The ways to grow a business and make it more valuable can be narrowed down to a list of four:
As technologies advance and communications evolve on social platforms, the old ways of working with accountants are no longer efficient, timely, nor convenient. Even as the processes and methods evolve, the core needs of small business owners remain constant.
Read MorePayrolls, bookkeeping, tax planning & preparation, financial statement preparation, etc. are services that have long been the core services provided by accountants. These staple services are still offered and needed, but are now being provided in different ways. With the availability of cloud based accounting systems and online file sharing, accountants and their clients are better able to work collaboratively towards a common goal. With mobile devices and web based applications, access to information anytime and anywhere makes for a mutually beneficial working relationship.
Read MoreI am currently developing an orientation and onboarding process for prospective clients, as well as, making plans to apply it to existing clients. I believe it to be vitally important for a CPA and a prospective client to underake an orientation process to determine if each is a good fit for the other.
Read MoreA concept. Purpose Accountants. What is our why? How do we provide the services we believe customers want? What is it we do? Shouldn't we focus on what small business owners really demand and want from a CPA? The traditional accountant is outdated, destined to become irrelevant.
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