卡塔尔世界杯常规比赛时间

today's features

nine checkpoints before every prospect meeting

how do you feel in your own skin? it shows.

by martin bissett
business development on a budget

winning your first client is also known by various other names, including closing the first sale and winning the first deal. no matter what it’s called, it is one of the central principles you must follow as you begin the business development on a budget process.

what does it mean?

more: thirteen ways to show commitment | five ways to make selling easier | six keys to getting a proposal accepted | tell the world your worth | five questions for measuring partner potential | five ways to rally your firm to its culture | when would-be partners aren’t candidates | make your expertise a new-client magnet | don’t think of it as selling | experts: what it takes to become partner
exclusively for pro members. log in here or 2022世界杯足球排名 today.

basically, it represents a mindset you must develop before you ever speak to a prospective new client. i developed the principle of winning your first client in response to a common concern often raised by partners of accounting firms – one that holds them back from going after new business. it’s the belief that they don’t really have anything to offer above and beyond what an organization is receiving from its current accountant.

if you are not convinced of your value to prospective clients, why should they believe it?
read more →

advisory & consulting

revisit your back office support procedures

remember it’s not just your team on board, it’s also your clients.

by penny breslin
it’s not just the numbers

once you have your procedures, you can assign tasks to your team members. because we perform back office work for many accounting firms, we often adapt to other firms’ workflows. we are often on their workflows for our tasking but internally we also needed a simple means of tasking. another easily integrated app with slack provided this, teamline. with teamline we just type /teamline into any channel and:

create a new task on the fly or use a premade template
assign it to a team member
set a due date
attach a file
add a checklist of items

more: every back office support client needs a playbook | you have to manage three kinds of procedures | tech tips for back office support | decoding accounting tech (and all those acronyms) | digital marketing strategies level the playing field | eight tasks to delegate today

teamline notifies both the assignee and the creator as to the progress of the task automatically. integration to our google calendar puts the teamline task into the calendar. we never leave slack while doing this as the integration between slack, teamline and google calendar is seamless.
read more →

pro member exclusive

study: solar will lead global energy by 2050

are green energy sources now more economical than fossil fuels?

by rick richardson
technology this week

according to a recent study, solar power, also called photovoltaics or pv, is expected to overtake all other power sources globally by the year 2050. the analysis shows that even in the absence of extra climate legislation, the change is likely to happen, yet at least four obstacles might impede solar energy’s growth and guarantee the continued use of fossil fuels.

more: fcc approves superfast wi-fi tethering | bill gates behind next-generation nuclear plant | your boarding pass could onboard hackers | generative ai coming to microsoft 365 | electronic skin that can sense touch will transform robotics | chatgpt passes cpa exam on second try | stanford scientists 3d-print heart tissue | four of today’s new technologies that will be tomorrow’s ‘norm’ | cyber insurance costs rise in health care as attacks soar | phishing attack hackers have a new trick
exclusively for pro members. log in here or 2022世界杯足球排名 today.

“historical policy to stimulate solar pv has brought down costs. we’re now at the point that a virtuous cycle between cost declines and additional deployment doesn’t require more ambitious policies targeting solar anymore,” says study team member femke nijsse, a climate and energy systems researcher at the university of exeter in the uk. “more ambitious policies for other renewables [are] still needed.”

audit & assurance

turning audit & accounting into assurance & advisory

to remain relevant, we must change the meaning.

by alan anderson
transforming audit for the future

as i see it, audit is at a crossroads. on one path, audit will keep going the way it has for the last decade or so. it will become so irrelevant and commodified it will vanish. fees will drop so low that no one will be able to afford to be in the audit business. plus, technologies like artificial intelligence and blockchain will be able to do what we’re doing now, only better, faster and cheaper. that might not happen for another 15 years, but that is coming.

more: is audit in crisis because of definitions? | stop sending the wrong message to audit teams | the big issues in audit: frustration, inconsistency and technology | talent retention: five tips for an audit adjustment | the ten financial controls that’ll make you a hero | five cash reports you can’t live without | when an audit is a great thing
exclusively for pro members. log in here or 2022世界杯足球排名 today.

but there’s another solution — we can drive change positively for our profession. this change won’t happen overnight. i want to encourage us to really think about driving that change because we can influence it quite dramatically.

outlook & analysis

new energy comes from new ways of doing business

one idea: a client service coordinator.

by tamera loerzel
the rosenberg map survey

editor’s note: every year, the rosenberg map survey asks the industry’s top consultants to share their observations from cpa firms across the country. how do you think the next 12 months will unfold? also, how would you assess the last 12 months?

while everyone is cautiously watching the economy, client needs and demand for accounting and advisory services continues to increase. firms have to figure out how to run their practices differently to be available to do more with clients, help them solve problems, and make the shifts they need to make, too.

more: outsourcing, remote work will help firms grow capacity, revenue | ‘great shakeup’ in cpa firms on the way | pe, consolidations to keep impacting accounting profession | soft skills are front and center | it’s time for a new business model
exclusively for pro members. log in here or 2022世界杯足球排名 today.

while 2023 busy seasons may have been “better,” a lingering fatigue continues. firm leaders who are focused on new ways of doing business, staffing and serving clients will find relief and the ability to focus on important initiatives in their firms. and empower young partners and managers to try new things and lead change initiatives. they can see what’s possible and will make it happen.
read more →

client accounting services

your sales success is your proof

your existing clients can help with closing new ones.

by hitendra patil
client accounting services: the definitive success guide

as you hone your sales discovery process, you will see that asking and telling is not enough. you need to “show” as well.

more: three keys to developing your cas sales process | happy clients will blow your horn for you | attract clients through facebook groups | want higher profitability? turn to cas | structure insights as what-why-what | set your processes apart in nine steps | five ways to overcome cas staffing challenges | think cas isn’t for your firm? | convince your firm of cas value
exclusively for pro members. log in here or 2022世界杯足球排名 today.

what you show during the discovery discussion are your client accounting services sales collaterals. they are the “proofs” that you actually do what you say. these collaterals answer the often-unexpressed question in the prospect’s mind “what will i get?” for your cas sales process, the following are some examples of the sales collaterals:
read more →

news

move announces best firms for women, best firms for equity leadership

pinched between immediate capacity shortfalls and applying talent to innovation, firms are crafting new ways to recognize and reward women’s resilience.

by bonnie buol ruszcyk

you can’t go the distance on an empty tank.

it takes pacing, re-fueling and constant systems checks to achieve long-term goals, for both accounting and advisory firms and women in the profession. individual career sustainability is essential for firm growth – and vice versa.

in the recently released 2023 accounting move project report, a talent-starved profession receives a fresh influx of strategies and inspiration for investing in the women it must attract and retain to achieve short goals and survive long-term. with nearly 75% of accounting firm leaders eligible for retirement, and accounting degree college enrollment continuing to drop, the profession is at a crossroads. it is more important than ever for firms to find ways to attract and retain employees to not only meet increasing client needs, but to simply survive. so, what are firms that are outpacing the industry doing differently?

more: jina etienne: practice fearless inclusion | csr for cpas: the missing ingredient | new study: embracing diversity in accounting |why the diversity problem won’t be ‘fixed’ |sponsorship might keep talent from exiting | new study: embracing diversity in accounting
exclusively for pro members. log in here or 2022世界杯足球排名 today.

the accounting move project report finds firms embracing the new super skill of career sustainability are rising to the occasion. for women, career sustainability addresses the capacity to maintain motivation and energy at every step, while rebalancing the personal and professional with each engagement. for firms, it engenders a leadership culture, defining new capabilities, qualifications, and measurements for unmapped growth. and for both, this super skill is the ability to “skate to where the puck is” on slanted ice through upended physics. through it all, mutual respect and collaboration remains paramount, the inescapable legacy of the workplace upheaval brought on by the pandemic.

marketing & sales

sixteen marketing activities to try

how about doing something with a client?

by august j. aquila
price it right: how to value accounting services

just in case you have run out of marketing ideas, what follows is a laundry list of activities for your consideration. any marketing activity you undertake needs to start with an understanding of your market, and then develop the activity around those needs. marketing is about getting in front of your targets so that they can see how much you can help them.

more: make your practice better | five tips for cross-selling and upselling | five keys to successful marketing | twelve fundamentals of planning | one question to guide your growth plans
exclusively for pro members. log in here or 2022世界杯足球排名 today.

create your activities around this concept: “i will provide my clients and prospects with valuable information in order to help them determine that i (or my firm) can best solve their problems and satisfy their needs.”
read more →

outlook & analysis

accountants torn over 2024 economy, offer advice

they’re of two contradictory minds. hmm…

by 卡塔尔世界杯常规比赛时间 research

america’s cpas are perceiving a paradox for next year’s economy.

they think their firms will do well.

more: accountants bullish on income | cpas culling clients for better work-life balance | are you offering the right services? | which niche’s the best niche? | women-owned businesses upbeat but need help | 42% of accountants turn away work over staff shortages | ethics on sustainability puzzle some accountants | accountants to the rescue as startups struggle
exclusively for pro members. log in here or 2022世界杯足球排名 today.

they think their clients might be ok.

but the rest of the country? not ok.
read more →

pro member exclusive

three ways to improve next tax season

you’ve survived 2023. here are some key lessons.

by seth fineberg
at large

in accounting, you know that tax season doesn’t end in april, as it often extends well into october. so, now that another season has come and gone and you’ve endured all the things you swore you’d never do again this year, what will be different in 2024 and beyond?

more fineberg: jeremy sulzmann: can intuit mend fences with accountants at qb connect? | meet basis, the new ai bookkeeper on the block | is this when accountants start taking freshbooks seriously? | you’re doing email wrong | careful… you may be advising! | when live events fail | getting real: accounting tech decisions you need to make today | accounting tech doesn’t have to be daunting | who’s in control? you? or your clients? | time management rule #1 for accountants | plan to go ‘live’ post tax season | why vc is a bigger threat than ai | what does taking control of your firm mean? | accountants need each other more than ever | marchternity: just say ‘no’ | some thoughts on in-person events | so you think you know accountants? | what bogs down accountants

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

every year, i speak to tax pros and accountants with tax work at their practice’s core. i listen, i read what they share on social media, and it always seems to be the same. they swear they’ll get rid of clients who regularly extend into october. still, they must hound those to the irs deadline. they rail against the irs and lack of guidance, or the hours spent on the phone trying to get answers or to resolve an issue for their clients. they exclaim, “this is the last year i’m going to…” and yet, little to nothing of significance changes. with more accountants getting increasingly frustrated with their careers and fewer coming into the profession, it is up to you to say what will change.

so, again, i ask you all, what do you need to change to make it more enjoyable, bearable and even productive for yourself?

here are a few suggestions based on my observations. take them for what you will.

read more →

pro member exclusive

what partners do and don’t deserve

man wearing suit, pointing one thumb up, one down

yes, there are limits.

by marc rosenberg
the rosenberg practice management library

partners are entitled to a lot. at some firms, they are virtually royalty. but that’s no way to run a firm these days.

a partner is entitled to:

1. attend partner meetings and retreats.

more: tell potentials what partnership takes | fifteen big questions for your next strategy session | five steps to transition to partnership | disturb the present to improve the future
exclusively for pro members. log in here or 2022世界杯足球排名 today.

2. have access to all confidential firm financial data.

3. receive a return on capital; repayment of capital when he/she leaves the firm.
read more →

marketing & sales

five things that clients don’t know about accountants

we have to remember to offer this information.

by sandi leyva
the complete guide to marketing for tax & accounting firms

i’m pretty sure that i am not the only accountant who has made the following mistakes with clients. here are a couple of ideas to help us remember what we know that the client doesn’t and why it costs us when we forget.

more: are your revenue projections realistic? | make your prospect kit stand out | six ways to beat the competition | grow your revenue with three marketing strategies | what can chatgpt do for accounting professionals? | generative ai: should you avoid it or adopt it? | want better clients? here’s how | get your name in the news | four ways small firms can beat large ones
exclusively for pro members. log in here or 2022世界杯足球排名 today.

1. clients do not know how to evaluate our technical skills.

if you need to hire an accountant, chances are you don’t know a lot about accounting. it just follows that you’re not going to be perfect at hiring an accountant. as accountants, we need to remember that it’s not our technical prowess that gets us the job because the client has no way of evaluating that piece.
read more →

2022年世界杯抽签

bissett bullet: your little black book

today’s bissett bullet: “your clients will have needs that you are unable to fulfill. signposting to ‘best in class’ not only serves your client beyond the scope of the firm’s work with them, but also elevates your expertise in the eyes of your clients.”

by martin bissett

the most advanced stage of advisory services is signposting other support that your clients may need. be it recruitment, marketing, investing or something else entirely, if their requirements go beyond the skillset of your firm then you should at least be in a position to advise them on who they should listen to.

making introductions to your network of contacts and the professionals you trust helps your clients to achieve the outcomes you have agreed together and further establishes you as a trusted advisor.

today’s to-do:

go one step further. use your knowledge of your client’s business to foresee other needs. what recommendations are you about to make for which introductions may be useful? have them ready.