here’s what you’re looking for: jody grunden

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marketing is about thought leadership

“you have to be able to acquire and retain, and you have to have both happening at the same time.”

by jody grunden

i bet you can imagine that marketing a virtual accounting firm is different than it is for traditional brick-and-mortar accounting firms. when you’re only serving your local area, you need to focus on things like signage, local advertising, the yellow pages, your website, google my business, yelp, chamber of commerce and word-of-mouth referrals. those are all great ways to get noticed by people in your area who would benefit from the services you offer.

more: 3 steps to better client communication in a crisis | the right way to onboard new clients | how to evaluate workflow management software | when the irs and fbi come knocking | 5 questions to evaluate new tech tools | the hidden cost of running a distributed company | how to develop your leadership team
goprocpa.comexclusively for pro members. log in here or 2022世界杯足球排名 today.

when your customer base isn’t confined to a specific location, however, it changes the game a bit. you still want word-of-mouth referrals and you still need a website, but it becomes even more important to focus on search engine optimization (seo) and thought leadership – developing your online platform, publishing articles with industry publications, speaking, etc. – to help people discover your services.
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client service opportunities

3 steps to better client communication in a crisis

help yourself while you’re helping them.

by jody grunden

clients desire transparency. being transparent with clients and having open, honest communication with them helps build really strong, healthy working relationships. it’s never been so important for us to have open communication channels with our clients at all times no matter what form of communication is being utilized.

more: the right way to onboard new clients | how to audit 401(k)s | 3 measures of the effectiveness of your team | how to profit with workflow apps | cyber security at a virtual cpa firm | top tech choices for the virtual firm | keeping the right people on the bus
goprocpa.comexclusively for pro members. log in here or 2022世界杯足球排名 today.

in some organizations, people hide behind their computers if they feel too busy or if they don’t want to face the client because they aren’t able to meet a deadline. we, on the other hand, make it a priority to be available to our clients at all times.
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client service opportunities

the right way to onboard new clients

smiling businesswoman offering a handshakehow do you want your new virtual cfo client to feel?

by jody grunden

onboarding is critical when it comes to bringing on new virtual cfo clients. it’s also important to have a smooth onboarding process for clients receiving any other types of services. i want to dive into onboarding in each of our service areas a little bit more.

more: how to audit 401(k)s | four key financial metrics for growing any business | transferring clients to a new employee | why process is key to remote work | innovate for the right reasons | creative perks for remote employees
goprocpa.comexclusively for pro members. log in here or 2022世界杯足球排名 today.

i don’t mean to beat a dead horse here, but i simply cannot express enough how important the onboarding process is for establishing extremely solid client relationships. when it comes down to it, relationships are the backbone of our business.
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client service opportunities

how to audit 401(k)s

green checks being made on checklist… and keep the process from lasting forever.

by jody grunden

as with any service area, it’s important to have a solid process in place. without one, it can be a little bit like the wild west! the 401(k) audit process involves six stages, which are typically completed within four to eight weeks.

more: four key financial metrics for growing any business | 4 ways to bill clients | how to evaluate workflow management software | when the irs and fbi come knocking | 5 questions to evaluate new tech tools | traditional benefits for remote employees
goprocpa.comexclusively for pro members. log in here or 2022世界杯足球排名 today.

once a prospective client confirms they want summit to complete their audit, we send them the engagement letter and the questionnaires along with the governance planning memo that we’re required to give them.
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four key financial metrics for growing any business

illustration of 4 key metrics
4 key metrics for business owners

what’s in the pipeline?

by jody grunden

having a solid understanding of their finances can make a huge difference for business owners. not only does it help business owners make decisions about when it’s time to hire a new employee or whether or not to invest in new equipment, but it also enables them to sleep better at night!

more: 4 ways to bill clients | 3 measures of the effectiveness of your team | how to profit with workflow apps | cyber security at a virtual cpa firm | top tech choices for the virtual firm | keeping the right people on the bus | how to run effective leadership team meetings | disc helps remote team work together effectively | 3 ways to keep client files safe from security threats
goprocpa.comexclusively for pro members. log in here or 2022世界杯足球排名 today.

as a business grows, there are a few metrics business owners need to understand and review on a regular basis. when we work with growing businesses through our virtual cfo service, we help them focus on the following key metrics:
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4 ways to bill clients

two businesswomen shaking hands in modern officeof course we have a preference.

by jody grunden

when i attend cpa conferences across the united states, i often hear from cpas: “i don’t want to bill for my time.”

so, how do you bill your clients?

more: 3 measures of the effectiveness of your team | transferring clients to a new employee | why process is key to remote work | innovate for the right reasons | creative perks for remote employees | 10 interview questions for unlocking true potential | toss the org chart for an accountability chart
goprocpa.comexclusively for pro members. log in here or 2022世界杯足球排名 today.

client billing can include hourly billing, but it can also include flat-fee, retainer-based and/or value-based billing. most people use one of these four methods. some use all of them or even a hybrid.
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management

3 measures of the effectiveness of your team

illustration with 3 thermometersthey work in harmony.

by jody grunden

once you’ve systemized the processes for your accounting team, it’s important to evaluate the effectiveness of your process on a regular basis. you want to be aware of what’s working well and what’s not. you also want to continually be improving upon your services over time.

more: transferring clients to a new employee | how to evaluate workflow management software | when the irs and fbi come knocking | 5 questions to evaluate new tech tools | the hidden cost of running a distributed company | how to develop your leadership team
goprocpa.comexclusively for pro members. log in here or 2022世界杯足球排名 today.

there are three things you can specifically monitor when it comes to the effectiveness of your team, as shown in the illustration at right.
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pro member exclusive

transferring clients to a new employee

use your workflow software to guide training.

by jody grunden

when it comes to onboarding new employees, workflow management software can be extremely helpful in streamlining the process. in most cases, as we grow, new employees take over existing clients from other team members. they still need to meet with the other team members to discuss what’s needed for each client, but the workflow management software serves as their roadmap during that time.

more: how to evaluate workflow management software | how to profit with workflow apps | cyber security at a virtual cpa firm | top tech choices for the virtual firm | keeping the right people on the bus | disc helps remote team work together effectively | 3 ways to keep client files safe from security threats | the rise of the virtual cfo
goprocpa.comexclusively for pro members. log in here or 2022世界杯足球排名 today.

although much of the process may be very similar from one client to the next, each client has its own individual needs. the roadmap is an important tool that guides new employees through the day-to-day workflow for each individual client.
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