Episodi
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Of the 6 key areas, one of the most critical ones for any business to understand is what is the value proposition they want to have and what is the perceived value proposition by others. Understand the role value proposition plays in becoming a #relevantadvisor to your clients.
Are you ready for the future? Get your BIZ score today and find out, click HERE: http://bit.ly/getmybizscore
Ready to make the transformation from 20th century CPA to 21st century advisor, check out Haydenrock Solutions click HERE: http://bit.ly/checkouthaydenrock
Want to watch more of "A Look Into The FUTURE" check out our past shows on YouTube HERE: http://bit.ly/LIFTshow
Join one of our Entrepreneurial CPA Groups today, click HERE: http://bit.ly/breakfreeofthebox
Subscribe To "The Entrepreneurial CPA Channel" on YouTube HERE: http://bit.ly/CPAshow
Follow "The Entrepreneurial CPA Channel" on Twitter HERE: https://twitter.com/CPAshow
Follow "The Entrepreneurial CPA Channel" on Twitter HERE: http://bit.ly/FUTRofaccounting
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Start your week with the knowledge you need to break free of the box and punch above your weight. This week, are you actually focusing on understanding and solving your client's needs and concerns or are you taking the typical accountant path and getting caught up in your own bad assumptions. Focus on actually understanding your client's needs and how they are far wider in scope than the compliance work.
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Subscribe To "The Entrepreneurial CPA Channel" on YouTube HERE: http://bit.ly/CPAshow
Follow "The Entrepreneurial CPA Channel" on Twitter HERE: https://twitter.com/CPAshow
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Episodi mancanti?
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Do you wonder now more than ever how to use this time during covid-19 to talk to your clients about solutions and opportunities in a process that allows you to add value, be seen as relevant, and get paid? You are not alone, learn from our guest co-host Amy Franko how to set yourself up as as solution provider vs. a technical and add value.
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Subscribe To "The Entrepreneurial CPA Podcast" on iTunes HERE: http://bit.ly/ecpapodcast
Subscribe To "The Entrepreneurial CPA Channel" on YouTube HERE: http://bit.ly/CPAshow
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Follow "The Entrepreneurial CPA Channel" on Instagram HERE: http://bit.ly/FUTRofaccounting
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Check out our special guest co-host Donny Shimamoto as we discuss how during this time of covid-19 CPA's and accountants are positioned to serve emergency workers for our clients providing them key triage and direction to make it through the outbreak.
• COVID-19 Turns CPAs into Emergency Workers - CPA Trendlines read about it here: https://cpatrendlines.com/2020/04/06/accountants-are-emergency-responders-who-will-help-us-recover-from-the-covid-19-crisis/
Understand the knowledge:Unprecedented client challengesTriage the wound and the patientEmbracing new skillsLearning to listenAsk questions and stop and listenBe there for your clients Peace of mind, vision, and clarity are keyBe there tranquil pond
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Subscribe To "The Entrepreneurial CPA Podcast" on iTunes HERE: http://bit.ly/ecpapodcast
Subscribe To "The Entrepreneurial CPA Channel" on YouTube HERE: http://bit.ly/CPAshow
Follow "The Entrepreneurial CPA Channel" on Twitter HERE: https://twitter.com/CPAshow
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Given the complex situations we are faced with today and the unknown amount of disruption, what should a CPA's roles be in terms of looking out for their client's concerns around cyber security. Joe and I discuss this topic in detail and highlight the key things to consider before it is too late:
Key areas we talk about:SOC reports and when relevantSOC for cyber why now is a good timePositioning this topicWhat are the easy winsWire fraud - a huge risk today
Connect with Joe for all your concerns and questions HERE: http://bit.ly/MOI-Joe
Subscribe To "The Entrepreneurial CPA Channel Newsletter": http://bit.ly/c3nwltr
Subscribe To "The Entrepreneurial CPA Podcast" on iTunes HERE: http://bit.ly/ecpapodcast
Subscribe To "The Entrepreneurial CPA Channel" on YouTube HERE: http://bit.ly/CPAshow
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Watch and learn as we dig deeper into bots or robotic process automation (RPAs) with Rafael Casas Sr. Accountant Advocate with Sage and understand the key concepts you need to learn to get started with bots today to help power your success through covid-19 and beyond.
Check out episode 1 here in case you missed it: https://youtu.be/cvsVuDHtTyo
Key concepts covered:Why you need to evaluate business processesRPA community and vendorsRPA Consultant or internal team of championsOpportunities: Payments, Reporting, Workflow Overview, Tax Management and flows, match up databases.ROI evaluation methodsKeep culture front and center
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Subscribe To "The Entrepreneurial CPA Podcast" on iTunes HERE: http://bit.ly/ecpapodcast
Subscribe To "The Entrepreneurial CPA Channel" on YouTube HERE: http://bit.ly/CPAshow
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Adding to the challenges accountants and advisors are faced with today is the age old question, do you or don't you charge for your services. If you charge for them, what do you charge, how do you price the service, the client, what is the positioning you should use?
We brought on a special co-host to help answer those questions and more, Ed Kless meta-consultant from Sage, global expert on all things related to pricing and value. Get the insight you need to find success in these challenging times and understand how to price your service during the great suppression as Ed calls it.
Understand these key concepts:How to price servicesRIP hourly billingSubscription services are the futureDo the right thing for the customerStart subscription services now with a monthly amount for a covid-19 packageFollow the direct primary care modelFlanking products are critical right nowDon’t say discount - promotional/preferred priceAvoid get rich quick schemesGetting ready for recovery? Learn the question to start asking your clients now.Anxiety vs. creativity a little ying vs. yang
Subscribe To ""The Entrepreneurial CPA Channel Newsletter"": http://bit.ly/c3nwltr
Subscribe To ""The Entrepreneurial CPA Podcast"" on iTunes HERE: http://bit.ly/ecpapodcast
Subscribe To ""The Entrepreneurial CPA Channel"" on YouTube HERE: http://bit.ly/CPAshow
Follow ""The Entrepreneurial CPA Channel"" on Twitter HERE: https://twitter.com/CPAshow
Follow ""The Entrepreneurial CPA Channel"" on Instagram HERE: http://bit.ly/FUTRofaccounting"
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Check out our latest #covid-19 episode with special guest co-host Rafael Casas of Sage to talk about why even in today's uncertain times, organizations still need to identify, embrace, and deploy bots to help them function in these uncertain times.
Understand the key aspects of bots or robotic process automation (RPAs) to:Evaluate business processesLearn the key RPA community and vendorsDecide if you need a RPA Consultant or internal team of championsOpportunities: Payments, Reporting, Workflow Overview, Tax Management and flows, match up databasesROI evaluation methodsHow to keep culture front and center
Subscribe To "The Entrepreneurial CPA Channel Newsletter": http://bit.ly/c3nwltr
Subscribe To "The Entrepreneurial CPA Podcast" on iTunes HERE: http://bit.ly/ecpapodcast
Subscribe To "The Entrepreneurial CPA Channel" on YouTube HERE: http://bit.ly/CPAshow
Follow "The Entrepreneurial CPA Channel" on Twitter HERE: https://twitter.com/CPAshow
Follow "The Entrepreneurial CPA Channel" on Instagram HERE: http://bit.ly/FUTRofaccounting
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As we all deal with the unknown territory of how to service our clients and function as a firm, take a listen to what time traveler would do using his knowledge of how the firm of tomorrow should operate. Make the right moves now to drive your success through uncertain times.
Learn how to stay relevant with your clients and understand these key tips:
How to share your insight
Using the 3 ingredients of success
Focusing on the here and now
Being Proactive Now
Solid intangibles - having a game plan
Making things easy for your clients
Virtual teams
Most importantly are you making it easy or difficult for your clients and customers? Are you ready for the future?
Get your BIZ score today and find out, click HERE: http://bit.ly/getmybizscore
Ready to make the transformation from 20th century CPA to 21st century advisor, check out Haydenrock Solutions click HERE: http://bit.ly/checkouthaydenrock
Want to watch more of "A Look Into The FUTURE" check out our past shows on YouTube HERE: http://bit.ly/LIFTshow
Join one of our Entrepreneurial CPA Groups today, click HERE: http://bit.ly/breakfreeofthebox
Subscribe To "The Entrepreneurial CPA Channel" on YouTube HERE: http://bit.ly/CPAshow
Follow "The Entrepreneurial CPA Channel" on Twitter HERE: https://twitter.com/CPAshow Follow "The Entrepreneurial CPA Channel" on Twitter HERE: http://bit.ly/FUTRofaccounting
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As you are focusing on understand the #CARESact and helping their clients, are we missing a major concern right in front of us? Watch as I discuss with Joseph Brunsman best selling author and master of innovation and understand why we need to focus on insurance best practices so that our firms today do not survive covid-19 only to be put out of business by an uncovered insurance claim.
Understand these key issues:Possible fraud claimsWhy claims are projected to riseHow to report possible fraudThe one step so easy it is almost too easy to save your firmWhy pre-reporting should be your favorite thing to doBe proactive now!
Connect with Joe Brusnman for all your concerns HERE: http://bit.ly/MOI-Joe
#insurance #claimsontherise #beproactive #investinyourself #entrepreneurialcpa #mastersofinnovation
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If you have watched an episode of LIFT before you know the key to any businesses success is to solidify the intangibles (check out that episode here:https://youtu.be/RC55WpJQUhw), in this episode we take a look at the CIQ the solid intangible behind proactive services to individual tax clients. Understand how the framework functions and become relevant again to your clients.
Are you ready for the future? Get your BIZ score today and find out, click HERE: http://bit.ly/getmybizscore
Ready to make the transformation from 20th century CPA to 21st century advisor, check out Haydenrock Solutions click HERE: http://bit.ly/checkouthaydenrock
Want to watch more of "A Look Into The FUTURE" check out our past shows on YouTube HERE: http://bit.ly/LIFTshow
Join one of our Entrepreneurial CPA Groups today, click HERE: http://bit.ly/breakfreeofthebox
Subscribe To "The Entrepreneurial CPA Channel" on YouTube HERE: http://bit.ly/CPAshow
Follow "The Entrepreneurial CPA Channel" on Twitter HERE: https://twitter.com/CPAshow
Follow "The Entrepreneurial CPA Channel" on Twitter HERE: http://bit.ly/FUTRofaccounting
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Feeling over loaded with trying to stay on top of everything with the care act? Don't loose sight that the most important aspect isn't that you know every detail, but that you focus on how you talk to your clients about what these changes mean to them.
Check out some highlights of the CARE act and more importantly insight on how to position these updates to your clients and remembering what really matters to them.
Check out the slides and watch on YouTube HERE: https://youtu.be/yrzgO5UD220
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Subscribe To "The Entrepreneurial CPA Channel" on YouTube HERE: http://bit.ly/CPAshow
Follow "The Entrepreneurial CPA Channel" on Twitter HERE: https://twitter.com/CPAshow
Follow "The Entrepreneurial CPA Channel" on Instagram HERE: http://bit.ly/FUTRofaccounting
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Now that we have all made the push to working from home, it is time to re-think what your webcam backdrop says about you and your brand.
Understand the importance of your brand on video and why now is the time to up your game.
Subscribe To "The Entrepreneurial CPA Channel Newsletter": http://bit.ly/c3nwltr
Subscribe To "The Entrepreneurial CPA Podcast" on iTunes HERE: http://bit.ly/ecpapodcast
Subscribe To "The Entrepreneurial CPA Channel" on YouTube HERE: http://bit.ly/CPAshow
Follow "The Entrepreneurial CPA Channel" on Twitter HERE: https://twitter.com/CPAshow
Follow "The Entrepreneurial CPA Channel" on Instagram HERE: http://bit.ly/FUTRofaccounting
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Everyone likes to talk about how they are advisors to their clients or how they are anticipatory. But what does it really mean to have a scaleable repeatable process to increase firm revenue built around proactivity. Watch and learn what the future of tomorrow looks like and how to be relevant to your clients.
Are you ready for the future? Get your BIZ score today and find out, click HERE: http://bit.ly/getmybizscore
Ready to make the transformation from 20th century CPA to 21st century advisor, check out Haydenrock Solutions click HERE: http://bit.ly/checkouthaydenrock
Want to watch more of "A Look Into The FUTURE" check out our past shows on YouTube HERE: http://bit.ly/LIFTshow
Join one of our Entrepreneurial CPA Groups today, click HERE: http://bit.ly/breakfreeofthebox
Subscribe To "The Entrepreneurial CPA Channel" on YouTube HERE: http://bit.ly/CPAshow
Follow "The Entrepreneurial CPA Channel" on Twitter HERE: https://twitter.com/CPAshow
Follow "The Entrepreneurial CPA Channel" on Twitter HERE: http://bit.ly/FUTRofaccounting
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Do you feel like your head is spinning trying to keep track of all the tax filing changes coming in 2020 as a result of covid-19? You are not alone. If our heads our spinning, imagine how our clients are feeling. Tune in and get some tips on how to position these changes to your clients to help them understand these changes and highlight your focus as the most relevant advisor.
Subscribe To "The Entrepreneurial CPA Channel Newsletter": http://bit.ly/c3nwltr
Subscribe To "The Entrepreneurial CPA Podcast" on iTunes HERE: http://bit.ly/ecpapodcast
Subscribe To "The Entrepreneurial CPA Channel" on YouTube HERE: http://bit.ly/CPAshow
Follow "The Entrepreneurial CPA Channel" on Twitter HERE: https://twitter.com/CPAshow
Follow "The Entrepreneurial CPA Channel" on Instagram HERE: http://bit.ly/FUTRofaccounting
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If you have watched the show before you know two things. One advisory services are the future for CPA firms. Two, the BIZ survey is a key component of delivering these services. We felt like it was time to talk about what the BIZ is all about and how it helps firms deliver repeatable advisory services. Learn how this key tool came about and how it is the cornerstone of embracing a proactive approach to client service.
Are you ready for the future? Get your BIZ score today and find out, click HERE: http://bit.ly/getmybizscore
Ready to make the transformation from 20th century CPA to 21st century advisor, check out Haydenrock Solutions click HERE: http://bit.ly/checkouthaydenrock
Want to watch more of "A Look Into The FUTURE" check out our past shows on YouTube HERE: http://bit.ly/LIFTshow
Join one of our Entrepreneurial CPA Groups today, click HERE: http://bit.ly/breakfreeofthebox
Subscribe To "The Entrepreneurial CPA Channel" on YouTube HERE: http://bit.ly/CPAshow
Follow "The Entrepreneurial CPA Channel" on Twitter HERE: https://twitter.com/CPAshow
Follow "The Entrepreneurial CPA Channel" on Twitter HERE: http://bit.ly/FUTRofaccounting
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When it comes to delivering advisory services, you must have a process in place. Long term success cannot be achieved by just winging it each time. Watch and learn how to embrace a proactive planning process to deliver advisory services right.
Are you ready for the future? Get your BIZ score today and find out, click HERE: http://bit.ly/getmybizscore
Ready to make the transformation from 20th century CPA to 21st century advisor, check out Haydenrock Solutions click HERE: http://bit.ly/checkouthaydenrock
Want to watch more of "A Look Into The FUTURE" check out our past shows on YouTube HERE: http://bit.ly/LIFTshow
Join one of our Entrepreneurial CPA Groups today, click HERE: http://bit.ly/breakfreeofthebox
Subscribe To "The Entrepreneurial CPA Channel" on YouTube HERE: http://bit.ly/CPAshow
Follow "The Entrepreneurial CPA Channel" on Twitter HERE: https://twitter.com/CPAshow
Follow "The Entrepreneurial CPA Channel" on Twitter HERE: http://bit.ly/FUTRofaccounting
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By this time in March we all have had this thought more than once. I just want to fire that client.
Learn how you need to follow through on that thought and fire clients who are not the right fit to allow you the time and energy to break free of the box.
Subscribe To "The Entrepreneurial CPA Channel Newsletter": http://bit.ly/c3nwltr
Subscribe To "The Entrepreneurial CPA Podcast" on iTunes HERE: http://bit.ly/ecpapodcast
Subscribe To "The Entrepreneurial CPA Channel" on YouTube HERE: http://bit.ly/CPAshow
Follow "The Entrepreneurial CPA Channel" on Twitter HERE: https://twitter.com/CPAshow
Follow "The Entrepreneurial CPA Channel" on Instagram HERE: http://bit.ly/FUTRofaccounting
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Why have the concept of brands become so important and why do millennials view the concepts of brands vastly different from prior generations? Tune in and find out the insights from the millennial mind.Do you have your own opinion on the millennial generation, take our survey, click HERE: http://bit.ly/MMthoughts
Want to watch more of "The Millennial Mind" check out our past shows on YouTube HERE: http://bit.ly/mmindshow
Subscribe To "The Entrepreneurial CPA Channel" on YouTube HERE: http://bit.ly/CPAshow
Follow "The Entrepreneurial CPA Channel" on Twitter HERE: https://twitter.com/CPAshow
Follow "The Entrepreneurial CPA Channel" on Twitter HERE: http://bit.ly/FUTRofaccounting
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Has Dr. Sean seen too much and has decided to retire and open a B&B on the Jersey shore? Tune in and find out what B&B means in 2020 and how to get ready to embrace the future.
Subscribe To "The Entrepreneurial CPA Channel Newsletter": http://bit.ly/c3nwltr
Subscribe To "The Entrepreneurial CPA Podcast" on iTunes HERE: http://bit.ly/ecpapodcast
Subscribe To "The Entrepreneurial CPA Channel" on YouTube HERE: http://bit.ly/CPAshow
Follow "The Entrepreneurial CPA Channel" on Twitter HERE: https://twitter.com/CPAshow
Follow "The Entrepreneurial CPA Channel" on Instagram HERE: http://bit.ly/FUTRofaccounting
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