Accountant

7 Tips For Leading A Virtual Firm

7 Tips For Leading A Virtual Firm

Leading a virtual firm can be done successfully, it just takes different skills to pull it off. And it takes practice leading teams in different ways when you can’t see them or influence them in person. These 7 tips will increase your likelihood of success as you consider a virtual model for your firm...

Three Little-Known Reasons Why Businesses Stop Referring Their Accounting Firms (And How to Avoid Them)

Three Little-Known Reasons Why Businesses Stop Referring Their Accounting Firms (And How to Avoid Them)

New survey results suggest reasons why companies leave or stop referring their accounting firms.

The Entrepreneurial Mindset: The “It Factor” for New Business Development Growth

The Entrepreneurial Mindset: The “It Factor” for New Business Development Growth

Entrepreneurs need to sell themselves as much as their solution, and much in the same way, anyone in your firm can be an entrepreneurial business developer. This new sales economy is influencing the way our prospects and clients are buying from us, and it’s changing their expectations of us. Here are a few of the trends affecting business development today….

Taking on technology advisory services to create a deeper client connection - Part II

Taking on technology advisory services to create a deeper client connection - Part II

As we launch into best practices, it’s important to note that the first is as easy as they come—building relationships! This is what accounting professionals were born to do...what you do day in and day out. Accounting is a relationship-based business, meaning you are one step ahead as you move forward with technology vendors.

There are, of course, other best practices critical to the process….

 

Taking on technology advisory services to create a deeper client connection - Part I

Taking on technology advisory services to create a deeper client connection - Part I

Technology continues to rank as one of the scariest areas of business. The mere rate of technology change is enough to overwhelm even the most tech-savvy accountant entrepreneur. But perhaps it’s the feeling of the unknown that keeps many firms from venturing into technology advisory services…

The Countdown to QuickBooks Connect

The Countdown to QuickBooks Connect

QuickBooks Connect is right around the corner, and the BIll.com team is excited to connect with you! That also means that the packing-slash-thinking-slash-planning portion of this conference is well underway in your brains. Whether you’re a conference pro or a first-time attendee, here are a few tips and tricks to help you navigate the countdown and make the most out of QuickBooks Connect. 

Advance Firm Growth Through Strategic Relationships

Advance Firm Growth Through Strategic Relationships

The new sales economy, and specifically technology, have broadened the ways in which relationships in the accounting industry and other professional services industries are built and sustained. But it’s still the value created through a strategic relationship that remains at the heart of the most successful business development. Do you know how to find and make those connections, and turn kernels of a new relationship into a long-term loyal customer for your firm?

5 Secrets of the Fastest-Growing Accounting Firms

5 Secrets of the Fastest-Growing Accounting Firms

Why do some accounting firms grow faster and make fatter margins than others? Do they know something that the rest of us don’t? One of the best ways to understand high-growth firms and uncover their secrets is to compare them to their no-growth peers. Which is exactly what we did. Let’s take a look at five major findings from our research…

The Art of the Sale: How to Break Through Common Objections and Win the Client - Part II

The Art of the Sale: How to Break Through Common Objections and Win the Client - Part II

If you recall from Part I, we delved into the initial phase of the broad sales process—Discovery. We also walked you through the two sub-phases that support discovery efforts: Identify and Interview. Today, we continue with our experts Jordan Cooper, Senior Accounts Manager and Tate Henshaw, Xero Ambassador, to offer you common objections that prospects will throw out during the sales process, supported by sound tactics and tips to help you move past them and on to winning the client.

The Art of the Sale: How to Break Through Common Objections and Win the Client - Part I

The Art of the Sale: How to Break Through Common Objections and Win the Client - Part I

Keeping the sales funnel full and winning new clients is crucial to continued growth and the sustainability of any accounting firm. Yet, often, the sales process can prove to be a struggle for accounting professionals—specifically the ability to foster deeper conversations with prospective clients. In Part I of this two-part series, you will be introduced to the discovery phases of the selling process. You will also be introduced to proven and tested tips on how to master the art of conversation to move prospects through the sales funnel and closer to conversion