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 … Continued
Include the relevant folks – but no more than 15 unless you plan on breakout groups.
By Marc Rosenberg
CPA Firm Retreats
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 … Continued
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 … Continued
Firm results are again on the rise.
New chat app accelerates business networking, client communications. By Hitendra Patil Pransform Inc. LinkedIn, undoubtedly the “go-to” social media platform for prospects to check out CPAs, is rolling out a messaging feature to allow real-time chat conversations. And it’s about time. Until … Continued
‘Average is where the best of the worst meets the worst of the best.’
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 … Continued
BONUS CHECKLISTS: 5 reasons not to manage employees by timesheet and 4 factors of fixed pricing. Join the survey; get the results: Pricing Strategies and Billing Rates By Jody Padar The Radical CPA Ron Baker and Ed Kless of the VeraSage Institute … Continued