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10 quick and easy tips for a better busy season

man working on a caryou may want to keep some of these going year round.
another busy season is upon us. are you feeling excited, anxious or dread?

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it’s probably a mix, but hopefully there’s more excitement than any other emotion since you will be helping so many more people during busy season than any other time of the year. here are 10 easy-to-implement ideas to help your busy time go smoother than ever.

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four tools for a millionaire mindset     

choosing just one could make a big difference.

by sandi leyva
as a business owner, i need tools to help me stay in a mindset that will help me serve more people and be more successful in my business.
here are four that have helped me play bigger throughout the years.
pricing, fees & billing rates

why offering packages can catapult your revenue

eight ways bundled services help you and the client.

by sandi leyva

more accountants and bookkeepers are moving from hourly billing to fixed fee and package offerings.

more on small-firm growth strategies: share data 5 easy ways| 7 ways to generate leads | blow your own horn already! | take the focus off price | 5 solutions when clients balk at price |want more clients? take these 5 steps | 5 skills to grow your practice | how a spreadsheet can help stop leaks | 5 cures for the summertime blues

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but, just what does an accounting package look like? and what are the benefits of offering packages?  here are some answers.

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pssst, want out of compliance?

head down with phone 590wbecoming a ‘trusted advisor.’

by sandi leyva

here’s a question: what portion of your revenues are derived from compliance work – e.g., tax preparation and irs representation; bookkeeping; quickbooks setup, cleanup and training; payroll; and audit work – versus value-added work, e.g., revenue improvement, business consulting, profit margin analysis and workflow improvement projects?

more on small-firm growth strategies: share data 5 easy ways | 7 ways to generate leads | blow your own horn already! | take the focus off price | 5 solutions when clients balk at price | want more clients? take these 5 steps | 5 skills to grow your practice | how a spreadsheet can help stop leaks | 5 cures for the summertime blues

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

if you answered 100 percent compliance work and no value-added services, you’re not alone. there’s a lot of lip service about moving from compliance services to becoming a “trusted advisor.” there’s an equal amount of confusion in how to get started.
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when to turn over client data files

hands of two men playing tug-of-warnot everyone agrees about how to handle this.

by sandi leyva and michelle long

how do you feel about turning over a quickbooks data file when a client leaves?

more small firm growth strategies: how to fire a client | what to do when a client doesn’t pay | how to handle price sensitivity | how to find hidden money for your clients | how small firms can use value pricing | 3 killer lead generation channels

we asked this in a video conference and limited it to three answers:
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