special

which clients should you scope?

by

the process should align you with the client on the value and which services will be delivered.

by jody padar
radical pricing – by the radical cpa

scoping is a time commitment, so know that the client is worth the commitment and they have the revenue to back it. start by setting a minimum price point you will charge for the assessment process. if the client falls below your threshold price point, it doesn’t mean you’re not going to scope them, it just means the process will be less complex and can probably be done within an hour.

more: perfecting the client needs assessment | four steps to scoping for alignment … and the #1 rule to remember | here’s how profit sharing improves your firm | productize services for consistent client value | four ways automation pushes the paradigm shift | how value pricing impacts your employees | why pricing is so disruptive | accounting disruptors are heading your way … with deep pockets | advisory work must be priced by value, not hours
goprocpa.comexclusively for pro members. log in here or 2022世界杯足球排名 today.

 

for smaller clients, it helps the process if they arrive at the assessment with all the necessary information. you can look at their quickbooks data and tax returns to get a strong sense of what they need and how long it will take to deliver. scoping a small, straightforward client will become second nature with time. but be careful about being too casual when scoping smaller clients. if you miscalculate, you are still opening your firm up to risk.

read more →

how to attract clients

by

focus on their needs, not yours.

by martin bissett
business development on a budget

let’s start with two simple definitions to avoid any confusion:

  1. the purpose of marketing is to create the opportunity.
  2. the purpose of business development (sales) is to convert that opportunity into a paying client.

more: four reasons accountants struggle with selling | think of it as service, not selling | stop waiting for business to come to you | afive questions to help forecast your firm growth | four key questions about leadership | does client perception match your firm’s reality? | showing leadership through customer service | firm not thriving? five fixes | the real math behind the sales pipeline | five questions for grading prospects | be clear about your roi proposition | keep business development going during busy season | don’t let recurring fees kill your practice
goprocpa.comexclusively for pro members. log in here or 2022世界杯足球排名 today.

 

when we meet with prospective clients – and i say this as someone who has sat in on many hundreds of meetings of this nature – we rarely give potential clients a reason to buy from us that they care about.
read more →

five new google maps and waze features

by


finding your way – and avoiding traffic tickets – will soon be much easier.

by rick richardson
technology this week

it’s much simpler to avoid traffic when you use google maps and waze, whether you’re using them for a road trip or your regular commute to work. five new features have made both apps even better, including one that alerts you to traffic that may affect you even if you’re not in that location.

more technology this week: new warehouse robot could revolutionize efficiency | new pacemaker powered by light, no batteries | is nasa about to make air travel cheaper? | your brain can store 10 times more than anyone thought | microsoft discovers a security flaw impacting android apps | ai-engineered enzyme could be solution to plastic pollution | ai named the highest-paying in-demand tech skill for 2024 | lenovo readies new thinkbook laptop with a transparent display | microsoft moves further into nuclear development with new director
goprocpa.comexclusively for pro members. log in here or 2022世界杯足球排名 today.

 

here’s what’s new:

read more →