8 must-haves for a prospect kit

businesswomen shaking hands and exchanging a folderand 10 ways to go beyond the expected.

by sandi smith leyva
the accountant’s accelerator

if you’ve spent any time at all in business talking with prospects on the phone or in person, then you probably have a list of benefits or advantages that you like to mention about your company to every prospect. you may have a very structured way of going about this, and you may not.

in any case, building a prospect kit will help you become even more consistent in the presentation of your company’s strong points to prospects. and, it’s absolutely essential as you move into larger and larger business deals.

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why accountants could be the happiest people on earth

now or later keys shows delay deadlines and urgencynew research shows “givers” outpace others in life and in business. are you a “giver” or a “taker”? take the 10-minute test.

by hitendra patil
pransform

imagine that one of your clients calls you up and expresses his gratitude for the help you gave him.

you wonder: “i just gave him the balance sheet and told him that his business model needs some adjustments. i did what i have always done, so why is he thanking me so big? but, yeah, i do feel happy my client thanked me.”

more on entrepreneurial strategy: what if accounting firms were ‘apps?’ | top 10 entrepreneurial traits of successful accountants | four leadership strengths that define accountants | as block and liberty add accounting services, independents face 3 options | readers sound off on liberty, h& r block plans to launch bookkeeping services | threat or opportunity as h& r block, liberty jump into bookkeeping services? | six secret keys to the mind of the entrepreneur | 8 seconds into the future: meet generation z | 5 reasons gen y will make or break your firm

there is a huge new opportunity for accountants to reconnect with the real purpose of the profession, i.e.: becoming not just a trusted advisor for businesses and people but literally the “business strategist” for their clients. who else understands the “language of business” as well as accountants? read more →

how to work the same hours and make more money

time is money : clock hands on $100 billsstart with these six strategies.

by sandi smith leyva
the accountant’s accelerator

when i worked in the corporate world, it was always great to get a raise. now that i am an entrepreneur, raises are replaced by increases in revenue and profits. more revenue and profits are nice, as long as we’re not working correspondingly more hours.

so how can we give ourselves a true raise: work the same amount of hours or less and make more? here are a few strategies for your consideration:

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if you’re a ‘best-kept secret’ cut it out!

big businessman crushing a small one in his fingerstry these 6 ideas to stop losing business to competitors.

by sandi smith leyva

it’s rare that i lose business to competitors, and it’s also not an accident.

more: stuck at home right now? here’s 100 good ideas to relieve the stress | how to lead in a crisis | how to think straight through the coronavirus crisis | 16 tech tools for working through the coronavirus | 7 tips to keep the clients you have | do you know your opportunity number? | 7 tips to boost your firm’s performance | 5 mistakes to avoid when seeking new clients

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

if you are losing business to your competitors, here are some strategies you can use to “become a category of one,” as they say in marketing.
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what if accounting firms were apps?

smartphone12 ways the app phenomenon could change the way you think about your practice.

by hitendra patil

consider, for a moment, the new “app economy.” there are over a million apps in apple and google stores, with hundreds of them doing much the same thing in almost the same way. according to pew research, 90 percent of americans have cellphones and 67 percent find themselves checking their phones for messages, alerts or calls — even when they don’t notice their phones ringing or vibrating.

so, are accounting firms like apps already — offering the same services, same deliverables, same outcomes at the same or similar prices? if so, the only thing missing in the accounting marketplace is an “accounting services app store.”

more on entrepreneurial strategy: top 10 entrepreneurial traits of successful accountants | four leadership strengths that define accountants | as block and liberty add accounting services, independents face 3 options | readers sound off on liberty, h& r block plans to launch bookkeeping services | threat or opportunity as h& r block, liberty jump into bookkeeping services? | six secret keys to the mind of the entrepreneur | 8 seconds into the future: meet generation z | 5 reasons gen y will make or break your firm

wisdom tells us to “hang out where clients do.” yet, there are hardly any “accounting firm apps” on the app stores. read more →

target the low-hanging fruit

five strategies you can implement right now.

ripe apples are hanging on a branch covered with first snowby sandi smith leyva
the accountant’s accelerator

if business has slowed for you, it’s not just you. with people finishing their holiday preparations, getting ready for school vacations and trying to keep from falling to the latest batch of colds making the rounds, it’s all most of us can do to stay on our routines.

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four ways to stop leaving money on the table

young woman using a calculatormost cpa firms miss 60% of their potential revenues. here’s how to start fixing the problem.

by sandi smith leyva
the accountant’s accelerator

accounting firms have done a great job adopting paperless office technologies, the web and even cloud computing, so you may feel you have been doing all you can to streamline margins, become “client-centric,” as some consultants call it, and grow your practice. but i believe there is even more opportunity that very few, if any, in the accounting profession have fully identified or embraced. read more →

top 10 entrepreneurial traits of successful accountants

accountant with abacustest yourself against this checklist.

what does it take to succeed in accounting?
join the the survey; get the answers

by hitendra patil
pransform inc. 

which accountants have the most talent for building a practice and sustaining a growing firm?

what separates successful practice owners from less successful ones?

in general, the most successful independent business owners, compared with the less successful, are:

  • three times more likely to build large businesses and to grow them significantly;
  • four times more likely to create jobs;
  • four times more likely to exceed profit goals; and
  • five times more likely to exceed sales goals.

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six secret keys to the mind of the entrepreneur

and how accountants can leverage them to be trusted advisors.

by hitendra patil
pransform inc. 

it’s said that accountants are the trusted advisors of their clients. but in reality it’s a myth – as far as business owner clients are concerned.

peer groups, associations, similar business owners, people from the same industry … entrepreneurs don’t listen to anyone else who has not “been there, done that.” they may hear. but they rarely listen.

more on the entrepreneurial accountant: 8 seconds into the future: meet generation z   •   5 reasons gen y will make or break your firm   •   3 ways amazon’s new fire phone hints at the future of accounting   •   the 8 traits creating the firm of the future today   •   get more done, make more money: stop doing these 17 things   •   what shopping habits reveal about accounting clients   •   create your “not-to-do’s” list   •   irs bitcoin rule: 5 things accountants need to know   •   tax season tips: train your brain to focus   •   what the bitcoin phenomenon means for accountants   •   overcoming your clients’ worst fears   •   5 tech tips for reigniting growth   •   a case study in using linkedin   •   accountants and six fundamental human needs   •   client satisfaction starts with ‘likeability’   •   why accounting? your clients want to know   •   what’s next: predictive accounting

after talking to several business owners about what they expect from their accountants, we figured out six key insights into how entrepreneurs think. read more →