today's features

ten topics for your newsletter | listicle

by 卡塔尔世界杯常规比赛时间 research

generally speaking, your newsletter should be easy to read, useful and actionable. it should help clients stay organized as they see the benefit of working with their accountant. let your newsletter invite clients and potential clients to contact you for more information.

more listicles here

these topics or the newsletter you develop from them can also be used as the basis for podcasts, radio interviews, daily email bulletins and powerpoint presentations.

here are 10 topics. use your expertise to expand them.

  1. cash flow management: strategies for improving cash flow in a business
  2. tax deductions: common tax deductions for individuals and businesses
  3. investment strategies: insights into effective investment planning
  4. technology in accounting: emerging technologies and software in the accounting industry
  5. industry-specific tax tips: tax considerations for specific industries such as health care, retail, etc.
  6. financial statements explained: understanding and analyzing financial statements
  7. irs correspondence: how to handle letters and notices from the irs
  8. charitable contributions: tax benefits of charitable giving
  9. self-employment tips: tax and accounting tips for freelancers and self-employed individuals
  10. payroll management: best practices for managing payroll efficiently

sarah cirelli: launching the ‘swat’ plan at grassi cpas | capstone conversations

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

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with jean caragher
for 卡塔尔世界杯常规比赛时间

when the covid pandemic hit grassi cpas, chief marketing officer sarah cirelli launched a “swat” program to stem the losses and reap an extra $2 million in new fees.

tune in to capstone conversations every monday | 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

in this episode of capstone conversations with jean caragher, cirelli explains the swat toolset, which stands for “special weapons and tactics,” an automated dashboard with the firm’s crisis response and recovery services, all the marketing data, and every prospect and client who attended a webinar or called their hotline, the questions they asked, the industry they operate in, and where they were in the lead generation process.

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twelve years and out: seasoned accountants join the exodus.

no longer a problem confined to just new talent or middle managers.

where they go: the biggest slice, 19 percent, goes into finance, followed by business and operations. (via live data)

by 卡塔尔世界杯常规比赛时间 research

in a startling shift, thousands of highly experienced top-level accountants are leaving the field mid-career, challenging the long-held view that the staffing crisis is limited to new graduates or middle managers.

related: middle managers getting squeezed | explaining the talent shortage in one big chartsalary and compensation outlook for small cpa firms | gen ai in accounting: epic transformation, or overheated hype? | more: the talent crisis | download the national pipeline advisory group report

for many accountants on the edge of transition, the coming years will determine whether the profession can reinvent itself to retain the trust of its workforce or continue to lose ground as one of america’s fundamental professions.

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how accounting firms are handling the staff shortage

two women having business discussion in front of laptop; wall of windows in background

some creativity may be in order.

by 卡塔尔世界杯常规比赛时间 research

rare is the cpa firm that has no problem finding, hiring and retaining professionals in accountancy. those that don’t have a problem are either not hiring or are paying plenty with packages that include higher than average salaries, the option to work remotely, stock option plans and other benefits.

more: the future of fees | as private equity closes in, firms seek new answers to staffing problems | when staffing falls short, clients get culled | how accounting firms are dealing with retirement | next five years are critical for accounting firms | staffing turnover’s down, but why? | what’s your firm worth? private equity wants to know | the new pipeline: outsourcing and offshoring | is this the last year of accounting’s golden age?
goprocpa.comexclusively for pro members. log in here or 2022世界杯足球排名 today.

 

several of the top-notch consultants who contributed observations to the 2024 rosenberg national survey of cpa firm statistics not only noted the problem but shared some of the solutions that firms are applying.
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ai can help market your firm

it augments rather than replaces human expertise.

by august j. aquila
price it right: how to value accounting services

artificial intelligence can do a lot of things very effectively, and one of them is to offer numerous benefits to a look at it as a start and not the end of the ai marketing discussion.

more: twenty questions to ask before starting your marketing plan | five ways smart marketing boosts your firm’s enterprise value | marketing’s role in staffing and recruitment | measuring marketing success: the 10 kpis | seven reasons marketing can make your firm a great place to work | seven ways that marketing helps you retain clients | is pricing a marketing function? | develop your personal marketing plan in ten steps | five ways to make partners fall in love with marketing | analyze your firm to keep it current | what makes a great website? | losing can help you win more | three more strategies for growing your practice | four strategies for building your practice | eight areas to cover for personal goals
goprocpa.comexclusively for pro members. log in here or 2022世界杯足球排名 today.

 

here are some ways ai can assist in your marketing efforts:

  1. customer segmentation and targeting: ai can analyze vast amounts of data to identify patterns and segment customers based on their preferences, behaviors and demographics. this enables the firm to create highly targeted marketing campaigns tailored to specific customer segments, resulting in improved engagement and higher conversion rates.

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