strategy archives - page 9 of 25 - 卡塔尔世界杯常规比赛时间

target prospects for best fit

october 24, 2015

focus on what they need, not what you want to sell.

when you look at your practice from a sales and a marketing perspective, make sure you have enough leads coming in your door because you have to be okay if someone doesn’t like your fixed price. as accountants, we accept way too much bad work just because it’s there under the guise of the firm needs to “pay its bills.”

more on radicalism: how spiritual value affects pricing | radical pricing fixes cash flow problems | keep scope creep and seep from hurting bottom line | a radical close look at value pricing | each social channel has a language | get ready for radical transparency | six competitive advantages for the radical cpa | being radical is all about your customer

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

as your firm matures you have to get rid of your yucky customers because your yucky customers will bring you down. they bring down your firm and your team will get frustrated. bad customers are culture killers. part of running a good firm is clearing out the bad customers.

look at those a, b, c and d list customers, and get rid of the d and maybe some c customers so that you have more capacity to serve the good ones. if they’re not the right fit for your firm, you have to be okay with that. just know, there’s another one going to come along soon. as ron baker says, “you can never price the wrong customer.”

delivering what you promise read more →

how spiritual value affects pricing

october 16, 2015

by jody padar

bonus checklist: 34 sources of client value.

by jody padar

what we miss the most when we don’t value price is the intangible value, that spiritual value.

more on radicalism: radical pricing fixes cash flow problems | keep scope creep and seep from hurting bottom line | the radical approach to bundling services | get ready for radical transparency | 5 radical ways to be social and strategic | 10 radical steps into the cloud | six competitive advantages for the radical cpa | 5 radical transparencies; are you ready? | being radical starts with being the change | going radical: the 4 tenets of a ‘new firm’ | the first 3 questions i should have asked before starting my own practice

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

if it’s lacking in your firm, ask yourself these nine questions:

the 6 elements to sustainable growth for cpa firms

october 13, 2015

by gale crosley

the signs that you’re heading in the right direction.

by gale crosley
crosley+co.

i’ve talked a good deal about sustainable growth lately. and i’m often asked how i know if a firm can achieve it. the answer is to look for the common indicators. it’s relatively easy to know if your firm is growing. but how do you know that the growth you’re experiencing is sustainable? what are the signs that it will last beyond this year?

firms that are consistent performers demonstrate common elements of sustainable growth. those elements are integrated seamlessly in the best firms. here’s what i look for:

11 steps to building a better partnership team

october 11, 2015

by august j. aquila

creating a firm where all the partners work in unison.

by august aquila
creating the effective partnership

as the saying goes, a picture is worth a thousand words. your vision is a journey to some place in the future. it’s not where you are today. it may even take generations to get there. it becomes even more compelling when it’s somewhere your people want to go.

while it’s the ultimate destination that people engage with, the journey there is also important. if the end point is exciting and has benefits that your people share, they will be more engaged in the journey. and, when partners are engaged with the firm’s future, they perform better.

more on leadership: why your firm should be a republic | 5 questions about your firm’s direction | 6 reasons to keep partners from retiring | 6 reasons why cpa firms fail in innovation | 6 steps to handle staffing problems in a merger | 7 signs your firm is headed for an implosion | it’s not always about money: 16 tweaks for your comp system | eight key goal areas for partners | like herding cats: partners must ‘walk together’ | managing partners must remember partners’ needs | new times call for new cpa firm metrics | partners have love-hate relationship with leadership | 6 things leaders must do | 8 financial ducks to line up now| partnership is about persuasion

so, how do you create a firm where all of the partners work to create an even better firm?

here are 11 ideas:

radical pricing fixes cash flow problems

october 9, 2015

by jody padar

you’re in the money, year round.

by jody padar
the radical cpa

the best part about value pricing and fixed pricing is cash flow.

from a customer perspective, customers like knowing what they’re going to pay up front. they like having a monthly payment over an annual fee. they will buy the payment over the car.

more on radicalism: keep scope creep and seep from hurting bottom line | the radical approach to bundling services | the radical approach to pricing | a radical close look at value pricing | let’s get radical about content | each social channel has a language | how social media transforms firms to their core | 10 radical steps into the cloud | six competitive advantages for the radical cpa | the market is moving toward the radicals | 5 radical transparencies; are you ready? | going radical: the 4 tenets of a ‘new firm’ | the first 3 questions i should have asked before starting my own practice

for instance, $6,000 is hard for them to think about but you if tell them $500 a month, that’s instantly more affordable. it’s psychology. customers know the costs and expectations up front.

keep scope creep and seep from hurting bottom line

october 2, 2015

by jody padar

bonus: a new breed of engagement letter.

by jody padar
the radical cpa

scope creep generally takes the form of new services being added once the project has started. typically, these are not properly reviewed and the team is expected to deliver them with the same resources and in the same time as the original scope.

the opposite of scope creep is scope seep. this is when the accountant or team volunteers to do extra work and take on extra requirements and issues. now of course the customer will never turn down “free help” and when this is done over and over, the customers quickly assume all of their issues they vaguely speak to you about are included in the price.

more on radicalism: the radical approach to bundling services | the radical approach to pricing | a radical close look at value pricing | get radical about pricing | six competitive advantages for the radical cpa | the market is moving toward the radicals | 5 radical transparencies; are you ready?

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

because we’re afraid or not used to confronting uncomfortable subjects (ahem, pricing), too often we let them change a part of our project management. we really need to get solid on what a change request is and make sure that when change requests are implemented, that the required pricing comes with it.

who should participate in a retreat?

september 28, 2015

by marc rosenberg

include the relevant folks – but no more than 15 unless you plan on breakout groups.

by marc rosenberg
cpa firm retreats

what to discuss at a retreat is important, but so is who will be doing that discussing.

firms naturally tend to limit participation to key people – the partners, plus professional staff such as the coo, firm administrator, marketing director and hr director – so that sensitive and confidential issues are more easily discussed. also, keeping the group small lends itself to better group participation and more fruitful discussions.

more on retreats: retreat logistics: how long, what kind? | what should cpa firms discuss at retreats? | why do cpa firms conduct retreats?

on the other hand, there are benefits to involving others in the firm beyond the key people… if the objectives include five key items:
read more →

the radical approach to bundling services

september 18, 2015

by jody padar

package your knowledge, and don’t forget client personality.

by jody padar
the radical cpa

how do you take that tax planning, that small business expertise or whatever insight it is that you own and package it so it’s similar to a product? that’s what the next generation of firms has figured out how to do.

i started doing this pre-cloud. i had to figure out a way to keep my customers engaged with me all year without doing bookkeeping because i didn’t want to do bookkeeping. i productized my year-round tax services.

more getting radical: the radical approach to pricing | a radical close look at value pricing | get radical about pricing | let’s get radical about content | each social channel has a language | get ready for radical transparency | 5 radical ways to be social and strategic | how i got started being social | how social media transforms firms to their core | six competitive advantages for the radical cpa | radical tenet #1: embrace the cloud | radical customers are on their way | 5 radical transparencies; are you ready? | 4 questions radical firms must face | being radical is all about your customer | being radical starts with being the change | why start being radical now? | going radical: the 4 tenets of a ‘new firm’ | why should cpas be radical? | the roots of ‘radical’ cpa s

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

i also took every piece of work i could take outside of tax season and separated it from the tax return. we do the work outside of tax season and charge for it as a separately stated item. today, so many firms are still doing accounting cleanup work that can be done outside of tax season in tax season and they’re not charging for it separately. i’ve heard firm leaders say, “oh, that’s part of doing a tax return.” no, it’s not. getting accurate books before you do a tax return should be priced and completed outside of tax season. it shouldn’t clog up your firm in march.

the radical approach to pricing

september 4, 2015

by jody padar

bonus checklist: the 3 prices you need to set.

by jody padar
the radical cpa

you should know your relative costs and assumptions to value. when i say, “know your cost,” you’re not going to know every freaking minute that it takes to do something. but you should know approximately what the accounting file is like.

when you’re thinking about pricing your cleanup work with either a cloud-based product or let’s say you’re not even in the cloud, you should have already done a diagnostic on that quickbooks file or whatever accounting software the prospect is using.

more on radicalism: a radical close look at value pricing | let’s get radical about content | each social channel has a language | get ready for radical transparency | 5 radical ways to be social and strategic | how social media transforms firms to their core | 10 radical steps into the cloud | six competitive advantages for the radical cpa | radical customers are on their way | the market is moving toward the radicals | 5 radical transparencies; are you ready? | being radical is all about your customer | being radical starts with being the change | why should cpas be radical? | the roots of ‘radical’ cpas

you also should analyze the five traits of their financial personality:

trend outlook 2016: change agents needed

september 3, 2015

by 卡塔尔世界杯常规比赛时间 research

firm results are again on the rise.

thinking technology? then think beyond average

september 1, 2015

by 卡塔尔世界杯常规比赛时间 research

‘average is where the best of the worst meets the worst of the best.’

by jim boomer
the accounting firm operations and technology survey

the accounting firm operations and technology survey provides some great insights on where firms stack up in both practice management and technology. i encourage you to view this as the starting point, though. strive to be better in all areas regardless of whether you are below, at or above average. after all, average is where the best of the worst meets the worst of the best.

break away from the herd

whether it is technology, processes or new service lines, we, as a profession, have the tendency to follow the herd. large firms look at peers and do what they do. small firms tend to look at other small firms.i challenge you to look beyond the firms of similar size for additional ideas on how to support your firm’s continued improvement and growth. we’ve found that small firms can learn a great deal from those that are larger and vice versa. read more →

why do cpa firms conduct retreats?

august 31, 2015

by marc rosenberg

team building is great, but the benefits don’t have to end there.

by marc rosenberg
cpa firm retreats

management retreats are one of the best ways to accomplish the wonderful things that the so-called management gurus tell us our firms should be doing:

communicating
planning/thinking
empowering
focusing on objectives
problem solving
shifting our paradigms
doing first things first
being proactive
changing with the times

… all designed to achieve success in our organizations, whether success is defined by profits, growth, survival, happiness, challenge or all of the above.

but what are the benefits of partner retreats?