5 Mistakes to Avoid When Seeking New Clients
If you’re an accounting professional then you’ve probably found your niche within delivering the service you offer your customers. The part many of us struggle with is marketing and selling ourselves. We didn’t really think that’s what we were signing up for when we got into this line of work. Putting this off can really […]
Protect and Grow Existing Clients
Firms typically focus their marketing on four basic strategies. Fifty percent of the time is spent growing and protecting current client base. Thirty percent of the time is spent developing and nurturing referral sources. Fifteen percent goes to attracting new customers while five percent goes for support services. By following CPA trend lines you can […]
Tax pros prepare for the coronavirus
Tax experts such as Bill Nemeth suspect that the IRS will see a higher amount of extensions being filed for after flu season, especially since the appearance of coronavirus in the US. More and more tax companies are ensuring that they have hand sanitizer available on their desk for their customers in order to make […]
Be an Accountant, Not a Salesperson for Other Things
Accountants have the authority to perform a number of job duties, such as manage investments, handle broker mortgages, and find investors for various businesses. Ed Mendlowitz is a certified public accountant who recently wrote for CPA Trendlines, and spoke about how accounting may not send you on the road to wealth, but you can at […]
When the IRS and FBI Come Knocking
There are many different things that you can do to prevent your server from being hacked into which will keep everything safe. Cloud storage programs allow for you to store and back up your files which means you’ll be able to recover them in case they are lost. Encryption programs help create encrypted folders which […]
More Firms Falling Behind, Says Busy Season Barometer
Some firms aren’t doing too well according to a barometer. Recently a lot of firms have fallen on their productivity as far as the health of their firms. Those mid range firms that are normally pretty successful have fallen, they haven’t gone by the way side by any means, some of them have gone up. […]
How Small Workflow Changes Can Instantly Boost Client Service Value
There are specific changes that firms and companies can make in order to increase the value that they offer to clients. For example, with regards to taxes and accounting, software is starting to hurt accounting firms because of how easy it is to do taxes online. However, you can combat that by opening up your […]
How to Boost Your Accounting Career
There are quite a few things that you can do to help boost your accounting career. First things first, you need to qualify as a CPA which means getting that license. Becoming a CPA will not only gain you a higher starting salary, but your growth will increase as well as your career security. Becoming […]
Tax Season Is Hacker Season
Tax season is the season where most cyber criminals are active behind their computers waiting to steal some valuable data. The reason CPA’s are the biggest targets is because they hold some very valuable information. They hold social security numbers, phone numbers, email addresses, employee id numbers, and bank account numbers. These are the numbers […]