卡塔尔世界杯常规比赛时间

today's features

don’t let recurring fees kill your practice

there’s comfort and then there’s complacency.

by martin bissett
business development on a budget

as you know, the traditional accounting firm model is firmly based on the reality of recurring fees that come in from clients every year. we can rely on these and forecast accurately how much revenue they bring in – which hopefully covers overheads and direct expenses of the business.

more: who are you more committed to, your firm or your clients? | two steps toward mastering selling | thirteen ways to show commitment | clients can’t grow without you | seven mistakes in winning new fees | how to develop your communication abilities | five questions for measuring partner potential | five ways to rally your firm to its culture | when would-be partners aren’t candidates | make your expertise a new-client magnet | don’t think of it as selling
exclusively for pro members. log in here or 2022世界杯足球排名 today.

this is a good thing, right? well, maybe not as much as you think.
read more →

pro member exclusive

telehealth advances with ai-powered clinics

patients can perform their own tests, draw their own blood, and more.

by rick richardson
technology this week

soon, you will find at a nearby mall, fitness center or office building an artificial intelligence-powered standalone doctor’s office where you, the patient, take your vital signs and draw your blood.

more: windows is now an app for iphones, ipads, macs, and pcs | study: solar will lead global energy by 2050 | fcc approves superfast wi-fi tethering | bill gates behind next-generation nuclear plant | your boarding pass could onboard hackers | generative ai coming to microsoft 365 | electronic skin that can sense touch will transform robotics | chatgpt passes cpa exam on second try | stanford scientists 3d-print heart tissue | four of today’s new technologies that will be tomorrow’s ‘norm’ | cyber insurance costs rise in health care as attacks soar | phishing attack hackers have a new trick
exclusively for pro members. log in here or 2022世界杯足球排名 today.

several tech-driven initiatives, such as telehealth and concierge medicine, are upending the typical yearly physical. around the nation, a business called forward is setting up carepods, hoping people will routinely visit them for specific issues and preventative care.

advisory & consulting

free consultation? not always

don’t give it away too easily.

by ed mendlowitz
202 questions and answers: managing an accounting practice

question: i was wondering what your thought is regarding initial consultation fees. currently, i do not charge a fee for an initial consultation, and it seems that most cpas do not charge either (at least not the sole practitioners that i know).

more: measure knowledge gaps (then close them) | 47 types of business valuation to provide | thirteen things to consider before you sell your practice | uncooperative partner might not be the problem | merge in lower-priced work without losing out
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would the fee deter new clients or actually weed out the ones who are most likely not going to become clients anyway? if a fee is charged, then how much, and how long should the consultation last? should the fee be applied to any work that i am eventually engaged for?
read more →

pro member exclusive

there’s more to giving than tax implications

what is most important to your client?

by anthony glomski

a growing number of successful people like your clients want to have a major positive impact in their communities and on the world at large. facilitating and increasing the effectiveness of charitable intent is very important to a burgeoning segment of high-net-worth investors.

more: see your client to a graceful exit | is your client’s wealth truly protected? | control the level of risk | how to flip the switch to wealth preservation | three ways to work together on wealth | five challenges of liquidating a business
exclusively for pro members. log in here or 2022世界杯足球排名 today.

this area of advanced planning is all about helping your client fulfill their philanthropic goals – and maximizing the effectiveness of any charitable intent they may have. it’s very important to learn and use strategies that enable your client to give larger amounts than they would have been able to give otherwise.
read more →

pro member exclusive

why accountants should embrace artificial intelligence

ai didn’t cause the talent shortage … and it won’t solve it, either.

by hitendra patil
client accounting services: the definitive success guide

artificial intelligence says, “it’s essential to recognize that the talent shortage in the accounting profession is not a new problem. the profession has been facing challenges in attracting and retaining talent for many years, with factors such as increasing workloads, long hours and a lack of work-life balance contributing to the problem. addressing these issues is crucial to ensuring the profession’s continued success.”

wait. don’t believe ai at face value.

more: ai brings opportunities for accountants | seven things you must know about ai
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because ai also says, “an important factor (why ai cannot easily replace accountants) that cannot be overlooked is the significant role that trust plays in the accounting profession.”

wait. don’t trust ai at face value.
read more →

checklist

your chatgpt checklist: get started with generative ai

what accountants need to know today.

by sandi leyva

chatgpt is a game-changing technology for accounting and tax professionals. if you haven’t already tried it, you’re missing out on potentially significant efficiencies for your firm. like any technology, it has some pitfalls you must be aware of. but that shouldn’t stop you from at least seeing what all the fuss is about.

more chaptgpt here

here’s a 12-item checklist to get you started on chatgpt:

marketing & sales

how hard do you work to keep your clients?

keep your clients out of the competitive pool.

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.

the conventional wisdom is that getting a new client costs more than keeping an old one. and for once, the conventional wisdom is correct.

yet, many professionals too readily take clients for granted. or don’t look for opportunities to increase revenues from perfectly satisfied clients.

client accounting services

survey: the cas pricing problem

accountants grapple with how to value insight and advice.

by 卡塔尔世界杯常规比赛时间 research

one of the biggest challenges to offering client accounting services (cas) isn’t offering the actual services; it’s figuring out how and how much to charge for them.

more cas survey: cas challenge: no staff, no services | cas ‘one-stop shop’ means steady clientele | accountants cozy up to clients with cas
exclusively for pro members. log in here or 2022世界杯足球排名 today.

when the 卡塔尔世界杯常规比赛时间 survey outlook 2024: emerging issues, opportunities and trends asked what’s most tough about cas, finding and training staff ranks #1, of course, for 30 percent of respondents. but pricing cas services was close behind for 29.2 percent.
read more →

marketing & sales

ten ways to make your business irresistible

draw new clients in like a magnet.

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

if you’re an expert at something, don’t be the best-kept secret on your block. get the word out about what you can offer others, and one way to do that easily, especially if you’re an accountant, is to build your reputation.

more: eleven ways to serve clients even better | give to receive, and eight more ways to boost sales | five things that clients don’t know about accountants | five ways to wow your clients | how to fight feeling overwhelmed | you’re missing 60% of your revenue | make the most of cpe conferences | beyond compliance: six tips for adding value | track six figures to test your marketing | when you don’t know what you don’t know
exclusively for pro members. log in here or 2022世界杯足球排名 today.

here are 10 quick tips to boost yours.

1. get credentialed, certified or educated. a good credential – and the cpa is pretty much the gold standard – will get you instant credibility with your prospects and clients. you are simply treated better and respected more when you’ve earned a credential that others recognize.
read more →

management

it’s time to do the uncomfortable

change can be difficult, but it can also be the key to success.

by seth fineberg
at large

yes, it’s that time of year again when proclamations of change are made, and everyone professes to be resolute in their goals.

the fact is that most of these statements don’t happen, despite all the best intentions, but let me give you one prescription for the new year. hopefully, beyond if accountants and the profession have any hope or goal of change, you need to do the uncomfortable.

more fineberg: jeremy sulzmann: can intuit mend fences with accountants at qb connect? | meet basis, the new ai bookkeeper on the block | is this when accountants start taking freshbooks seriously? | you’re doing email wrong | careful… you may be advising! | when live events fail | getting real: accounting tech decisions you need to make today | accounting tech doesn’t have to be daunting | who’s in control? you? or your clients? | time management rule #1 for accountants | plan to go ‘live’ post tax season | why 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

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

what does it mean to “do the uncomfortable”? it can include nearly anything outside of one’s comfort zone, ranging from not responding to every client call or email to working comparatively fewer hours using new technology to increase efficiency. it could even mean posting entry-level positions at a higher pay (you are raising fees anyway, yes?). and maybe, just maybe, embrace more diverse staffing practices.

change, in and of itself, is uncomfortable and not for everyone. it also doesn’t have to be anything major. these are incremental steps to improve your life and the life of your firm.

marketing & sales

bissett bullet: this too shall pass

today’s bissett bullet: “you will undoubtedly encounter challenges in business, just as there will be good times. the important thing to remember is that neither lasts forever.”

by martin bissett

when you are experiencing bad times, keep perspective and plan for when circumstances are different and you’re able to grow. when times are good, build your cash reserves to weather any storms that may be ahead.

today’s to-do:

if today is a bad time, what would you do differently once the storm has passed? if today is a good time, are you building your cash reserves to cushion you from harder times ahead?

see more bissett bullets here

management

don’t make firm profitability a goal

an example from outside the accounting profession.

by marc rosenberg
the rosenberg practice management library

it has been said that organizations should never have profitability as a goal. why? because profitability should be the result of an organization’s efforts, not its goal.

more: core values: why your firm needs them | five keys in compensating new managing partners | what partners do and don’t deserve | five steps to transition to partnership | disturb the present to improve the future
exclusively for pro members. log in here or 2022世界杯足球排名 today.

profitability is a measure of success in accomplishing core business goals. the disney corporation probably says it best in their mission statement, which is short and sweet, but very powerful: “our mission is to make millions happy.”
read more →

pro member exclusive

get clients to understand firm processes … or say goodbye

with just a little advanced marketing, you can get paid year-round and have more satisfied clients.

by frank stitely
the relentless cpa

when i’m frustrated, here’s how i explain the importance to clients of letting us work our process:

“when you get your car repaired, you don’t look over the mechanic’s shoulder and tell him which wrench to use. the same principle applies to us. if you knew the best ways to prepare tax returns, you should become our competitor.”

more: train now before it costs you down the road | keep clients from “balance due” shock | it’s ok to say no to clients (even the large ones) | you train your clients, whether you mean to or not | business owners face one of three exits | how small firms can win the talent wars | do you know your turnaround time?
exclusively for pro members. log in here or 2022世界杯足球排名 today.