by ed mendlowitz
“tax season opportunity guide“
question: i have clients that are growing and seem to need more services in house than they can afford and they are leaning on me to set in and provide them. i gather this is an additional engagement and want to know how i can go about it.
response: it seems that the client is crossing the line into a more sophisticated area, but is not able to afford a full-time cfo.
by ed mendlowitz
“tax season opportunity guide“
question: i got a new client because of one of my employees. do i have to give her anything?
response: wrong attitude! you should want to give her something. you should be happy that a staff person was able to bring in business.
many firms offer referral fees, bonuses or commissions. i suggest paying 10% of collections for five years, as long as the employee continues to work for you.
from why and when to who and how.
by august aquila
creating the effective partnership
acquiring or merging another firm has become one of the most popular ways to grow a practice.
for seven big reasons: read more →
by ed mendlowitz
“tax season opportunity guide“
question: i have many clients who always expect me to do extra work as part of our fixed fee agreement. how can i get paid extra for work beyond the scope of our agreement?
response: this is a recurring theme, and one that has many answers. one approach: don’t take on the extra work.
here is another approach. read more →
rates drop by $4 an hour for basic accounting services.
by 卡塔尔世界杯常规比赛时间 staff
a new survey of mostly solo and small-firm tax and accounting practitioners shows average rates and fees for standard accounting and bookkeeping services tasks are tracking downward. read more →
by sandi smith leyva, cpa
accountant’s accelerator
i hear more accountants grumbling every day about how price-sensitive their prospects and clients have gotten. and they are right, to a degree. the economy has caused even the rich to count their pennies, and the percentage of people who look at a price tag before they buy has increased over the last five years.
yet studies show that roughly 54% of buyers are not price-sensitive, and i would be willing to bet even more are selectively price-impervious depending on what they buy: women’s shoes, men’s cars, personal services, jewelry, vacations, cosmetics, and hair, to name a few exceptions.
so why are so many accounting clients and prospects price-sensitive? read more →
by sandi smith leyva, cpa
accountant’s accelerator
except for the usual tax due dates, this time of year can be slow for some accounting firms and especially some tax firms. but it doesn’t have to be if you know what to do. here are three ideas you can use to boost your revenue, not just this month, but all year long. read more →
…business system.” “for accountants who stick to financial statement and tax preparation services, the dramatic improvements in technology will continue to commoditize those services,” sleeter says, citing payroll and sales…
but cpas lag behind non-cpas.
get the accountants’ business outlook: join the survey; see the results.
by rick telberg
卡塔尔世界杯常规比赛时间
the tax and accounting industry is extending a two-year expansion by adding 2,500 new jobs in the latest month, according to 卡塔尔世界杯常规比赛时间 research.
in this report:
beat the billable hour by doing more than just taxes or quickbooks.
by sandi smith, cpa
accountant’s accelerator
as compliance services become more commoditized and automated, accountants are faced with how this affects their practice and their bottom line. they can:
those are pretty much the options available to keep profits from shrinking. but today i want to focus on the third point above, adding new services, and provide you with some ideas on how you may be able to serve your tax compliance clients in new ways.
more for soloists and small firms: when your business needs to be rebooted | two steps to easy cross-sells | the hot new tech product for automated data entry | five value-add service areas to take you beyond bookkeeping | six money-making strategies to take you beyond quickbooks | proactive ways to get more referrals | the three biggest money leaks in your practice | new client opportunities with mobile apps | six questions to launch your summer strategy sessions | what most accountants miss in the five simple steps to get more clients | accountants, do you know your opportunity number? | five ideas to reduce client price-sensitivity | rise to the top with a fresh elevator speech | four ways to practice entrepreneurial perseverance | 5 mistakes to avoid when seeking new clients | the top 12 business card blunders accountants make | seven tips to keep the clients you have | how to attract clients like a magnet | eleven easy ways to deliver more value to clients
even if you don’t do taxes, you will find some ideas for new related services you can think about offering to your clients. (remember, it’s easier to sell to existing clients than to acquire new ones.) read more →
start with a spreadsheet.
by sandi smith, cpa
accountant’s accelerator
here’s a great spreadsheet exercise you can do to identify what i call “low-hanging fruit,” which means added revenue that will not take too much time or money to go after.
open excel, and start a worksheet from the sales numbers in your accounting system.
more at 卡塔尔世界杯常规比赛时间 for soloists and small firms: the hot new tech product for automated data entry | five value-add service areas to take you beyond bookkeeping | six money-making strategies to take you beyond quickbooks | 10 ways to add a “money maker” hour to your day | 11 sources of wealth we can celebrate | nine value-adds to command a higher fee | how to design your business around your strengths
by sandi smith, cpa
accountant’s accelerator
every business needs to do some level of bookkeeping for a couple of reasons:
1) various government agencies require reporting and payments based on the company’s results.
2) the owner needs a certain amount of information to manage their business and keep it profitable.
many business owners hire us grudgingly for compliance work because they have to. and they consider what they pay us as an overhead expense that is a required cost.
but what if we could turn that perception around?
more at 卡塔尔世界杯常规比赛时间 for soloists and small firms: six money-making strategies to take you beyond quickbooks | proactive ways to get more referrals | the three biggest money leaks in your practice | new client opportunities with mobile apps | six questions to launch your summer strategy sessions | what most accountants miss in the five simple steps to get more clients | 10 ways to add a “money maker” hour to your day | 11 sources of wealth we can celebrate | nine value-adds to command a higher fee | how to design your business around your strengths
here are five areas to consider offering beyond bookkeeping that will help your clients see you as a good investment rather than as an expense. read more →
now what?
that’s what a lot of successful firms are asking these days.
as more firms grow, merge and consolidate – and as hr and payroll rules and regs proliferate – it’s no small decision.
after studying hundreds of cpa firms and distilling their best practices, marc rosenberg, author of “cpa firm management and governance,” compiled this handy 15-item checklist of responsibilities and duties for 卡塔尔世界杯常规比赛时间.
more strategies for growing firms: 12 best practices for a cpa firm compensation committee | the 19-point marketing director job description | billable hours for partners: how much is too much? | charting the evolution of the firm administrator | checklist: how the best managing partners and firm admins work in concert | 25 managing partners list best profitability ideas in 7 key areas | two cpa firm committees that need explaining: management and executive | ten-point job description for the firm administrator or coo |
beyond cas. go bos. 
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best-selling author of the radical cpa and
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