By Sandi Smith Leyva, CPA Author of “10 Keys to Doubling Your Revenues“ You might be happy to hear me say all the things a brand new business does NOT need when they first start out: A logo is not necessary A $5,000 website is not necessary A bunch of social media accounts is not necessary A blog is not necessary (although a blog could replace the need for a website) So what is necessary? Let’s take a look at the big picture first, then we can see what’s needed at each level of business maturity.
CPAs slow to adopt marketing automation. Too many firms are failing to leverage their websites to capture leads, and the state of the art of using marketing technology to automate the lead nurturing process is in its infancy, according to the author of a new study of 150 CPA firms. [PRO MEMBERS GET THE FULL REPORT]
Clients find accountants’ tech skills lacking. By Rick Telberg CPA Trendlines As small and medium-sized businesses move increasingly online and adopt technologically integrated accounting systems, many tax and accounting firms will need to evolve or face extinction, according to a Sleeter Group survey.
By Rick Telberg As technology moves to the cloud and goes mobile, traditional accounting software sales and support businesses will be left behind by new business models built for subscriptions and high-end services. This could be bad news for the majority of accounting technology dealers and service shops. But to the executives at Sage North America, it’s their best hope for regaining relevancy in the U.S. market.
How to control costs, maximize profits, and focus on your real money-makers.
How to give clients real solutions, options and opportunities they’ll love. By Sandi Smith Leyva, CPA Accountant’s Accelerator Many accountants are QuickBooks ProAdvisors who offer QuickBooks consulting to their clients; you may be one of them. More at CPA Trendlines for soloists and small firms: Proactive Ways to Get More Referrals | The Three Biggest Money Leaks in Your Practice | New Client Opportunities with Mobile Apps | Six Questions to Launch Your Summer Strategy Sessions | What Most Accountants Miss in the Five Simple Steps to Get More Clients | 10 Ways to Add a “Money Maker” Hour to Your Day | 11 Sources of Wealth We Can Celebrate | Nine Value-Adds to Command a Higher Fee | How […]