the advisor of the future: client champion

servicing clients with courage and conviction.

rosen

by marc rosen
client experience institute

with many clients demanding more from their accountants and advisors, it’s time to embrace a more proactive approach – client champion.

more at 卡塔尔世界杯常规比赛时间 on: marketing, practice development, salesgrowth strategies.

more marc rosen: marc rosen on relationship capital [video]

by serving as a client champion, you can unleash another form of value that creates true distinction. read more →

how to create and communicate value in every prospect or client interaction

portrait of amy franko
franko

3 steps to communicating business value.

by amy franko

as a busy practice leader, it can be tough to balance the delivery aspects of your role with the continual need to cultivate new business.

as you think about your prospects and clients, take a moment to consider your interactions with them.

more at 卡塔尔世界杯常规比赛时间 on: marketing, practice development, sales, growth strategies.

what kind of impression do you make on your clients?

each time you meet with, talk to or write to them, you have an opportunity to bring value.

do they think of you as someone who leaves every interaction better than you found it?
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busy season 2018: how good can it get?

join the survey. get the results.

more work, more clients, more fees, more profits. so who’s complaining?

by rick telberg
卡塔尔世界杯常规比赛时间

despite beginning in chaos and uncertainty with the biggest tax-law change in three decades, busy season 2018 may go down as a banner year in the books for the tax profession – one of the best ever, according to the annual 卡塔尔世界杯常规比赛时间 busy season barometer.

scroggs

kathy j. scroggs, of scroggs & associates in montecito, calif., says, “my team is working like a well-tuned grand piano.”

almost half of all cpas report a busy season better than last year, with more work and higher profits. additionally, two-thirds cite gains in revenue and in the number of clients.

one tax practitioner, reporting a “much better year,” is riding a wave of shifting clientele. “i’m having more people coming in to prepare and use e-file, more than last year,” he tells 卡塔尔世界杯常规比赛时间, “especially new business owners opening llcs.”

read more →

go viral: making your content marketing worth the time and trouble

four tips for creating content that generates leads and wins new business.

nelson

by christine nelson
ingenuity marketing

content is king, except when no one reads it.

if you want people to read your website, blog, brochure or articles, use these hints from our business ghostwriters.

more at 卡塔尔世界杯常规比赛时间 on: marketing, practice development, salesgrowth strategies.

these principles come from studies of sticky ideas, ways to attract attention and persuade readers. use a few in your next writing project to create engagement with your audience. read more →

today’s top 20 tips for building a growth-driven accounting firm

checklist: the best ideas from the top rainmakers.

by rick telberg
卡塔尔世界杯常规比赛时间

while most accounting firms do a good job of sustaining revenues through a strong referral system, the best-performing practices put robust systems in place to attract new prospects, cultivate leads, and close new business.

more at 卡塔尔世界杯常规比赛时间 on: marketing, practice development, sales, and growth strategies

in a new survey of top accounting firm marketers and rainmakers, 卡塔尔世界杯常规比赛时间 finds at least 20 strategies worth sharing: read more →

the role of finance in adaptive and interactive learning


are you using everyone to their full potential?

by jennifer templeman
jumpstart

portrait of jennifer templeman
templeman

i believe in the power of creativity, in innovative thinking, and of play as a conduit to bring forth new ideas. and yes, and i’m a cfo who leads a team of finance professionals who focus on compliance, adherence to regulations, and perfecting the process of predicting and ensuring an outcome based on historic performance and data.

despite how at odds these two confessions may seem, they work together in a way that supports my belief that finance is a department designed to lead the culture in an organization.

read more →

let’s talk about the fiscal close

portrait of chris doxey
doxey

who has time for metrics and analytics?

by chris doxey
doxey inc.

if your finance and accounting organization is bogged down by a fiscal closing process that never seems to end, it has little time to focus on enhanced reporting or analytics. visibility to accurate financial information and underlying operating metrics are critical to your management team in any economic environment.

many factors place the spotlight on the fiscal closing process, which is usually led by a team of individuals in the corporate finance and accounting department and managed by the corporate controller. the complexity of the process is driven by the nature of the company – private, public, nonprofit (tax-exempt or mission-based) or government – and the type of industry or industries for which the company is responsible.

read more →

father, son team up to capitalize on capacity

portrait of bernie ackerman
bernie ackerman

it’s about spreading change.

by kayleigh padar
from success to significance: the radical cpa guide

jason ackerman and bernard ackerman run the firm bna cpa together as a dynamic family duo. based in rock hill, sc, the firm consists of 20 employees and is modernized, offering flexible schedules to its employees and choosing value pricing over timesheets.

more on radicalism: tips from a veteran product manager | transitioning to radical: how carl famiglietti did it | how to develop productized services | firm product management is the way to the future | 10 steps to start innovating | the value of new ideas
goprocpa.comexclusively for pro members. log in here or 2022世界杯足球排名 today.

“my dad has always had a progressive mindset,” said jason ackerman. “he has always had the mindset that anybody can contribute to the team and he really focuses on the team culture.”
read more →

building a cpa marketer’s tech stack

the right tools for the job.

goricki

by bob goricki
skoda minotti

being a cpa firm marketer means that you are often faced with two major limitations: time and budget. unfortunately, i’m unable to create more of either, but i can point you in the direction of tools that can help maximize both.

more at 卡塔尔世界杯常规比赛时间 on: marketing, practice development, salesgrowth strategies.

at this year’s aam summit, i’ll be sharing 10 of my favorite tools that help cpa marketers work smarter, not harder. while the full list will have to wait until may, i want to share a few “bonus” tools in this blog to jumpstart your post busy season marketing efforts before the conference. all of the tools below are free to try, so get started today!

read more →

irs in retreat from communities

disappearing brick-and-mortar offices undermine voluntary compliance, raising irs costs.

by rick telberg
卡塔尔世界杯常规比赛时间

in case you haven’t noticed, the internal revenue service has been retreating from local communities.

special report – fixing the irs: irs #fails at online services spell problems for professionals | tax accountants fill the breach of a failing irs | beware the ez way out | can the irs improve its phone service? | when clients face ‘unreal’ irs audits | irs warns about private debt collectors for tax season 2018  | underfunded irs swamped with problems | irs in retreat from communities | military personnel face new battles at home: the irs | as new economy surges, irs falls further behind | is the irs winning the battle against identity theft? | irs mulls raising fees to cover budget shortfalls  |

more at taxtrendlines.com

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

today it has outreach offices in only 33 states and the district of columbia. private sector tax preparers are about as close to the irs as most taxpayers can get.

read more →

transitioning to radical: how carl famiglietti did it

portrait of carl famiglietti
famiglietti

no timesheets. no titles.

by kayleigh padar
from success to significance: the radical cpa guide 

“the position makes the person,” said carl famiglietti, managing partner of moody, famiglietti & andronico, a 160-person firm located in tewksbury, ma. his firm has undergone radical changes since he took the helm in 2004, a time that he calls “the reset.”

more on radicalism: going deeper into product management | productized 1099s the new vision way | karbon builds a practice management platform on steroids | why our clients need us to be radical | introducing the fifth radical tenet: the business model
goprocpa.comexclusively for pro members. log in here or 2022世界杯足球排名 today.

famiglietti has learned a lot as he has focused on building an organization for perpetuity.
read more →