today's features
innovation & change management

rory henry: create the return on relationships | the disruptors

be a client-centric human in a world of ai and technology.

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the disruptors
with liz farr

rory henry asked himself, “why don’t financial advisors and cpas work together?” it boggled his mind because both work with the client’s finances but are not always in sync. “we’re advising them on their businesses, and then the wealth advisor takes over and manages the finances,” henry says. “but really, one decision affects another.”

more rory henry: the holistic guide to wealth management | more disruptors: mike maksymiw: be the leader you wish you had | terrell turner: build a solid business showing up as yourself | kelly mann: be the bull in the china shop | alicia katz pollock: create a human-centric business |  nancy mcclelland: be the one your clients ask first |alan whitman: stop accepting the status quo | sean duncan: discover your own genius |

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the ultra-wealthy have long used the family office model to bring a staff of cpas, attorneys, and advisors to provide governance, legacy planning, and intergenerational wealth planning. at arrowroot family office, henry is leveraging technology to bring the benefits of the family office model to everyone. “so it’s really integrating these solutions, using technology, using relationships, to really provide for the many needs of the business and the personal finances of your clients.”

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management

five thoughts about your firm’s culture

four colleagues chatting around a water cooler

make it work for you.

by martin bissett
passport to partnership

cultural issues are dynamic, very broad and unique in each firm. as such it is a challenge to summarize them accurately and comprehensively.

more: do others think you’re ready to be partner? | competence is just the beginning | how to attract clients | eight questions for personal preparation | how to prepare for partnership | five questions to help forecast your firm growth | do you deliver on your website’s promises? | five questions about facing challenges | be clear about your roi proposition | it’s time to prepare the next generation | who are you more committed to, your firm or your clients? | nine checkpoints before every prospect meeting | three questions about conversion
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from our research, however, the wise choice for anyone wishing to get their passport to partnership appears to be to study

  • their firm’s existing culture,
  • that of its senior individuals and
  • that of those who have the ear of those senior individuals

to understand not only the route to partnership, but the terrain that they need to cross too.
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client service opportunities

don’t let clients outgrow you

two men having coffee; one has an open laptop

it might not be too late to keep something going.

by ed mendlowitz
202 questions and answers: managing an accounting practice

question: i just suddenly lost my biggest client. they said they outgrew me. what could i have done to keep them?

more: what to do when a partner becomes disabled | do as little as possible | don’t blame the client for your location | who to hire when it’s time to grow | the top tip for reviewing tax returns | you can’t win with lowballing | yes, you have to share work papers | should you merge? here’s how to chart your path | hold staff accountable if you want them to listen to you | how to raise your rates | higher fees to start: ten ways to make your tax season better
goprocpa.comexclusively for pro members. log in here or 2022世界杯足球排名 today.

 

response: maybe nothing. and at this point it may not matter, but there are some things you can do to maybe get them back in the future and stop it from happening with another client.

losing any client is not pleasant, and losing a large client hurts. and when it is sudden it hurts even more.
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marketing & sales

lucas lachance: revenue generation through digital marketing | capstone conversations

capstone conversations
informal and informative discussions with leading growth strategists from the nation’s most dynamic cpa firms.

[preview] the complete video episode, including commentary, analysis, notes, takeaways, and transcript, is available first to 卡塔尔世界杯常规比赛时间 research pro members. | go pro here.

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with jean caragher
for 卡塔尔世界杯常规比赛时间

lucas lachance brings an auditor’s eye to marketing as the partner in charge of practice growth at dallas-based lane gorman trubitt, where he drives digital strategies that have fueled 143 percent revenue gains.

more capstone conversations here | follow jean caragher on 卡塔尔世界杯常规比赛时间 here. | get her best-selling handbook, the 90-day marketing plan for cpa firms, here | catch jean caragher every friday with gear up for growth here |

but the bigger challenge, lachance tells jean caragher in this episode of capstone conversations, is winning the competition for a shrinking pool of cpas. “human resources and marketing have to work hand in hand,” he says.

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