value proposition from compliance to advisory | how niches lead to growth | vision vs. mission, and why you need one | ten questions to check your entrepreneurship | more revenue in fewer hours
goprocpa.comexclusively for pro members. log in here or 2022世界杯足球排名 today.

 

offering your services in tiered packages (rather than ad-hoc or one-size-fits-all) can be a game-changer. it provides clarity for clients, helps you avoid scope creep and increases your revenue by capturing different levels of client needs.

at meyer tax consulting (my firm), we developed a structured tiered approach, which i’ll use as an example. you can model your own tiers similarly, customized to your niche and strengths.
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2022年世界杯抽签

bissett bullet: expertise is too valuable to be given away for free

today’s bissett bullet: “when we can listen to our prospective client’s issues without giving away all the answers in our replies, we’ve got a chance of winning work.”

by martin bissett

it’s one of the hardest things to do in a professional selling situation. we want to oust the current accountant, we want to explain why we are a better choice and we want to demonstrate that we can solve their problems, but loyalty is a demanding mistress.

in the same way that our proposal should include the “what” not the “how,” we must appreciate that when we tell our prospective clients how to go about fixing their issues before we have their signature on a payment plan, we’re simply encouraging them to go back to their existing accountants and save themselves the pain of change.

today’s to-do:

practice advising the prospective client “what” can be done to help them but not “how.”

see more bissett bullets here

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