and are they ever coming back? a seismic shift is shaking the accounting profession: an acute and worsening shortage of clients. a sluggish economy has knocked a lot of traditional clients — individuals and business alike — to the wayside. … continued
live online workshop: build your accounting firm’s marketing plan. this brand new workshop is designed to help help accounting firm leaders focus on what your firm really needs and the moves that are most likely to leverage success. you’ll cut … continued
a five-person start-up in downtown new york is adding a new wrinkle to accounting competition by creating a yelp! for tax and bookkeeping services.
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the big idea: rate accountants like restaurants and take a piece of the business when clients and accountants connect.
if you focus only on one approach in business development, you will be limiting your percentages for success.
by nicholas d. keseric jr.
via engineered tax services
if you only do one thing to position your firm and yourself in your marketplace, you will be missing out on most of the market.
many things together, over time, will result in an increased chance for achieving your goals.
twitter or the yellow pages?
principles of accounting remain unchanged, but…
by dustin lubertazzi,
senior consultant, sageworks, inc.
luca pacioli, an italian mathematician and franciscan friar, is widely known as the “father of accounting” for publishing 36 chapters on the double-entry accounting method used by venetian merchants during the italian renaissance. his book, summa de arithmetica, geometria, proportioni et proportionalita (which translates, “everything about arithmetic, geometry and proportion”), was written as a textbook for students in northern italy at the end of the 15th century. pacioli’s documentation of double-entry accounting and ledgers taught entrepreneurs of the day how to conduct business using timely and accurate financial information, and it established the fundamentals of accounting still practiced today.
pacioli’s fundamentals were only feasible thanks to the written numeral system and the abacus developed before that. and since then, the industry has seen further and more ground-breaking developments including the introduction of the typewriter, then computers, and later the internet. with each of these milestones, technology not only impacted how accountants handle financial information but also how they interact with their clients.
with the changing technological landscape, what must accountants do to stay competitive in the future, and how will technology change the future role of the accountant?
and why it’s not like selling used cars.
the days when cpas could leave rainmaking to the rainmakers are long gone. today, technical skills aren’t enough. even the most talented cpas must bring in new business to succeed. but it’s about trust and relationships. the same skills you use to do business are the same skills you use to get business. prospects evaluate how you’ll work by how you sell.
here are some tips for building relationships and developing business: read more →
looking for younger, newer, larger clients? only about 12% of small business are on twitter, but one in five of those report having made a purchase decision using twitter — a hit ratio that’s hard to ignore. so, who exactly … continued
there’s a buzz this tax season about a deepening divide between high performing firms and the rest of the profession — interestingly: especially among soloists.
some solo practitioners are having a terrific season, others not. there’s no in-between. we’ve been wondering about the causes. and practitioners have been answering.
— rick telberg
adapt and grow. or don’t and you won’t.
by alan vitberg
vitberg llc
new rules about marketing and business development are at hand, and firms that adapt early are those that will grow, not unlike their predecessors who capitalized upon transformative changes that occurred over two decades ago.
here’s a “baker’s dozen” of those new rules that can transform your firm’s marketing and business development, and take it to new heights:
despite economic recovery, many firms seem unable to capitalize on new opportunities. click here to join the tax season 2011 survey; get the results.
tax accountants are finishing the 2011 busy season with stronger results than they expected, but – perhaps surprisingly — not as strong as last year, despite somewhat improved economic conditions.
卡塔尔世界杯常规比赛时间 research suggests that many accounting firms may have over-reacted to the 2007 market crash by cutting staff and billing rates, leaving them unprepared to capitalize on the opportunities of the 2011 recovery.
one-third of all cpa firms don’t.
that’s just one of the surprising findings from the latest aicpa national practice management survey.
granted, 66% of firms have a website. but 33% don’t. who thinks their clients are still using the yellow pages?
strong niche for cpa firms getting stronger.
law firm marketing consultant larry bodine reports new results from a bti market research study that shows the four top areas where lawyers “can earn top dollar from corporate clients with litigation.” and if lawyers can cash in, so can the cpas who advise them.
here are the top four growth areas: