Topic: Growth

5 Cool Ways to Streamline Data Sharing

Clients and stakeholders benefit, and so do you. By Sandi Smith Leyva The Accountant’s Accelerator Do you ever get any of the following questions from clients or co-workers? I can’t find your email. I accidentally deleted what you just sent me. My computer crashed and I lost everything. (And I want you to take up your precious time to help me recreate everything you’ve ever sent me.) I lost my tax return and I need it in the next five seconds. MORE ON SMALL-FIRM GROWTH STRATEGIES: 9 Ways Accountants Throw Away Profits | 5 Ways a Deadline Can Help Close a Deal | 7 Ways to Get New Revenue from Old Clients | 5 Things You Know That Clients Don’t | […]

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New CPA Trendlines Alliance Delivers Growth and Succession Tools for CPA Firms

CPA Trendlines joins with The Succession Insititute to launch new Practice Management Resource Center for firms of all sizes. CPA Trendlines is pleased to offer growth-minded firms a vast new set of resources through a special alliance with the Succession Institute LLC. The Succession Institute LLC provides firms with educational and advisory services in CPA firm management, leadership development, succession management, and practice development. The program is led by two of the profession’s most distinguished advisors, Bill Reeb and Dominic Cingoranelli, who bring a world of experience to CPA firms, having practiced and consulted for their entire careers. Reeb is one of the profession’s leading luminaries in his own right, active as a member of the AICPA, including service on […]

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How to Calculate Your ‘Opportunity Number’

Bonus checklist: 6 steps to get you there. By Sandi Smith Leyva The Accountant’s Accelerator Every week, do you get wonderful, exciting calls from new clients who want to use your services? You might want to talk with every one of them to get the sale. The problem is, if you do, you’re likely to go bankrupt. Let me explain. MORE ON SMALL-FIRM GROWTH STRATEGIES: 3 Tips for Following Up with Prospects | 9 Ways Accountants Throw Away Profits | 5 Ways a Deadline Can Help Close a Deal | 7 Ways to Get New Revenue from Old Clients | 9 Ways to Increase Sales through ‘Power Networking’ | 3 Ways to Test Your Revenue Forecast | 8 Must-Haves for […]

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3 Tips for Following Up with Prospects

It’s the key to 98 percent of your sales. By Sandi Smith Leyva The Accountant’s Accelerator It seems there are hundreds of questions swirling around how to follow up with prospects. MORE ON SMALL-FIRM GROWTH STRATEGIES: 5 Ways a Deadline Can Help Close a Deal | If You Don’t Develop Your Business, Who Will? | 7 Ways to Get New Revenue from Old Clients | Draw New Clients In Like a Magnet | 11 Ways to Add Value for Clients | 9 Ways to Increase Sales through ‘Power Networking’ | 5 Things You Know That Clients Don’t | 3 Ways to Test Your Revenue Forecast | 8 Must-Haves for a Prospect Kit | Whip Out the Wow Factor for Clients […]

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9 Ways Accountants Throw Away Profits

CHECKLIST, plus how to fix your billing habits to compensate. By Sandi Smith Leyva The Accountant’s Accelerator A critical measure for accountants – whether they bill either by the hour or a fixed price – is the amount they bill clients each month. As anxious as many accountants are to raise their revenues, their daily activity often sabotages that goal with the same common billing mistakes. MORE ON SMALL-FIRM GROWTH STRATEGIES: 5 Ways a Deadline Can Help Close a Deal | If You Don’t Develop Your Business, Who Will? | 7 Ways to Get New Revenue from Old Clients | Draw New Clients In Like a Magnet | 11 Ways to Add Value for Clients | 5 Things You Know […]

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5 Ways a Deadline Can Help Close a Deal

It might be just the push a client needs. By Sandi Smith Leyva The Accountant’s Accelerator In the accounting profession, there are a ton of deadlines. Month-end, quarter-end and year-end. Payroll taxes, sales taxes and corporate taxes. And extension deadlines, filing deadlines and payment deadlines, to name just a few. MORE ON SMALL-FIRM GROWTH STRATEGIES: Mindset Is Key to Marketing | Become a Millionaire in 3 Steps | When Your Business Card Works Against You | 10 Ways to Ruin a Website | 4 Steps to Weather Any Economic Storm | Want to Be Stress-Free? Use Your Strengths | ‘Time Problems’ Don’t Exist | Could You Use More Energy This Tax Season? | 15 Items for Your ‘Business Bucket List’ […]

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9 Ways to Increase Sales through ‘Power Networking’

These tips work for boosting referrals, too. By Sandi Smith Leyva The Accountant’s Accelerator Networking is an essential part of building your business. MORE ON SMALL-FIRM GROWTH STRATEGIES: 5 Things You Know That Clients Don’t | 3 Ways to Test Your Revenue Forecast | 8 Must-Haves for a Prospect Kit | Whip Out the Wow Factor for Clients | How to Work the Same Hours and Make More Money | If You’re a ‘Best-Kept Secret’ Cut It Out! | 5 Ways to Turn a Tough Day Into a Great One | Take Advantage of 4 Key Marketing Strategies  | Four Ways to Stop Leaving Money on the Table Whether you network locally, nationally or internationally, there are some tips that are […]

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If You’re a ‘Best-Kept Secret’ Cut It Out!

Try these 6 ideas to stop losing business to competitors. By Sandi Smith Leyva The Accountant’s Accelerator It’s rare that I lose business to competitors, and it’s also not an accident. 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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Fernando Gomez | Money Tips

3 Cost-Control Ideas for Small Business. Fernando Gomez, CPA Jackson Heights, N.Y. fgomezcpa.com. 1. A business should have appropriate insurance coverage. Consider increasing the insurance deductible, where permitted, on all types of business insurance in order to reduce the premiums paid. 2. If the business has employees then it must maintain workers’ compensation insurance. Consider paying such insurance on a monthly basis throughout the year based upon actual payroll figures instead of paying based upon payroll estimates, which can be higher. 3. Consider the “Installment method” when selling a small business. Reporting the sale using this method can save significant amount of taxes, and can provide flexibility for both the seller and buyer.

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