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Passed on ChatGPT the First Time? It’s Time to Think Again.

ChatGPT is evolving so fast you’ll need weekly updates.

By Sandi Leyva

Tax and accounting professionals are used to keeping up with new tax laws that arrive rapidly. One thing that’s changed faster than tax law this year is AI, specifically the features of ChatGPT.

Check out our webinars on ChatGPT,
offered as a deep discount bundle or separately.
Webinar Schedule:
MORE ChaptGPT here

If you decided to use ChatGPT a few months ago, this software tool has changed drastically. And the new features are breathtaking.

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MARKETING & SALES

Seven Steps to Keeping Your Clients Forever

Two businessmen shaking hands at a restaurant table

BONUS: You’ll probably see more revenue from them, too.

By Sandi Leyva
The Complete Guide to Marketing for Tax & Accounting Firms

It’s far less expensive to keep your existing clients happy than it is to find new clients, especially since the trust factor between people is at an all-time low.

MORE: Ten Ways to Make Your Business Irresistible | Eleven Ways to Serve Clients Even Better | Eight Ways to Build Busy-Season Stamina | Make Your Prospect Kit Stand Out | Six Ways to Beat the Competition | Grow Your Revenue with Three Marketing Strategies | What Can ChatGPT Do for Accounting Professionals?
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So you might want to think about redirecting a portion of your marketing attention on your existing client base instead of networking for new clients.

I’ve met a lot of business owners who have trouble getting their employees to sell while they’re on-site, and I’ve also heard from some customers who’ve remarked that their vendors don’t stay in touch with them. So here are some tips to mine the pot of gold that lies right before you: your current clients who already trust you and are eager to hear about new solutions that will ease their pain and problems.
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ADVISORY & CONSULTING

How to Leverage ChatGPT in Advisory Work

Learn the language of commands and prompts. And check the math.

By Sandi Leyva

The generative AI model ChatGPT, developed by OpenAI, has been out for over a year. Yet, roughly half of the accounting professionals taking my ChatGPT webinars haven’t found the time to try it out yet. In this article, I want to give you a sneak peek into just one of the many tasks ChatGPT can perform for you to shorten your day potentially.

Check out our courses on ChatGPT,
offered as a deep discount bundle or separately.
Webinar Schedule:
MORE ChaptGPT here

Let’s say you have a client with some advisory questions. They want to know the answers to the following four questions based on sales data for a particular period:

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CHECKLIST

Your ChatGPT Checklist: Get Started with Generative AI

What accountants need to know today.

By Sandi Leyva

ChatGPT is a game-changing technology for accounting and tax professionals. If you haven’t already tried it, you’re missing out on potentially significant efficiencies for your firm. Like any technology, it has some pitfalls you must be aware of. But that shouldn’t stop you from at least seeing what all the fuss is about.

Check out our courses on ChatGPT,
offered as a deep discount bundle or separately.
Webinar Schedule:
MORE ChaptGPT here

Here’s a 12-item checklist to get you started on ChatGPT:

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MARKETING & SALES

Ten Ways to Make Your Business Irresistible

Magnet drawing in three people

Draw new clients in like a magnet.

By Sandi Leyva
The Complete Guide to Marketing for Tax & Accounting Firms

If you’re an expert at something, don’t be the best-kept secret on your block. Get the word out about what you can offer others, and one way to do that easily, especially if you’re an accountant, is to build your reputation.

MORE: Eleven Ways to Serve Clients Even Better | Give to Receive, and Eight More Ways to Boost Sales | Five Things That Clients Don’t Know about Accountants | Five Ways to Wow Your Clients | How to Fight Feeling Overwhelmed | You’re Missing 60% of Your Revenue | Make the Most of CPE Conferences | Beyond Compliance: Six Tips for Adding Value | Track Six Figures to Test Your Marketing | When You Don’t Know What You Don’t Know
GoProCPA.comExclusively for PRO Members. Log in here or upgrade to PRO today.

Here are 10 quick tips to boost yours.

1. Get credentialed, certified or educated. A good credential – and the CPA is pretty much the gold standard – will get you instant credibility with your prospects and clients. You are simply treated better and respected more when you’ve earned a credential that others recognize.
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CLIENT SERVICE OPPORTUNITIES

Eleven Ways to Serve Clients Even Better

Businessman standing outside the office on the phone with coffee

Improve your relationships and your revenue.

By Sandi Leyva
The Complete Guide to Marketing for Tax & Accounting Firms

As you build your relationships with your clients, it’s always a good thing to see how you can serve them even better.

Here are 11 ways you can add value to your existing services that will enable you to stand out from the competition, serve the client better and put more green in your bank account.

MORE: Give to Receive, and Eight More Ways to Boost Sales | Five Ways to Target the Low-Hanging Fruit | Are Your Revenue Projections Realistic? | Six Strategies to Make More without Working More | The Art of Prompt Engineering for Accountants | Calculate Your Business Relationship Ratios
GoProCPA.comExclusively for PRO Members. Log in here or upgrade to PRO today.

As you go through the list, check them off to see which ones you are doing, and which ones sound good to add to your business.
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MARKETING & SALES

Give to Receive, and Eight More Ways to Boost Sales

Confident businesswoman handing man a business card in networking session

These tips work for referrals, too.

By Sandi Leyva
The Complete Guide to Marketing for Tax & Accounting Firms

Networking is an essential part of building your business.

Whether you network locally, nationally or internationally, there are some tips that are common to all businesses:

MORE: Five Ways to Target the Low-Hanging Fruit | Eight Ways to Build Busy-Season Stamina | Make Your Prospect Kit Stand Out | Six Ways to Beat the Competition | Grow Your Revenue with Three Marketing Strategies | What Can ChatGPT Do for Accounting Professionals? | Generative AI: Should You Avoid It or Adopt It? | Want Better Clients? Here’s How | Get Your Name in the News
GoProCPA.comExclusively for PRO Members. Log in here or upgrade to PRO today.

1. Be crystal clear about what you do and how people can use you. Also know exactly who your ideal client is in case you’re asked. If you don’t do this, you’ll leave people scratching their heads about you and they won’t know how to connect with you even if they want to.
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MARKETING & SALES

Five Ways to Target the Low-Hanging Fruit

ripe apples are hanging on a branch covered with first snow

Easy tips you can implement right now.

By Sandi Leyva
The Complete Guide to Marketing for Tax & Accounting Firms

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.

MORE: Eight Ways to Build Busy-Season Stamina | Five Things That Clients Don’t Know about Accountants | You’re Missing 60% of Your Revenue | Beyond Compliance: Six Tips for Adding Value | Track Six Figures to Test Your Marketing | Eight Things to Give New Clients | Four Ways Small Firms Can Beat Large Ones | Five Emotional Skills for Entrepreneurs | Transform Your Marketing with CRM | Five Kinds of Small Thinking | Five Tests: How Open Are You to Change?
GoProCPA.comExclusively for PRO Members. Log in here or upgrade to PRO today.

As entrepreneurs, we still need to make payroll, meet our budget goals and get enough cash in to keep our doors open. So how can we cash in on the low-hanging fruit?
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