Have you ever said “Clients don’t appreciate my value”? Accountants can let clients dump on them. (Remember clients calling in and taking away 30 or more minutes, for free?). It is good if you want to hone your skills i.e. to “practice”, but terrible if you want respect (and earn your worth). You need to…
DetailsThe Only 3 Ways Accountants Earn Entrepreneur’s Trust Deliver These Three Results to Ensure Success of Your Practice Entrepreneurs deal with uncertainty, all the time. And they look to accountants to deliver them some kind of certainty in those uncertainties. When accountants consistently deliver an ability for entrepreneurs to navigate their uncertainties in a better…
DetailsA FUNctional Take On “The Cloud and Accounting Profession”. Cloud has clouded the accounting profession over the last few years. Many accountants are “on the cloud” already. Everyone else seems to have heard of the cloud. And the BIG question on their minds is: (Whether) To be on the cloud; or not to be ?…
DetailsA FUNctional Take On The Accounting Firm of The Future! With cloud, automation, integration, more powerful software that can perform increasingly more complex decision-making etc., what does the future hold for the accounting profession? My take is that the biggest strength of the accountants will NOT deplete with the onset of technologies. It will just…
DetailsFreedom. Transparency. Goals. Flexi-time. Responsibility. Easier access to leadership. What are the “perks” that you think will help YOUR firm attract millennials? Please share your thoughts. Every month, I share one idea that can help grow your Accounting / Tax Practice. Click here to receive new ideas in your inbox. If you find value in this…
DetailsSummer 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…
DetailsA 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…
DetailsIt’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…
DetailsClients 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…
DetailsLeverage 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.…
DetailsALERT: 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…
DetailsAccounting 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…
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