growth

pro 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
exclusively 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 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
exclusively 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?
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choose 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
exclusively 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.
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security, 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
exclusively 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.
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changes you can implement today.

by sandi leyva and michelle long
the ultimate accounting virtual conference

we’re going to be talking about 10 easy steps to improve your business cash flow.

more small firm growth strategies: use payroll to grow client retention | 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
exclusively for pro members. log in here or 2022世界杯足球排名 today.

our guest is shafat qazi, ceo and founder of bqe software, which has been in business for 20 years and has award-winning integration with quickbooks and a few other accounting products. its flagship product is billquick, designed for getting paid faster.
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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
exclusively 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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becoming 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

exclusively 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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…and get them to spend more with you.

by sandi leyva and michelle long
the ultimate accounting virtual conference

here are two ways to serve clients better.

more small firm growth strategies:3 ways to work less and earn more | 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

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

one thing that we see is a lot of times when you bring a client on board you kind of wing it and don’t really have a process. i want to suggest to have you move from reactive to proactive.
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think about the value you’re providing.

by sandi leyva and michelle long
the ultimate accounting virtual conference

let’s talk about three ways to earn more in fewer hours.

more small firm growth strategies: when to turn over client data files | 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

one of the first things you can do is learn more about modern accounting apps. there are so many apps available today that really allow us to work faster and more efficiently, whether it’s for us or our clients. so it’s really important that you keep up with these changes and with technology because there are new apps coming out every single month.
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