We asked Mark Wickersham, author of Effective Pricing for Accountants, to share 7 powerful tips for how you can maximize your pricing based on value. Here are Mark’s top tips. I’ve spent many years advising accountants and bookkeepers on effective pricing and I’ve found some common factors that hold them back. Most firms believe clients […]
Sales Channel – Multi-Channel – Omni-Channel
Runaway sales departments have always scared the heck out of me as an accountant and inventory specialist. “Revenue solves all known problems,” Eric Schmidt, the former CEO of Google, was infamous for saying. Business owners around the country share that sentiment and emphasize making more sales before curtailing expenses. It’s that drive for ever more […]
Do You Need an Exit Strategy for Your Accounting Business?
Whether you plan to pass your business on to the next generation, hand it off to a partner, or sell it altogether, succession planning is essential to a smooth transition. Protect your legacy by developing a succession plan before you need it, and by considering the following tips to help you develop an exit strategy […]
Help Your Clients Stay Compliant — With Sales Tax Automation
When it comes to sales tax, getting to the point where you know the jurisdictions where you have nexus and are ready to start collecting tax is often no small feat. You resolved the sales tax nexus issue, now what? The next step is to implement a sales tax automation solution tailored to fit your […]
9 Steps to Picking & Choosing Technology
The advancement of technology in the accounting industry is presenting forward-thinking firms with the chance to completely change the way they operate. Modern systems and apps are letting accountants achieve far more, with a lot less. But for all the opportunities being presented, one big, new challenge has surfaced. How can you navigate the endless and […]
Speeding Up Access to QuickBooks Online Reports
Like most cloud-based accounting systems, QuickBooks Online enables you to export reports that you can view on screen to Microsoft Excel. The export process within QuickBooks Online itself only involves a couple of mouse clicks, but from there you may have to perform several more actions to finally see your report in Excel. In this […]
How Accounting Firms Can Make Bill Pay a Profitable Service
Bill pay services are valuable. And whenever you provide a service that has value, you should price based on that value. But how do you do that? Before you can come up with a value-based price you first need to be clear on what the value is, and articulate that value so the client fully […]
Renting vs. Buying: What Can You afford?
When does it make sense to make the financial leap to become a homeowner? Powered by WPeMatico
Can I Get Money From My 401(k) at 55?
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Time is Running Out! Remember These 5 Tax Challenges and the Solutions to Overcome Them
It’s tax season, and that means small business owners everywhere are starting to worry about how and when they’ll file their year-end returns. Tax season is a stressful time for everyone, but especially for small business owners, who often have more complex financials to work with than individuals — but considering there are close to […]