he is the senior director of partner development and strategy at the sage group. he’s also the co-host and author of the soul of enterprise. he developed and delivers curriculum for sage consulting academy, business strategy and workshops related to customer experience. he’s also a senior fellow at vera sage, which is where ron baker teaches pricing to firms in our industry.
kless: we’re going to review the fundamentals of strategic pricing. what i’ve found fascinating about the subject of pricing is for as complex as it is, there are only three basic strategies. we’re going to review what those are and talk about where one might use one over the other and why they’re important to know. even if you don’t prescribe to one or the other or only ever use one strategy, it’s important to know what the three are.
one thing is making time for it. that’s the key to a lot of things and actually the first step to a million things is making time for it. some things i do include continue attending conferences. read more →
we already come with the accounting because that’s our background. so we come with accounting, bookkeeping, tax or whatever it is in our background and so we have that part down. read more →
i think one of the most important things you can do to help yourself excel in this profession is to network with your peers. i know some people think, really aren’t they my competition? why would i want to network with them we’re all after the same clients? read more →
grady: i’ve been with citrix share file for five years and through that entire time period i’ve been working with accountants. i hope i’m able to share some insight today, particularly on portal technology that you find helpful. read more →
our guest is shafat qazi, ceo and founder of bqe software, which has been in business for 20 years and has award-winning integration with quickbooks and a few other accounting products. its flagship product is billquick, designed for getting paid faster. read more →
forty percent of small businesses say bookkeeping and taxes are the worst part of owning a business. ultimately that’s what each of us here can really help small businesses with. the payroll tax component is definitely something a small business owner isn’t going to want to focus their time on and so it’s an opportunity for you to use your skill set.
we’re talking about having payroll become profitable for your practice. helping us today is jake haffner, a cpa and payroll expert who works with zenpayroll. read more →
two areas where we can build some skills involve marketing smarter. we know sometimes marketing is not the easiest thing for us but it doesn’t have to be hard.
i get these a lot and i think you do, too, the seo emails where they’ll email saying, “would you like to have us help you improve your search results so you appear on page 1 of the google search results?” have you ever wondered if you should actually do that with some of them? should you pay for seo optimization? read more →
here’s a question: what portion of your revenues are derived from compliance work – e.g., tax preparation and irs representation; bookkeeping; quickbooks setup, cleanup and training; payroll; and audit work – versus value-added work, e.g., revenue improvement, business consulting, profit margin analysis and workflow improvement projects?
if you answered 100 percent compliance work and no value-added services, you’re not alone. there’s a lot of lip service about moving from compliance services to becoming a “trusted advisor.” there’s an equal amount of confusion in how to get started. read more →
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