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when to talk about fees

senior businessman and another businessman talkingfocus on value first.

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

how do you talk to a prospect or client about your fee?

some of the answers i have heard are:

  • “it depends.”
  • tell them and get off the phone as fast as possible.
  • “i don’t know.”
  • “what is your budget?”

more: five tips for virtual team member happiness | three thoughts for a quiet morning | the seven-step plan for marketing by spreadsheet | boost your cross-selling in two easy steps | beyond bookkeeping: five value-add service areas | 11 kinds of wealth
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most accountants spill the beans about their rates way too early in a conversation with a future client.  so when should you talk rates?
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five tips for virtual team member happiness

businesswoman with piggy bankfind ways to challenge them.

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

it’s not uncommon for even the smallest of businesses to have employees and contractors all over the world. at one point i had an employee in ukraine, two employees in san jose, a virtual admin in orange county, a warehouse team in indiana, a transcriptionist in las vegas, partners in new york, chicago, missouri and atlanta, and a coach in sydney, australia.

more: three thoughts for a quiet morning | take a moment for appreciation | five skills that spell success | the seven-step plan for marketing by spreadsheet | five things clients have taught me
goprocpa.comexclusively for pro members. log in here or 2022世界杯足球排名 today.

i moved from san jose, calif., to plano, texas, while my team stayed put. and it didn’t hurt my business one tiny bit. here are five tips to help your virtual team play at their best.
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three thoughts for a quiet morning

calm balanced businessman sitting outdoors on bench in yoga lotus pose meditating, with office building and blue sky in backgroundtake the time while you have it.

by sandi leyva
the accountant’s accelerator

with busy season over, it’s a good time to take stock of where we stand for the year, plus regroup as needed before the next one is upon us. with so many changes in software, politics, tax laws and global standards, it’s pretty easy to feel a little disorganized.

more: take a moment for appreciation | five skills that spell success | beyond compliance: what more you can provide  | the biggest seo secret of all: google business listings | five ways to get better clients
goprocpa.comexclusively for pro members. log in here or 2022世界杯足球排名 today.

here are three steps to help us take stock of our foundational business goals, re-evaluate our big picture and get us centered as we enter the next quarter.
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take a moment for appreciation

man facing five large yellow stars on wallwork on building your resilience.

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

most of the time, being an accounting entrepreneur is a delight, an honor and a great way of life.

more: five skills that spell success | the seven-step plan for marketing by spreadsheet | five things clients have taught me
goprocpa.comexclusively for pro members. log in here or 2022世界杯足球排名 today.

every once in a while, there can be those days when you need a little moral support for one reason or another. read more →

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five skills that spell success

and none are tax or accounting.number 5 drawn in sand

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

we’ve worked hard on gaining our accounting tax and auditing skills. those skills alone will keep us working as employees for someone else, but what if we want to go out on our own or grow our business beyond what we have now?

more: the seven-step plan for marketing by spreadsheet | five things clients have taught me | beyond compliance: what more you can provide
goprocpa.comexclusively for pro members. log in here or 2022世界杯足球排名 today.

here are five skills to consider adding to your toolbox to get ahead faster.

how do you rate in each of these areas?

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