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make direct mail work for you

may 4, 2018

bonus: several sample letters.

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

one of the first things a new business owner asks me about is direct mail. i don’t know why so many people go there first, but they do.

more small firm growth strategies: how to use ‘warmed-up’ telemarketing | content marketing types and tips | are you newsworthy? | why cpas need video | make google adwords work for you | make the most of trade shows | track your online reputation
exclusively for pro members. log in here or 2022世界杯足球排名 today.

twenty years ago, the response rate for direct mail was pretty good. out of every 100 pieces you sent, you would get three responses back. it didn’t matter how bad you were at direct mail.
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financial planning and the new tax law

april 30, 2018

by 卡塔尔世界杯常规比赛时间 research

john napolitano will be appearing at the accounting & finance show. click here to learn more.

portrait of john napolitano — napolitano

c corp instead of s? paying down mortgages? so many questions.

by john p. napolitano
u.s. wealth management

the new tax act once again puts tax planning at the epicenter of financial planning. while most high-income taxpayers have always considered tax planning to be a core part of their financial plan and economic well-being, the tax cuts and jobs act makes a planning conversation between cpas and their clients even more natural than it already was.

see more accounting & finance show previews here

the biggest conversation piece for cpas with high-end or business-owner clients is the rate reduction for businesses. this discussion starts out with an assessment of whether this provision will apply to your clients. read more →

five secrets to launching your own cannabis accounting firm

april 22, 2018

by andrew hunzicker

start with “shock-and-awe” service and tie billing rates to clients’ topline revenues.

by andrew hunzicker
cannabizcpa.pro

to succeed in an accounting business in the booming cannabis niche, firms must be able to deliver real value to clients.

more at 卡塔尔世界杯常规比赛时间’ cannabizcpa.pro: five reasons accountants should serve cannabis clients | derek davis keeps california cannabis clients informed | corporate to cannabis: laura durham of kind accounting | corporate to cannabis: laura durham of kind accounting | the fire starter: groundbreaking cannabis cpa luigi zamarra | commercial medical marijuana use comes to michigan

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

it’s the first of five essential ingredients you’ll need in order to prosper because many ceos think of accounting and bookkeeping as a “cost” and a headache.

so your offering needs to be world-class, delivering “shock and awe” service to each of your clients.

merger mania: the non-traditional way

april 4, 2018

by bill carlino

…technologies, a utah-based it consultant specializing in netsuite, while nashville, tenn.-based lbmc added w squared, an outsourcing company offering finance, payroll and procurement services to its widening portfolio. earlier this…

productized 1099s the new vision way

march 19, 2018

by jody padar

this is the only way they’re handled.

by jody padar
from success to significance: the radical cpa guide

here’s the old-school way of completing 1099s:

cpa calls customer before year-end reminding them 1099s need to be completed for january. cpa reminds customer to send in names, addresses and amounts for 1099s to be issued. cpa waits for complete data, usually missing at least one address. cpa rushes at last minute to enter data in 1099 system and issue 1099s. cpas have multiple customers who act like this, creating havoc and late nights in january.

more on radicalism: how to develop productized services | dean quiambao: ‘if you’re not disrupting, you’re not doing it right’ | josh zweig’s liveca offers new thinking from the ground up | how ‘agile’ applies to cpa firms | our pain points are opportunities | transitioning to a radical firm: bringing a legacy customer along
exclusively for pro members. log in here or 2022世界杯足球排名 today.

it doesn’t have to be this way!
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accounting hiring stalls; salaries hit new highs

march 16, 2018

by beth bellor

even as firms trim payrolls, especially in tax prep.

by beth bellor
卡塔尔世界杯常规比赛时间

after heady gains, the accounting profession is doing some backsliding. how worried should we be?

more on jobs: tax prep services slash 10,000 jobs as busy season begins | all staffed up? new tax prep hiring stalls on eve of busy season | the myth of the staff shortage | wages up, headcounts down at tax & accounting firms
exclusively for pro members. log in here or 2022世界杯足球排名 today.

in this report, 卡塔尔世界杯常规比赛时间 analyzes:

current hiring trends in each of the bookkeeping, payroll, tax and cpa segments of the profession,
average hourly earnings for each segment,
average hours worked per week by segment and
trends regarding women in the accounting workforce.

write your way to expert status

march 11, 2018

by sandi smith leyva

not a great writer? you can outsource that part.

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

a great way to build trust among prospects is to demonstrate your expertise and experience in writing.

more small firm growth strategies: awards can boost your reputation | are you newsworthy? | why cpas need video | make google adwords work for you | make the most of trade shows | track your online reputation
exclusively for pro members. log in here or 2022世界杯足球排名 today.

three options to do that include developing case studies, writing white papers and publishing articles.
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10-step sec. 199a deduction checklist for tax practitioners

march 4, 2018

by stephen l. nelson

step 1: tell clients of new complexity – and your extra work.

by stephen nelson

wow. this sec. 199a deduction… a big deal, right? lots of opportunity for taxpayers. lots of complexity for their tax advisors. and basically, no time to first learn and then apply the new law.