today's features

cas is a value pitch

two businesspeople meeting over coffeetell clients what they will lose if they decline.

by hitendra patil
client accounting services: the definitive success guide

when you pitch client accounting services to your existing clients and new prospects, your communication and messaging changes quite a lot. it is no more packages, hourly rates and standard deliverables mentioned on your website, in your emails, engagement letters and sales brochures/materials.

more: convince your firm of cas value | how much can automating bank feeds save you? | wants vs. needs: why not fill both? | get sticky with cas
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cas is not a sales pitch to your existing clients. it is a value pitch, an upgrade pitch.
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survey: tax pros try new solutions to old problems

some of them might work for you.

by 卡塔尔世界杯常规比赛时间 research

cpa firms have been through a lot in the past few years. it’s a wonder cpas are still in business and still, in many cases, sane.

more: cpas warn small businesses to beware | clientele and revenues rising, but … | should tax preparers be certified competent? | have no fear, april is here | survey: busy season looking good | on business outlook, cpas are confident … and concerned | tax pros offer advice for small businesses | busy season barometer finds many cpas in transition | more cpas see worsening economy | has early tax season optimism peaked? | marchternity: just say ‘no’ | marchternity: the solution is community | how bullish are you this tax season? | accountants’ top problems for tax season 2023 | tax season 2023: better or worse?
goprocpa.comexclusively for pro members. log in here or 2022世界杯足球排名 today.

but things seem to be settling down. covid-19 is waning a bit. the federal government didn’t issue any last-minute, mid-season tax edicts. firms are scooping up new clients. revenues and profits are up, and more than half of all practitioners are daring to admit a sense of optimism.
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five ideas for more summer revenue

number 5 drawn in sandbonus: you could make busy season easier.

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

for some of you, summer can be a slow time in your business. if you do taxes, all the action is during busy season and in september if you have a lot of extensions. if you’re a bookkeeper, your busiest month is january. and if you do software consulting or training, it slows down in july and august.

more: eight things to give new clients | five ideas for summer focus | 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 | five lessons my clients taught me | how to fire a client | five tips for virtual team member happiness
goprocpa.comexclusively for pro members. log in here or 2022世界杯足球排名 today.

if you have a good relationship with your clients, you might be able to move some of your busy season work to off season. and if you have clients who are ready to take advantage of new technologies, there are lots of opportunities in the cloud. here are five quick ideas to stir up some revenue in the slower summer months.
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time management rule #1 for accountants

the “one big thing” you can do to take back control.

by seth fineberg
at large

accountants are constantly being told about “the one thing” they need to do to improve their professional lives, and in my view, the simplest and most powerful is to firmly adhere to deadlines that you determine for your clients. not the irs’s deadlines, not any governing body… you!

more seth fineberg:  plan to go ‘live’ post tax seasonwhy vc is a bigger threat than ai  |   what does taking control of your firm mean? | accountants need each other more than ever | marchternity: just say ‘no’some thoughts on in-person events | so you think you know accountants? | what bogs down accountants

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

the one change tax pros need to consider making going forward is setting their own deadlines – for themselves, for their firms, and, especially, for their clients.

all signs seem to indicate this year’s tax season was, comparatively, the most “normal” over the past three years. but tons of tax pros continue to stress, struggle, and even reconsider staying with tax work at all. while it may seem like a huge step, you would be surprised that by just having clients adhere to your deadlines, and no other due date, the level of stress will be reduced exponentially. this may not be a new tactic, but firms i’ve spoken to who decided to engage in telling clients about their deadline, and not the irs’s, experienced a sense of relief not felt in years, if ever.

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automate captions for videos

as many as 80% of consumers say they watch entire videos if captions are available. screenshot of captioned zoom meeting

by beth ziesenis
app of the week

according to a survey from verizon media and publicis media, 69% of people watch videos with the sound off in public places and 25% watch with the sound off in private places. further, the research showed 80% of consumers are more likely to watch videos to completion if captions are available.

sounds like (forgive the pun) adding captions to videos is a marketing no-brainer, right?

more apps of the week:  make your computer a clean slate | recycle and repurpose old devicesenlist ai for more productive meetings | keep teams on task with project management apps | apps to put your affairs in orderapp of the week: celebrate black business month | app of the week: cheap flights | help your clients save money | time to upgrade your spreadsheets | app of the week: secretly stash cash | easy apps for increasing client engagement with video | app of the week: grow your business knowledge and career skill sets | app of the week: upgrade your resume | app of the week: end procrastination
see all: apps of the week here |
goprocpa.comexclusively for pro members. log in here or 2022世界杯足球排名 today.

it’s a good time to recognize that your viewing audience may not be listening to your audio, either because of preference or impairment.

fortunately, technology has made captioning automatic and painless.

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