THE SMALL FIRM AND SOLO PRACTICE

Five Ways to Make Your Services an Investment, Not an Expense

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Businessman holding idea light bulb; dollars passing through grow larger

Put your problem-solving skills to use.

By Sandi Leyva
The Complete Guide to Marketing for Tax & Accounting Firms

Every business needs to do some level of bookkeeping for a couple of reasons:

  1. Various government agencies require reporting and payments based on the company’s results.
  2. The owner needs a certain amount of information to manage their business and keep it profitable.

MORE by Sandi Leyva
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Many business owners hire us grudgingly for compliance work because they have to. And they consider what they pay us as an overhead expense that is a required cost.

But what if we could turn that perception around?
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Focus on Value First

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Hand moving triangle along beam to indicate balance between price and value

Don’t discuss fees as soon as a potential client calls.

By Sandi Leyva
The Accountant’s Accelerator

How do you talk to a prospect or client about your fee?

MORE by Sandi Leyva
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Some of the answers I have heard are:

  • “It depends.”
  • “Tell them and get off the phone as fast as possible.”
  • “I don’t know.”
  • “What is your budget?”

Most accountants spill the beans about their rates way too early in a conversation with a future client. So when should you talk rates?

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5 Quick Steps to Getting Organized

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Man staring at computer screen in shockClients and stakeholders benefit, and so do you.

By Sandi Leyva

Do you ever get any of the following questions from clients or co-workers?

MORE ON SMALL-FIRM GROWTH STRATEGIES: 7 Ways to Generate Leads | 6 Metrics of Marketing | Want Better Clients? 5 Ways to Hook Them | Stop Thinking Small | Make Your Services an Investment, Not an Expense | Do You Want to Do Compliance Your Whole Career? | 5 Ways to Get More Referrals | 3 Ways to Get to ‘Yes’ with Prospects | 5 Cures for the Summertime Blues | 11 Ways to Add Value for Clients

  • I can’t find your email.
  • I accidentally deleted what you just sent me.
  • My computer crashed and I lost everything. (And I want you to take up your precious time to help me recreate everything you’ve ever sent me.)
  • I lost my tax return and I need it in the next five seconds.

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Four Steps to Rebooting Your Practice

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Man in suit pushing a restart button

If it’s not everything you wanted, here’s how to turn things around.

By Sandi Leyva
The Complete Guide to Marketing for Tax & Accounting Firms

How does your current business look compared to the one you dreamed about before you started your entrepreneurial journey?

MORE: Get More Referrals in Five Steps | Is Your Practice Leaking Money? | Boost Your Value, Boost Your Fees | Three Ways to Make It Easier for Prospects to Say Yes | Make Your Next Busy Season Easier Now | How to Put Your Strengths to Work for You | Three Ways to Follow Up with Prospects | Are You Throwing Away Profits? | Want to Close a Deal? Set a Deadline | How Mindset Affects Your Marketing | Three Steps to Becoming a Millionaire | Five Business Development Mistakes to Avoid | Twelve Ways Your Business Card Can Hurt You | How to Use ChatGPT to Create Images | How to Leverage ChatGPT During This Crazy Tax Season | Got FOMO When It Comes to AI and ChatGPT? You Should: Here’s What You’re Missing
GoProCPA.comExclusively for PRO Members. Log in here or upgrade to PRO today.

 

Do you now have

  • clients you love,
  • a dream team,
  • the financial rewards you are comfortable with and
  • plenty of free time?

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