Lizzette Sarria, CFE’s Post

Have you faced any or all of these issues within your accounting firm? If you've been in the profession for a while, you likely have - or will at some point. Discover how I can help you plan for these challenges. 👇 #strategicplanning #successionplanning #CPAleadership #ownercompensation #CPAprofitibality

Is your CPA meeting your needs? HBK Client Engagement Director Carl Greenaway Jr. provides five questions to help you determine if your CPA is the right fit for your business. #CPA #accounting #SmallBusiness #HBK75

So you have a prospective client.. congratulations! Now – how do you determine if they are an IDEAL client? Dawn W. Brolin, CPA, CFE of Powerful Accounting, Inc POWERED BY Team Brolin put together a fantastic checklist for evaluating your client base. Read here: https://bit.ly/3ROuzJQ #accounting #accountant #accountants

Accounting roles are evolving as client needs change. Ask 10 of your friends, and most will assume that an accountant is a number cruncher and focuses on compliance issues. And, to some degree, these people are correct. (From CPA Trendlines)

Yesterday I had a great call with an accountant looking to start their accounting firm. They knew who they wanted to work with but were stuck on a few things. They didn't know how to justify a higher price compared to their competition. I immediately helped them work on their offer to make it value based as a result they now don't have to compete on priced. They didn't know how to attract new clients into their pipeline. After a few small pointers and suggestions on what to focus on, They now have complete clarity on what their offer is and how to attract the client they want. For all accountants struggling, it doesn't need to be that way. An accounting firm is still one of the best businesses to run if you want to earn a great living and create freedom in your life. There a few slots left for my complimentary strategy calls, book yours now using the link in the comments.

Are you looking for a new accountant? Here are the 6 questions you should ask to your prospective accountant to ensure that they are the right fit for you, your business and your investments. If you are interested in a comparison for the accountancy firm that you are looking at, please see our answers to the above 6 questions in the blog post below. Finding the Right Accountant https://hubs.la/Q02LwDLg0

Choosing an accountant to work with can be a difficult, but really important decision to make. There are so many accounting businesses out there – all different shapes, sizes, qualifications, and experience! What can they all do and how do you know it’s the right choice for you and your business? Find out, take a look at our blog https://lnkd.in/eiK6CQpA

For accountants, stop giving free advice Here are 5 reasons why: 1. It devalues your services. When clients get used to receiving your expert input without paying for it, they'll be less likely to invest in your higher-value advisory packages down the line. 2. It leads to scope creep. The more free advice you give, the more clients will come to expect it. Before you know it, you'll be doing far more work than you're getting paid for. 3. It prevents you from scaling. If you're constantly giving away your time for free, you'll have less capacity to onboard new clients and grow your firm. 4. It limits your profitability. Every hour spent on unpaid advisory work is an hour you could have spent on billable, high-margin activities. 5. It damages your brand. Giving away expertise for free can make your firm appear more unprofessional than competitors who charge their worth. Instead, do this: Offer a free consultation, but keep it brief. Be confident in charging what you're worth. Create tiered pricing for different advisory levels. Communicate the value of your paid services clearly. Set well-defined boundaries with clients from the start. The reality is, you're an accounting expert. Your time and advice are valuable. So, start treating it that way.

In our latest blog ("What Does an Accountant Bring To The Table For Small Businesses?"), we outline how a professional accountant can help turn your small business into the next big thing. https://bit.ly/3U4u3Yo #accounting #advisory #consulting #smallbusiness #cpa #oakville