557 search results for pricing

content categories and how to leverage them

by

chart of social media content categoriesmatch leads to streams.

by becky livingston

to start in social media, you’ll only need four or five categories – start small, or you’ll get overwhelmed.

more on social media: diy design for social media | tailor content to social media platform | how to track who’s clicking your links | which social media should you use? | how social media works with accountants’ top 5 marketing goals

in this example, i have stripped down some client specifications to the bare minimum, just to show the categories of content they decided to use.
read more →

3 ways to work less and earn more

by

businesswoman relaxing in the office with bare feet up on her deskthink about the value you’re providing.

by sandi leyva and michelle long
the ultimate accounting virtual conference

let’s talk about three ways to earn more in fewer hours.

more small firm growth strategies: when to turn over client data files | how to fire a client | how to manage client expectations | trashing the spreadsheet: best practices in modern expense management | 3 ways to implement value pricing | building reputation to build your business | need more business? focus on referrals

one of the first things you can do is learn more about modern accounting apps. there are so many apps available today that really allow us to work faster and more efficiently, whether it’s for us or our clients. so it’s really important that you keep up with these changes and with technology because there are new apps coming out every single month.
read more →

how to suggest more services

by

overhead view of two businessmen having meeting…and paying for them. these aren’t freebies. includes 4 sample letters.

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

in order to help clients work out their problems, we need to give them suggestions and we need to charge the clients an appropriate fee.

more on marketing: how to raise client awareness of services | marketing vs. selling: both must serve the client first | adopt a marketing mindset

no matter how you price or bill for your services you will be spending time helping them and during that period you will be drawing on your vast experience, knowledge and data base of the client’s affairs.
read more →

more merger questions than you imagined

by

business group of two women and two men shaking handsthere’s a lot to consider whether merging up, down or laterally.

by bill reeb and dominic cingoranelli

although we find that an internal ownership transition often can be your best bet, a merger makes sense in many cases. so, if this is the direction you are heading, we’ve highlighted some of the issues below that we think you ought to consider, with the first one being to really take a close and hard look at the compatibility of the organizations courting each other.

more on performance management: how to compensate your managing partner | the job of managing partner: empowered or emasculated? | how the best managing partners turn ideas into reality | make accountability a process | accountability requires clear expectations | base retirement on today’s operations

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

who is a likely candidate for a merger?

if you are going to consider a merger, which firms would seemingly be a good fit for your practice – i.e., your clients and your employees and if, applicable, partners?  the better the fit, the more likely you will be able to retain clients and employees, and the greater the chance for overall success of the merged firms.
read more →

the 4 best ways to use pre-retirement partners

by

older man pointing out something in a document to a younger colleaguea firm’s senior partners may be their most underused assets.

by august j. aquila
creating the effective partnership

there may be some senior partners who want to spend their remaining years basking in the sun or playing golf.

more on leadership for pro members: 7 warning signs for your firm | 6 ways to pay partners | how to build a better firm through teamwork | 8 questions to analyze your pricing | 24 points for after the deal is done | 5 questions for every mp to answer honestly | 6 practical ways to innovate | 8 ways leaders destroy firms | 8 financial ducks to line up now | how to combine two firms after merger: carefully

but given the negative and low returns of the stock market the last few years, more senior partners will be concerned about their economic future and will want to stay involved in the profession. this can be a win-win situation for both parties or it can be a lose-lose.

this can be a win-win situation for both parties or it can be a lose-lose.
read more →

when to turn over client data files

by

hands of two men playing tug-of-warnot everyone agrees about how to handle this.

by sandi leyva and michelle long

how do you feel about turning over a quickbooks data file when a client leaves?

more small firm growth strategies: how to fire a client | 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

we asked this in a video conference and limited it to three answers:
read more →

merging for all the wrong reasons

by

jigsaw puzzle with pieces missing and word "incomplete" in gapfirst: get your house in order; don’t expect someone else to do it for you.

by bill reeb and dominic cingoranelli

for at least the past 10 years, the merger market among cpa firms has been pretty active. while the market volume has waxed and waned a little several times during this period, mergers have been a topic in almost every strategic planning retreat we have facilitated.

more on performance management: how to compensate your managing partner | mps: how to elect them … and fire them | partners as role models: the good, bad & ugly | managing the managing partner | pay varies when performance varies | accountability is for everyone | who decides what?

 

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

 

read more →

paying the managing partner: today’s trends and best practices

by

businesswoman holding giant dollar symbolhow firms are balancing base salaries against billable hours.

by bill reeb and dominic cingoranelli

the managing partner should have a compensation plan unique to that position focused on carrying out the strategic and tactical objectives of the firm.

more on performance management: how to elect a managing partner … and how to fire them | why accountability falls to managing partners | how to implement strategy, step by step | how to decide who decides pay | accountability includes partners | succession plan requirements | how retired partners are robbing their own firms | 4 ways to create more capacity | partner retirement and the war for clients | succession: the questions to care about | hazards of not reallocating equity

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

while there can be some individual performance goals assessed, the bulk of the managing partner’s incentive package and focus should be on overall firm performance. the key here is that you don’t want an incentive system for the managing partner that is overly focused on individual goals because the real value of this position is in driving firmwide change.
read more →

managing partners: how to elect them… and fire them

by

midsection of businessman moving out with cardboard box from officeand why a five-year term is ideal.

by bill reeb and dominic cingoranelli

often, firms elect a managing partner with a majority vote, but to dismiss a managing partner within their elected term requires a higher vote, commonly two-thirds of the equity vote. in some larger firms, the people running for managing partner might not be eligible to vote in this process, but in many others, everyone can vote.

more on performance management: the job of managing partner: empowered or emasculated? | how the best managing partners turn ideas into reality | make accountability a process | accountability requires clear expectations | base retirement on today’s operations | how involved should retired owners be? | how to find a partner’s replacement

the reason why everyone should be allowed to vote is simply that the smaller the firm, the more likely that removing the candidates being considered for the position puts too much control in the minority ownership of the firm. for example, consider the following six-partner firm scenario:
read more →

build and maintain your referral system

by

horseshoe magnet attracting new customersyou’re still targeting, but with people you know.

by martin bissett

business development on a budget

many firms have a “referral system” in place: take what comes in the door, make a phone call every now and then to a lawyer, bank manager or other introducer to try and shake the tree enough to get something to work on.

more on business development: preventing buyer’s remorse | 2 rules for getting your pricing right | how to prepare for the first meeting with a new prospect | consider hiring a sales director | your perception vs. your client’s reality | appraise your prospects | develop the habit of consistency

this, in fact, is not a system at all. a system is what i will describe in the rest of this post.
read more →

how committees kill firms

by

businesswoman working at deskwhy managing partners need to be accountable.

by bill reeb and dominic cingoranelli

as we have said so many times before, everyone likes the idea that “i” will hold “me” accountable. but few like the idea of “anyone else” holding “them” accountable.

more on performance management: the job of managing partner: empowered or emasculated? | partners as role models: the good, bad & ugly | managing the managing partner | pay varies when performance varies | accountability is for everyone | who decides what? | cpa firm performance assessments: 15 core competencies, 21 questions

so, once it is decided that accountability is important and someone needs to be responsible for implementation, the discussion quickly shifts to “let’s form a group of people, like an executive committee or a compensation committee to hold us accountable.”
read more →

work together better in 11 steps

by

11 peoples in a circle looking down at camerato achieve your vision, your team must work in unison.

by august aquila
creating the effective partnership

as the saying goes, a picture is worth a thousand words. your vision is a journey to some place in the future. it’s not where you are today. it may even take generations to get there. it becomes even more compelling when it’s somewhere your people want to go.

more on leadership for pro members: the checks and balances your firm needs | how to build a better firm through teamwork | 8 questions to analyze your pricing | 24 points for after the deal is done | 5 questions for every mp to answer honestly | 6 practical ways to innovate | how to tell a culture change is due

while it’s the ultimate destination that people engage with, the journey there is also important. if the end point is exciting and has benefits that your people share, they will be more engaged in the journey. and, when partners are engaged with the firm’s future, they perform better.
read more →

the job of managing partner: empowered or emasculated?

by

woman executive coaching a male employee across deskwhy eat-what-you-kill firm cultures produce weak ceos.

by bill reeb and dominic cingoranelli

let’s review some best practices as to how the managing partner is elected, what is expected, for what term and how he or she is protected if removed from that role.

more on performance management: how to monitor goal progress | how to implement strategy, step by step | how to decide who decides pay | accountability includes partners | succession plan requirements | how retired partners are robbing their own firms | 4 ways to create more capacity | partner retirement and the war for clients | succession: the questions to care about | hazards of not reallocating equity | cpa firm performance assessments: 15 core competencies, 21 questions | 5 harmful management attitudes (and how to fix them)

the job differs whether it is being filled under the eat what you kill (ewyk) or building a village (bav) models. for example, under the ewyk model, the managing partner is likely the largest equity partner, or if not, then the default would be that the role of the managing partner would be that of administrative partner.  because the ewyk model is usually a silo model built around superstars, the managing partner’s role is to handle all of the matters that the other partners don’t want to do.  it is not uncommon in these scenarios that the managing partner earns a stipend to fill that position, and that the stipend is not very much (maybe $25,000 to $75,000 a year).

read more →