firms need to look at the busy season as a stepping stone, while their clients are focused on taxes and accounting more than any other time.
here’s why you need a business development strategy in busy season: read more →
got the personality of an actuary? no problem.
so, many cpa firms have been launching soft skills training to help their professionals meet people, network better, and, hopefully, land more business.
trainer and facilitator arnold sanow, mba, csp, reminds us that dale carnegie once won a major sale by being a great conversationalist – without saying more than a few words.
read more →
try 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
exclusively 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.
read more →
learn how to recognize and participate profitably in the incoming tide. by bruce w. marcus professional services marketing 3.0? this from someone who has written, spoken, railed against jargon and gimmicks? well, yes, because in this rapidly changing economic environment, … continued
five reasons this is the wrong time to take your eye off the ball.
firms need to look at the busy season as a stepping stone, while their clients are focused on taxes and accounting more than any other time.
here’s why you need a business development strategy in busy season: read more →
five strategies you can implement right now.
by 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.
help your clients account for marketing costs.
by sandi smith leyva
the accountant’s accelerator
one of the value-added services we can offer clients is to align their chart of accounts with their tax form so that the numbers are easy to pull off at tax time. but there’s an even bigger opportunity if we take a deeper look. read more →
why you can’t believe your own press clippings.
by gale crosley, cpa
crosley+co
ever run a race and immediately sense that you got off to an exceptionally fast start? it’s a good feeling, but if your goal is to beat out the competition there’s really only one way to know for sure how you’re doing. and that’s by marking your progress toward the finish line relative to the other racers.
the same can be said of efforts to grow your firm. to gauge your progress you have to get outside your own four walls and see how you measure up to the competition. read more →
new strategic ally, or competitive threat?
practitioners are actively debating the effects and impact of h&r block and liberty jumping into the bookkeeping business, as detailed by 卡塔尔世界杯常规比赛时间’ hitendra patil here.
“this is an opportunity to highlight quality,” says wesley middleton, head partner at middleton raines in houston. “the only person who has something to worry about are those that are only focused on price.”
not all practitioners agree in the discussion which began at 卡塔尔世界杯常规比赛时间 and has spilled onto the 20,000-member 卡塔尔世界杯常规比赛时间 linkedin group. read more →
is the traditional business model holding back the profession? by bruce w. marcus professional services marketing 3.0 it’s not a race, nor are there prizes for the winner. but it has been suggested that personal financial planners trading in college, … continued
and, it’s not a mission statement. by bruce w. marcus professional services marketing 3.0 there is no great mystique to the marketing concept of positioning. while it’s not as simple as some would make it seem, nor as complex as … continued
by sandi smith leyva
the accountant’s accelerator
if you don’t already have a domain name for your website (or you’ve never liked the one you have), here are eight tips on how to choose the best domain name that will help your site get found and help you get more business. read more →
and 5 ways to get more business tax clients.
question: i need a few more clients for tax season. any suggestions?
response: since we will be getting ready for tax season now is a good time to address this. here are two checklists, one for individual returns, the other for business client returns.
checklist: 10 ways to get new individual tax clients read more →
is the question ludicrous? by bruce w. marcus looking at the question from a different point of view, the international consultant patrick mckenna said, “if you’re trying to determine which of the two professions (lawyers or accountants) are the more … continued