Here’s what you’re looking for: August J. Aquila

GROWTH STRATEGIES

Sixteen Steps for Maximizing Firm Resources

Businesspeople having a meeting over coffee sitting together at a table discussing a document, young man and two middle-aged women present

Productivity and profitability will benefit.

By August Aquila
MAX: Maximize Productivity, Profitability and Client Retention

If you understand your client base you can better allocate resources and effectively manage your human, financial, technological and other assets to maximize efficiency, productivity and profitability. Here are steps you can take to allocate resources effectively:

MORE by August J. Aquila
GoProCPA.comExclusively for PRO Members. Log in here or upgrade to PRO today.

 

  1. Set Clear Objectives: Define your firm’s short-term and long-term goals. Understand what projects, clients and services are a priority for you, and then, align resource allocation accordingly.

READ MORE →

MARKETING & SALES

How to Break Clients into Tiers

Woman looking at computer screen, man looking over her shoulder

Including examples of criteria.

By August Aquila
MAX: Maximize Productivity, Profitability and Client Retention

Client tiering is a strategy used by CPA firms to categorize their clients based on various factors such as revenue, complexity of services, profitability and more. This approach helps the firm allocate resources effectively, provide tailored services and prioritize high-value clients.

MORE by August J. Aquila
GoProCPA.comExclusively for PRO Members. Log in here or upgrade to PRO today.

 

A tiering system for a smaller firm can be very simple with emphasis on billable hours, dollars and billing rate realized. For larger firms it can become more complex, and the firm may create more tiers.
READ MORE →

MARKETING & SALES

Fourteen Considerations for Tiering Clients

illustration of businesspeople standing on different heights of tiers

You might find they don’t all belong.

By August Aquila
MAX: Maximize Productivity, Profitability and Client Retention

Not all clients are equal. Besides client profitability, there are various factors to consider when tiering clients.

MORE by August J. Aquila
GoProCPA.comExclusively for PRO Members. Log in here or upgrade to PRO today.

 

Here is a tiering process that looks at 14 factors that include categorizing clients based on their value to the firm, their needs, but also several other relevant factors. If you do this, you can allocate resources efficiently and effectively and provide tailored services to different client segments.
READ MORE →

MARKETING & SALES

The Marketing Technology You Need for Success and Growth

Tips for accounting firms of all sizes.

By August Aquila
MAX: Maximize Productivity, Profitability and Client Retention

For a CPA firm to be successful today, it is necessary to leverage marketing technology to attract and retain clients, streamline processes and maintain a competitive edge. The new marketing technology is necessary to be a firm in the 21st century.

MORE by August J. Aquila
GoProCPA.comExclusively for PRO Members. Log in here or upgrade to PRO today.

Depending on the firm’s size you probably won’t need all the technologies listed below. I’ll break them down by firm size based on volume.

Here are some important marketing technologies that can benefit a CPA firm.

READ MORE →

MARKETING & SALES

Marketing Success in Ten Steps

Tracking your interactions is key.

By August Aquila
MAX: Maximize Productivity, Profitability and Client Retention

If you recently passed the CPA exam, Bar or other professional designation, congratulations. You put a lot of work and time into learning about the technical aspect of your profession.

MORE by August J. Aquila
GoProCPA.comExclusively for PRO Members. Log in here or upgrade to PRO today.

 

Unfortunately, what they didn’t teach you is how to build a professional practice, gain clients and understand client needs. These talents are just as important as being a good auditor, tax consultant or management consultant.
READ MORE →