client service opportunities

best practices for handling mistakes

by

businessman horrified by what he sees on computer screen3 steps to take.

by michelle long and sandi leyva
the ultimate accounting virtual conference

we’ve all made a mistake. admit it; we have all made a mistake before. maybe we missed a deadline or you posted things to the wrong account or overlooked something. what’s a mistake you made before?

more small firm growth strategies: how to manage client expectations | how to handle price sensitivity | how to handle referrals – and how not to | trashing the spreadsheet: best practices in modern expense management | how to find hidden money for your clients | why clients need dashboards | 3 ways to implement value pricing | how small firms can use value pricing | 3 ways to raise your prices | building reputation to build your business | 3 killer lead generation channels | your existing clients are your best leads | need more business? focus on referrals

the first time i made a mistake i thought the world was going to end. i was devastated and thought my future and having my own firm was over. i’m out of business because i messed something up.
read more →

problem clients are opportunity clients

by

overstuffed and overflowing files3 steps to making their lives easier.

by 卡塔尔世界杯常规比赛时间

you know who we’re talking about here. they show up in early april with everything you need to prepare their taxes. but it isn’t on a cd. it’s in a soaking-wet shoebox. or they’ve got everything ready on january 2, except it turns out they aren’t sure whether they made their quarterly irs payment last july. or when you ask for their total payroll tax paid, they say, “payroll tax?”

or their numbers just don’t add up. or they desperately need a refund this year, no matter what. or they say they’ll get back to you but don’t. or they keep asking your for legal advice. or they just don’t have time, what with mom and her broken hip, the kid needing to be picked up from ballet class, the dog that needs to go for a walk at 5:30 or else. or they can’t get their capital gains records from their financial advisor…guy named madoff…he just disappeared!

read more →

what we learned in 2015: 3 accounting lessons from greece financial crisis

by

hunt
hunt

and what clients need to know for 2016.

by alisa hunt
post university

on august 20, greece avoided – just barely –  defaulting on its debt by making a payment to the european central bank towards the billions it received in aid from several european countries. it’s the latest chapter in the country’s economic downfall, and still, not a major step forward as this payment only repays existing debt and does not aid in rebuilding greece’s broken economy.

it’s going to take years, decades even, to stabilize the country’s financial wellbeing. even then, greece will have shattered any credibility it might have had with european leaders, banks, and the rest of the world.

countless articles have been written on how a lack of accountability, transparency, and general financial literacy within greece’s government caused the situation to continuously decline, and for good reason: what happened to greece can happen on a personal scale.

here are the most important lessons to take away from the fallout in greece.

read more →

19 ways to better networking: be the nerve center

by

businesswoman working on laptop giving thumbs up sign5 reasons to reorient your networking.

by 卡塔尔世界杯常规比赛时间

last century’s networking model still works and is still worth doing, but you can do better in the 21st century by inverting the old model. rather than going to the chamber of commerce and rotary meetings to promote your services, go with the intention of gathering other people’s services.

as a cpa, you, more than anyone else, are at the center of local business. you know more about a bunch of businesses – your clients – than virtually anyone else. you know what they’re doing. you know what they need. and they most certainly need far more than what your firm offers.

but your firm can offer more. you can offer the services of dozens of indirectly related companies and professionals, among them:
read more →

8 steps to gaining a client by helping a client

by

three climbers helping each other up a hillthis is one of those times when a small investment pays a big return.

by 卡塔尔世界杯常规比赛时间

nobody knows your clients like you know your clients. you know them from deep inside. even a simple tax prep gives you insight into the nature of a business – its services, its efficiency, its growth or stagnancy, its honesty and dependability. some of this you can glean from the process of tax preparation, audits and such, but it also comes from the chats you have with the client during the course of the year.

as you have certainly noticed, none of your clients run a perfect business. they could all be more efficient. they could all come closer to their potential. they could all use something that you can help provide – even if it’s not one of your services.
read more →

cpa cannabiz boom

by

250 new clients in two years.

by 卡塔尔世界杯常规比赛时间

cannabizcpa.pro

for a couple of years now, guske & co. pllc, has been venturing into a vast new niche in the great northwest where the people are nice, easy-going entrepreneurs with a pioneering spirit and a willingness to learn, follow rules, and take risks. his niche — the booming cannabis biz. booming to the tune of 250 new clients in two years, an annual growth rate of 80 percent.

read more →

the wild world of weed: tax season never ends [video]

by

how one top cpa got into the cannabis business.

subscribe as a pro member or sign in to view the videos

by 卡塔尔世界杯常规比赛时间
cannabizcpa.pro

when dean guske attends trade shows like the world cannabis congress & business expo, he isn’t proffering pipes, papers, pot, hydroponics, or paraphernalia. a cpa with over 250 clients in washington and oregon, guske is pushing tax prep and accountancy.

more cannabiz cpas:  america’s new breed of cannabis cpas [video]  |  ready or not: cpa firms find new opportunity in booming cannabis industry  |  from tech boom to cannabis boom  |  cannabis faq for accountants  |  what’s a cannabiz worth? ask a cpa.

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

guske & company pllc got into this vast niche by professional coincidence, a client who liked the firm’s work and asked for some tax help with a new business. he was growing marijuana. this was new to guske, but it sounded interesting.

“i told him i’d have to do some research first,” guske tells 卡塔尔世界杯常规比赛时间. “i wanted to get a good understanding of what was going on tax-wise and an understanding of the industry before i accepted a client in that industry.”

read more →

25 things customers love

by

the best strategies from the best companies.

by arnold sanow
arnoldsanow.com

arnold sanow
sanow

in today’s fast-changing and competitive environment, excellent customer service is not only nice but essential for success.

in fact, the only way to differentiate yourself and to become less of a commodity in the marketplace is through outstanding customer service.

after studying more than 500 companies and organizations – as diverse as lexus/toyota, bristol meyers squibb, lockheed martin, homeland security, forever broadcasting, the medical college of georgia, aspen institute, marin county realtors association, and choice hotels – a few strategies emerge again and again.

here are 25 of the best practices used by some of the world’s best companies to get new customers, keep them, and turn them in enthusiastic fans and referral sources: read more →

enhancing client financial health through collaborative services

by

clients benefit when cpas and investment advisors work together.

by martin e. levine, chfc, cpa, mba
4thought financial group, inc.        

martin levine 4thought
levine

even if the client isn’t always right, helping clients understand and make the best financial decisions is always the right course of action. 

cpas understand the implications of financial decisions and strive to advise clients in ways that improve their financial well-being.  however, clients frequently have multiple – sometimes conflicting – financial goals, and use other financial professionals, including financial advisors, attorneys and business consultants, to achieve them.  read more →