four simple game-changers to modernize your practice
focus on the client experience.
by blake oliver and david leary
client
don’t let clients dictate tax workflow
ask the right questions and stick to your processes.
by frank stitely
the relentless cpa
special: coronavirus crisis resources
effective communications in the age of covid
lazy shortcuts undermine your path to success.
by steven e. sacks
the new fundamentals
new & updated! covid-19 crisis toolkit
guidance, templates, client letters and emails, phone scripts, conversation starters, best practices for your firm – available through 卡塔尔世界杯常规比赛时间 from inovautus consulting.
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3 rules for asking great tax-return questions
preserve your sanity, amaze your clients.
by frank stitely
asking clients great questions is central to ruthlessly efficient workflow management (r.e.w.).
more: there are no easy answers | the 3 biggest tech failures of accounting firms | debunking the demise of the cpa firm | how to thrive as a 21st-century firm | 7 steps to effective project management | how many tax preparers do you need? | wip-ing clients into shape
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great client questions can save hundreds of hours of time during tax season and prevent projects from falling behind schedule. here’s an example of questions done badly.
banish the idea that selling is difficult
don’t take rejection personally.
by martin bissett
business development on a budget
if winning new clients is simply a matter of being yourself, why is selling so difficult for accountants? well, it’s a combination of several factors, but there are two main reasons.
more on business development: how to win your first client | 5 ways to make selling easier to swallow | you’re selling all the time
first, accountants have not traditionally been required to sell. maybe your practice has grown by referral – business has come to you and you haven’t had to do much to win that business. unfortunately, however, business doesn’t always walk through the door; you don’t know how often it will, or what caliber it will be when it does.
read more →
why your clients need annual minutes – and how you can help
bonus checklist: 34 items for corporate or organization minutes.
by ed mendlowitz
the 卡塔尔世界杯常规比赛时间 practice doctor
25 things customers love
the best strategies from the best companies.
by arnold sanow
arnoldsanow.com
in today’s fast-changing and competitive environment, excellent customer service is not only nice but essential for success.
in fact, the only way to differentiate yourself and to become less of a commodity in the marketplace is through outstanding customer service.
after studying more than 500 companies and organizations – as diverse as lexus/toyota, bristol meyers squibb, lockheed martin, homeland security, forever broadcasting, the medical college of georgia, aspen institute, marin county realtors association, and choice hotels – a few strategies emerge again and again.
here are 25 of the best practices used by some of the world’s best companies to get new customers, keep them, and turn them in enthusiastic fans and referral sources: read more →
check yourself: how to reality-test client satisfaction levels
to keep both your staffers and clients happy, tax and accounting firms need to gain a thorough understanding of their perceptions and perspectives — and to make they align.
customer service guru arnold sanow suggests 15 questions to ask yourself, your staff, and, above all, your customers. servicethe biggest opportunities will surface when you compare and contrast their responses.
be prepared for an eye-opening, sometimes gut-wrenching, exercise in hard truth: read more →
enhancing client financial health through collaborative services
clients benefit when cpas and investment advisors work together.
by martin e. levine, chfc, cpa, mba
4thought financial group, inc.
even if the client isn’t always right, helping clients understand and make the best financial decisions is always the right course of action.
cpas understand the implications of financial decisions and strive to advise clients in ways that improve their financial well-being. however, clients frequently have multiple – sometimes conflicting – financial goals, and use other financial professionals, including financial advisors, attorneys and business consultants, to achieve them. read more →
will obamacare penalties kill your small business clients?
fines run $100 per day, per employee.
by stephen l. nelson, cpa
and elizabeth c. nelson, cpa
small business and the affordable care act
by now, many of your small business clients understand they don’t have to provide employees with health insurance. the employer mandate starts when a firm employs 50 or more full-time-equivalent employees.
but here’s an awkward follow-up question: do your small business clients understand that many of the aca’s rules still apply to them and that they may still be vulnerable to the aca’s 4980d excise tax penalty—which runs $100 per day per employee?
can we talk irc code sections?
people sometimes hear references to the 4980d penalty and scoff, say you can’t believe everything you hear on talk radio or read at some blog. so let’s look at the actual internal revenue code section in question.
here are the first few sentences of irc sec 4980d: read more →
it’s not sales. it’s your duty
how to suggest additional services to clients and why you’re doing them a disservice if you don’t.
by ed mendlowitz
the 卡塔尔世界杯常规比赛时间 practice doctor
question: i always feel awkward telling clients they need additional services that i should perform for them. can you tell something that could “rev” me up for this?
more practice doctor q&a: yes, you should send rejection letters | when to hire an admin assistant | 7 ways to lose a client’s trust | how much should you pay to buy, sell or merge an accounting practice? | why the average fee doesn’t matter | no more printouts at cpe programs? | 6 ways to take a client beyond tax prep
answer: actually, by suggesting additional services you are doing the client a favor and a good deed. also, you are in business and the easiest way to generate additional revenues is to cross-sell services to present clients.