growth

5 steps to get clients to say ‘yes’ to cloud applications

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businessman using smartphone while waiting at a subway stationfind the unique benefit that will resonate with each client.

by sandi leyva and michelle long
the ultimate accounting virtual conference

today we’re talking about getting clients to say “yes” to cloud applications.

more small firm growth strategies: 10 easy tips to boost your business cash flow | 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.

our guests from bill.com will be giving you a very detailed five-step plan.
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use payroll to grow client retention

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head shot of jake haffner
haffner

why you might want to and how software can help.

by sandi leyva and michelle long
the ultimate accounting virtual conference

forty percent of small businesses say bookkeeping and taxes are the worst part of owning a business. ultimately that’s what each of us here can really help small businesses with. the payroll tax component is definitely something a small business owner isn’t going to want to focus their time on and so it’s an opportunity for you to use your skill set.

more small firm growth strategies: when you should answer questions for free | 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.

we’re talking about having payroll become profitable for your practice. helping us today is jake haffner, a cpa and payroll expert who works with zenpayroll.
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when you should answer questions for free

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businesswoman waving at a tablet held in her other handand why you should become a video star. yes, you.

by sandi leyva and michelle long
the ultimate accounting virtual conference

two areas where we can build some skills involve marketing smarter. we know sometimes marketing is not the easiest thing for us but it doesn’t have to be hard.

more small firm growth strategies: 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

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

i get these a lot and i think you do, too, the seo emails where they’ll email saying, “would you like to have us help you improve your search results so you appear on page 1 of the google search results?” have you ever wondered if you should actually do that with some of them? should you pay for seo optimization?
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pssst, want out of compliance?

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head down with phone 590wbecoming a ‘trusted advisor.’

by sandi leyva

here’s a question: what portion of your revenues are derived from compliance work – e.g., tax preparation and irs representation; bookkeeping; quickbooks setup, cleanup and training; payroll; and audit work – versus value-added work, e.g., revenue improvement, business consulting, profit margin analysis and workflow improvement projects?

more on small-firm growth strategies: share data 5 easy ways | 7 ways to generate leads | blow your own horn already! | take the focus off price | 5 solutions when clients balk at price | want more clients? take these 5 steps | 5 skills to grow your practice | how a spreadsheet can help stop leaks | 5 cures for the summertime blues

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

if you answered 100 percent compliance work and no value-added services, you’re not alone. there’s a lot of lip service about moving from compliance services to becoming a “trusted advisor.” there’s an equal amount of confusion in how to get started.
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four-part plan to re-ignite revenue growth

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sprout growing on money pile of glass jar banknew times call for new expansion strategies.

by gale crosley

it’s been a long slog, but we finally see the light at the end of the tunnel known as the great recession. both job creation and the gross domestic product are robust. interest rates remain low, and the stock market is showing solid gains.

more by gale crosley: not all fish need audits  |  the 4 new growth engines in today’s marketplace  |  change catches up with auditors  |  the 6 elements to sustainable growth for cpa firms  | jody padar’s new vision for the ‘new accounting’  |  reality check: achieving world-class growth requires real-world intelligence  |  crosley: the new growth evolution  |  expand your vision and expand your business  |  leveraging leadership: a new way of looking at growth  |  are you creating a sustainable firm?  |  don’t confuse marketing with a true growth strategy  |  overcoming four imaginary barriers that limit cpa firm growth  |  how firms unleash the power of diamonds, cash cows and fat cats  |  how smart firms use market research  |  got leads? get real. learn how to qualify big opportunities  |  it’s a new generation in lead generation  |  at the best firms, growth is no accident  |  four keys to success at seiler cpas  |  how accounting firms are re-building their sales pipelines  |  how to get started on ifrs in one easy step  |  [pro member exclusive. log in required.]

video: the three elements of growth strategy  |  defining the new business model  |  the 3 hallmarks of the ‘new accounting’ business

while these bright spots are welcome, i urge firm leaders not to be lured into believing that it’s back to business as usual. the light at the end of the tunnel may look like, well, light. but the market conditions illuminated by that light are substantially different from those of the pre-recession environment.

what’s changed? nearly everything, from an upsurge in globalization to stiffer competition, increased standards and regulations, more specialization and a growing reliance on technology. today, clients can engage cpa firms around the corner or around the globe. just because you’re in the neighborhood doesn’t mean you’re in the running. read more →

when to turn over client data files

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hands of two men playing tug-of-warnot everyone agrees about how to handle this.

by sandi leyva and michelle long

how do you feel about turning over a quickbooks data file when a client leaves?

more small firm growth strategies: how to fire a client | 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

we asked this in a video conference and limited it to three answers:
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how to fire a client

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big businessman foot on spring kicking three businesspeoplebonus: sample client disengagement letter.

by sandi leyva and michelle long

how many clients have you fired?

more small firm growth strategies: what to do when a client doesn’t pay | 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

let’s talk about firing a client because sometimes you do need to fire your client. maybe they’re difficult to work with, or a guy is belligerent and loud and yells, and you don’t want to work for him. maybe there are ethical issues.
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what to do when a client doesn’t pay

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ask questions. negotiate. and be ready to cut your losses.

by michelle long and sandi leyva

how many times have you been unable to collect from a client?

more small firm growth strategies: the dreaded ‘quick question’ | how to manage client expectations | how to handle price sensitivity | how to handle referrals – and how not to | 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

when we asked this question in a poll, 26 percent of you had never gotten stiffed from a client… yet.

that’s good. but a lot of us have gotten stiffed or burned when we’ve not collected money from a client. it’s happened to us.

if you’re one of the smart ones it’s only happened once and never again.

what do we do when there is a billing dispute? first, yes, get paid up front and that’s a good policy.

let’s talk about some situations where there is a billing dispute. first, if you have a big job and they want you to do some cleanup or catchup work and you estimate it will be a minimum of $2,000, you want them to pay you $1,000 up front before you do the work. if they’re not willing to pay you $1,000 now what makes you think they’ll pay you $2,000 later? right, so they should be willing to pay some money up front.

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5 quick steps to getting organized

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man staring at computer screen in shockclients and stakeholders benefit, and so do you.

by sandi leyva

do you ever get any of the following questions from clients or co-workers?

more on small-firm growth strategies: 7 ways to generate leads | 6 metrics of marketing | want better clients? 5 ways to hook them | stop thinking small | make your services an investment, not an expense | do you want to do compliance your whole career? | 5 ways to get more referrals | 3 ways to get to ‘yes’ with prospects | 5 cures for the summertime blues | 11 ways to add value for clients

  • i can’t find your email.
  • i accidentally deleted what you just sent me.
  • my computer crashed and i lost everything. (and i want you to take up your precious time to help me recreate everything you’ve ever sent me.)
  • i lost my tax return and i need it in the next five seconds.

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7 ways to generate leads

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woman and man in videoconferenceforget what worked 20 years ago.

by sandi leyva
the accountant’s accelerator

the big change in lead generation for accountants is that there are many more methods out there today to get clients’ attention. the problem — or the opportunity! – is most accountants are still only using the old methods.

more on small-firm growth strategies: want better clients? 5 ways to hook them | 5 ways tech makes your work easier | want more clients? take these 5 steps | 3 tips for following up with prospects | 5 ways a deadline can help close a deal | if you don’t develop your business, who will? | draw new clients in like a magnet

when accountants think about lead generation, methods like telemarketing and direct mail might instantly come to mind. (you might also have a really negative connotation of these methods, but if you do, hang with me for a minute.) it used to be that in telemarketing, if you made a certain number of calls, you could get one appointment, and for every certain number of appointments you set, you could get one new client.
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6 metrics of marketing

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businesswoman checking a spreadsheet on a tabletyes, you can do marketing with a spreadsheet and a checklist. (yay!)

by sandi leyva
the accountant’s accelerator

one way to help accountants embrace marketing is to fill training sessions with spreadsheets and numbers, things that most accountants love working on. there’s a lot of insecurity around learning marketing, but when accountants hear they need to do some spreadsheets first, they dive right in.

more on small-firm growth strategies: want better clients? 5 ways to hook them | is it time to reboot your practice? | how a spreadsheet can help stop leaks | how to calculate your ‘opportunity number’ | 3 tips for following up with prospects

here are six numbers i suggest you track:
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rick dreher innovates wipfli for clients, younger workers

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dreher
dreher

‘clients have budgets, and it’s part of our responsibility to deliver a high-quality, value-add solution within those budgets.’

by 卡塔尔世界杯常规比赛时间 staff

the cpa profession faces a crossroads at which firms will have to make some fundamental changes in their dealings with clients and staff, according to rick dreher, managing partner and chairman of wipfli.

wipfli logomore from the corner office: how blain heckaman drives value at kaufman rossin | weisermazars mp blake charts u.s. expansion | frank longobardi: cohnreznick’s battle for top talent | the robo-cpa: jim sikich prepares for disruptive technologies | exclusively for pro members. log in here or 2022世界杯足球排名 today.

wipfli is a milwaukee-based accounting and consulting that generated $203.2 million in revenues for the 12 months ended may 2015. it ranks among the top firms in the nation at $181 million in revenue.
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blow your own horn already!

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woman yelling into bullhorn and newspapers flying out10 ways accountants are newsworthy.

by sandi leyva
the accountant’s accelerator

as a marketing channel, public relations is one of my personal favorites.

more on small-firm growth strategies: want better clients? 5 ways to hook them | 5 ways tech makes your work easier | stop thinking small | make your services an investment, not an expense | do you want to do compliance your whole career? | 5 ways to get more referrals | 3 ways to get to ‘yes’ with prospects | two daily rituals: focus and measure | 8 must-haves for a prospect kit | if you’re a ‘best-kept secret’ cut it out! | take advantage of 4 key marketing strategies

it includes
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