When we see clients that need HR service, we open the conversation by presenting our solutions-oriented value. Adding any new service line is easier than starting a business as you already have a captive audience in your client base. The conversation then switches from how to address the public with the
When it comes to preserving your wealth and protecting your family’s future, planning is crucial. But what if you or your family does not fit the traditional definitions and assumptions underlying our country’s tax and estate planning laws? The typical American family is no longer comprised of a mother, a
The field of accounting is overwhelmingly white. Rumbi Bwerinofa-Petrozzello, a forensic accountant, wants to change that.
When I was initially asked to write about how women can increase their confidence in advisory, I admit I was a little hesitant. In my experience, there are all kinds of people of all genders with different personalities and levels of confidence. Yet, numerous studies suggest a confidence gap exists. While
Quicken is an excellent choice to carry out your nominal accounting functions as it offers plenty of features. However, it should not be used over a network or cloud-based shared drives like OneDrive, Google Drive, Dropbox, etc., as it is not designed to function in that environment. Quicken can’t open
If your firm is seeking to grow its client accounting services (CAS) offering, it makes sense to partner with other firms that provide related, relevant service offerings. Partnerships allow you to focus on what you do best while providing a higher level of service to clients and increasing clients’ lifetime
When you are interviewing a potential new client, allow yourself the chance to shine. You can achieve this by doing more listening than talking. Asking your prospect several directed questions kills two birds with one stone: It allows you to learn about their business and how much work needs to be
Free Book Preview Money-Smart Solopreneur This book gives you the essential guide for easy-to-follow tips and strategies to create more financial success. June 10, 2021 2 min read Disclosure: Our goal is to feature products and services that we think you’ll find interesting and useful. If you purchase them, Entrepreneur
Just joining us? What you’ll find back in part one: my answer to a query from Patrick. While I’d characterize him as an easily irritated fellow and a remarkably self-enamored author, I admire someone who churns out best-sellers. Another of Patrick’s less admirable traits: He just has to impress people.
CPAs have regularly been told to invest more into advisory services for their clients, but for many firms, this “call to advise” goes in one ear and out the other. Not because firms don’t see the value, but because they don’t see a feasible avenue to do so. Many tax-focused firms are already
