how to sell bundled tax services

flat fees relieve “clock watching.”

by ed mendlowitz
how to build a stronger tax practice

following are two sample engagement proposals for tax return preparation bundled with additional financial planning and business planning services.

more on marketing: how to prepare returns for a multiple-year non-filer | structuring partnership and buy-sell agreements | the 64-point business startup checklist | how to offer second opinions | how to offer employment compensation assistance | basic budgeting for clients | guiding heirs | 11 questions to ask every tax client | add new revenues with tax prep follow-ups | marketing vs. selling: both must serve the client first
goprocpa.comexclusively for pro members. log in here or 2022世界杯足球排名 today.

letter 1:
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checklist: 46 avoidable tax-filing errors – if clients only knew

tax season checklists: learn more

here’s a handy checklist to share with clients.

by ed mendlowitz
tax season checklists

taxes are hard enough without making avoidable errors. before clients file, they should double check to make sure they don’t make these errors. we often hand out this checklist to clients to avoid mistakes in advance.

  1. not signing the return (if you file paper copies)
  2. number transposition and spelling errors
  3. unchecked or unanswered questions
  4. entering incorrect or unpaid estimated tax payments
  5. missing pages in a paper filed return read more →

welcome to the subscription economy

laptop with "sign up" on screenwhat it is and why it’s popular.

by sandi leyva and michelle long
acceleratorlibrary.com

we’re going to be speaking about subscription economy, which is new to a lot of us.

more small firm growth strategies: ed kless on factors affecting price sensitivity | your time has no inherent value | four tools for a millionaire mindset | reconnect with your why | use payroll to grow client retention | 3 ways to work less and earn more | what to do when a client doesn’t pay | how to handle price sensitivity | how to find hidden money for your clients | how small firms can use value pricing | 3 killer lead generation channels | need more business? focus on referrals
goprocpa.comexclusively for pro members. log in here or 2022世界杯足球排名 today.

our guest for this discussion about subscription-based models is raj sabhlok, president of zoho corp.
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five emerging trends for today’s savvy accountant

what are your new year’s resolutions?

by sandi leyva

as accountants, our daily work is full of to-the-penny details that keep us focused on transactions, charts, data, and numbers all day long.  we have to be good at the details to be in our industry.  but we also need to be able to move from the trees to the forest and see the big picture. 

more:  why offering packages can catapult your revenue  |  four tools for a millionaire mindset  |  pssst, want out of compliance?    |  when to turn over client data files  |   5 quick steps to getting organized

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

it’s such an exciting time to be an accountant.  not only are they making cool movies about us, we are seeing so many exciting and productive changes that we can benefit from.  here are some sweeping trends and how to measure how your firm stacks up.  read more →

2017 fee survey: price for non-itemized 1040s advances 6% to $176

national average fees for itemized form 1040 with schedule a and a state tax return. source: nsa

but some other prices are down.

next question: who’s succeeding with value pricing? 
join the survey; get the answer.

by 卡塔尔世界杯常规比赛时间

the average fee for a professional to prepare and submit a form 1040 and state return with no itemized deductions will be $176 this year, according to a biennial survey conducted by the national society of accountants. the figure represents a gain of about 16 percent since the last survey in 2015.

more on pricing, fees & billing rates:  why offering packages can catapult your revenue  |  new survey finds widespread rate hikes in tax & accounting firms  |  client retention drives today’s pricing strategies  |  chaos in tax & accounting pricing  | tax & accounting firms wrestle fewer price increases from clients

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

compared to two years ago, some prices rose and others dropped – a clear signal of volatility and pressure in the market. surveyed firms expected to increase their accounting service fees by an average of 6.1% in 2017, up from an actual increase of 5.3% in 2016.

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the 64-point business startup checklist

multiple question markshelp your clients find answers to questions they never knew to ask.

by ed mendlowitz
the 卡塔尔世界杯常规比赛时间 practice doctor

many clients start small businesses and some grow into big businesses. anyone starting a business needs assistance at the beginning from an accountant on choosing an entity, determining the initial capitalization, getting an identification number and setting up the books.

more on marketing: 15 points to buying or selling a business | yes, accountants can perform conflict resolution | how to counsel on retirement planning | offering second marriage assistance | what you need to start a financial planning discussion | tax projections: how and why
goprocpa.comexclusively for pro members. log in here or 2022世界杯足球排名 today.

services also related in this area are buying a franchise, entering into a partnership and structuring investments. all proposed transactions by clients should be reviewed by an accountant for the tax consequences of such activities.
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time is running out for succession planning

digital visualization of a blue alarm clockbonus: 22-point m&a due diligence kit.

by domenick j. esposito
8 steps to great

much has been written and discussed regarding succession planning at cpa firms driven by the vast number of founders, leaders, and rainmakers who are retiring at a record pace.

more on strategic planning: expand your national and global geographic reach | using a high-performance business framework | what a client service plan can add | 36 consulting services you might be overlooking | how to drive consistent partner behavior | cpa firm partner performance: different activities, different metrics | develop the partners you already have | how many partners do you need?
goprocpa.comexclusively for pro members. log in here or 2022世界杯足球排名 today.

key takeaways in this post:

  • mid-market sustainable brands generally combine practices as opposed to acquiring or buying practices.
  • spend time to make sure it feels right.
  • the easier part is getting the contract signed; the harder part is the integration of the two practices and to make sure 1 + 1 at least = 3.

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accounting firms expand at 5% rate

cpatrendlines jobs report tiltbut why is hiring up and wages down?

by 卡塔尔世界杯常规比赛时间

accounting employment in most sectors once again hit new highs, according to new 卡塔尔世界杯常规比赛时间 research.

gains over 5 percent were seen year over year in overall staff employment; cpa staff employment; women overall, at cpa firms and in payroll; payroll overall and staff numbers; and payroll staff hours. unfortunately, that last group saw their earnings swing down even more.

the 卡塔尔世界杯常规比赛时间 monthly jobs report has been following a decline in wages and a simultaneous increase in headcounts, which may signal a new dynamic at play in the industry. robert fligel, president and ceo of rf resources, the leading new york cpa firm m&a broker and executive recruiter, suggests several factors may be the cause. “i think firm are hiring more lower level people, like more new college grads; more home-grown talent; and the effect of outsourcing.”

in this report, 卡塔尔世界杯常规比赛时间 highlights:

  • current hiring trends in each of the bookkeeping, payroll, tax and cpa segments of the industry.
  • average hourly wages for key segments
  • typical hours worked per week
  • trends concerning women in the accounting workforce

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