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…

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…

9 Things You Need to Do to Avoid Being Overworked

Are you: Overworked, overwhelmed and overscheduled? Taking work home with you? Experiencing staff coming to you with problems that you feel they can solve themselves? Worrying that your staff will make mistakes and make clients angry? Spending precious time checking and correcting work done by staff? If you answered “yes” to 2 or more of…

Do These Challenges Facing CPA Firms Sound Familiar?

When nearly 100 small firm owners talk about three common things that are key to their firms’ fortunes, you want to know what those are. Maybe these same things are on your mind as well. Pransform exhibited at the NY accounting show on May 1-2, 2013 and nearly 100 small firm owners talked to us…

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…

Grow Your Firm in 7 Defining Steps

You’re busy, stressed, and lazy. There, I said it. Don’t take offense though, I mean no disrespect; this is just a common issue with most struggling businesses. And if you are not busy, stressed and lazy then you probably don’t need to read this newsletter because you’ve figured out how to run a profitable business.…

How Will You “Wow!” Your Clients In Tax Season?

Hello. Got source documents. Prepared return. Filed. See you next season. Thanks. Is that the path it goes for you as a tax preparer? Can you find a way to put in a Wow! somewhere on that path? Here are some… The Perfect One. No Taxes Owed. No Refund: What do you do with such…

Extend Your Happy Holidays Into Tax Season!

Yes! You read it right! The most popular poll (with keywords “CPA” and “Tax”) on LinkedIn revealed a very interesting insight into the minds of tax preparers. 26% voters expressly indicated that they wanted clients to turn in source documents in early. And 26% more voters wanted “Family, Healthy Meals & Seeing Daylight”, indirectly indicating…

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…