checklist

today’s top 20 tips for building a growth-driven accounting firm

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checklist: the best ideas from the top rainmakers.

by rick telberg
卡塔尔世界杯常规比赛时间

while most accounting firms do a good job of sustaining revenues through a strong referral system, the best-performing practices put robust systems in place to attract new prospects, cultivate leads, and close new business.

more at 卡塔尔世界杯常规比赛时间 on: marketing, practice development, sales, and growth strategies

in a new survey of top accounting firm marketers and rainmakers, 卡塔尔世界杯常规比赛时间 finds at least 20 strategies worth sharing: read more →

10-step sec. 199a deduction checklist for tax practitioners

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step 1: tell clients of new complexity – and your extra work.

by stephen nelson

wow. this sec. 199a deduction… a big deal, right? lots of opportunity for taxpayers. lots of complexity for their tax advisors. and basically, no time to first learn and then apply the new law.

given this, 卡塔尔世界杯常规比赛时间 suggested i share our firm’s checklist for handling sec. 199a deduction work for clients this tax season.

don’t worry, i’ll make this quick. you and i both have tax returns to prepare, review and sign. read more →

five questions you need to ask tax clients today

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checklist: tax-time client needs assessments and referral generation.

by rick telberg
卡塔尔世界杯常规比赛时间

get a read on the busy season. join the survey; get the results
benchmark your busy season. join the survey; get the results.

busy season may be hectic and the hours may be long, but if you’re not making time to get to know your clients better, then you’re missing an opportunity that may not come again for another year.

more tax season: when clients face ‘unreal’ irs audits  |  irs warns about private debt collectors for tax season 2018  |  underfunded irs swamped with problems  |  2018 tax filing season begins jan. 29  |  2018 tax season: the race to be ready  |  the irs tip 10 list for choosing a tax pro   |  new ebook: maximizing sec. 199a deductions

browse more at 卡塔尔世界杯常规比赛时间’ taxtrendlines.com

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

by then, a competitor may have beaten you to the punch.
read more →

71 places to find new clients

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illustration of lead sources

a cornucopia of tech-fueled opportunities for gaining visibility, getting found and attracting business.

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

modern accountants are on board with both the paperless office concept and cloud accounting: embracing them, implementing them, and benefiting from them.

more small firm growth strategies: are you newsworthy? | 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 | more

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

but there is a disconnect in most accounting firms in one area, and that’s marketing.

why are some firms still stuck in the 1970s when it comes to marketing? this drags down the reputation, culture, and perception of the entire firm – and maybe the entire profession.

here, we’ve compiled 71 tactics and strategies for professionalizing and systemizing your business development efforts. there are, of course, more. but you won’t go wrong picking just a couple from this list and getting to work as seriously on your business as you are at working in your businesas.

read more →

the 10 keys to selling accounting services

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portrait of investment advisor businesswoman sitting at office in front of computer and consulting with young professional man.four checklists and 40 factors for sales success.

by rob nixon

think of the most successful salespeople you know.

more on strategy: 11 ways to move from time to value pricing | are your prices too low? | never charge by a time unit | put your own oxygen mask on first
goprocpa.comexclusively for pro members. log in here or 2022世界杯足球排名 today.

if you were to list their traits and characteristics then i would imagine that this list would apply.

  1. ethical
  2. problem solver
  3. personable
  4. trustworthy
  5. good communicator
  6. persistent
  7. passionate
  8. good product knowledge
  9. service-focused
  10. good listener

read more →

11 ways to move to value pricing

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plus: 13 benefits clients will happily pay for.

by rob nixon

as you go through the journey of value belief and client value perception, you have to be conscious of price parity.

more on strategy: are your prices too low? | 6 steps of moving to value pricing | feel good about yourself | how to build enduring relationships | they should all be ‘a class’ clients | accountants are the last trusted advisors | how to structure your firm for success | why average project value matters
goprocpa.comexclusively for pro members. log in here or 2022世界杯足球排名 today.

if a client has been paying $5,000 for your service and even if you feel it is worth twice as much, the client may not pay much more for it – particularly if it looks like the same service. your client might pay 15 percent or 20 percent more, but double? – give me a break. unless you completely redesign your product offering so it looks completely different, your current client will have a hard time paying the price.

but when it comes to new services that the client has never bought before – different story. there is no price parity with a new service that has not been purchased before – charge at will!
read more →

the top 11 reasons cpa firm mergers fail

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four businesspeople, left handshakeplus: four questions to self-assess your due-diligence efforts.

by domenick j. esposito
8 steps to great

even as mergers and acquisitions among cpa firms are moving at a hectic pace, many, if not most, are falling short of expectations.

more: new year’s resolution: solve the partner comp problem | 21 questions to help unlock accelerated growth | m&a candidates: valuations and vetting | ai likely to accelerate merger mania | get your money’s worth from non-billable time | stay independent but keep looking upward
goprocpa.comexclusively for pro members. log in here or 2022世界杯足球排名 today.

some are even winding up in divorce, with costly breakup costs as morale drops, go-to-market opportunities fail to materialize, and key partners and potential partners leave for other opportunities.

for every transaction that actually does happen, it is also apparent that handfuls of potential deals die at the altar.

read more →

step-by-step: how to make newsletters work for you

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man using laptop at an outdoor cafechecklists: 7 benefits and 4 ways to create content.

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

one of the most overlooked marketing channels for accountants is a newsletter. the newsletter first started in print at regional firms.

more small firm growth strategies: technical aspects of video and youtube | why cpas need video | make google adwords work for you | make the most of trade shows | track your online reputation | partnering: referrals on steroids | measure client retention … against yourself | take your client’s pulse | how to determine your ideal client | clients need advisory services more than they know | 10 tips for more energy this tax season | marketing vs. sales and how to plunge in
goprocpa.comexclusively for pro members. log in here or 2022世界杯足球排名 today.

some cpa firms have not changed much and still cling to their printed newsletter. we suggest you send an email newsletter and optionally send a printed newsletter once or twice a year if your clients are used to it.
read more →

lead generation marketing must happen daily

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man writing on a calendarchecklist: essential marketing tasks in 31 minutes a day.

by jassen bowman
tax resolution systems

the most successful small business owners embrace the fact that new lead generation marketing is a daily activity. if you don’t have a full-time marketing manager, then you, as the business owner, need to take this task upon yourself. you should spend time marketing your tax practice every single day, even during tax season.

more: checklists for new lead generation | don’t ignore your existing leads | some office nuts and bolts | the importance of goals and affirmations | the ins and outs of hiring and firing | market to your ideal clients
goprocpa.comexclusively for pro members. log in here or 2022世界杯足球排名 today.

don’t use the busy times of the year as an excuse to slack off on marketing if your goal is to grow your business. there are busy times during most of the year – february, march, april, june, july, august, september, october – all of these months have unique deadlines and seasonal peaks. this is ¾ of the year!
read more →

21 questions to help unlock accelerated growth

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business hand holding hot chart in crystal ballthere’s a downward spiral going on. follow the traditional model and your firm could get stuck in it.

by domenick j. esposito
8 steps to great

when it comes to growth, two of my core beliefs are:

  • size matters, and
  • service line diversification (the professional services model) is better than the traditional accounting firm model.

more on strategic planning: growth: the difference between the disruptor and the disrupted? | 6 rocks in the path to growth | what a value proposition truly is (and isn’t) | does your firm need an independent executive committee member? | 10 ways to link compensation and strategy
goprocpa.comexclusively for pro members. log in here or 2022世界杯足球排名 today.

the proof is in the pudding.
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all you need to know to get started in video and youtube

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young woman recording video via camcorder and tripodchecklist: the essential tools – made simple.

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

how you shoot your videos depends on what tools you need.

more small firm growth strategies: why cpas need video | how to schedule social media content | the 5 c’s of successful websites | speaking: how, where and getting leads from it
goprocpa.comexclusively for pro members. log in here or 2022世界杯足球排名 today.

the most important thing in all of this is there are two sets of skills:

  1. shooting the video – this is closer to presentation skills than anything else
  2. editing the video – this requires some creative experience and the right tech tools

big tip:

you don’t need video-editing skills if you are doing screen capture or even talking heads. it’s much easier to keep shooting takes until you get it right than it is to do complex video editing.

we’ll break this down into two types of tools, those for screen capture and those for studio shooting.
read more →