preparing for the worst (thanks to my wife)
instant download: the practice continuation toolkit
by ed mendlowitz
call me before you do anything: the art of accounting
the small firm and solo practice
how much are your clients costing you?
calculate your opportunity number to figure who’s worth your time.
by sandi leyva
each of us has 24 hours in one day. most of us have annual revenue goals. a few of us have monthly, weekly, daily or even hourly revenue goals.
more on small-firm growth strategies: spend your time on the most profitable tasks | seven performance boosters for your firm | 12 ways to stress less this busy season | who’s offering your clients ppp services? | add these money-making rituals to your work day | stuck at home right now? here’re 100 good ideas to relieve the stress | tech tools for working through the coronavirus
exclusively for pro members. log in here or 2022世界杯足球排名 today.
hopefully you know what your revenue goal is. (if not, you should!) if you don’t pull in that level of revenue for the week or month, then you’ve missed your plan.
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five marketing mistakes to avoid
be thoughtful about how you seek new clients.
by sandi leyva
as an accounting professional, you’re likely very talented at delivering the service you offer your clients. but when it comes to marketing and selling yourself, many of you didn’t voluntarily sign up for that part. many of you are resisting (kicking and screaming) marketing yourself. if that’s you, that could be why your business is slow or not growing at the rate you’d like it to.
more on small-firm growth strategies: spend your time on the most profitable tasks | seven performance boosters for your firm | why your google ranking is about to tank | seven tips to keep the clients you have | 12 ways to stress less this busy season | six ways to make your own history during women’s history month
exclusively for pro members. log in here or 2022世界杯足球排名 today.
we all hope we will have enough referrals so that we will never have to sell ourselves. but in the last few years, referrals, even for those of us with huge followings, have slowed down. it’s (past) time that we work on more fully developing the marketing and selling function of our businesses. as you do, here are five mistakes to avoid.
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spend your time on the most profitable tasks
check the priorities on your to-do list.
by sandi leyva
the next few months are the most challenging for cpa firms when it comes to managing time and getting things done. sometimes it’s hard to figure out what to work on next because there is so much work to be done. it’s easy to lack focus and end up working on unprofitable, yet urgent tasks.
more on small-firm growth strategies: seven performance boosters for your firm | why your google ranking is about to tank | six ways to make your own history during women’s history month | ppp client fraud: how much risk is too much? | 3 ways to opt out of any downturn | how to lead in a crisis | 7 tips to keep the clients you have
the case of the car wash task
when my husband and i relocated from texas to california for his new job, one of my moving tasks was to get my car to the new state. i decided to drive because i had a really fun sports car, an audi tts. when i got to california, the car was filthy on the outside and really needed a wash.
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12 ways to stress less this busy season
tips that are quick and low-cost.
by sandi leyva
the complete guide to marketing for tax & accounting firms
i don’t want to stress you out, but we really do need to do something about our stress levels, especially during tax season. an american psychological association survey showed that our kids are getting headaches, having difficulty sleeping, and eating too little or too much because of pressure from school and household finances. the worst part is that the study showed that most parents were not aware of the severity of their children’s stress.
more on small-firm growth strategies: six ways to make your own history during women’s history month | clubhouse: hottest new social platform or just more noise? | who’s offering your clients ppp services? | ppp client fraud: how much risk is too much? | survey: who’s not billing for ppp services? | add these money-making rituals to your work day | 3 ways to opt out of any downturn
many adults reported not knowing what to do to change their lifestyle so they could reduce their stress, so it just makes sense to talk about this a little.
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seven tips to keep the clients you have
“just about every time i called or emailed a client, they would think of more work for me.”
by sandi leyva
the complete guide to marketing for tax & accounting firms
it’s far less expensive to keep your existing clients happy than it is to find new clients, especially because the trust factor between people continues to decline year after year. you might want to think about redirecting a portion of your marketing attention on your existing client base instead of networking for new clients. (and by the way, sending clients an organizer is not marketing!)
more on small-firm growth strategies: 12 ways to stress less this busy season | six ways to make your own history during women’s history month | ppp client fraud: how much risk is too much? | 3 ways to opt out of any downturn | how to lead in a crisis
here are some tips to mine the pot of gold that lies right before you: your current clients who already trust you and are eager to hear about new solutions that will ease their pain and problems.
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who’s offering your clients ppp services?
84% of your colleagues are.
by sandi leyva
clients have inundated accountants all year with questions and issues about the paycheck protection program (ppp), and no end is in sight.
more: ppp client fraud: how much risk is too much? | survey: who’s not billing for ppp services?
earlier this year, it was all about loan acquisition. now, borrowers are gearing up for loan forgiveness and asking their cpas for assistance.
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ppp client fraud: how much risk is too much?
where do you fall on the risk-tolerance scale?
ppp: are the risks worth it?
practice management do’s and don’ts
join the survey. get the results.
by sandi leyva
how aggressive should you be when advising clients on paycheck protection program (ppp) forgiveness?
more: survey: who’s not billing for ppp services? | ppp traps: 1 in 5 accountants report shady dealings | add these money-making rituals to your work day | 3 ways to opt out of any downturn
exclusively for pro members. log in here or 2022世界杯足球排名 today.
while any risk stance should always be the decision of the clients, we asked this question in a recent joint accountant’s accelerator / 卡塔尔世界杯常规比赛时间 ppp survey: on average, across all of your clients, how aggressive of a stance are you taking with ppp forgiveness?
we asked 600+ survey respondents to choose a number between zero and 100 where zero is conservative or extremely risk-avoidant and 100 is aggressive or extremely risk-tolerant. the mean was 42, or slightly more conservative than aggressive.
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survey: who’s not billing for ppp services?
some serving the greater good. others just confused.
by sandi leyva
add these money-making rituals to your work day
you know the drill: work on the business.
by sandi leyva
the complete guide to marketing for tax & accounting firms
there’s something special about the word ritual. it sounds sacred, like you wouldn’t dare break it. it sounds a little mysterious, as if there’s a component you can’t quite control. and it sounds colorful, like something full of character that you would never get bored of.
more on small-firm growth strategies: 3 ways to opt out of any downturn | 5 ‘low-hanging fruit’ ways to raise your revenues right now | how to think straight through the coronavirus crisis | tech tools for working through the coronavirus | 7 tips to boost your firm’s performance in 2020 | major search algorithm change could affect your rankings | making content marketing part of your growth strategy | change overload: 5 simple coping strategies | share data 5 easy ways
these days, rituals can bring much-needed certainty to our lives. we don’t think about rituals much when it comes to business, but i think we should. what rituals could you create in your business that will rev up your revenues and reduce the uncertainty that is swirling around us? here are two ideas to get your engines started.
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3 ways to opt out of any downturn
you can succeed no matter what the economy is doing.
by sandi leyva
all roads point to a significant downturn in the overall economy for the next few years. if you’re interested in simply opting out of all that mess and creating your own economic success for you and your clients, then keep reading. i truly believe many of you have the power and ability to make a difference as to whether your clients sink or swim in 2020.
more on small-firm growth strategies: 5 ‘low-hanging fruit’ ways to raise your revenues right now | stuck at home right now? here’re 100 good ideas to relieve the stress | how to lead in a crisis | how to think straight through the coronavirus crisis | tech tools for working through the coronavirus | 7 tips to keep the clients you have | do you know your opportunity number? | 7 tips to boost your firm’s performance in 2020 | 5 mistakes to avoid when seeking new clients | survey quantifies link between online reviews, revenue
here are three ways to make a difference for your own firm and for your clients.
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5 ‘low-hanging fruit’ ways to raise your revenues right now
a little thought goes a long way.
by sandi leyva
getting new clients
if august is a slow business month for you, it’s not just your business.
more on small-firm growth strategies: stuck at home right now? here are 100 good ideas to relieve the stress | how to lead in a crisis | how to think straight through the coronavirus crisis | tech tools for working through the coronavirus | survey quantifies link between online reviews, revenue | major search algorithm change could affect your rankings
with people making the most of a disappearing summer, it’s all most of us can do to stay on our routines.
how to lead in a crisis
9 steps to pull you through the coronavirus pandemic even stronger.
by sandi leyva
the accountant’s accelerator
as accounting professionals, we’re on the front lines helping our small business clients and our employees through this crisis in multiple ways. it’s a chance for us to display extraordinary leadership as a profession.
more on small-firm growth strategies: how to think straight through the coronavirus crisis | tech tools for working through the coronavirus | 7 tips to keep the clients you have | do you know your opportunity number? | 7 tips to boost your firm’s performance in 2020
see all 卡塔尔世界杯常规比赛时间 special coronavirus crisis coverage
here’s a tweet i just love that exemplifies the times:
here are some reminders for all of us as we step up to lead our firms and help our clients in these times: