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client accounting services

help your clients run their businesses better

 

six ways that cas processes are different.

by hitendra patil
client accounting services: the definitive success guide

let us focus on cas-specific processes that can give you competitive advantages. this is not about the technicalities of accounting processes. as a professional accountant, you already know the accounting fundamentals required to create your processes for each of the segments of the services you provide.

more: set your processes apart in nine steps | is it time for your firm to outsource? | raise cas awareness among your clients | which clients are best for cas | how much can automating bank feeds save you? | wants vs. needs: why not fill both? | get sticky with cas | the why behind your cas why | who is the professional?
goprocpa.comexclusively for pro members. log in here or 2022世界杯足球排名 today.

are cas processes different than what you have been doing till now? yes, and no.
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growth strategies

bill penczak: stop forcing smart people to do stupid work

challenge your people and keep the work interesting or risk losing them. 

subscribe to 卡塔尔世界杯常规比赛时间 podcasts anywhere: apple, google, spotify, iheart, deezer, amazon music and audible, player fm, audacy, gaana (india), and boomplay (africa).

the disruptors
with liz farr

too many accounting firms have “smart people doing stupid work,” according to bill penczak, a veteran sales and marketing professional. the founder and chief insights officer for mica ventures said to think about the effort it takes to get an accounting degree and get your cpa, and contrast that with the years of mindless work that many new hires are required to do, especially if they go into audit, he said. “one of the reasons why there’s such a talent shortage is because the market has figured this out,” and no one wants to do that stupid work, penczak said.

more podcasts and videos: sandra wiley: staffing problem? check your culture | scott scarano: first, grow people. then firm growth can follow | jody padar: build a practice that works for you, not vice-versa | ira rosenbloom: with m&a, nobody wants a fixer-upper | peter margaritis: the power skills every accountant needs | joe montgomery: find the sweet spot of the right clients, right services and right prices | marie green: your bad apples are ruining you | megan genest tarnow: hire for curiosity rather than compliance | clayton oates: one way to keep clients for life | randy crabtree: follow these three rules to keep employees happy | erik solbakken: yes, you can work less and make more | donny shimamoto: future firm growth requires a mindshift | jennifer wilson: empower young workers to build the firm everyone loves | mike whitmire: re-think your hiring and training practices | hector garcia: success strategies of a quickbooks youtube superstar | 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  | disruptor: jason statts shakes up the status quo | think small to think big with matt wilkinson | when financial statements go extinct with corey schmidt | can geraldine carter save accountants from themselves? | re-inventing accounting with tyler anderson

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

besides making smart people do stupid work, penczak said many of the firms he works with are realizing that they need to do a better job with mentoring and career development, as well as simply having more conversations with their people.

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marketing & sales

bissett bullet: the price is right

today’s bissett bullet: “in the accounting world, pricing is always an issue and it needn’t be.”

by martin bissett

when you price a new job, there are three prices to consider and we will cover these in more detail later but for now, the first is the ideal price – at which you would feel fairly remunerated for the results you bring to the client. the second is the walkaway price, at which you wouldn’t consider working with the client for any less than; and then the cost price, which is what it costs for you to complete the work.

any job you take on must fall between your ideal price and your walkaway price. do you know what they are?

today’s to-do:

sense check your most recent proposal. what will it cost you to complete the work? what would you ideally be paid for that work and at what price should you have been prepared to walk away? how did the figure you agreed on with that client compare?

see more bissett bullets here

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marketing & sales

twelve fundamentals of planning

man with hand on chin, looking at computer screen

how much control do you have?

by august j. aquila
price it right: how to value accounting services

there is no time like the present to get ready for the future. here is a checklist of 12 things you should thinking about. remember planning never stops. our environment is constantly changing.

more: six questions before asking for all the referrals you deserve | you only have four strategies | one question to guide your growth plans | five rules for a marketing orientation | the damage that traditional fee methods do | four ways to prepare for new business development | ten keys to marketing success
goprocpa.comexclusively for pro members. log in here or 2022世界杯足球排名 today.

  1. what business am i in? are you in the automobile business or the transportation business? one is very narrowly defined and the other can broadly include anything that moves people or products. make sure you understand your business model and purpose.

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