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Deeper Weekend 2014

Posts Categorized:

CPA firm

Choose your favorite writer

  • Greg Kyte
    Greg Kyte
  • Jason Blumer
    Jason Blumer
  • Jon Lokhorst
    Jon Lokhorst
  • Melinda Guillemette
    Melinda Guillemette
  • Toni Cameron

My homeboy Joey Brannon, CPA just wrote an awesome post on his blog recently.  He talked about making sure you don’t compete with your clients.  I didn’t realize the focus of the post until I read further.  In summary, if you are still doing work that your customers can do, then you are basically competing with them (or you will be competing with them soon).  His example was a CPA that prepares individual tax returns vs. a client who can prepare their own taxes on Turbo Tax.  If you keep trying to grow your practice filling out individual tax returns, then you are basically going to be competing with your clients that can prepare their own tax returns.

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Category:
CPA firm, Management and Operations
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0

 

Are you ready to take the dive into firm ownership? Or do you need a kick in the pants on moving your firm to serve globally, make new innovations a mainstay in your firm or taking your firm into the clouds? Are you tired of the same way our stodgy profession has progressed in the past? Do you know how to market to new clients online? Are you still using time sheets (and losing money)?

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Are you ready to take the dive into firm ownership? Or do you need a kick in the pants on moving your firm to serve globally, make new innovations a mainstay in your firm or taking your firm into the clouds? Are you tired of the same way our stodgy profession has progressed in the past? Do you know how to market to new clients online? Are you still using time sheets (and losing money)?

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I had a great live call the other day with the Blumer CPAs Creative Coaching Course I run online.  We were discussing the book Start With Why by Simon Sinek, and eventually found ourselves smack dab in the middle of a discussion about ‘Value Experiences.’

One of my clients began sharing the virtues of wine.  I perked up.

If you don’t know anything about wine, then you may not be willing to pay for the $10 glass at dinner.  You’ll settle for the $3 glass of wine.  But, if some friend invites you out to a fun wine tasting, then you may actually learn a thing or two about tannins, bouquet and petillant.

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Category:
Business, CPA firm, Pricing
Comments:
5

I had a great live call the other day with the Blumer CPAs Creative Coaching Course I run online.  We were discussing the book Start With Why by Simon Sinek, and eventually found ourselves smack dab in the middle of a discussion about ‘Value Experiences.’

One of my clients began sharing the virtues of wine.  I perked up.

If you don’t know anything about wine, then you may not be willing to pay for the $10 glass at dinner.  You’ll settle for the $3 glass of wine.  But, if some friend invites you out to a fun wine tasting, then you may actually learn a thing or two about tannins, bouquet and petillant.

Read more

Category:
Business, CPA firm, Pricing
Comments:
0