Now, with smarter search, deeper analysis, more detailed responses (v.2.7).
Now, with smarter search, deeper analysis, more detailed responses (v.2.7).
Clients notice the small things.
By Ed Mendlowitz
Tax Season Opportunity Guide
Don’t be sloppy. It gets noticed.
Exclusively for PRO Members. Log in here or upgrade to PRO today.Sloppy work is always evident and usually incomplete. Thorough work is careful and usually complete.
Stay independent but keep looking upward.
By Domenick J. Esposito
8 Steps to Great
Your firm was knocking the cover off the ball with a strategy of getting bigger with quality growth, stronger with quality talent, and more profitable but it is increasingly obvious that it has become difficult competing in today’s mid-market space.
Exclusively for PRO Members. Log in here or upgrade to PRO today.The business environment is anemic and organic growth is hard to come by. Your challenge is exacerbated when you see an insufficient number of young superstars and rainmakers and your senior partners, mostly baby boomers, don’t have an awful lot of “golf course” left to play.
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You can’t just acquire new business. You have to retain it.
By Jody Grunden
Building the Virtual CFO Firm in the Cloud
I bet you can imagine that marketing a virtual accounting firm is different than it is for traditional brick-and-mortar accounting firms. When you’re only serving your local area, you need to focus on things like signage, local advertising, the Yellow Pages, your website, Google My Business, Yelp, Chamber of Commerce and word-of-mouth referrals. Those are all great ways to get noticed by people in your area who would benefit from the services you offer.
Exclusively for PRO Members. Log in here or upgrade to PRO today.
When your customer base isn’t confined to a specific location, however, it changes the game a bit. You still want word-of-mouth referrals and you still need a website, but it becomes even more important to focus on search engine optimization (SEO) and thought leadership – developing your online platform, publishing articles with industry publications, speaking, etc. – to help people discover your services.
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Responding to demand is not enough. You need a plan.
By Hitendra Patil
Client Accounting Services: The Definitive Success Guide
For many firms, client accounting services begins with a single strategic question and grows into a powerful service line. Today, CAS is not just a value-add but a crucial driver of relevance, client loyalty and sustainable revenue. This growth indicates a promising future for firms willing to invest in CAS expansion.
Exclusively for PRO Members. Log in here or upgrade to PRO today.
The 2024 AICPA/CPA.com CAS Benchmark Survey shows that CAS is no longer in its early stages. It is now progressing rapidly, with a median growth rate of 17 percent, and more than half of the firms expect to increase CAS revenue by 25 percent or more in the following year. Despite this growth, only 21 percent of firms have a formal CAS strategy in place. Without clear direction, growth efforts are scattered, leading to inconsistent client targeting, disjointed marketing and uncoordinated service delivery. As a result, capacity hits a ceiling, ideal client profiles become unclear and the value firms provide goes unrecognized outside their existing client base.
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Randy A. Fox, CFP, AEP is the founder of Two Hawks Consulting LLC. He is a nationally known wealth strategist, philanthropic estate planner, educator and speaker. |
Consider options beyond donor advised funds.
By Randy A. Fox
The Holistic Guide to Wealth Management
After interviewing several thousand high-net-worth families, The U.S. Trust Study of the Philanthropic Conversation found that one-third of respondents (31%) would switch to a new advisor if that advisor could talk to them meaningfully about philanthropy.
Exclusively for PRO Members. Log in here or upgrade to PRO today.Think about that for a second. One-third of affluent families would switch to a new advisor if that individual was more adept than their current advisor at helping them give their money away. It has nothing to do with investment returns, asset allocation or finding hot alternative investments. It has to do with understanding the client’s values and seeing the whole picture.
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