pre-order: holistic guide to wealth management

…practice, including updated organizational structures, streamlined processes, technology adoption, collaborative service offerings, and pricing models that reflect value rather than hours billed. succession, exit planning, and generational wealth transfer: provides…

geraldine carter: why charging more is better for your clients

do the work you love for clients who value your expertise.

this is a video preview. the complete video episode, with commentary and transcript, is first available exclusively to pro members. 

subscribe to 卡塔尔世界杯常规比赛时间 podcasts anywhere: applegooglespotifyiheartdeezer, amazon music and audibleplayer fmaudacygaana (india), and boomplay (africa).

the disruptors
with liz farr

geraldine carter wants accountants to get off the treadmill of working too many hours for too little pay. her new book – down to 40 hours – will help accountants achieve the “utterly reasonable” goal of working only 40 hours a week.

more podcasts and videos: vimal bava: when working smarter, not harder, is the only option | dawn brolin says grow your firm by shrinking itjason blumer & julie shipp: move leaders out of client service | james graham: drop the billable hour and you’ll bill morekaren reyburn: fix your marketing and fix your business | giles pearson: fix the staffing crisis by swapping experience for education | jina etienne: practice fearless inclusionbill penczak: stop forcing smart people to do stupid worksandra wiley: staffing problem? check your culture | scott scarano: first, grow people. then firm growth can follow |

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

carter helps accountants solve the problem of overwork with a three-pronged approach: creating value for clients, pricing effectively, and delivering services efficiently. a key to this approach is focusing on a niche. by focusing on a particular type of client, you see the patterns that help you create value for clients, “and you’re likely going to be one of the few with that expertise.” providing more value “enables you to increase your prices for the same work,” she says.

read more →

bissett bullet: schedule + strategy = pipeline

…proof creating proactivity mindset pipeline building pricing process progress making profitability increase personal brand establishing purpose articulation for 366 days, you will receive a daily email with an insight that…

productize services for consistent client value

high-end alignment creates more satisfying client experiences.

by jody padar
radical pricing – by the radical cpa

now that you have hopefully standardized your services, it’s time to look at productization. productization is the packaging of intangible services to make them feel tangible. you put everything you will do for a persona into an offering that resonates with them because it’s customized for them. it’s then clearly priced so the buyer knows what they get for their investment.

more: digitize clients for standardization | six steps to creating a standardized practice | value pricing requires defining your clients | stop selling time | three critical factors drive the value pricing trend | stop looking for talent that does not exist
goprocpa.comexclusively for pro members. log in here or 2022世界杯足球排名 today.

 

this is just as useful for your clients as it is for your staff. clients appreciate it because they know exactly what they’ll get and what to expect. staff appreciate it because, unlike in traditional firms where there are at least four different ways to get to the same deliverable, this model has one pathway for each deliverable and service product, making it both efficient and traceable.

read more →

bissett bullet: complacency breeds failure

today’s bissett bullet: low client attrition rates are not necessarily a barometer of great service.

by martin bissett

never allow your retention rate to lull you into a false sense of security. in truth, no one changes their accountants unless they need to, and very few feel that need because they are not often educated very well by competing firms as to the compelling reasons for change.

however, your clients are perpetually at risk from the advances of your proactive competitors, so minimize the liability with exceptional service. deliver more of whatever it is that they value the most about you rather than what you think your firm does well.

today’s to-do

ask the next 3 clients you speak to what it is they value the most about the service you offer. find out what exceptional service means to them. it may not be what you expect.

see more bissett bullets here

read more →

four ways automation pushes the paradigm shift

everyone’s job is enhanced when you can automate wherever possible.

by jody padar
radical pricing – by the radical cpa

when you have three people in your firm, each doing things their own way, you won’t be able to standardize until you get them all on the same page. technology makes it easy to do that.

more: are you the key signal caller for your clients?value pricing requires defining your clientshow value pricing impacts your employees6 steps to start value pricingwhat are you selling?three critical factors drive the value pricing trendaccounting disruptors are heading your way … with deep pockets | the convergence of trends makes pricing changes imperative | stop looking for talent that does not exist | 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.

technology is spurring innovation and driving automation – and that’s reshaping the future of accounting. automation is simply using technology to complete tasks that are typically done by humans, and it will help you standardize by providing:
read more →

bissett bullet: what’s your story?

…covered by martin’s daily teachings are: proof creating proactivity mindset pipeline building pricing process progress making profitability increase personal brand establishing purpose articulation for 366 days, you will receive a…

are you the key signal caller for your clients?

calling the right plays means understanding your clients and their goals, as well as their weaknesses.

by jody padar
radical pricing – by the radical cpa

it’s up to you to recognize the client persona most suited for your firm, but you’ll want to start by defining your customers’ needs. so, what do people really want, and how can you figure it out?

more: value pricing requires defining your clients | how value pricing impacts your employees | six steps to start value pricing | stop selling time | why pricing is so disruptive | the radical pricing model: start with $25k | three critical factors drive the value pricing trend | accounting disruptors are heading your way … with deep pockets | the convergence of trends makes pricing changes imperative | stop looking for talent that does not exist | 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.

 

certainly, you can engage in expensive research, from questionnaires to focus groups. but, in reality, most of the clues you need will come from your knowledge of the people you work with within that group.
read more →

bissett bullet: be intentional

…pipeline building pricing process progress making profitability increase personal brand establishing purpose articulation for 366 days, you will receive a daily email with an insight that comes with an in-depth…