Summer vacations apart, accountants are fervently using the time to grow their practices. Pransform exhibited at 5 accounting and technology trade shows in the last 4 months and spoke with hundreds of CPAs, Accountants and Tax Preparers. Our most favorite question that we asked each accountant was: What are you doing differently this year to…
A majority of accountants believe that they lose clients because of pricing. But the main reason why people change their CPA is “poor client service, inattentiveness,” according to seven in 10 clients surveyed by Seven Keys to Successful CPA Firm Management. According to “What SMBs Want” Survey conducted by The Sleeter Group, 3 out of…
It’s unbelievable. We are doing the same mistakes over and over again. Frustration evident in the trembling hands, this CPA was visibly annoyed. “I told them. I wrote instructions and gave them. I explained why, many a times. Yet, these mistakes keep happening. I am tired of checking and reviewing for mistakes but have no…
Clients have an expectation for detailed work and seem unwilling to pay for the increased detail. As an accounting and tax professional, have you ever had this feeling? You are not alone. To change the situation though you would want to transform your sales process. You don’t want to create more “C clients” that suck…
Leverage Accountants’ Brains, Otherwise Regret On the L.A.B.O.R. day, we are urging each of the readers to leverage their accountant’s brains, otherwise, we are sure, you will soon regret not having done so! Here’s why. First a bit of a background why I am writing about accountants. Because I work with them day in day out.…
ALERT: Your COMPETITORS are using the SAME DIFFERENTIATORS that you are using in your sales process. Do a Google Search, now, using these words: cpa AND responsiveness AND professionalism AND quality You will find that hundreds of thousands of CPA firms are the same as yours! Imagine how difficult it is for your prospects to…
Accounting Marketing Strategies for Accounting and Tax Firms and Professionals As an accounting and tax services firm owner, your prospects, clients, vendors and your social connections will keep asking you many questions about your practice all the time. Your answers can make or break your practice growth. I learned many lessons over the last 10…
3 Proven Things That You Can Leverage Now; and an Action Tip Each When a firm grows from $ 300,000 a year to over $ 3 million a year, you want to know what’s the secret. When a startup firm starts hiring people, you want to know how they managed to get new clients quickly.…
“It’s August and I am doing May books for my clients. Gosh! I am behind!” Stress. Deadlines. Pressure. Frustration. Long working hours. Weekend working. It all happens when you are “behind” in work no matter how hard you work. And you know it, you really know it that you didn’t have to be behind. But…
Can you imagine MIchael Phelps in the pool but forgetting how to swim? Highly unimaginable! If you are a small business owner, can you imagine forgetting what got you started in the first place? Highly unimaginable but shockingly, many small businesses may be doing exactly the unimaginable! Whatever the reason, whatever your “why” behind you…
