The One Thing Your Clients Really Want

What is that THE one thing? As an accountant or tax professional, your services, knowledge, expertise, experience and wisdom are simply the means to delivering that one thing. Your office, computers, software, resources and everything else are just the means to producing the deliverables. But what is that THE one thing YOUR clients really want? Where…

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Do You Make Your Clients Feel Safe?

50,000 years ago, the world was filled with dangers, fatal dangers. The weather could kill humans or the tigers would. The sheer survival instincts evolved human beings into social animals, where they lived and worked together in collaborative safety of tribes that grew into communities and villages. When humans felt safe within such groups, the…

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See how much more you can make, use calculator to define cost savings

Your Current Staff Costs: Change the figures in GRAY cells right to calculate your savings potential. This calculator is for illustration purposes only. To work out the costs savings in your business, it is required that we undertake an analysis of your current business processes and costs there of, and formulate appropriate solution to create…

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This Is Why Client Psychology Decides Your Pricing

Your accounting services pricing IS related to client psychology! Huh !!! What’s your price got to do with client psychology? It’s Tax Season. Your clients want their tax returns done. As soon as possible. All they want is “compliance”. And compliance is a commodity business. Very price sensitive. Irrespective of what you say to differentiate.…

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Future Firm Traits: Do You Have Them?

A CPA firm in San Francisco hires programmers! Do you? You have a personality. People see some personality traits in you. For example: Accountable, Consistent, Dynamic, Efficient, Flexible, Honest, Integrity, Knowledgeable, Nurturing, Open-Minded, Practical, Reliable, Skillful, Trustworthy, Wise, Zealous, etc. Your clients also see some “personality traits” in your firm. And for years some traits…

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Beyond Tax Season: How Do You Plan To Grow Your CPA Practice?

Beyond Tax Season: Where will your accounting business’ future growth come from? My meeting with Tim, the Managing Partner of a CPA firm couldn’t have started off more worse ! He was on the phone with one of his clients who was yelling at the other end of the phone “how the heck can you…

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Why Should I Do Business with Your Firm?

As a CPA firm, do you get most of your new clients through referrals? That’s because consumers of accounting and tax, and audit services, on their own, are unable to differentiate one CPA firm from another. They rely on the recommendations of trusted professional service providers and community leaders. The main reason consumers can’t differentiate…

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