client service

Tell Your Tax Clients about These 40 Other Services

By

Woman and man shaking hands across a desk

BONUS: A checklist to use for additional client services.

By Ed Mendlowitz
Tax Season Opportunity Guide

The following listing can give you ideas of additional services clients might need.

MORE by Ed Mendlowitz
GoProCPA.comExclusively for PRO Members. Log in here or upgrade to PRO today.

 

This list is not complete, but it is a good start for you to start thinking about what types of additional services you can offer to your clients!

READ MORE →

Blake and Pryor: From a $550K Tax Bill to Near $0 | Big 4 Transparency

By

Integrated planning, not heroics, creates life-changing outcomes for clients.

This is a preview. The complete video episode, with commentary and transcript, is first available exclusively to PRO Members | Go PRO here
Sponsored by The Balanced Millionaire: The Advisor Edition by Dr. Jackie Meyer | See Today’s Special Offer

 Subscribe to CPA Trendlines podcasts anywhere: Apple, Google/YouTube, Spotify, iHeart, Deezer, Amazon Music, Audible, Player FM, Audacy, RSS.

Build a 7-figure firm in just 4 hours a week!
.

Big 4 Transparency
By Dominic Piscopo, CPA
For CPA Trendlines

What happens when you fuse a CPA firm with a wealth advisory under one roof and design the operations from a blank page? In this two-guest episode of the Big 4 Transparency, host Dominic Piscopo sits down with Owen Pryor and Steve Blake, managing and senior managing advisors at Evans May Advisory, the sister firm to Evans May Wealth Advisory. Their premise is simple and radical: serve the client with unreasonable hospitality, align wealth and tax strategy, and deliver family-office convenience to high-net-worth families and growing owner-operated businesses. 

MORE Dominic Piscopo | MORE Private Equity | MORE Pay & Compensation

Pryor and Blake describe a system built on proactive data sharing (with client consents in place) so the firm, not the client, chases documents, coordinates advisors, and executes. The impact shows up in small, high-leverage wins (e-paying taxes and killing paper vouchers, physically banking clients’ mailed checks twice a week, fully recording receivables) and in headline outcomes (structuring a family-farm sale from an estimated $550,000 tax bill to near $0 through planning; spotting missed depreciation and back-catching via Form 3115; introducing lesser-known international strategies like ICDIS where relevant). The result is relief for clients and measurable ROI that converts conversations into scope. 

READ MORE →

Woodard: Move Past Reports; Deliver Results | The Disruptors

By

Dashboards and statements aren’t enough—accountants must help clients turn data into action.

This is a preview. The complete 1-hour video episode, with commentary and transcript, is first available exclusively to PRO Members | Go PRO here
Sponsored by 4impactdata: Start delivering scalable advisory in weeks–not months: See Today’s Special Offer

Subscribe to CPA Trendlines podcasts anywhere: Apple, Google/YouTube, Spotify, iHeart, Deezer, Amazon Music, Audible, Player FM, Audacy, RSS

4ImpactData: 10X Your Advisory.
Not Your Headcount

The Disruptors
With Liz Farr

Joe Woodard sees a disconnect between what accountants think they’re selling and what clients want to buy. Many accountants still believe they are selling time, but as Woodard points out with a vivid analogy, that’s not what clients care about.

CPA TRENDLINES CELEBRATES:The 100th Episode of The Disruptors

MORE STREAMING: Baker: Find True Purpose to End Burnout | Brolin: The W.I.N. Leadership Formula | Gertrudes: How EOS & “Unreasonable Hospitality” Reshaped GrowthLab | Vilms: The Power of People in a Tech-Driven World | Dickerson: From Diagnosis to Disruption | Kapilovich: Treat People Like People | Martha Yasso: From Wall Street to Main Street | Jackie Meyer: Tax Plans in 90 Seconds? Believe It  | Erica Goode: Build a $200K Firm in 15hrs/Week | Randy Crabtree: Live at the Intersection of Passion & Skill |McClelland and Telka: Women Ready to Rewrite the Rules of Accounting | Jacob Schroeder: AI Won’t Replace Accountants—But It Will Reveal Who’s Replaceable | Ditching Corporate America: The Bold Story Behind PBS Accounting’s Rapid Rise | Jean Zick: Happy Team = Happy Clients | Breslin & Greathead: Be a Client Advocate | Dominic Piscopo: Clear Pay=Bargaining Power | Debbie Kilsheimer: Stop Thinking Small |

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

“If I’m going into CVS and I need Tums,” he explains, imagine if CVS charged you more because “I hung around in their store for twice as long to buy the Tums as I needed to, I took a circuitous path. Maybe I looked at some of the kids’ toys for an upcoming birthday party where they’re going to charge me twice as much for the Tums.”

This absurd scenario mirrors what accounting firms do to clients when the cost of delivering the service depends on the time it takes to do the work, so “the value of the product changes based on some arbitrary time metric,” Woodard says. “As long as that’s the case, there’s always going to be a resistance to the billing for selling the wrong product.”

However, even among firms that have adopted value pricing, a disconnect remains because the focus is on deliverables rather than outcomes.

READ MORE →

Debbie Kilsheimer: Stop Thinking Small | The Disruptors

By

“Too often, we’re stepping over dollars to pick up pennies.”

This is a preview. The complete 1-hour video episode, with commentary and transcript, is first available exclusively to PRO Members | Go PRO here
Sponsored by CPA Trendlines Pro Membership, Where Accounting Pros Go Pro  – See Today’s Special Offer

Subscribe to CPA Trendlines podcasts anywhere: Apple, Google/Youtube, Spotify, iHeart, Deezer, Amazon Music, Audible, Player FM, Audacy, RSS

The Disruptors
With Liz Farr

By age 25, Debbie Kilsheimer was already disrupting the traditional accounting mindset. At her first job, she questioned why clients were billed by the hour when speed and efficiency weren’t rewarded.

“The smarter I get, the more efficient I become, the less you make,” she told her boss. “I don’t understand that. Plus, the clients don’t know what anything will cost—so they’re afraid to call.”

MORE PODCASTS and VIDEOS: Dave Kersting: Collaborate with Co-Firming | Ashley Francis: AI’s a Partner, Not a Replacement | Richard Roppa-Roberts: Collaboration Over Competition | Ira Rosenbloom: M&A Numbers Are Easy – Culture Fit Is Hard | Roman Villard: Ditch the Suit & Shine | Monique Swansen: Align Firm Values with Services | Tina McGill: How to Create Lasting Client Impact | Stefan van Duyvendijk: Develop Operational Mindset | Steve Evans: Why Traditional Hiring Methods Fail | Roger Knecht: Can You Be an Accountrepreneur? | Beth Whitworth: Focus on Outcomes Not Hours |Mike Sylvester: Learn to Say No | Salim Omar: Identify Your Client’s $100,000 Problem | Jackie Meyer: Earn More with Fewer Clients | Jack Fleherty: Don’t Be a ‘Yes’ Person | Greg Adams: From Finance to Storytelling | The Disruptors | Jody Padar: Make Radical Changes Now If You Want to Be Relevant in 2030 | Rebecca Driscoll: Amplify Reach By Helping Other Firm Owners | Rory Henry: Create the Return on Relationships | Mike Maksymiw: Be the Leader You Wish You Had |

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

Her suggestion to switch to flat-rate pricing was met with disbelief, but she knew she was onto something. Two decades later, Kilsheimer and her husband, Hal, run a million-dollar firm built on premium service, not time sheets.

“I’m going to be Starbucks. I’m going to be Louis Vuitton,” she says. “I’m going to be the most expensive accountant they talk to—and I’m going to deliver on that promise.”

READ MORE →