Re-Engineering Your Accounting Firm to Maximize Time and Profit
A large national accounting firm, located in Dallas, saw that their non-profit clients were struggling with the expensive cost of the services the firm was providing. They had MoneyPenny come in and look at the current processes they were utilizing. The head of the non-profit division brought in her team and described to them the […]
Should You Pay for Your Client’s SaaS?
Many years ago, back in the previous century, we recommended that accounting firms, wanting to become more efficient and promote themselves as forward-thinking, should use ASPs when managing their business client’s accounting software. That is still a viable option for quite a lot of businesses and firms. We even went so far as to tell […]
Is Software the Answer to Value-Added Billing?
Will software provide the tool for doing value added and consulting work? When you started your firm, you knew from your early internship and years spent getting your feet wet, how to do billable hourly tracking. There is a plethora of software on the market, many tied into practice management software, that assists you in […]
Research on Objection: “My Clients Won’t (Insert Objection Here).”
More often than not when I am speaking with Accountants and Bookkeepers I hear, ‘My clients won’t …’ In the past, I have put on my bookkeeping/accounting disguise and verified the validity of this type of response myself. And lately, since firms have hired me to go out to their clients and set them up […]
