how to handle everything from late payers to extra services to minimum fee schedules.
by ed mendlowitz
the 卡塔尔世界杯常规比赛时间 practice doctor
question: can you give me some suggestions on overall firm pricing and billing methods?
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answer: here’s how we’ve handled the billing and collection process at my firm.
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automation is a key part of the process.
by 卡塔尔世界杯常规比赛时间
matching pricing (what an accounting firm figures it can charge) with value (what a client things a service is worth) is always a challenge. a firm may think its capability in compliance is worth a lot, but if the client has nothing to comply with, it puts no value on compliance services.
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so the question is: what does a given client or potential client value?
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clients need so much more than basic accounting & write-up.
with steven sacks
the new fundamentals
armed with the latest technologies, accountants can do more than ever – faster, better, and cheaper. but too many accountants are missing the biggest opportunity that technology creates, according to judy trepeck, long a leading figure in the profession.
more from steven sacks: bill reeb: new rules for the covid era | is your message open to interpretation? | effective communications in the age of covid | why proper communication is critical | how to create effective internal communications | how to select your firm’s board | trust is a key organizational ingredient | real influence vs. immediate gratification | fake it ‘til you make it: an ultimate goal? | 4 ways to boost job satisfaction | have you gauged your staff’s enthusiasm? | why knowledge maintenance is key
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in her conversation with steven sacks, trepeck, currently senior vice president for customized training at the michigan state cpa society, outlines how cpas can go beyond basic accounting to provide more value-added services. it requires experience, talent, ambition, and, maybe most of all, intuition.
trepeck provides a framework for any accountant to add advisory services to their menu of offerings.
some of the key takeaways and the full transcript:
tax season turns into ‘advisory season,’ and a whole new niche is born, with gabby luoma.
and when hourly billing and fixed fees make more sense.
by ed mendlowitz
call me before you do anything: the art of accounting
equitable is not the same as equivalent.
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i use the word “equitable” because i have charged three completely different fees for the same result. “equitable” refers to the value delivered and charged to the client. but it’s not “equivalent.” and the difference can determine your pricing strategies.
with many accountants now working in uncharted waters helping clients get through the covid-19 crisis, the pricing question is especially important.
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