today's features

the 7 categories of cybersecurity solutions firms need

how important are wisp and employee awareness? just ask the irs or the ftc. 

by donny shimamoto, cpa, citp, cgma
on cybersecurity for accountants
center for accounting transformation

historically, finding cybersecurity solutions “right-sized” for the small and mid-sized business space was difficult. most of the technologies were expensive and difficult to implement, and their price points weren’t reasonable for organizations with under 25 people. it’s only been within the last five years that we’ve seen solutions mature and evolve enough to be delivered via the cloud at a price point that makes sense for smaller organizations.

more: how hacker-proof is your firm?donny shimamoto: 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 firmsstaff 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.

to check if your policy addresses all of the requirements, take our cybersecurity compliance self-assessment for tax practitioners at: improvetheworld.net/cyberselfassessfortaxbook

with the covid-19 pandemic and the adoption of remote work increased cybersecurity threats, the cybersecurity industry has stepped up and made solutions much more affordable and easier to implement. these solutions still require some technical knowledge to install, but there is much less maintenance, and they now make economic sense even for sole practitioners. read more →

grow your revenue with three marketing strategies

coffee cup by napkin with words including "action plans."

side benefit: you’ll serve your clients better.

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

the latest marketing strategies and trends are almost as hard to keep up with as the tax law changes these days. here is a quick taste of three underutilized marketing trends that can solve a couple of issues in the accounting industry and increase firm profits.

more: you’re missing 60% of your revenue | calculate your business relationship ratios | set bold new goals for the rest of the year | generative ai: should you avoid it or adopt it? | 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
goprocpa.comexclusively for pro members. log in here or 2022世界杯足球排名 today.

1 – consumption marketing

does client attrition keep your firm’s managing partner up at night? consumption marketing is one of several solutions to this challenge. consumption marketing is designed to increase the consumer’s use of the product and avoid returns (think “avoid writeoffs”).
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bissett bullet: demonstrate genuine interest

today’s bissett bullet: “how can you further demonstrate that your interest in a new client is genuine and not just a means to secure their business?”

by martin bissett

when you have successfully won a new client, take an appropriate amount of time to conclude the meeting away from business matters if possible, in order to further strengthen the relationship you have entered into.

giving them an additional 20-30 minutes of your time to discuss unrelated topics and find common ground, rather than rushing away before the ink is dry on their signature, will serve to demonstrate a genuine interest.

today’s to-do:

diarize sufficient time for your next proposal delivery to allow for some time to chat informally with your new client rather than rush off.

see more bissett bullets here

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seven keys to a complete succession plan

your client probably hasn’t considered them all.

by ed mendlowitz
the 卡塔尔世界杯常规比赛时间 practice doctor

clients who own businesses should have a plan of succession.

one plan should be for when and how they will retire, and another for if they should die while they are in full control of the business. things happen and will happen and can be devastating to the family – financially and emotionally.

more on marketing: how to begin a business valuation | how to help a client start a new business | second opinions: an old service under a new label | help clients with employment compensation | help clients with basic budgeting | questions for after tax season | 28 data points for a financial planning discussion
goprocpa.comexclusively for pro members. log in here or 2022世界杯足球排名 today.

helping a client develop a succession plan can be a valuable good deed for the family as well as providing a great feeling of comfort for the business owner. advising on how to transfer stock to successors or the next generation always represents additional services.
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understand your online marketing options

does your strategy include everything it should?

by penny breslin
it’s not just the numbers

the global pandemic significantly impacted every aspect of business and our society, including digital marketing and how we do business. accounting firms had to pivot and shift their practices to increase their online presence to stay connected with clients, find a way to stay relevant, and increase their client base.

more: digital marketing strategies level the playing field | it’s ok to have favorite clients | narrow your prospects by choosing a vertical | eight tasks to delegate today | ten questions for teamwork | build your team, then choose your clients | advisory services done your way | yes, you can be an outsourcer
goprocpa.comexclusively for pro members. log in here or 2022世界杯足球排名 today.

the pandemic initially muted and almost eliminated traditional marketing, such as in-person meetings, conferences, and other events, and it amplified the importance of digital marketing in growing accounting practices.
read more →