The Progressive Accountant is the leading online community of public tax and accounting professionals focused on using technology to better manage and grow their practice.
Jeff Siegel is the owner of Siegel Solutions, an 11-person firm that provides outsourced bookkeeping solutions usingJeff Siegel is the owner of Siegel Solutions, an 11-person firm that provides outsourced bookkeeping solutions usingQuickBooks to over 300 clients. Jeff knows what it takes to grow a business: efficiency of scale, real-time insights thatbuild strong customer relationships, and a secure data environment. He gets all three from Right Networks.
In this ebook, we’ll examine:In this ebook, we’ll examine:
- Why DIY (Do-It-Yourself) accounting systems created forsmall businesses cause undue pain for both small businessowners and for accountants
- How the right cloud-based professional accounting systemcan not only eliminate that pain, but also open up newopportunities for accountants to better serve their clients
Steven Brewer, CPA is the President of Steven Brewer and Company, CPAs, located in Salem, IN. He talked to AccountantsWorld about how he’s grown his accounting practice without needing to increase his number of clients – and how those improvements have eased his tax season crunch.
BooXkeeping: How White Label Bookkeeping Services Provide Scalability to Your Firm When it comes to running a business the main thing that every business owner wants to do is sell their products or services, create brand awareness and generate profits that they can enjoy later in life. The last thing a business owner wants to do is to worry about bookkeeping, taxes, and the rest of time consuming accounting tasks needed to run a successful business, with limited resources and time, often the bookkeeping ends up being the last on the list of things that need to be completed.Read more...
A UNIQUE ADVANTAGE
In our more than 30-year history of helping tax professionals become successful financial advisors, we have learned a thing or two about the unique advantages our Tax Professional Advisors bring to the table, and how they can be leveraged to help your clients pursue financial freedom and seize valuable opportunities. For Advisors without a tax practice, through our innovation, you too can leverage the 1040 Advantage.
For more than 30 years, we’ve remained steadfast in our mission to give every American the opportunity to have access to a skilled financial professional to help plan for their retirement.
We believe that tax professionals offer one of the most appropriate business models to naturally extend their services to offer financial products. Your knowledge of your clients’ finances, coupled with your trusted relationships, places you in a unique position to not only do what’s right for your clients, but also grow the revenue your firm generates. We execute our mission on a daily basis by assigning a dedicated staff liaison to support, train and guide highly ethical tax professionals to become HD Vest Advisors.
Are you still listening to conventional wisdom?
Don’t wait any longer to cross-sell financial services to your tax clients
Conventional wisdom says to roll out financial
services slowly. Instead, resist the urge to spend more time strengthening client relationships before pitching them financial services. Accounting firms with the largest percentage of financial services clients do not delay in cross-selling to them.
Not-For-Profit organizations are usually defined in terms of what they are not - profit-making -- with less attention paid to what they are and how they are evolving in the 21st Century. Yet the role of the NFP as a cornerstone of culture is changing, and will pose unique challenges to managers at every level of the organization in the decades ahead.
This special report is produced by our sister property, Nonprofit Technology News.
People are doing more with cloud computing than just talking about it. With Internet-based applications becoming more widely accepted, cloud applications are rapidly becoming must-have office products and not just the latest technology hot topic.
Practice management is a bread-and-butter application for the tax and accounting professional. It's time and billing element is what is needed to get the bill to the client for all those hours worked, while the data collected has potential for learning more about their needs and providing services. With links to portals and mobile devices development, this veteran breed of software appears ready to undergo a major change.
Download this Special Report here.Read more...