Accountants have a hard time getting their head around assigning a price to squishy stuff like peace of mind, quick response time, and ease of access. While they understand that these things are valuable, it’s not widely understood how they …
Many of you are familiar with the overwhelm that comes with a mountain of tax work. It is so easy to get bogged down with the countless details and its never ending so-called quick questions from clients. But before you …
Most CPAs struggle with pricing - some have moved to flat-rate or subscription pricing, and some still bill by the hour. What they often struggle to understand is the full depth of the value they offer to their clients, and …
Most CPAs struggle with pricing - some have moved to flat-rate or subscription pricing, and some still bill by the hour. What they often struggle to understand is the full depth of the value they offer to their clients, and …
There is endless conversation about technology, software, and automation disrupting the accounting space. Do you feel like your systems are pretty much automated, where you can just show up and mouse click one button, and it spits out all the...
Here are 5 apps, extensions, and plugins that can make your life easier. - Available on Android and Mac - I use it on my iPhone but for short things I just use the built in keyboard shortcuts, especially for …
Subscription pricing is all the rage right now. Most CPAs are stuck when it comes to pricing - some have moved to flat-rate or subscription pricing, but many - if not most - still bill by the hour. What they …
There’s an industry-wide gravitational force toward regular hour-long meetings. Somewhere along the way it was decided that hourly meetings held weekly, monthly or quarterly are the way to deliver services. It may be true that regular meetings...
Want to find out how to get CPE for this episode? Get on my Daily Email List for up-to-date information on all the courses I offer that qualify for CPE. Subscribe at SheThinksBigCoaching.com VALUE-PRICING Value pricing is best for...
These questions often comes up: “How to I raise my rates?” and “How much should I charge?” and “How do I price this service?” The answer appears to be quite simple: Apply logic. Logic says raise your rates. Therefore, raise …
Intangibles have value. And value is the precursor to price. If you’re not great at measuring so called intangibles, you won’t appreciate their value, and if you don’t appreciate their value, you’ll underprice, and when you underprice,...
Today I speak with Catherine Ozment, CPA, who I asked to return after last week’s episode. Last week on the podcast I have Catherine Ozment, CPA. She and I have been working together for just shy of a year, and …
Many of you know how difficult and time consuming it can be to run a tax factory: It’s all too easy to get buried under a mountain of tax, underprice services, and be in what feels like a near steady …
Today we’re playing BS CPA LINGO BINGO. Lingo in the accounting space that makes some of us kind of crazy. There are five terms that are especially problematic for CPAs and accountants that slow business growth. In...
Being a CPA is challenging, there’s no doubt. When I reflect on CPAs’ challenges, and try to simplify the situation as much as possible, I can distill a few key problems: being a generalist, billing instead of pricing, and focusing …
Waiting until you’re cooked to decide it’s time to sell your practice is a guaranteed way to fetch a low price for what you’ve spent a lifetime building. If you want to optimize the sale price of your business, it …
Should you use rolling forecasts for your clients? Do you hear all this talk of including forecasting for your client, but when it comes to implementing, you’re a bit deer in the headlights? Shifting into forecasting and scenario planning for …
Would you just as soon rub your hand against the grain of a sheet of plywood than have a sales conversation? Avoiding sales leads directly to avoiding revenue, and the cost to your firm in the way of business left …
There are loads of questions out there about Employee Retention Credit, and with all the guidance on top of PPP and all the rest, it can be hard to know everything and stay-up-to-date. My guest today is Randy Crabtree, co-founder …
Is your website a scatterplot of ideas, random phrases, and services? Does it suggest that you can do anything and everything for anyone, so long as they’re human? Do you look at it and cringe, but you feel overwhelmed or …
Do you ever wonder if your tech security is tight enough? Not sure if it’s your firewalls are like swiss cheese, or if you’re a sitting duck, just waiting for a stealthy hacker to pick off your IP address and …
Many CPAs avoid the topic of selling - they associate sales with the gross, pushy, slimy sales conversations they have had in the past, and believe that anything to do with sales is a necessary evil, best avoided at all …
Today I speak with Jack Sweeney, host of the CFO Thought Leader Podcast where he has interviewed almost 700 CFOs about their roles. Jack is also the winner of the 2018 Excellence in Financial Journalism Award by the NYSSCPAs. A …
Resilience for CPAs and Accountants How many days do you feel like you’re running ragged, and just getting to 9pm without a nuclear meltdown is a win? Once in a while, allowing your tank to run all the way down …