Here are four ways to stop leaving that money on the table.
By Sandi Leyva
The Complete Guide to Marketing for Tax & Accounting Firms
Accounting firms have done a great job adopting paperless office technologies, the web and even cloud computing, so you may feel you have been doing all you can to streamline margins, become “client-centric,” as some consultants call it, and grow your practice. But I believe there is even more opportunity that very few, if any, in the accounting profession have fully identified or embraced.
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I only bring this up because I believe most CPA firms are leaving about 60 percent of their potential revenue on the table (and I can prove it). Worse, they are not sharing their badly needed financial expertise with more businesses that could be greatly helped, especially now.
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