six concrete ways to help business clients reach their full potential

female hand with pen pointing at documenthow financial literacy makes clients better, and makes better clients.

by sandi leyva and michelle long
the ultimate accounting virtual conference

we really need to be compassionate with our clients. if they don’t see our value, we just have to realize they’re afraid of all this.

more small firm growth strategies: 10 tips for more energy this tax season | ed kless on factors affecting price sensitivity | how to keep current | best practices for growth: network, specialize, share | 10 easy tips to boost your business cash flow | 2 ways to serve clients better | how to fire a client
goprocpa.comexclusively for pro members. log in here or 2022世界杯足球排名 today.

i think we need to be gentle as we communicate our value and help them with their fear. if they stay afraid of it, they will stay close-minded and that will keep their business from reaching the potential it could.

we can make such a difference in our clients, especially these micro businesses we work with. these are people who are struggling to put food on the table in some cases and we can really turn their lives around and make a difference.

let’s talk about six literacy topics that clients desperately need. read more →

how to teach financial literacy

woman watching what man is doing on laptop in officehelp your clients and maybe learn about your business as well.

by sandi leyva and michelle long

here is how to make more from working less: offering financial literacy and financial services to your clients. they need this so much.

more small firm growth strategies: why businesses offer subscriptions | welcome to the subscription economy | ed kless: what is strategic pricing? | marketing vs. sales and how to plunge in | 5 steps to get clients to say ‘yes’ to cloud applications  | when you should answer questions for free | when to turn over client data files | the dreaded ‘quick question’
goprocpa.comexclusively for pro members. log in here or 2022世界杯足球排名 today.

we’re going to talk about two ways to avoid so we don’t turn off our clients about this. it’s easy to turn off our clients and easy for our clients to get blocked. so we’re going to talk about turning off some blocks.
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welcome to the subscription economy

laptop with "sign up" on screenwhat it is and why it’s popular.

by sandi leyva and michelle long
acceleratorlibrary.com

we’re going to be speaking about subscription economy, which is new to a lot of us.

more small firm growth strategies: ed kless on factors affecting price sensitivity | your time has no inherent value | four tools for a millionaire mindset | reconnect with your why | use payroll to grow client retention | 3 ways to work less and earn more | 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 | need more business? focus on referrals
goprocpa.comexclusively for pro members. log in here or 2022世界杯足球排名 today.

our guest for this discussion about subscription-based models is raj sabhlok, president of zoho corp.
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ed kless on factors affecting price sensitivity

head shot of ed kless
kless

parsing substitute, expenditure, fairness and other effects.

by sandi leyva and michelle long
with ed kless, senior director of partner development and strategy at the sage group
acceleratorlibrary.com

many of you offer a fixed price on many occasions, which is fantastic.

more small firm growth strategies: your time has no inherent value | what is strategic pricing? | marketing vs. sales and how to plunge in | 5 steps to get clients to say ‘yes’ to cloud applications | when you should answer questions for free | when to turn over client data files | how to handle referrals – and how not to | 3 ways to raise your prices
goprocpa.comexclusively for pro members. log in here or 2022世界杯足球排名 today.

what you’re doing now is maybe just fixed pricing and not value pricing, and the key here is we’re going to make this jump now. now that you made the leap to fixed price it is a very easy jump to value pricing. i’ll quickly describe the difference for those of you who might not have fully fleshed this out in your mind.
read more →

your time has no inherent value

head shot of ed kless
kless

… but here’s what does.

by ed kless, as told to sandi leyva and michelle long

do you believe your time has inherent value to your clients?

more small firm growth strategies: ed kless: what is strategic pricing? | how to keep current | best practices for growth: network, specialize, share | 10 easy tips to boost your business cash flow | 2 ways to serve clients better | how to fire a client | how to manage client expectations | trashing the spreadsheet: best practices in modern expense management
goprocpa.comexclusively for pro members. log in here or 2022世界杯足球排名 today.

sorry, but no. your time has no inherent value; it certainly doesn’t have any value to anyone but you.
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ed kless: what is strategic pricing?

there are three strategies. use what you want, but learn them all.

by sandi leyva and michelle long
the ultimate accounting virtual conference

head shot of ed kless
kless

i’m super jazzed to introduce ed kless, who’s going to be discussing the fundamentals of strategic pricing.

more small firm growth strategies: how to keep current | four tools for a millionaire mindset | reconnect with your why | use payroll to grow client retention | 3 ways to work less and earn more | what to do when a client doesn’t pay | how to find hidden money for your clients | 3 killer lead generation channels
goprocpa.comexclusively for pro members. log in here or 2022世界杯足球排名 today.

he is the senior director of partner development and strategy at the sage group. he’s also the co-host and author of the soul of enterprise. he developed and delivers curriculum for sage consulting academy, business strategy and workshops related to customer experience. he’s also a senior fellow at vera sage, which is where ron baker teaches pricing to firms in our industry.

kless: we’re going to review the fundamentals of strategic pricing. what i’ve found fascinating about the subject of pricing is for as complex as it is, there are only three basic strategies. we’re going to review what those are and talk about where one might use one over the other and why they’re important to know. even if you don’t prescribe to one or the other or only ever use one strategy, it’s important to know what the three are.

read more →

how to keep current

young businesswoman and social network over white backgroundpro tips from doug sleeter and cpa practice advisor editor gail perry.

by sandi leyva and michelle long
the ultimate accounting virtual conference

how do we stay up to date?

more small firm growth strategies: best practices for growth: network, specialize, share | 10 easy tips to boost your business cash flow | 2 ways to serve clients better | 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
goprocpa.comexclusively for pro members. log in here or 2022世界杯足球排名 today.

one thing is making time for it. that’s the key to a lot of things and actually the first step to a million things is making time for it. some things i do include continue attending conferences.
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what i wish i knew when i started my practice

word "marketing" highlighted above other wordsthey are skills you can learn. accountants are good at that, right?

by sandi leyva and michelle long
the ultimate accounting virtual conference

one thing i like to focus on is just letting people understand that they do need additional skills.

more small firm growth strategies: best practices for growth: network, specialize, share | reconnect with your why | use payroll to grow client retention | 3 ways to work less and earn more | 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
goprocpa.comexclusively for pro members. log in here or 2022世界杯足球排名 today.

we already come with the accounting because that’s our background. so we come with accounting, bookkeeping, tax or whatever it is in our background and so we have that part down.
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how to create 4 new billable hours per day

you have more capacity than you think.

by rob nixon
panalitix

i am going to show you how to free up to 4 hours per accountant per day of new capacity – without hiring any more accountants. 

more on strategy:  don’t let technology make you dumber  |  do you know what clients want?  |  what it means to be a real-time accountant | 12 predictions on the future of accounting | will the internet replace cpas? | the profession disrupted: compliance commoditized
goprocpa.comexclusively for pro members. log in here or 2022世界杯足球排名 today.

catch rob live and in-person: 卡塔尔世界杯常规比赛时间 readers can save $50 on firm of now events with the discount code “trends” at firmofnow.com.

i’ll use the example of a sole practitioner with accountants. you can multiply the math out for your size firm. you’ll see that by implementing just three strategies you can free up to 4 hours per accountant per day – maybe more. with five accountants that’s 100 hours per week, or 4,500 hours+ per year.

if you have an average hourly rate of just $150 that’s $675,000 of new capacity. you could re-fill the capacity or downsize your team. have i got your attention yet?

let’s get to work. read more →

best practices for growth: network, specialize, share

businessman explaining something on laptop to another manwhat are you doing that your clients might want to implement?

by sandi leyva and michelle long
the ultimate accounting virtual conference

how do we grow and advance in the practice? how do we excel in the accounting profession?

more small firm growth strategies: reconnect with your why | 5 steps to get clients to say ‘yes’ to cloud applications  | when you should answer questions for free | when to turn over client data files | the dreaded ‘quick question’ | how to handle referrals – and how not to | why clients need dashboards | 3 ways to raise your prices | your existing clients are your best leads | need more business? focus on referrals
goprocpa.comexclusively for pro members. log in here or 2022世界杯足球排名 today.

i think one of the most important things you can do to help yourself excel in this profession is to network with your peers. i know some people think, really aren’t they my competition? why would i want to network with them we’re all after the same clients?
read more →

reconnect with your why

portrait of a young pensive businesswoman in officechoose what, with whom and your reward.

by sandi leyva and michelle long
the ultimate accounting virtual conference

let’s think about what is it we really like doing. what do you enjoy doing?

more small firm growth strategies: 5 steps to get clients to say ‘yes’ to cloud applications | 10 easy tips to boost your business cash flow | 2 ways to serve clients better | 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
goprocpa.comexclusively for pro members. log in here or 2022世界杯足球排名 today.

i know when we first start a practice you’ll do anything. you just need money. you need clients.
read more →

how to get the most out of your portal year-round

woman drinking coffee in front of desktop computersecurity, convenience, liability and visibility make portals valuable outside of busy season.

by sandi leyva and michelle long
the ultimate accounting virtual conference

we’re really thrilled to have grady slane with us today. he is a product marketing manager for citrix share file.

more small firm growth strategies: 5 steps to get clients to say ‘yes’ to cloud applications | 10 easy tips to boost your business cash flow | 2 ways to serve clients better | how to fire a client | how to manage client expectations | trashing the spreadsheet: best practices in modern expense management | need more business? focus on referrals
goprocpa.comexclusively for pro members. log in here or 2022世界杯足球排名 today.

grady: i’ve been with citrix share file for five years and through that entire time period i’ve been working with accountants. i hope i’m able to share some insight today, particularly on portal technology that you find helpful.
read more →