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experts call for industry overhaul | accounting influencers
top minds in accounting push for systemic reform, smarter tech, and a human-first workplace.
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accounting influencers
with rob brown
while many firms report strong financials and steady client demand, an urgent conversation is happening behind the scenes—one that questions whether traditional business models, outdated technology, and uninspiring career paths can sustain the future.
in this episode of accounting influencers, host rob brown convenes a powerhouse panel to unpack the profession’s greatest opportunities—and its most pressing threats. joining him are:
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sona akmakijian, cpa: global leader of strategic accountant partnerships at avalara
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renee moelders: partner at convergence coaching
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allison ball: vp of marketing & communications at bookkeep
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andrew berg, cpa: managing partner of berg advisors
their consensus? the profession must evolve—fast.
carl peterson: succession or stagnation? | gear up for growth
aicpa’s peterson sounds the alarm for small firms.
gear up for growth
with jean caragher
for 卡塔尔世界杯常规比赛时间
seven tips for cas marketing
plus one for referrals.
by hitendra patil
client accounting services: the definitive success guide
we asked about sales and marketing methods as part of the accounting profession’s largest cas survey. among firms offering client accounting services, the chief means for gaining new cas business is “proactively seeking referrals” and the firm’s “website,” each at 48 percent. networking at local/regional/national events follows at 35 percent.
more by hitendra patil: the dna of advisory-cas | advisory is not consulting | what exactly is client advisory services? | review your cas offerings | cas prospects want proof? you’ve got that | what ai ceo’s warning means (and doesn’t) for accountants | ditch the sales pitch | how to get cas clients to blow your horn | four questions for choosing cas clients | what is your firm’s marketable value? | seven tips for cas marketing | twelve things that kill your cas profits
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the other marketing methods deployed by cas firms are:
- networking at local / regional / national events: 35%
- search engine optimization: 14%
- influencer or social media marketing: 11%
craft tiered service packages for maximum impact
how to turn an otherwise intangible offering into a clear product.
by jackie meyer
we have shifted your mindset and model: you’re focusing on advisory value and pricing for roi. now, let’s get practical about structuring your services in a way that attracts the right clients, maximizes value per client and simplifies your operations. enter tiered service packages.
more: master the roi method: price for value, not time | from compliance to advisory: shifting the value proposition | niche down to scale up | how to define your vision | how i became an accidental entrepreneur | build a seven-figure firm in four hours a week
exclusively for pro members. log in here or 2022世界杯足球排名 today.
offering your services in tiered packages (rather than ad-hoc or one-size-fits-all) can be a game-changer. it provides clarity for clients, helps you avoid scope creep and increases your revenue by capturing different levels of client needs.
at meyer tax consulting (my firm), we developed a structured tiered approach, which i’ll use as an example. you can model your own tiers similarly, customized to your niche and strengths.
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