It’s the best way to create a sense of trust.
By Steven E. Sacks
The NEW Fundamentals
There are challenges, but also great opportunities.
By Hitendra Patil
Accountaneur: The Entrepreneurial Accountant
What services do your clients value the most?
By Jody Grunden
Building the Virtual CFO Firm in the Cloud
Upgrade membership with no-risk free trial
Meditation is one way, but there are others.
By Bill Reeb
Your mind is the most powerful resource available to you. It is easy to think of it as a supercomputer, running your physical being: constantly compiling data, processing complex transactions, creating internally revealed reports and so on.
MORE: Have Your Beliefs Stopped Serving You? | Your Obligation to Yourself | Work Smarter, Not Harder | Why We Risk Change | Learn to Embrace Failure | What Would Make You Happy? | Do You Have a Goal or Just a Speed?
Exclusively for PRO Members. Log in here or upgrade to PRO today.
We know through research that most of us barely tap into our brain’s full capability, so it is also not hard to get complacent and deem the brain to be some magical organ that we just hope keeps running properly. As well, it is easy for us to get comfortable interacting with our minds as if we were only data entry operators rather than the brain’s lead programmer.
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Choosing the Right Covered Period and Filling Out the Form, with Cases and Examples [Intensive]
With Bradley Burnett
Live 3-hour Webinar
Friday, Oct. 2
2 pm ET
3 hours, 3 CPE
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Marketing requires ruthless accountability.
By Jassen Bowman
At all times and in all circumstances, you need to hold your marketing ruthlessly accountable for results.
MORE: The Secrets of Multi-Hit Marketing | Grow Faster, Be More Efficient | Your Sales Funnel Needs Systems | How Tax Resolution Works | 4 Tax Resolution Industry Flaws | Need a New Service Line? Consider Tax Resolution
This is an inherent difference between direct response marketing and image advertising or branding. In a practical sense, this means that you need to test, track and measure everything you do in your marketing.
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Four questions to ask yourself first, plus 10 more things to know.
By Marc Rosenberg
CPA Firm Growth: Keys to Practice Development
Many firms struggle with revenue growth for many years and then, reach the point when reality sets in: The partners recognize they don’t have the skills or the desire to be active and effective at business development.
MORE: How and Why to Hire a Marketing Director | Marketing Plans and Why You Need One | Working Business Development into Your Day | How Marketing Systems Produce Business Growth | 6 Keys to Developing New Client Prospects | Protect and Grow Existing Clients | 19 Takeaways from the History of CPA Firm Practice Development
Many of these firms decide to hire a marketing consultant to jump-start their marketing and get them on a path to growth.
Who, what and where: The keys to smarter networking.
By Ty Hendrickson
Do you ever feel frustrated that you put yourself out there in networking situations, but you just don’t see the results you want?
MORE: The One Big Reason Your Hiring Sucks | 5 Crucial Areas of Firm Culture Not to Ignore | Maybe the Pandemic Isn’t All Bad | Can You Really Grow Without Adding Clients?
So, what’s the secret to being efficient with business development and not getting burnt out on all of these after-hours networking events?
With Anthony Glomski and Russ Alan Prince
Live 1-hour webinar
Tuesday, Oct. 6 at 1 pm ET.
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For most accountants, the toughest part of building a highly successful practice is bringing in new business.
But sourcing high-value clients is a cornerstone of only the most accomplished accounting practices.
In this exclusive live 1-hour video workshop, you’ll learn how to:
Prince and Glomski will explain a proven methodology for producing a steady stream of new high-value accounting clients for your practice — no matter what kind of accounting practice you have.
They will walk you through the process and show you how to build a pipeline of great clients exclusively interested in working with you, above all others.
Only $39 for CPA Trendlines PRO Members with the Members-Only link below (login required):
Vital to coping with the COVID-19 crisis.
By Anthony Glomski and Russ Alan Prince
Your $5-Million High-Net-Worth Practice
A lot goes into building a $5 million high-net-worth practice.
Join Glomski and Prince for “How to Build a Pipeline of New High-Value Clients” Oct. 6, 1 pm ET. Get the details here
MORE: What the Wealthy Need | Setting Financial and Practice Goals During COVID-19 | 4 Components of a High-Net-Worth Practice | Life Insurance as Part of Wealth Management | Mistresses, Mister-esses and Accountants | The Coming Boom in Tax Services for the Super-Rich
It is a given that you will need wealthy clients. For most accountants, most of these wealthy clients are very likely to be successful business owners. But that is not always the case. You can potentially achieve your financial end goals with wealthy inheritors, for example.
Another step by Amazon into the service space.
By Rick Richardson
Amazon has become a ubiquitous part of the modern world, but now it may even make its way into rental properties.
MORE TECH THIS WEEK: Global Tokenization Standards in the Works | Three COVID-19 Opportunities for Robots | FBI Warns of Back Doors in Chinese Tax Software | Zoom Will Offer End-to-End Encryption to All Users | castAway Gives Your Smartphone an Extra Screen | An Aging Satellite Returns to Service
Amazon is unveiling a program to make it easy for landlords to include Amazon and Alexa-powered devices in rental units across the country, including the Echo Dot and other Amazon smart products.
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Fake employees, fake businesses, and lavish spending mar the COVID relief program.
Have you walked away from any PPP engagements?
PPP Practice Management Do’s and Don’ts:
Join the Survey. Get the Results.
By Sandi Leyva
With fast money comes fast fraud, and the arrests and jail terms are only just beginning for individuals who applied for PPP money under false pretenses and have already been caught. You’ve seen the headlines, where people from every walk of life including reality TV stars, rappers, a Wal-Mart manager, and even an NFL player have been arrested on charges of PPP loan fraud.
Join the Next Webinar: PPP Loan Forgiveness – Choosing the Right Covered Period and Filling Out the Form: Cases, and Examples, with Bradley Burnett. Friday, Oct. 2, 2 pm ET / 11 am PT. 3 hours, 3 CPE.
View details
PPP fraud has likely already impacted your firm. The extent of the fraud is the real story.
One thing is fairly predictable: “Audits will pick up,” says Bradley Burnett, tax attorney and instructor of the PPP Forgiveness webinars being conducted by Accountant’s Accelerator and CPA Trendlines.
According to respondents of an ongoing survey being conducted by CPA Trendlines and Accountant’s Accelerator, preliminary results show that just over 1 out of every five accounting professionals offering PPP services (22 percent) has had to walk away from at least one PPP engagement. And one firm has had to walk away from more than five PPP engagements.
