Businessmen standing on dollar billWhat services do your clients value the most?

By Jody Grunden
Building the Virtual CFO Firm in the Cloud

When I attend CPA conferences across the United States, I often hear from CPAs: “I don’t want to bill for my time.”

MORE: Protect Client Files from Cyberthreats | Boost Efficiency with Tech Stacks | The Only 3 Metrics You Need | How We Sell Audits Online | 3 Steps to Better Client Communication in a Crisis | Four Key Financial Metrics for Growing Any Business | Transferring Clients to a New Employee
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So, how do you bill your clients?
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Hate Billing? Use a Different Method

Businessmen standing on dollar billWhat services do your clients value the most?

By Jody Grunden
Building the Virtual CFO Firm in the Cloud

When I attend CPA conferences across the United States, I often hear from CPAs: “I don’t want to bill for my time.”

MORE: Protect Client Files from Cyberthreats | Boost Efficiency with Tech Stacks | The Only 3 Metrics You Need | How We Sell Audits Online | 3 Steps to Better Client Communication in a Crisis | Four Key Financial Metrics for Growing Any Business | Transferring Clients to a New Employee
GoProCPA.comExclusively for PRO Members. Log in here or upgrade to PRO today.

So, how do you bill your clients?
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How Are You Programming Your Mind?

Calm balanced businessman sitting outdoors on bench in Yoga lotus pose meditating, with office building and blue sky in backgroundMeditation 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?
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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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Why Lists Are Not Leads

Jassen Bowman: "Client dollars are really the only vote that matters when it comes to marketing decisions."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
GoProCPA.comExclusively for PRO Members. Log in here or upgrade to PRO today.

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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Is It Time to Hire a Marketing Consultant?

two masked people meeting in an officeFour 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
GoProCPA.comExclusively for PRO Members. Log in here or upgrade to PRO today.

Many of these firms decide to hire a marketing consultant to jump-start their marketing and get them on a path to growth.

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Three W’s for Networking the Right Way

People standing, holding food and talkingWho, 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?
GoProCPA.comExclusively for PRO Members. Log in here or upgrade to PRO today.

So, what’s the secret to being efficient with business development and not getting burnt out on all of these after-hours networking events?

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The Essential Process for Building a High-Net-Worth Practice

Businessman working netbook outdoors, wearing sunglassesVital 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
GoProCPA.comExclusively for PRO Members. Log in here or upgrade to PRO today.

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.

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Alexa’s Moving into Your Next Apartment

Another step by Amazon into the service space.https://cpatrendlines.com/2020/09/23/alexas-moving-into-your-next-apartment/

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
GoProCPA.comExclusively for PRO Members. Log in here or upgrade to PRO today.

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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With 1040 Work Dwindling, Tax Resolution Moves to the Forefront

More money in tax resolution every year.

By Eric Green

The demand for tax resolution has exploded in the last several years, and our current situation is only going to increase that demand.

Join Eric Green for the “Payroll Tax Resolution Workshop,” Oct. 22, 12 Noon ET, 3 hours, 3 CPE, 3 IRS CE. Details here.

There’s never been a better time to get into doing this work, and there is a shortage of CPAs who can do this work really well.

As an introduction, here are six tax resolution services that are money-makers for firms with CPAs and EAs that can deliver results to taxpayers with these problems.

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Developing Your Office 365 Deployment Strategy

Don’t treat it as just an extension of your desktop applications. That’s a waste.

By John Higgins
CPA Crossings

Once you have made the decision to commit to deploying Office 365 in your organization, it is important that you develop a deployment strategy. This will determine whether you achieve success or failure.

Join the next webinar: Office 365 – Ready, Set Go! – Developing Your Strategy, 2 hours, 2 CPE

Register  |  Learn More

There are countless examples of organizations that treat Office 365 as simply an extension of the Microsoft Office desktop applications. They simply make Office 365 available to their staff without any advanced planning or training. A sure recipe for disaster.

My goal is to provide you with some insight into how to effectively plan for your Office 365 deployment to maximize the return on your investment and optimize the efficiency in your workflows. READ MORE →