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chase birky: overcoming paralysis by analysis

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be the author of your own story and chart a path not subject to the control and opinions of others.

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transformation talks
with bill penczak
center for accounting transformation

center for accounting transformation
center for accounting transformation

entrepreneurs in the accounting profession are rare, according to chase birky, president and ceo of dark horse cpas. and he should know.

he had to take an uncomfortable step outside of his own comfort zone to become one.

more: secret to success? a growth and abundance mindset | o.d. lanier: stepping into advisory | from tax to transformation | early adopters gain an edge in audit | why the future is in risk advisory | four strategies for a future ready firm
goprocpa.comexclusively for pro members. log in here or 2022世界杯足球排名 today.

after starting out in audit at a big 4 right out of college, he decided it was no longer what he wanted to do.

“i started an audit specifically, you know, not really having a great idea of what audit truly was, you know, because you take the courses in your undergrad, and you know, you have a section of it on the cpa exam,” birky explained. “but what that material is versus what the job is, you know, are two very different things.”

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how clients get underserved and accountants get underpaid

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number 5 drawn in sandfive missed opportunities to serve clients.

by sandi leyva
the complete guide to marketing for tax & accounting firms

i’m pretty sure that i am not the only accountant who has made the following mistakes with clients.

more on small-firm growth strategies: five marketing mistakes to avoid | how much are your clients costing you? | spend your time on the most profitable tasks | seven performance boosters for your firm | why your google ranking is about to tank
goprocpa.comexclusively for pro members. log in here or 2022世界杯足球排名 today.

here are five ideas to help us remember what we know that the client doesn’t and why it costs us when we forget. read more →

11 ways to boost billings and impress clients

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businesswoman walking up stairswin-win-win: stand out from the competition, serve the client better and put more green in your bank account.

by sandi leyva
the complete guide to marketing for tax & accounting firms

as you build your relationships with your clients, it’s always a good thing to see how you can serve them even better.

more on small-firm growth strategies: how clients get underserved and accountants get underpaid | how much are your clients costing you? | how much are your clients costing you? | six ways to make your own history during women’s history month | ppp client fraud: how much risk is too much? | 3 ways to opt out of any downturn | how to lead in a crisis
goprocpa.comexclusively for pro members. log in here or 2022世界杯足球排名 today.

here are 11 ways you can add value to your existing services, which will enable you to stand out from the competition, serve the client better and put more green in your bank account.
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12 ways to stress less this busy season

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calm balanced businessman sitting outdoors on bench in yoga lotus pose meditating, with office building and blue sky in backgroundtips that are quick and low-cost.

by sandi leyva
the complete guide to marketing for tax & accounting firms

i don’t want to stress you out, but we really do need to do something about our stress levels, especially during tax season. an american psychological association survey showed that our kids are getting headaches, having difficulty sleeping, and eating too little or too much because of pressure from school and household finances. the worst part is that the study showed that most parents were not aware of the severity of their children’s stress.

more on small-firm growth strategies: six ways to make your own history during women’s history month | clubhouse: hottest new social platform or just more noise? | who’s offering your clients ppp services? | ppp client fraud: how much risk is too much? | survey: who’s not billing for ppp services? | add these money-making rituals to your work day | 3 ways to opt out of any downturn
goprocpa.comexclusively for pro members. log in here or 2022世界杯足球排名 today.

many adults reported not knowing what to do to change their lifestyle so they could reduce their stress, so it just makes sense to talk about this a little.
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seven tips to keep the clients you have

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woman wearing orange shirt texting on a smartphone walking in the street in a sunny day“just about every time i called or emailed a client, they would think of more work for me.”

by sandi leyva
the complete guide to marketing for tax & accounting firms

it’s far less expensive to keep your existing clients happy than it is to find new clients, especially because the trust factor between people continues to decline year after year. you might want to think about redirecting a portion of your marketing attention on your existing client base instead of networking for new clients. (and by the way, sending clients an organizer is not marketing!)

more on small-firm growth strategies: 12 ways to stress less this busy season | six ways to make your own history during women’s history month | ppp client fraud: how much risk is too much? | 3 ways to opt out of any downturn | how to lead in a crisis
goprocpa.comexclusively for pro members. log in here or 2022世界杯足球排名 today.

here are some tips to mine the pot of gold that lies right before you: your current clients who already trust you and are eager to hear about new solutions that will ease their pain and problems.
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how to lead in a crisis

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9 steps to pull you through the coronavirus pandemic even stronger.

by sandi leyva
the accountant’s accelerator

as accounting professionals, we’re on the front lines helping our small business clients and our employees through this crisis in multiple ways. it’s a chance for us to display extraordinary leadership as a profession.

more on small-firm growth strategies: how to think straight through the coronavirus crisis | tech tools for working through the coronavirus | 7 tips to keep the clients you have | do you know your opportunity number? | 7 tips to boost your firm’s performance in 2020

see all 卡塔尔世界杯常规比赛时间 special coronavirus crisis coverage

goprocpa.comexclusively for pro members. log in here or 2022世界杯足球排名 today.

here’s a tweet i just love that exemplifies the times:

screenshot of tweet

here are some reminders for all of us as we step up to lead our firms and help our clients in these times:

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how to think straight through the coronavirus crisis

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setting priorities in uncertain times.

by sandi leyva
the accountant’s accelerator

with the coronavirus crisis coming on top of tax season, the next few weeks may be the most challenging we’ve ever faced.

more on small-firm growth strategies: tech tools for working through the coronavirus | 7 tips to keep the clients you have | 5 mistakes to avoid when seeking new clients | is your client newsletter stuck in the 1990s? | do you know your cac number? | change overload: 5 simple coping strategie
goprocpa.comexclusively for pro members. log in here or 2022世界杯足球排名 today.

under these conditions, it’s hard for many to figure out what to work on next because there is so much work to be done. it’s easy to lose focus and end up working on unprofitable, yet urgent tasks. that’s not to say we put profit before people. but without profit, we can’t take care of our people.
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39 advisory services for accountants

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two women shaking hands across a tablethe ultimate checklist to get you started.

by sandi leyva
the complete guide to marketing for tax & accounting firms

when we think about the word “advisory,” we accountants might think of financial ratios. advisory is so much more than that. it’s, in effect, everything we do for our clients that is not compliance work – work required because of government regulations and deadlines.

small firm growth strategies: mix and match marketing channels | marketing materials 201: some advanced tips | make newsletters work for you | technical aspects of video and youtube | how to schedule social media content | speaking: how, where and getting leads from it | partnering: referrals on steroids
goprocpa.comexclusively for pro members. log in here or 2022世界杯足球排名 today.

here is a comprehensive list of advisory services to consider adding to the compliance services and other services you already offer. each one represents a potential new revenue stream for your business.
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when solos bring in partners

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two businessmen shaking hands across desk and documents in office7 must-haves.

by marc rosenberg
the rosenberg practice management library

many major cpa firm transactions – partner agreements, mergers, the first retirement of a partner and bringing in a new partner – have one thing in common: firms have very little if any experience with them.

more: 8 key items for partner agreements | 12 basics of partner agreements | partner agreement issues affecting women | quick tip: partners investing in clients | non-equity partners: why have them? | why you might want an executive committee | buyout when a partner dies | why and how new partners buy in
goprocpa.comexclusively for pro members. log in here or 2022世界杯足球排名 today.

in many cases, it’s the first time they have ever contemplated this move. but bringing in a new partner cannot be done in isolation. all of the following are needed:

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mix and match marketing channels

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illustration of marketing strategy
marketing concept with financial graph and chart

don’t forget to track your results.

by sandi leyva
the complete guide to marketing for tax & accounting firms

it’s time now to start executing your marketing plan for your business. let’s review the steps that got us here.

more small firm growth strategies: marketing materials 201: some advanced tips | testimonials: why and how | how to use ‘warmed-up’ telemarketing | awards can boost your reputation | technical aspects of video and youtube | social media basics for accounting firms | how to maximize online profile sites
goprocpa.comexclusively for pro members. log in here or 2022世界杯足球排名 today.

you created your revenue plan, which gave you the number of new clients you need to attract. you met your ideal client. then you were introduced to the idea of creating a marketing plan for each channel you use, and only selecting the number of channels you need to get to the number of clients you desire.
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marketing materials 201: some advanced tips

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young man working in home office5 ways to wow potential clients.

by sandi leyva
the complete guide to marketing for tax & accounting firms

i’ve discussed a lot of basic ways to get the word out about your business.

more small firm growth strategies: testimonials: why and how | 10 marketing materials you need | content marketing types and tips | are you newsworthy? | why cpas need video | make google adwords work for you | make the most of trade shows | track your online reputation
goprocpa.comexclusively for pro members. log in here or 2022世界杯足球排名 today.

today we’ll go over some more advanced marketing materials.
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testimonials: why and how

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woman winking and holding thumb upthese pay off huge.

by sandi leyva
the complete guide to marketing for tax & accounting firms

a testimonial is a short written recommendation from a past or current client. most accountants i talk to hate testimonials and don’t use them. but here’s what they don’t realize: other people love them, and they really make a difference.

more small firm growth strategies: 10 marketing materials you need | make direct mail work for you | write your way to expert status | make newsletters work for you | how to schedule social media content | the 5 c’s of successful websites | speaking: how, where and getting leads from it | the a-b-c’s of getting started with advisory services
goprocpa.comexclusively for pro members. log in here or 2022世界杯足球排名 today.

if you don’t have any, a prospect could assume that you don’t have any clients either. get rid of that objection easily by posting testimonials so prospects know you’re not just starting out.
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10 marketing materials you need

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the number 10including one to implement right now.

by sandi leyva

you need materials with the right messaging to fuel your marketing plan. there is a certain core of materials you need across all marketing channels.

more small firm growth strategies: make direct mail work for you | how to use ‘warmed-up’ telemarketing | technical aspects of video and youtube | how to maximize online profile sites | build your community reputation | 5 ways to get more referrals | use feedback for service innovation | create your marketing plan
goprocpa.comexclusively for pro members. log in here or 2022世界杯足球排名 today.

crafting a really tight message will get your prospects’ attention and more easily convert them into accounting clients. when you have a bad message, you work much harder and have to meet many more prospects to convert into clients. when you have a great message, you work less, convert more and keep your costs down.
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