NEW SURVEY LAUNCHED: CPAs plot their own economic stimulus plans

Over the next 6 to 12 months, what’s your outlook for your firm, your clients, your family and yourself?

Meanwhile, some early comments are coming in…

We have increased our business development efforts. Our IRAs and 401-Ks went to cash in August 2008 and remain there. We are meeting with a top Money Manager who is our client to determine what is a prudent way to proceed with an investment strategy.
Save, save, save
Better pre-qualification of new clients, offer greater resources for new and existing clients.
Monitor costs
We are beginning to actually do some marketing.
Work more closely with our clients, offer consulting services, budgeting help, profit planning
Hold the course as far as securties & real estate investments while building cash awaiting appropriate investment opportunities
To stay with either Advisory/Consulting work for accounting or the Audit sector. I live in an area (Wash DC) that primarily supports the Fed. Govt. as a client.
Tighten belt. Postpone Non-essential purchases.
Try to get out of debt

Posted at May 5, 2009
Filed Under BSG [CPA TRENDLINES] | 2 Comments

2 Responses to “NEW SURVEY LAUNCHED: CPAs plot their own economic stimulus plans”

Mary Partridge on May 13th, 2009 12:12 pm

I plan to become to add more value for my services with increased contacts throughout the year. Making our office the place where they want to come with financial questions because we are on top of the situation. I will be sending out selective newletters on a regular basis. Although it takes time to write, I want the client to be the best informed business person on the block.
Susan O. on June 11th, 2009 5:18 pm

Explore new/different business opportunities within our industry

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Rick Telberg | Editor