…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 |
the top apps accountants need to know
by sandi smith leyva
mobile accounting has definitely arrived. a great first question to ask clients who are asking for mobile accounting is to just double-check to see if they have already downloaded their bank apps. if not, that may be something you can help them get set up.
but don’t just think about the core accounting system. get them hooked up with their bank, credit card accounts, paypal, payroll, and any other peripheral support that has an app, like timesheets, field services, and project management. when you do, they will be ecstatic at your resourcefulness and you will be their latest mobile genius.
there are some great new apps that extend core accounting systems’ functionality into our mobile devices. let’s take a look at a few of them for accountants, from quickbooks to adp and a host of new applications: read more →
flash report as of may 2013 the latest update to the topline results for the 卡塔尔世界杯常规比赛时间 busy season barometer shows additional confirmation of four hey findings, beginning with the…
new data obtained by 卡塔尔世界杯常规比赛时间 shows that 84 percent of small-business owners are now paying an independent tax practitioner or accountant to handle their taxes.
in addition, an increasing number of small business taxpayers appear to be taking advantage of sec.179 expensing and bonus depreciation.
the new report available from 卡塔尔世界杯常规比赛时间 includes information on:
is your accountant ahead of the curve on technology, or behind?
by rick telberg
卡塔尔世界杯常规比赛时间
as small and medium-sized businesses move increasingly online and adopt technologically integrated accounting systems, many tax and accounting firms will need to evolve or face extinction, according to a new survey obtained by 卡塔尔世界杯常规比赛时间. read more →
now second only to oil drilling as nation’s most profitable industry.
a new analysis of financial statements shows tax and accounting businesses are improving their net profit margins despite an otherwise harsh economy, according to new data obtained by 卡塔尔世界杯常规比赛时间. read more →
beyond paperless: cpa firms launch a new arms race for cloud and mobile technologies.
by rick telberg
卡塔尔世界杯常规比赛时间 research
leading cpa firms have clearly broken the going-paperless barrier and are adopting cloud and mobile technologies at a record pace, according to new data obtained by 卡塔尔世界杯常规比赛时间 research.
indeed, the question for practitioners is no longer “have you gone paperless yet?” or even “how paperless have you gone?” it is now “how much of your workflows have you moved to the cloud and made mobile and accessible everywhere and any time?” and the rest of the firms are asking themselves, “can i catch up?”
the trend is, of course, a daily challenge for the profession, which 卡塔尔世界杯常规比赛时间 covers in depth: 卡塔尔世界杯常规比赛时间 analysis: 40% of firms going to the cloud | how apple is changing your business | accounting firm leaders agree: the cloud is here | 11 things you take for granted today that technology will kill within six years | top 10 tech predictions for your business clients | cloud & mobile technologies drive change in tax and accounting | five questions to ask before going to the cloud | “the cloud is real” | the powerful mega-trends behind the upheaval at sage software | cpas in top 100 accounting firms get an “a” for adoption of cloud, portable document scanners and workflow management technologies | top tech habits of high-performing firms | seven tech lessons for busy season |
but the pace is astonishing. a new survey of 115 of some of the best-managed firms in the business shows:
the survey shows, for instance: read more →
use your time with the client to ask about more than just this year’s tax return.
by sandi smith, cpa
accountant’s accelerator
here are some fast tips to help you make the most out of busy season, which is when you have the highest amount of your clients’ attention all year long.
more for soloists and small firms: how to stay energized, upbeat, and thinking bigger through busy season • seven ways to wow your prospect • rev up your revenue with these two daily rituals • 10 tips for creating more energy this tax season • take a cue from venture capitalists: your firm needs a brain trust trinity • accountants, do you know your opportunity number? • five ideas to overcome client price-sensitivity • 5 mistakes to avoid when seeking new clients • 3 steps to start running on millionaire time • the missing ingredient in your marketing that will make all the difference • on the road to a stress-free life: identify your character strengths •
1. make a checklist to go through with your prospects during the initial meeting (a/k/a “the sales call.”).
some example entries could be: read more →
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