3 Fundamentals of Value Pricing for Getting a Better Price

3 Fundamentals of Value Pricing for Getting a Better Price

Mark Wickersham’s rules for successful value pricing:

  1. You must have a face-to-face pricing conversation with your client
  2. You must offer certainty and choice
  3. You must offer a menu of options

Read the full story on the Accountex Report.

4 Myths about Millennial Business Owners and Their Accounting Firm Preferences

4 Myths about Millennial Business Owners and Their Accounting Firm Preferences

This survey by Bill.com shows that being tech savvy is not optional if you want to attract Millennial customers: Eighty-two percent require paperless accounting services. And more than half also consume bookkeeping services in addition to tax, an increase of almost 25% versus boomers.

I'd Really Like You to Be My CPA, but I've Already Engaged Another Firm

I'd Really Like You to Be My CPA, but I've Already Engaged Another Firm

Read this article in Accounting Today about the importance of keeping the focus on the prospect, not yourself or your own firm. My key takeaway: "Try asking more and telling less. Asking great questions is the route to more engagements and one of the best ways to grow your practice and your firm’s revenues."

Transforming your understanding of what a bookkeeper really does

Transforming your understanding of what a bookkeeper really does

A new survey shows that many people have no idea what bookkeepers do on a day-to-day basis — but they also value them highly! There's a big opportunity here for entrepreneurial bookkeepers to leverage the power of cloud accounting to eliminate tedious tasks.

CPA Practice Advisor announces 2016 "40 Under 40"

CPA Practice Advisor announces 2016 "40 Under 40"

I'm honored to have been named to CPA Practice Advisor's 2016 "40 Under 40" list. This award is designed to recognize "young leaders who are helping to positively shape the accounting and tax profession." You can read my Q&A with CPA Practice Advisor here.

Highlights from Xerocon San Francisco

Highlights from Xerocon San Francisco

Wow. That was a blur! Xerocon was August 15 to 17 at Pier 27 in sunny San Francisco this year. Over 500 accountants and bookkeepers were in attendance. Here are the highlights.