covid-19

learning to love video calls

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four people on each side of a videoconferencetake the pain out of online meetings with weekly updates.

by jody grunden
building the virtual cfo firm in the cloud

if you’re the type of person who cringes at the thought of “another meeting,” i’m here to tell you, you’ve got to get over it. when you work with and for your clients remotely, you simply have to embrace meetings.

more: try an accountability chart instead | give your leadership team time to lead | hate billing? use a different method | use bots to your advantage | how to attract clients like a magnet | 6 steps for sales and conversion | the right way to onboard new clients | 4 ways to bill clients | how to evaluate workflow management software | when the irs and fbi come knocking | 5 questions to evaluate new tech tools
goprocpa.comexclusively for pro members. log in here or 2022世界杯足球排名 today.

not only do meetings become the foundation of every relationship within your company, but they are the stimulus for where the work gets done.

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the new way to get the best clients

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executive on phone in officefour essential concepts for leveraging the referral network you already have.

by anthony glomski and russ alan prince
your $5-million high-net-worth practice

most professionals, including accountants, get most of their client referrals from satisfied clients. the complication is that if you want to work with wealthier clients, the likely best way to source them is from other professionals they are currently engaging.

more: maximize referrals from wealthy clients | what the wealthy want | the essential process for building a high-net-worth practice | 4 components of a high-net-worth practice | the coming boom in tax services for the super-rich
goprocpa.comexclusively for pro members. log in here or 2022世界杯足球排名 today.

if you aim to work with the ultrawealthy and even the super-rich, be aware that as you move up the wealth hierarchy, they are less and less inclined to refer you to other people. it is something of a catch-22. in general, the better you are, the more the very wealthy are disinclined to share. that is, they are less likely to refer you to their financial peers. also, if you are maximizing your wealthy client relationships, there is hesitancy by these clients to make referrals because of a strong preference for extreme confidentiality (if not secrecy).
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the right tech tools for covid work-from-home

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ipads, android, or microsoft surface?

by roman h. kepczyk
quantum of paperless: technology guide & checklist

one of the key components in optimizing firm production is providing the capability for firm personnel to work from any place, at any time, at their own convenience. allowing experienced firm personnel the ability to work remotely used to be a key employee retention strategy. then came covid-19 and it became a necessity.

more: maximize your office 365 roi | why you need windows 10 with automatic updates | it’s 10 p.m. do you know where your backups are? | how the cloud impacts server replacement | laptops vs. desktops | the best scanners to buy today | capturing documents at the source | the more monitors, the better
goprocpa.comexclusively for pro members. log in here or 2022世界杯足球排名 today.

giving your personnel secure access to the firm’s application and data resources allows them to work effectively outside normal office hours and avoid unnecessary commuting time.

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trust: one building block of success

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businesspeople discussing chartsremote work and “rightsizing” make it more important than ever.

by steven e. sacks
the new fundamentals

people are so busy these days, juggling meetings, projects, conference calls, performance reviews and a whole slew of other responsibilities. each of these activities has a level of commitment attached to it. the person who is accountable for completing the tasks promises he or she will follow through. the other party who is requesting the deliverable expects that the promise will be kept.

more: 6 types of non-listeners | etiquette never goes out of style | make news, not noise | take that extra breath with email | effective communications in the age of covid | the new covid-19 workplace: are you prepared?
goprocpa.comexclusively for pro members. log in here or 2022世界杯足球排名 today.

how often have we become disappointed that others have failed in their commitments?

a lot.
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who’s offering your clients ppp services?

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https://www.e-junkie.com/ecom/gb.php?ii=1671049&cl=23704&c=cart&ejc=2&aff=29672084% of your colleagues are.

by sandi leyva

clients have inundated accountants all year with questions and issues about the paycheck protection program (ppp), and no end is in sight.

more: ppp client fraud: how much risk is too much? | survey: who’s not billing for ppp services?
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earlier this year, it was all about loan acquisition. now, borrowers are gearing up for loan forgiveness and asking their cpas for assistance.
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maximize referrals from wealthy clients

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female executive greeting couplehow to foster opportunities.

by anthony glomski and russ alan prince
your $5-million high-net-worth practice

as part of the discovery process, you are ascertaining who your wealthy clients can refer to you. in empirical study after study, accountants (as well as other professionals) say that they get most of their client referrals from their current clients. they also say that this happens because they do an excellent job for their clients.

more: what the wealthy want | the four-step process for client-focused business development | building a high-net-worth practice during covid-19 | the essential process for building a high-net-worth practice | what the wealthy need | setting financial and practice goals during covid-19 | 4 components of a high-net-worth practice | life insurance as part of wealth management | mistresses, mister-esses and accountants | the coming boom in tax services for the super-richgoprocpa.comexclusively for pro members. log in here or 2022世界杯足球排名 today.

another insight we find in the research is that very few professionals are doing much to foster getting referrals from their highly satisfied clients.
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ppp client fraud: how much risk is too much?

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bar chartwhere do you fall on the risk-tolerance scale?

ppp: are the risks worth it?
practice management do’s and don’ts
join the survey. get the results.

by sandi leyva

how aggressive should you be when advising clients on paycheck protection program (ppp) forgiveness?

more: survey: who’s not billing for ppp services? | ppp traps: 1 in 5 accountants report shady dealings | add these money-making rituals to your work day | 3 ways to opt out of any downturn

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

while any risk stance should always be the decision of the clients, we asked this question in a recent joint accountant’s accelerator / 卡塔尔世界杯常规比赛时间 ppp survey: on average, across all of your clients, how aggressive of a stance are you taking with ppp forgiveness?

we asked 600+ survey respondents to choose a number between zero and 100 where zero is conservative or extremely risk-avoidant and 100 is aggressive or extremely risk-tolerant. the mean was 42, or slightly more conservative than aggressive.
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what the wealthy want

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//www.g005e.com/2020/10/14/maximizing-wealthy-client-relationships/remember:  when managing high-net-worth clients, it’s all about them, especially in the time of covid-19.

by anthony glomski and russ alan prince
your $5-million high-net-worth practice

take a moment to consider:

how hard is it to find and bring on a wealthy client?

what does it take to keep a wealthy client highly satisfied and doing more business with you?

more: the four-step process for client-focused business development | building a high-net-worth practice during covid-19 | the essential process for building a high-net-worth practice | what the wealthy need | setting financial and practice goals during covid-19 | 4 components of a high-net-worth practice | life insurance as part of wealth management | mistresses, mister-esses and accountants | the coming boom in tax services for the super-rich
goprocpa.comexclusively for pro members. log in here or 2022世界杯足球排名 today.

it commonly takes a lot to win a wealthy individual or family as a client. it takes a lot of effort to keep the wealthy as clients, let alone do more business with you. not only must you deliver top-quality expertise, but you often need to create a sensational experience. you must build a high level of rapport. yet, a great many accountants are not maximizing their relationships with their wealthy clients.
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replay: covid impact on cpa firm m&a

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m&a maven robert fligel says coronavirus is pushing deal-flow and trimming multiples.

^ click to play the video

featuring robert fligel
rf resources

covid-19 is putting new pressure on cpa firms to close merger deals, even if it means taking a haircut in the selling price, says robert fligel, the legendary new york-based cpa firm mergers-and-acquisitions dealmaker, in a new 卡塔尔世界杯常规比赛时间 flash briefing.

in this replay of the live web event, a fast-paced 30-minute webinar update, fligel covers:

  • the current state of the m&a market,
  • best practices for sellers, and
  • pitfalls for buyers and sellers

^ listen to the podcast

bonus downloads:

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do you have the right people?

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two partners celebrating business success outsidehow core values affect remote work culture.

by jody grunden
building the virtual cfo firm in the cloud

a company’s core values are the cornerstone of its culture, and people are the biggest asset a company can have.

more: hate billing? use a different method | protect client files from cyberthreats | get ready to launch virtual cfo services | riches in niches | marketing is about thought leadership | how to profit with workflow apps | cyber security at a virtual cpa firm | top tech choices for the virtual firm | how to run effective leadership team meetings | toss the org chart for an accountability chart
goprocpa.comexclusively for pro members. log in here or 2022世界杯足球排名 today.

defining your core values and hiring the right people is essential for the success of your business.
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replay: how to dazzle clients in the covid age

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卡塔尔世界杯常规比赛时间 expert contributor shows how to make more money with the clients you already.

^ click to play video

eileen j. kennedy, ceo of the kennedy factor, demonstrates how to create a consistent, exceptional, customized, and memorable client experience in the age of the coronavirus.

more video from 卡塔尔世界杯常规比赛时间: three hidden surprises in ppp loan forgiveness |  judy trepeck on how to think beyond accounting, with steven sacks |  attaching files to a chat or post in ms teams |  how to add visuals to a message in ms teams | bill reeb: new rules for the covid era  | composing text messages in ms teams  | when covid ‘got real’ |  the covid outlook: a long, slow climb back to recovery  | composing chats and posts in ms teams  | how to fight covid-19 ‘fear’ and ‘insecurity’ | covid: learning how to operate in the new normal  |  what comes after coronavirus? | covid and client communications | andrew argue is on a mission  |  covid slams u.k. accountants, too  | covid crisis separates the winners from losers  | go remote with this app you already own [#wfh]  | geared up for exponential growth at mowery & schoenfeld cpas  |

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

you can thrive for years to come – if you take the covid crisis as a call to reinvent your practice, kennedy tells attendees of the free 30-minute flash briefing aired live by 卡塔尔世界杯常规比赛时间.

> hit “play” to stream the podcast or download it here

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