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  • 4 Olympic sports accountants can learn from

    It’s already the last week of the Pyeongchang Winter Olympics and it feels like it just started. Fans and athletes wait four years for this short stretch of time that seems to vanish in an instant. Watching the Olympics, people often wonder: how did someone think this event up, and…
  • Why tech adoption should matter to your firm

    Technology is everywhere and it’s being adopted at rapid rates. Most likely, your clients are using the latest technology. Being informed and “in-the-know” could be important to retaining and acquiring clients, whether they’ve said so or not. According to a chart from “Our World Data” it took 100 years for…
  • Infographic: Retaining clients by the numbers

    It is a well-known fact that retaining clients at accounting firms can be challenging. There are a couple statistical figures that can paint a helpful picture of the challenges preventing firms from retaining clients. One of the primary reasons firms are having a hard time retaining clients is because the…
  • Infographic: Why accounting firms need value added services

    There are several reasons why an accounting firm should consider developing and selling advisory services. Most notably, firms can increase their client retention up to 98 percent by providing 5 or more services to their clients. If clients are able to use a firm as a one-stop shop for all…
  • 4 Time-saving strategies for you and your firm

    We’ve all heard it: Time is money.  This proves true in the accounting industry as much as any other. While it is great to be busy, it can be a sign that you need to re-evaluate your day-to-day work for areas that can be streamlined. Evaluation can be most needed…
  • The most useful (and rarely used) types of data analytics

    By Jackie McLaughlin, CPA Data analytics are gaining momentum as they are increasingly being used during the audit process. As auditors know, data analytics are required during both the beginning and the end of an audit. However, analytics can also be employed efficiently and effectively as substantive procedures. Data analytics…
  • These 20 Tweets during #busyseason show the struggle is real for CPAs

    It’s grind time for public tax accountants and auditors. February and March (and for firms providing tax services,fe April) are generally the busiest months all year. As a result, millions of accountants are putting in extra hours of work and dealing with added stresses related to challenging clients or situations.…
  • How to excite your client with numbers

    By Rich Greene, CEO - Director, Clarus Advisors Finance and accounting are languages, languages of numbers, they speak to you, and you can see financial challenges looming for your clients through those numbers. But when you start a conversation with someone who doesn’t understand the language, they tune out. Quick…
  • Help clients boost enterprise value by building collaborative decision-making

    By Rich Greene, CEO - Director, Clarus Advisors How a company interacts internally to overcome obstacles is a key to building and expanding the enterprise value of the organization. Is there an inclusive process to review, anticipate and plan for changes and disruptions in the business and marketplace? Or a…
  • What Oreos can teach accountants about growing the firm

    Accountants wanting to grow revenue by adding new services should look to the Oreo cookie for a few lessons, according to Katie Tolin, a member of the Association for Accounting Marketing’s Hall of Fame and founder of CPA Growth Guides. Tolin, who recently led a Sageworks webinar for accountants on…
  • Whitepaper: How to improve financial presentations to clients

    The following is an excerpt from the Sageworks whitepaper "How to Improve Financial Presentations to Clients". Numbers are the starting point for most business decisions, whether it be seeking a bank loan to start or expand a business, obtaining board approval for a new project or clearing a new hire…
  • Does your firm suffer from these 3 false claims?

    Let's face the facts. Public accounting firms tend to have the same challenges when they try to create value for clients. Creating value often means launching or enhancing an Advisory practice. In fact, in 2015, 32 percent of small-to-mid-sized North American accounting firms saw growth in Advisory and consulting services…
  • Preparing to execute well this tax season

    A significant amount of planning is typically involved before most major events. For example, D-day, the most comprehensive invasion to ever take place, was planned and scheduled with extreme detail months before its execution on June 6, 1944. Likewise, accountants each year experience a tax season that requires detailed planning…
  • The madness of March: Busy season edition

    Someecard created by Whitney2327585 If you’re an accountant, a CPA or an auditor, March may very well be the most grueling month of the year. You’re probably up to your ears in #busyseasonproblems like being overloaded on caffeine, working on little sleep, and jealousy for missing out on the college…
  • What is your accounting firm’s plan post-tax season?

    With spring comes the promise of warmer temperatures, irises and snapdragons, along with March Madness college basketball rivalries and the start of baseball season. While tax accountants may not be able to see the light at the end of the busy season tunnel yet, the spring is sure to come.…
  • How to cross-sell additional accounting services with ProfitCents

    Clients of accounting services hold their accountants as one of their most trusted business advisors. This high level of confidence positions you, as a CPA, in a role where you can offer services beyond commodities such as bookkeeping and tax preparation. In a recent case study, Sageworks’ customer Mueller Prost…
  • How to embrace technology and grow your accounting firm

    Forty-five percent of accounting clients prefer an accountant who is adaptive to changes in technology. While technology has its fair share of shortcomings, from added costs to potential learning curves, it also has its upsides. Embracing and leveraging technology can help accountants discover new avenues for improving lead generation, increasing…
  • 4 Ways to market your firm's niche

    If your accounting firm doesn't have a formal marketing plan in place, you're not alone. Six out of seven accounting firms represented at a recent webinar hosted by Sageworks said their firms lack such a plan to guide their efforts to attract new business and bolster their reputation or brand.…
  • The 8 questions to picking an accounting niche

    Consumers understand that certain retailers specialize in particular items. If you're looking to plant tomatoes in your garden, your first step is unlikely to visit the local Best Buy store. Sometimes a specialty retailer is necessary to meet your needs. Such can also be the case with accountants. A one-size-fits…
  • Poll: Are your staff members aware of what makes your accounting firm different from the competition?

    During last month’s webinar, How to Create and Implement a Marketing Plan in Your firm, speaker Bonnie Buol Ruszczyk, president of bbr marketing, discussed a number of tactics accountants can use to establish a marketing strategy for their firm. Bonnie shared how having a plan in place allows accountants to…
  • Why your accounting firm should have a retention strategy

    It is estimated that 40 percent of accounting clients are interested in new services from their accountant. Learn how you can increase your client’s awareness about your firm’s service offerings, potentially resulting in more revenue and happier clients. Download this infographic     Winning new clients is a top priority…
  • 3 Steps to becoming the Steve Jobs of accounting

    Steve Jobs. Sergey Brin. Mark Zuckerberg. Each of these individuals, and their companies, are celebrated as changing the face of the technology. They all followed a similar path to success: excelling at one thing and developing that specialty. Jobs knew gadgets, which led to the Mac, the iPod, and the…
  • Poll: Does your firm have a formal marketing plan in place?

    ProfitCents by Sageworks recently hosted a webinar on How to Create and Implement a Marketing Plan in Your Firm.  Bonnie Buol Ruszczyk, president of bbr marketing, discussed strategies for developing a marketing road map to to attract the clients that will be most valuable for your firm. During the presentation,…
  • Staffing crash course: What are the best indicators of an accountant’s career potential?

    Fall is nearly here, and in addition to the pumpkin lattes, football and foliage, it also signals a time when many accounting firms take a beat to consider their staffing needs. As the weather cools down, consider it a good opportunity to examine a practice’s recruitment plan for the remainder…
  • An accounting firm's checklist for attracting and keeping talented team members

    Finding and retaining qualified staff is a top concern among accounting firms, according to the AICPA. Establishing a plan to recruit and develop staff in your firm will help you attract and keep top-notch employees. This checklist provides 4 steps you can take to win and retain talented team members.…
  • What are the best cities for accounting pros?

    Are you considering expanding your firm to a new location, or perhaps looking at recruiting outside of your immediate geographic location? Maybe an accountant looking to change jobs? Accounting Today recently highlighted 10 cities that are growing for CPAs and accountants, according to a list from Accounting Principals, a nationwide…
  • 6 Steps accounting firms can take to win new clients through specialization

    Lack of industry knowledge is the #1 concern for buyers of accounting services according to a Hinge Marketing survey. Developing an industry niche and establishing yourself as an industry expert allows you to differentiate your services and can help you win new clients. This checklist outlines 6 steps on how…
  • How to retain “A” clients

    In an economic climate where so many decisions come down to dollars and cents – particularly for small businesses – it is important for accountants to illustrate your worth. Perhaps surprisingly, then, more often than not, a client’s decision to leave their current CPA or accounting firm comes not from…
  • 5 steps to uncover mid-year accounting client opportunities

    Summer is a great time for accounting firms to look for fresh opportunities to grow the business. Here are five ways accounting firms can “fertilize” existing efforts in order to jump-start business and grow deeper, stronger roots with clients. 1. TRAIN YOUR TEAM - Do firm members truly understand the…
  • Top priorities for you to focus on in your accounting firm

      By Lauren Prosser, Director of ProfitCents Professional Services If your CPA firm is like most, its biggest assets are the staff and clients. Knowing more about these assets and gaining greater and more timely insights into the roles they play in the firm's success will enable you to better…
  • How to pick the ‘right’ client and stand out among other accounting firms

    Remember dating in high school? You know that guy or girl who you liked but were pretty sure didn't feel the same way back? It is likely that you spent countless hours trying to wow him or her, but to no avail. In the end, although you were unlikely to…
  • How to build a valuation practice within your accounting firm

    Many public accounting firms are developing business valuation practices as a way to meet the needs of existing clients while distinguishing the firm with specialized services. A best-in-class business valuation practice will ensure compliance with accounting standards and incorporate quality controls that ensure a superior analysis, superior report product and…
  • Becoming a trusted advisor to your clients

    Accountants perform the role of providing financial data very well. However, simply presenting clients with this data is not enough to become indispensable. It is now necessary to translate and interpret the data for your client. ProfitCents by Sageworks does this by compiling the data into an easy-to-understand narrative report…
  • 7 Ways to rev up your accounting firm after busy season

    By Nancy Fox, founder & President of The Business Fox Another busy season is just about under your belt. Whew. If you’re like many (even most) accountants, you’ve been lulled into “busy- season-itis” – that debilitating syndrome of keeping your head down (working on taxes and client matters only) between…
  • Want to discourage price-shopping by your accounting clients? Here’s how

    Do clients ever tell you they’ve priced-shopped your services? Do they ever leave with no explanation, maybe because they were price focused? Or are you worried you’ll have to lower your prices or continue to forego increases in order to retain good customers? An effective way to insulate your accounting…
  • What accountants do after busy season

    Now that another tax season is on the books, we wanted to find out what accountants do after April 15th. We asked the Business Advisory Professionals group on LinkedIn and here are the responses we received:  • "Take a vacation and ride my Harley" • "Take a long week off…
  • What is your current networking ROI?

    In this brief video, founder and president of The Business Fox, Nancy Fox, discusses how to calculate your networking return on investment (ROI). Fox highlights that you should be taking into account membership dues/fees, conferences, lunches, and travel expenses. She points out that on average, professionals spend $2,500 per year…
  • How to develop an industry niche

    In this brief video, founder and president of The Business Fox, Nancy Fox, discusses how to develop a “rich” niche market. Fox highlights that there are three pathways to developing a niche market: industries, common factors, and motivations. In addition, Fox suggests thinking outside of the box when developing your…
  • What accountants say during busy season

    We all know that busy season is the time of year when accountants are spending countless hours in the office. So, we figured there had to be lots of phrases accountants use and questions they are asked prior to April 15th and wanted to share what we found. When we…
  • 5 funny accounting types to follow on Twitter

    Let’s face it, during busy season, many accountants don’t have time to watch “Late Night with Jimmy Fallon” or to catch re-runs of “The Office.” But you can still get a few laughs throughout the day by following some of these amusing accounting types on Twitter. Some have given special…
  • Biggest networking mistakes for accountants

    In this brief video, founder and president of The Business Fox, Nancy Fox, discusses mistakes accountants make when networking. Fox highlights that the number one networking mistake for accountants is networking in the wrong groups and attending the wrong venues. In addition, Fox states that accountants most often network laterally,…
  • 3 Tips for busy season marketing and business development

    Guest Post By Elizabeth Fiore, CPAmerica International With busy season in full swing, it is easy to let the marketing and business development activities slip (you know, the ones which made you busy in the first place). It’s crucial for your pipelines that you continue your marketing and business development activities…
  • Increase traffic to your website

    In this brief video, president of bbr marketing Bonnie Buol Ruszczyk, discusses the top sources of traffic to B2B websites. Ruszczyk highlights that the number one source of traffic is blogging. Many accountants have not yet added a blog to their site, and this is an opportunity to stand out against competitors…
  • How to break down financial statements for clients

    In this brief video, Peter Brown, a Sageworks senior consultant, discusses how to put financial statements in simple terms for your clients. He notes that an income statement is a measure of performance over a defined time. Brown also provides definitions for the balance sheet, cash flow, and financial statements…
  • 4 Stress-busting ideas for accountants during busy season

    Let’s all agree that drinking at the office during busy season isn’t a good idea – for you or your clients. So what are some other ways accountants can battle the effects of continuous stress and long hours in the coming months? Here are four stress-busting ideas: 1. Take your…
  • Enhance client relationships -- even during busy season

    Accountants, especially during busy season, have significant demands on their time, so it's critical to understand how to balance a desire to develop deeper client relationships and work-related time constraints. The first step is to recognize that overhauling every client relationship at once is unrealistic and that not all clients are…
  • What is content marketing?

    In this brief video, president of bbr marketing Bonnie Buol Ruszczyk, discusses content marketing. Ruszczyk highlights that content marketing should communicate how you are different from competitors and should demonstrate how value is in the eye of the reader. According to Ruszczyk, content should be thought of from the reader's…
  • Rethinking accounting marketing

    In this brief video, president of bbr marketing Bonnie Buol Ruszczyk, discusses how marketing for accounting firms has changed over the years. Ruszczyk highlights that accounting marketing has shifted from an outbound marketing approach, such as telemarketing and print and radio ads, to an inbound approach including search engine optimization…
  • How to implement content marketing in your accounting firm

    By Bonnie Buol Ruszczyk, president and CEO, bbr marketing Everyone’s talking about it and most accounting firm owners have a sense they should be doing it, but what exactly is content marketing? In a nutshell, it’s a marketing paradigm that opts for providing something of value as a method of…
  • What is the best way for accountants to approach a prospective client?

    In this brief video, Peter Brown, Sageworks senior consultant, discusses how accountants should approach a prospective client. Brown outlines the importance of developing relationships. This clip is from a Sageworks’ webinar entitled “How will you win your next new client?” In this webinar, Brown points out that social media and emails…
  • What is the appropriate working capital for your clients' industry?

    In this brief video, Peter Brown, Sageworks senior consultant, discusses positive versus negative working capital. He notes that manufacturers, wholesalers, and most retailers typically have positive working capital, or a current ratio in excess of 1:1. On the other hand, restaurants, hotel, airlines, and many utilities have negative working capital,…
  • Top 2013 accounting posts, webinars and whitepapers from Sageworks

    In 2013, accountants have worked hard to bolster their skills and lead their accounting firms to a prosperous year. In addition to logging countless hours on client services, many accountants have read thought-leadership pieces and attended educational webinars to improve their firms. Sageworks compiled a list of the most popular…
  • What is the average number of services per client for top CPA firms?

    In this brief video, Lauren Prosser of ProfitCents points out that 25-40 percent of new business that CPA firms generate, come from additional work with existing clients. Prosser provides insight on the cost-effectiveness of introducing new services to an existing client, as opposed to winning a new client.  This clip…
  • The discovery process for accountants

    In this brief video, Lauren Prosser of ProfitCents describes the objectives of "The Discovery Process" for CPAs and accountants. Prosser provides insight on how to identify opportunities to sell more accounting services to existing clients. She also discusses shifting your focus from the problem to the solution, developing client-centric definitions,…
  • Are your clients aware of the services you offer?

    In this brief video, Director of ProfitCents Professional Services Lauren Prosser points out that two-thirds of clients are not aware of all of the services that accounting firms offer. Prosser provides insight on how to identify opportunities to sell more accounting services to existing clients.  This clip is from a…
  • Why do business owners choose a competitor?

    In this brief video, Sageworks’ senior consultant Peter Brown discusses why clients select a certain accounting firm. Brown highlights that 23 percent of business owners choose a competitor due to lack of industry knowledge. He also points out that there is a misconception among accountants that clients choose a competitor…
  • A shift in the top 5 issues for CPA firms

      Guest Post By Elizabeth Fiore, CPAmerica International As the economy has improved, it’s no surprise the top issues facing CPA firms have also shifted from 2011 to 2013, according to The PCPS CPA Firm 2013 Top Issues Diagnostic Report published by the AICPA. “Putting the economic uncertainty of the…
  • How do clients want to be approached about additional service offerings?

    In this brief video, Sageworks senior consultant Peter Brown discusses how clients would like to be approached about your firm’s additional services. Brown highlights that 50% of clients would prefer a phone call or visit over an email or message via social media. He suggests to use times of the…
  • How CPAs can find niche markets with industry data

    There’s been a lot of media coverage the past few years about identifying niche markets and how CPAs should invest resources into targeting/creating them. Given demands already placed on you and your practice, it is important to know why niche markets are worth finding.  For one, the niche industries you’ll…
  • Infographic: Top 5 ways accountants can use industry data

    While industry data can be a valuable resource for accountants, it’s not always easy to identify the best ways to use it. In this infographic, learn the top 5 ways accountants can use industry data to create value for their clients and their firm.      Sageworks provides private company…
  • Winning new clients: Why do firms win business in the final bidding stage?

    In this brief video, Sageworks senior consultant Peter Brown discusses how to win new clients for your firm. Brown provides insight on how to keep your firm on top by looking into the future and identifying key factors that will help you win new clients. This clip is from a…
  • 2 Questions accountants should ask about their analytical procedures

    One of the top issues that accounting firms have faced with implementing SSARS 19, the standards for compilation and review, is that analytical procedures are poorly designed or documented, according to a recent CPE course booklet by Perry M. Henderson, CPA.  Download a Guide to Audit & Review Best Practices and…
  • Industry niches in accounting: 5 Questions to consider

    By Lauren Prosser, Director of ProfitCents Consulting Services, Sageworks In a previous post, we began to explore the three critical questions any firm must answer when crafting an industry niche-driven growth strategy. We first looked at a 7-step approach for identifying key industry trends and changes defining the industry environment…
  • What is the importance of industry analysis?

    Industry analysis is critical for any business professional looking to stay competitive. Whether we’re using it to gauge the competition or track our own progress, we regularly monitor our own performance. But are we really getting the most out of the information provided to us? When you ask someone what…
  • Accounting, tax preparation, bookkeeping and payroll services (NAICS 541219) industry trends

    The accounting, tax preparation, bookkeeping and payroll services industry includes offices of certified public accountants as well as firms that provide tax preparation and payroll services. Certified Public Accounts (CPAs) audit financial statements, design accounting systems, prepare financial statements, develop budgets and provide advice on accounting related matters. CPA firms…
  • What are analytical procedures and when are they used?

    Analytical procedures are used by accountants in multiple levels of service, and they are critical to evaluating financial data and variations that occur in financial data. But selecting and documenting analytical procedures are subjective processes, so the area of analytical procedures is one that can cause frustration for accountants. Analytical…
  • Did you raise your audit fees last year?

    Sageworks has a real-time application that benchmarks accounting industry pricing, and it shows that audit-billing rates for sole proprietors, partners, managers and senior accountants range from $91 an hour to $224 an hour. Meanwhile, a recent survey of financial executives showed that private companies on average experienced minor increases in…
  • Client service plans: Opportunity identification

    In a recent video, Lauren Prosser, director of ProfitCents Professional Services, explains four tips to prepare a meaningful client services plan.   In this brief video, Lauren explores the first key objective to a meaningful client service plan and how to better identify opportunities and client needs. From the Video The…
  • Crafting Industry Strategies? Use this 7-step approach

    By Lauren Prosser, Director of Profitcents Consulting Services When coaching firms on crafting an industry niche-driven growth strategy, there are three critical questions that we work together to answer. In a series of upcoming posts we will address each of these questions in detail. The first step is to assess…
  • Top priorities for CPA firms: Retaining and training staff

    Staffing is among the top management issues facing CPA firms, according to a recent survey by Sageworks, a financial information company. That’s not surprising, considering many firms are experiencing a staffing crisis as they lose significant percentages of top staff. In this post, Lauren Prosser, director of ProfitCents Professional Services,…
  • Why audit planning is critical

    In this brief video, Lauren Prosser, director of Profitcents Professional Services, explores how changes and clarifications to audit standards in recent years have placed an increased importance on audit planning and have underscored the critical role it plays in the engagement.   Summary Professional guidelines governing financial statement audits and…
  • Top priorities for CPA firms: Improve your marketing, business development

    Marketing and business development are top priorities for CPA firms recently surveyed by Sageworks. In this post, Lauren Prosser, director of ProfitCents Professional Services, explains how to improve these key strategic areas. By Lauren Prosser Previously, I described how a recent survey of CPA firms by Sageworks’ ProfitCents Professional Services…
  • Leverage what you learned during busy season

    Busy season is the perfect time to learn more about your clients and their businesses. Think back to the conversations you had and what they shared with you. Did they mention any changes or concerns with their life or business?  Even if you weren’t able to spend a lot of…
  • What are your firm’s priorities?

    Accounting professionals were recently surveyed by Sageworks to identify management issues that firms consider a top priority. In this post, Lauren Prosser, director of ProfitCents Professional Services, discusses 5 different categories most important to firms.  By Lauren Prosser If your CPA firm is like most, its biggest assets are the…
  • Should you offer business advisory services?

    Offering business advisory services to your clients will not only add value to the success of their business, it will also drive revenue to your firm and prevent you from competing on price. AICPA recently posted an infographic that shows 87 percent of business decision makers respect CPAs as valuable assets…
  • Stand out and above your competitors

    It's important to know who your competition is and how you can stand out from what they offer. AccountingWEB recently posted an article that describes how to better know your competitors and what advantages they may have. These steps will include what to look for when doing your research and…
  • Streamline your writing using the 9-step process

    In a recent post, AccountingWEB discusses how to simplify your report writing using nine easy steps.   3-8-1 Streamline Your Writing Using the Nine-Step Process How long does it take you to get your reports out? And how painful is it? No one knows better than an auditor that most…
  • 12 Metrics CPA firms should track

    Lauren Prosser, Director of Professional Services, Sageworks Inc., wrote a recent guest column for AICPA discussing the key metrics firms should measure to operate at its highest efficiency.    The Defining Dozen: 12 Metrics CPA Firms Should Track This time of year, CPA firms are thinking and planning ahead for their…
  • Cross-sell more services this tax season

    Too busy to sit and talk with your clients during tax season? In a recent post, Kreston International discusses how you can prepare for a meaningful conversation with your clients and offer more services without taking up too much of your time. Marketing New Services During Tax Season Does your firm…
  • How client sharing can grow your accounting firm

    In a recent post featured by Accounting Today, Sarah Johnson, Chief Growth Strategist with Inovautus Consulting, discusses the benefits of sharing clients to secure you firms future success. Should your firm take on this process? Why sharing clients is caring...and can help you grow By Sarah Johnson, Inovautus Consulting Transitioning…
  • Qualities clients look for in a CPA

    This guest post by AccountingEDU.org, discusses important qualities that not only sets a CPA apart, but also helps develop a trusting relationship with clients that will last for years.   7 Traits Clients Look for In a CPA Finding a good CPA is a lot like finding a good contractor or a…
  • Professional skepticism in the audit process

    In the Staff Audit Practice Alert Number 10, issued on December 4th, 2012, the Public Company Accounting Oversight Board (PCAOB) recognized and emphasized the need for all audit firms to apply professional skepticism. They define professional skepticism as “an attitude that includes a questioning mind and a critical assessment of…
  • Accounting firms transition to value pricing

    In a recent blog featured by the AICPA, Jim Boomer, CIO of Boomer Consulting, Inc. explains how and why many accounting firms are transitioning to “Value Pricing” from other billing strategies. What does this involve? And how could it help both the firm and its clients?   Billing: Where's the…
  • Business advisory services: 3 common pitfalls to avoid

    Note: This article is the final installment in our series on offering CPA Business Advisory Services. See Part V Accountants have a wide range of ways they can offer their business advisory services and still follow industry best practices. Whether your firm chooses to offer free coffee and food to…
  • 3 Best Practices for Accountants providing Business Advisory Services

    Note: This article is the fifth installment in our series on offering CPA Business Advisory Services. See Part IV Even if you are providing business advisory services to your current clientele, it's important to use the right approach to make the most of the arrangement. This includes helping your client…
  • Why accountants need to be like doctors: How to have confidence when offering business advisory services

    Note: This article is the fourth installment in our series on offering CPA Business Advisory Services. See Part III Think about a doctor’s job for a moment. When you tell the doctor that you are sick, he or she will likely run tests, show you the test results, and explain…
  • How sticky notes can increase your accounting firm’s bottom line: 2 approaches for marketing advisory services

    Note: This article is the third installment in our series on offering CPA Business Advisory Services. View Part II Last time we discussed the importance of picking the right clients when you offer business advisory services. Once you have completed the selection process it’s important to alert your clients to…
  • Pick the 'right' client: Learn to stand out among CPAs

    Note: This article is the second installment in our series on offering CPA Business Advisory Services. See Part I Remember dating in high school? You know that guy or girl who you liked but were pretty sure didn't feel the same way back? It is likely that you doubtless spent…
  • Business advisory services: 3 Reasons why your firm should offer them

    Your car’s fuel gauge reads empty and you need to find a gas station. Despite BP’s new ad campaign or the magazine article you recently read about ExxonMobil’s efforts to “go green” you still stop at the station with the cheapest gas prices. This scenario illustrates how customers evaluate pure…
  • Become a trusted business advisor – 3 ways

    When a business owner is searching for an accountant, his or her choice is not so simplified. Financial services—despite what some of your tax-only clients may believe—is far from a commodity. And in many cases, location and even price are immaterial. What, then, is the best way to acquire clients…