today's features

six questions before asking for all the referrals you deserve

woman and man meeting in office; chart on his laptop screen

and how to approach your clients.

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

you would think that if you do a good job, you should get all the referrals you need. unfortunately, this is not always the case. sometimes, you must ask clients and referral sources for referrals. and many times, professionals just don’t know how to ask.

more: 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.

before you set up that next meeting to ask a client for referrals, ask yourself the following types of questions:

  1. have i provided meaningful service to the client?

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bissett bullet: know when to quit

today’s bissett bullet: “you know that potential new client who never returns calls or emails? following up with them regularly is disciplined but also desperate.”

by martin bissett

i am always astonished when i go into accounting firms who expect me to be impressed by the fact that they follow up with prospects every month that they met with five years ago.

take the hint guys, it’s a waste of time. while having discipline for following up prospects is good, it is always a good idea to know when to cut your losses too.

today’s to-do:

take a look at any of your prospects who have not returned your last three calls, messages or emails and see if you can make a case to me personally as to why you should continue to be in contact with them. if you can convince me, you should carry on.

see more bissett bullets here

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four things better than a company song

woman and man in office high-fiving and giving thumbs up

how to nurture motivation.

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.

at microsoft, they worry about motivation. when everybody who holds any kind of a responsible job is making more money than any of them ever dreamed they would, and when they’re in an industry that would pay anything to hire them away, how do you motivate people? how do you get them to stay, and to produce at the high levels demanded by microsoft and other high-tech companies?

more: secret marketing formula: get one client at a time | everyone in your firm is marketing | accountants vs. lawyers: who wins the marketing battle? | professional services marketing requires flexibility | how to set marketing objectives | how marketing in accounting has evolved | accounting marketing 3.0: new rules | 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.

two ways. first, microsoft appeals to what creative people crave most – the opportunity to do great work, and then recognition for it by seeing it used. then they build a culture and a business to sustain that creativity. second, they hire the right people. they hire only those people who are motivated by what they have to offer. and it works. it’s one of the things that makes microsoft a great and successful company.
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twelve questions that prospective partners should ask

plus 11 questions your firm should ask prospective partners.

by marc rosenberg

this post should be read from the perspective of two different audiences: prospective partners and existing partner groups.

  • prospective partners: well before accepting a partnership offer, prospective partners should ask basic, critically important questions to help them judge whether accepting it would be a smart decision.
  • existing partner group: well before extending a partnership offer, the firm should get its house in order to avoid being embarrassed by smart questions posed by partner candidates.

more: adding new partners: 19 reasons to choose between equity and non-equity | what firms should address in partner agreements | 11 best practices for partner compensation | why buying into a firm is such a great investment | the business side of cpa firms | it shouldn’t take so long to make partner | three types of skills you need to become a partner
goprocpa.comexclusively for pro members. log in here or 2022世界杯足球排名 today.

questions prospective partners should ask their firm

it’s one thing for a staff person to join a cpa firm, enjoy the job and experience success via nonstop promotions, feeling all along that the firm is a great place to work. but it’s quite another thing for a staffer to consider whether or not to accept a partnership offer that may come in the future.
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make the most of cpe conferences

female speaker standing in front of screen, speaking to audience

three ways to maximize your roi.

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

attending and learning from conferences can be amazing opportunities for your career or your business. they can also be huge money drains. it’s easy to take a look at the conference registration and make a quick decision about whether we can afford it – or even worse – whether it will clear our credit card limit or not.

more: set bold new goals for the rest of the year | generative ai: should you avoid it or adopt it? | want better clients? here’s how | get your name in the news | five ideas for more summer revenue | four ways small firms can beat large ones | why you need a link-in-bio tool
goprocpa.comexclusively for pro members. log in here or 2022世界杯足球排名 today.

a smart business owner will take a bit different approach. here’s how to calculate how much revenue or increase in price you need to justify the expense of attending a conference.
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