Are competing priorities stopping you from making the switch to a digital-first business? Josh Lance, Managing Partner of Lance CPA Group, has been running his Chicago-based firm virtually for the past 8 years. He'll be sharing his blueprint to build an efficient and profitable virtual firm in time for the next tax season.
Choosing the best pricing strategies for your firm is one of the most important decisions you can make. However, if you’re like most professionals in your field, pricing is not your favorite conversation to have. After all, you didn’t get into accounting to “sell” to people.
Ryan Lazanis, CPA, CA, founder of Xen Accounting, is one of North America's earliest cloud accounting firms to get acquired by a large international firm. His secret to success? A proven framework he spent years mastering that you can leverage in your own firm.
The shift away from compliance-based services towards a more full-service approach that provides high-value guidance has clear, proven advantages. CPA.com’s Business Model Trends for CAS study reported that when advisory services were added to payroll and tax services, firms increased their monthly revenue for those services by 48.6%. Accountants and bookkeepers have a massive opportunity to sell advisory services and increase their revenue.
The shift to a digital-first business has sparked new ways of engaging with clients. Whether you're an accounting professionals who adopt a new hybrid approach to client engagement are the ones who will remain competitive and scale in 2023.