557 search results for pricing

understanding the types and uses of process maps

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the four basic symbols used in most process maps
the four basic symbols used in most process maps

different maps serve different purposes.

by jody padar
the radical cpa

there are several different kinds of process maps. each map has a specific purpose and use, so here we will cover some of the more common and useful maps.

more on radicalism: process maps: methods, meetings and materials | basics of process mapping: how and who | who, me a consultant? | radical pricing fixes cash flow problems | get ready for radical transparency | six competitive advantages for the radical cpa

mapping symbols

despite the wide array of mapping symbol choices available in products such as visio, powerpoint or others, there are four basic symbols that are used in most maps.
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how to handle referrals – and how not to

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illustration of recommendation and later confirmation as worthwhilestart with the warm introduction, then thank the source.

by michelle long and sandi leyva
the ultimate accounting virtual conference

we’re talking about client communication and all kinds of different things about communicating with our clients because sometimes as accountants and bookkeepers this is an area we might not be quite that great in.

more small firm growth strategies: trashing the spreadsheet: best practices in modern expense management | how to find hidden money for your clients | why clients need dashboards | 3 ways to implement value pricing | how small firms can use value pricing | 3 ways to raise your prices | building reputation to build your business | 3 killer lead generation channels | your existing clients are your best leads | need more business? focus on referrals

we want to start by talking about the art of a referral. that’s not exactly client communication but it certainly helps us get clients.
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trashing the spreadsheet: best practices in modern expense management

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ushering a new wave: automated solutions.
ushering in a new wave of automated solutions.

how digitizing can benefit clients – and you.

by michelle long and sandi leyva
the ultimate accounting virtual conference

in this session on trashing the spreadsheet, stories in expense automation, we’re going to hear a lot about best practice. we know a lot of you have clients who have expense automation needs.

more small firm growth strategies: how to find hidden money for your clients | why clients need dashboards | 3 ways to implement value pricing | how small firms can use value pricing | 3 ways to raise your prices | building reputation to build your business | 3 killer lead generation channels | your existing clients are your best leads | need more business? focus on referrals

today, we hear from jason mills, director of customer experience at expensify. read more →

how to build your pipeline

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man with pipe dollarphotobonus checklist: 5 questions to evaluate your network and skills.

by martin bissett
passport to partnership

ask yourself and answer these questions when considering the current and future “conversion” tactics that you’ll employ.

  1. if i were to start today, could i name four businesses that i’d like to reach out to?
  2. what is our firm’s net fee growth goal this year and what can i do to contribute to it?
  3. what do i need to do to be able to handle the tough stuff like negotiation, pricing and handling objections? what start to learning these skills can i make today?

more on the passport to partnership: businesses place value on expertise | how well do you represent your firm? | 6 keys to the perfect proposal | the 4 winning communications habits of top accountants | gauge firm culture to move toward partner

building your pipeline

record the businesses you’d ideally like to work with or believe you can add value to below, for future inclusion in your personal pipeline.

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how succession issues are driving desperation mergers

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2016-roundtable-outlook-for-rosenberg-map-commentary-vf-240x219millennials, aging partners both skeptical.

they say “past results are no indication of future performance.” maybe. maybe not. but if anyone should know, it’s our panel of experts, their comments drawn from the new edition of the rosenberg map survey. these are their bullet points and comments, verbatim, looking back at the last 12 months and looking ahead to 2016. – rick telberg, ceo

by terry putney
transition advisors

lessons from 2015:

the issue we are seeing that is most troublesome for firms is their lack of talent that can be developed into future leaders. often partners want to place blame on the millennials and the different views they have regarding work-life balance.

more from the rosenberg map survey: outlook 2016: change catches up with auditors | strategic plans undermined by out-of-control partners | growth, succession plans critical for firms | talent wars go from white gloves to boxing gloves | trend outlook 2016: change agents needed

however, it is clear many firms have failed to invest in leadership development. so they don’t have enough time to provide succession for retiring partners in their firms.

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how to find hidden money for your clients

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$100 bills behind a curled pagedata will lead you to opportunities if you know how to use it.

by michelle long and sandi leyva

we’re talking about using dashboards to make more money with mike milan, the senior vice president of finagraph.

more small firm growth strategies: why clients need dashboards | 3 ways to implement value pricing | how small firms can use value pricing | 3 killer lead generation channels

mike milan:

how do i use this dashboard to talk to an individual? every business may be a little different but you can always start from the same template and then add in or take away.

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how to sell your practice

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ed mendlowitz cpa the practice doctor q and aa broker is an option, but you have things to decide first.

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

question: we are contemplating selling our firm. it’s a difficult decision due to the financial rewards and the enjoyment we get from our work. i am 63 and my wife-partner is 62 and we are not in a hurry.

more practice doctor q&a: why gross is the method for pricing a practice | when a client balks at necessary work | before you even think about selling your practice | how much should you pay to buy, sell or merge an accounting practice? | when is it time to merge?

we would like to sell to a cpa who would be very committed to this business and our clients, many of whom have been with us for over 20 years. how should we start?

answer: i don’t think it is too difficult to sell accounting practices – there seem to be more buyers than sellers. i suggest not “advertising” that you want to sell, but start meeting with firms about two to three times (or more) larger than you are so they would be able to absorb your practice comfortably. the meetings now will give you a feel of who is interested and serious in your practice. read more →

why clients need dashboards

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finagraph screenshotsit’s all about packaging the information they need in an easy-to-digest format.

by michelle long and sandi leyva
the ultimate accounting virtual conference

we were talking about using dashboards to make more money with mike milan, the senior vice president of finagraph.

more small firm growth strategies: 3 ways to implement value pricing | how small firms can use value pricing | 3 ways to raise your prices | building reputation to build your business | 3 killer lead generation channels | your existing clients are your best leads | need more business? focus on referrals

mike has entrepreneurial experience, has created his own businesses and business ventures and helped others as a consultant. he’s known for crafting ideas into million-dollar companies, which is a really great skill to have. here are excerpts from our conversation:

mike milan:

if you look at my background i’ve been part of nine different startups, five different transactions with three on the sales side and two on the buy side. in between doing finagraph and selling my business i did some consulting. and so i had some boots on the ground or life in the trenches that i really would like to impart and share with the group.

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10 ways to build a better firm

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top 10by august j. 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: the 4 best ways to use your senior partners  | how to tell a culture change is due| today’s top six partner compensation trends | 11 steps to building a better partnership team | why your firm should be a republic | 8 financial ducks to line up now |partnership is about persuasion | 6 things leaders must do | it’s not always about money: 16 tweaks for your comp system | how to build a growth-centric pricing strategy |  how to combine two firms after merger: carefully

while it’s the ultimate destination that people engage with, the journey there is also important. if the endpoint 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.

so, how do you create a firm where all of the partners work to create an even better firm?

here are some ideas:

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why gross is the method for pricing a practice

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ed mendlowitz cpa the practice doctor q and abonus checklist: 11 questions to make sure you’re comparing apples to apples.

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

question: everyone i talk to about what my practice is worth talks about a percentage or multiple of gross. just what is “gross” and why is it done this way?

more practice doctor q&a: no go on pro bono | when a client balks at necessary work | how to advise an executor | why your clients need annual minutes – and how you can help | 14 ways to use timesheet data | why more firms are trashing timesheets | how much overhead is too much? | 10 do’s and don’ts for making small business clients happy | 5 time management tips for an overworked accountant

answer: you are right that practices are priced based on gross. the main reason is that this method seems to work well. however, there is a wide range of what gross is and how it is applied.

here are some comments.

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tax & accounting firms wrestle fewer price increases from clients

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following a short-lived surge in rate hikes, clients push back and competitors swoop in.

by 卡塔尔世界杯常规比赛时间

after hitting record billing rates in february, the nation’s tax and accounting firms are facing new resistance to price increases, in which the industry seems to be taking one step back for every two steps forward, according to a new 卡塔尔世界杯常规比赛时间 analysis.

the renewed pricing pressure suggests toughened competition in the marketplace and an overall softness in the economy as firms try to push up prices but have difficulty making them stick.

the latest data parsed by 卡塔尔世界杯常规比赛时间 research shows billing rates off by half of 1 percent, the seventh such decline in the last 12 months, leaving rates essentially unchanged in the last year.

the problems in raising and holding prices come after a strong surge last year in which fees rose 3 percent from march to october, according to 卡塔尔世界杯常规比赛时间 research.

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4 questions for choosing the right digital workflow tool

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work flow decision choiceare you ready to experience the process?

by jody padar
the radical cpa

without standardization, your customer isn’t going to be able to expect consistent results.

more on radicalism: who, me a consultant? |how spiritual value affects pricing | radical pricing fixes cash flow problems | keep scope creep and seep from hurting bottom line | the radical approach to pricing | let’s get radical about content | 5 radical ways to be social and strategic | how i got started being social | radical customers are on their way | 5 radical transparencies; are you ready?| being radical is all about your customer  |  

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

workflow is just a fancy name for an electronic process and how information moves through a firm. in the old days it was the way a paper file moved from desk to desk. today it is how a digital file of data moves through an office or firm. it’s every­thing from customer input to tax return delivery. email is not a good solution for keeping track of where everything is within an office.

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3 ways to implement value pricing

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screen shot 2015-11-05 at 3.28.20 pmwhere’s your client’s roi? that’s where you meet.

by michelle long and sandi leyva
the ultimate accounting virtual conference

here are three tips on implementing value pricing.

  1. focus on one of your services and not all of them.
  2. focus on the best service you think you have.
  3. what do you think is the most profitable service you have? that would be the one that is right for converting to value pricing.

more small firm growth strategies: how small firms can use value pricing | 3 ways to raise your prices | building reputation to build your business | 3 killer lead generation channels | your existing clients are your best leads | need more business? focus on referrals

what i mean by profitable is profitable for your clients and not necessarily profitable for you – although it will be once you move to value pricing, because value pricing is very profitable.

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