Here’s what you’re looking for: CPA Trendlines Research

CLIENT SERVICE OPPORTUNITIES

The Advisor of the Future: Client Champion

Servicing clients with courage and conviction.

Rosen

By Marc Rosen
Client Experience Institute

With many clients demanding more from their accountants and advisors, it’s time to embrace a more proactive approach – Client Champion.

More at CPA Trendlines on: Marketing, Practice Development, Sales, Growth Strategies.

More Marc Rosen: Marc Rosen on Relationship Capital [VIDEO]

By serving as a Client Champion, you can unleash another form of value that creates true distinction. READ MORE →

MARKETING & SALES

How to Create and Communicate Value in Every Prospect or Client Interaction

Portrait of Amy Franko
Franko

3 steps to communicating business value.

By Amy Franko

As a busy practice leader, it can be tough to balance the delivery aspects of your role with the continual need to cultivate new business.

As you think about your prospects and clients, take a moment to consider your interactions with them.

More at CPA Trendlines on: Marketing, Practice Development, Sales, Growth Strategies.

What kind of impression do you make on your clients?

Each time you meet with, talk to or write to them, you have an opportunity to bring value.

Do they think of you as someone who leaves every interaction better than you found it?
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BUSY SEASON MANAGEMENT

Busy Season 2018: How Good Can It Get?

Join the survey. Get the results.

More work, more clients, more fees, more profits. So who’s complaining?

By Rick Telberg
CPA Trendlines

Despite beginning in chaos and uncertainty with the biggest tax-law change in three decades, Busy Season 2018 may go down as a banner year in the books for the tax profession – one of the best ever, according to the annual CPA Trendlines Busy Season Barometer.

Scroggs

Kathy J. Scroggs, of Scroggs & Associates in Montecito, Calif., says, “My team is working like a well-tuned grand piano.”

Almost half of all CPAs report a busy season better than last year, with more work and higher profits. Additionally, two-thirds cite gains in revenue and in the number of clients.

One tax practitioner, reporting a “much better year,” is riding a wave of shifting clientele. “I’m having more people coming in to prepare and use e-file, more than last year,” he tells CPA Trendlines, “especially new business owners opening LLCs.”

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MARKETING & SALES

Go Viral: Making Your Content Marketing Worth the Time and Trouble

Four tips for creating content that generates leads and wins new business.

Nelson

By Christine Nelson
Ingenuity Marketing

Content is king, except when no one reads it.

If you want people to read your website, blog, brochure or articles, use these hints from our business ghostwriters.

More at CPA Trendlines on: Marketing, Practice Development, Sales, Growth Strategies.

These principles come from studies of sticky ideas, ways to attract attention and persuade readers. Use a few in your next writing project to create engagement with your audience. READ MORE →