Ready to Move to the Cloud? It Takes Planning

Byron Patrick will be appearing at the Accounting & Finance Show. Click here to learn more
Portrait of Patrick Byron
Patrick

Careful setup makes it easy to disable accounts when people leave.

By Byron K. Patrick

Technology in the cloud has already shown its promise. Many small businesses have already moved from having physical servers onsite to a “cloud-only” technology strategy. They’re experiencing significant gains in productivity and mobility. You may be wondering if that’s the right decision for your company.

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Cloud technology works. In fact, the cloud is secure, flexible, mobile, affordable and dependable. But it’s not magic. It takes more planning and work than simply saying, “Alexa, turn on the cloud-only tech strategy.”

Here are some key points to consider... READ MORE →

Financial Planning and the New Tax Law

John Napolitano will be appearing at the Accounting & Finance Show. Click here to learn more
Portrait of John Napolitano
Napolitano

C corp instead of S? Paying down mortgages? So many questions.

By John P. Napolitano
U.S. Wealth Management

The new tax act once again puts tax planning at the epicenter of financial planning. While most high-income taxpayers have always considered tax planning to be a core part of their financial plan and economic well-being, the Tax Cuts and Jobs Act makes a planning conversation between CPAs and their clients even more natural than it already was.

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The biggest conversation piece for CPAs with high-end or business-owner clients is the rate reduction for businesses. This discussion starts out with an assessment of whether this provision will apply to your clients. READ MORE →

Misconceptions and Truths about Remote Work

Jody Grunden will be appearing at the Accounting & Finance Show. Click here to learn more
Portrait of Jody Grunden
Grunden

"Our team communicates face to face with one another as well as with our clients all day."

By Jody Grunden
Summit CPA Group

My partner and I run a fully distributed CPA firm. Yes, you read it correctly.

Summit CPA Group is a CPA firm with over 40 full-time professionals, mostly CPAs, with the mission statement, “Changing the way people think about accounting.”

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As I mentioned, the firm is 100 percent distributed, meaning that our team works entirely from home. Moreover, our team works 100 percent virtually with our clients. The two primary services that we offer are 401K audits and virtual CFO services.

I recently asked a few members of our team, “What do people say when you tell them that you work for a remote or distributed accounting firm?” Their responses were very interesting. READ MORE →

Changing the Referral Game

Portrait of Ryan Suydam
Suydam

Solid strategies for activating promoters in 3 phases.

By Ryan Suydam
Client Savvy

Many marketers agree: The best marketing is a delighted client telling others about the great service your firm provided.

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

Most marketers also agree: Our professionals and project managers don't do nearly enough to leverage potential referrals, even when we've earned them.

How can you change the referral game?

What prevents your seller/doers from asking for a referral?

Why aren't your best clients already telling everyone how great you are?

READ MORE →

10 Reasons Why Partners Don’t Understand Marketing

Portrait of Jeff McKay
McKay

But they need to.

Jeff McKay
Prudent Pedal

One of my more popular and controversial blog posts is “Why Your Marketer Doesn’t Understand Your Firm’s Business.” The title alienates marketers before they get to the first sentence. It satisfies partners because it recognizes what they might think but would never say aloud.

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

Not being one to avoid controversy or healthy debates, I thought it would make sense to share a marketer’s point of view about why “the line” lacks a grasp of marketing. My sincere and ambitious goal is to reconcile and build the collaborative power of both parties.

Following are 10 reasons why practice leaders and partners don’t understand marketing.

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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, SalesGrowth 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 →

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?
READ MORE →

Marc Rosen on Relationship Capital [VIDEO]

The true currency of abundance.

In this TEDx Talk, Marc Rosen, co-founder of the Client Experience Institute, addresses the $8 trillion of wealth about to be transitioned by baby boomers and how that impacts professionals like CPAs, financial advisors, and accountants.

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More Marc Rosen:  The Advisor of the Future: Client Champion

Client Experience Institute™ is an advisory firm specializing in serving organizations who are all about delivering more value, more knowledge, and more results to their respective stakeholders. They work with like-minded professionals who are willing to think differently about how value is created, delivered, and sustained.

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, SalesGrowth 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 →

Today’s Top 20 Tips for Building a Growth-Driven Accounting Firm

Checklist: The best ideas from the top rainmakers.

By Rick Telberg
CPA Trendlines

While most accounting firms do a good job of sustaining revenues through a strong referral system, the best-performing practices put robust systems in place to attract new prospects, cultivate leads, and close new business.

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

In a new survey of top accounting firm marketers and rainmakers, CPA Trendlines finds at least 20 strategies worth sharing: READ MORE →