Determine which services 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.”
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So, how do you bill your clients?
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Four ways it pushes the paradigm shift.
By Jody Padar
Radical Pricing – By The Radical CPA
When you have three people in your firm, each doing things their own way, you won’t be able to standardize until you get them all on the same page. Technology makes it easy to do that.
Exclusively for PRO Members. Log in here or upgrade to PRO today.Technology is spurring innovation and driving automation – and that’s reshaping the future of accounting. Automation is simply using technology to complete tasks that are typically done by humans, and it will help you standardize by providing:
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Understand their goals and their weaknesses.
By Jody Padar
Radical Pricing – By The Radical CPA
It’s up to you to recognize the client persona most suited for your firm, but you’ll want to start by defining your customers’ needs. So, what do people really want, and how can you figure it out?
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Certainly, you can engage in expensive research, from questionnaires to focus groups. But, in reality, most of the clues you need will come from your knowledge of the people you work with within that group.
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Which ones are you most drawn to?
By Jody Padar
Radical Pricing – By The Radical CPA
One drawback of the hourly pricing model is its one-size-fits-all nature. Every client is charged the same rates per hour, with the only difference being the number of hours each uses.
But the world isn’t made up of identical people working in identical businesses and driving identical cars to and from their identical homes. Thank goodness!
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Clients are as different as you or me, but we can group them into buckets called personas based on shared values or traits. In a client-centric firm, it helps to understand these basic personas so you can more efficiently meet each client’s needs. You probably have a handful of personas in your firm right now. You just haven’t seen them as a grouping because, in your bill-by-the-hour model, it doesn’t matter who they are.
How savvy CPAs are unlocking powerful insights buried in their practice management systems. Plus: Download the slide deck.
Gear Up for Growth
With Jean Caragher
For CPA Trendlines
“What surprised me most isn’t what the data says,” says Michelle Golden River, CEO of Fore LLC, in a new episode of Gear Up for Growth, powered by CPA Trendlines. “It’s that almost every CPA already has it, and it rarely makes it into leadership conversations.”
Download Michelle River’s slide deck here
MORE Jean Caragher here | Get her best-selling handbook, The 90-Day Marketing Plan for CPA Firms, here MORE Gear Up for Growth | MORE CPA Trendlines Streaming Network here
River tells host Jean Caragher, president of Capstone Marketing, that firms are overlooking powerful insights buried in their own practice management data.
River challenges CPA firm leaders to rethink long-held assumptions about growth and sustainability. “There is no reason we should be taking a high volume of low spenders when it’s killing us. It’s ruining our sustainability chances,” she says
River leaves three top takeaways for CPA firms: