The Entrepreneurial CPA Podcast
6 Key Areas:  #2b Value Proposition

6 Key Areas: #2b Value Proposition

August 22, 2020

Of the 6 key areas, one of the most critical ones for any business to understand is what is the value proposition they want to have and what is the perceived value proposition by others. Understand the role value proposition plays in becoming a #relevantadvisor to your clients.

Are you ready for the future? Get your BIZ score today and find out, click HERE: http://bit.ly/getmybizscore

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Bad Assumptions

Bad Assumptions

May 4, 2020

Start your week with the knowledge you need to break free of the box and punch above your weight. This week, are you actually focusing on understanding and solving your client's needs and concerns or are you taking the typical accountant path and getting caught up in your own bad assumptions. Focus on actually understanding your client's needs and how they are far wider in scope than the compliance work.

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Being A Modern Seller

Being A Modern Seller

April 28, 2020

Do you wonder now more than ever how to use this time during covid-19 to talk to your clients about solutions and opportunities in a process that allows you to add value, be seen as relevant, and get paid? You are not alone, learn from our guest co-host Amy Franko how to set yourself up as as solution provider vs. a technical and add value.

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Emergency Workers

Emergency Workers

April 27, 2020

Check out our special guest co-host Donny Shimamoto as we discuss how during this time of covid-19 CPA's and accountants are positioned to serve emergency workers for our clients providing them key triage and direction to make it through the outbreak.

• COVID-19 Turns CPAs into Emergency Workers - CPA Trendlines read about it here: https://cpatrendlines.com/2020/04/06/accountants-are-emergency-responders-who-will-help-us-recover-from-the-covid-19-crisis/

Understand the knowledge:
Unprecedented client challenges
Triage the wound and the patient
Embracing new skills
Learning to listen
Ask questions and stop and listen
Be there for your clients
Peace of mind, vision, and clarity are key
Be there tranquil pond

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CPA’s Role Cyber-Security

CPA’s Role Cyber-Security

April 23, 2020

Given the complex situations we are faced with today and the unknown amount of disruption, what should a CPA's roles be in terms of looking out for their client's concerns around cyber security. Joe and I discuss this topic in detail and highlight the key things to consider before it is too late:

Key areas we talk about:
SOC reports and when relevant
SOC for cyber why now is a good time
Positioning this topic
What are the easy wins
Wire fraud - a huge risk today

Connect with Joe for all your concerns and questions HERE: http://bit.ly/MOI-Joe

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Bots Going Deeper

Bots Going Deeper

April 22, 2020

Watch and learn as we dig deeper into bots or robotic process automation (RPAs) with Rafael Casas Sr. Accountant Advocate with Sage and understand the key concepts you need to learn to get started with bots today to help power your success through covid-19 and beyond.

Check out episode 1 here in case you missed it: https://youtu.be/cvsVuDHtTyo

Key concepts covered:
Why you need to evaluate business processes
RPA community and vendors
RPA Consultant or internal team of champions
Opportunities: Payments, Reporting, Workflow Overview, Tax Management and flows, match up databases.
ROI evaluation methods
Keep culture front and center

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Pricing During The Great Suppression

Pricing During The Great Suppression

April 22, 2020

Adding to the challenges accountants and advisors are faced with today is the age old question, do you or don't you charge for your services. If you charge for them, what do you charge, how do you price the service, the client, what is the positioning you should use?

We brought on a special co-host to help answer those questions and more, Ed Kless meta-consultant from Sage, global expert on all things related to pricing and value. Get the insight you need to find success in these challenging times and understand how to price your service during the great suppression as Ed calls it.

Understand these key concepts:
How to price services
RIP hourly billing
Subscription services are the future
Do the right thing for the customer
Start subscription services now with a monthly amount for a covid-19 package
Follow the direct primary care model
Flanking products are critical right now
Don’t say discount - promotional/preferred price
Avoid get rich quick schemes
Getting ready for recovery? Learn the question to start asking your clients now.
Anxiety vs. creativity a little ying vs. yang

Subscribe To ""The Entrepreneurial CPA Channel Newsletter"": http://bit.ly/c3nwltr

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Follow ""The Entrepreneurial CPA Channel"" on Instagram HERE: http://bit.ly/FUTRofaccounting"

Bots: Getting Started

Bots: Getting Started

April 17, 2020

Check out our latest #covid-19 episode with special guest co-host Rafael Casas of Sage to talk about why even in today's uncertain times, organizations still need to identify, embrace, and deploy bots to help them function in these uncertain times.

Understand the key aspects of bots or robotic process automation (RPAs) to:
Evaluate business processes
Learn the key RPA community and vendors
Decide if you need a RPA Consultant or internal team of champions
Opportunities: Payments, Reporting, Workflow Overview, Tax Management and flows, match up databases
ROI evaluation methods
How to keep culture front and center

Subscribe To "The Entrepreneurial CPA Channel Newsletter": http://bit.ly/c3nwltr

Subscribe To "The Entrepreneurial CPA Podcast" on iTunes HERE: http://bit.ly/ecpapodcast

Subscribe To "The Entrepreneurial CPA Channel" on YouTube HERE: http://bit.ly/CPAshow

Follow "The Entrepreneurial CPA Channel" on Twitter HERE: https://twitter.com/CPAshow

Follow "The Entrepreneurial CPA Channel" on Instagram HERE: http://bit.ly/FUTRofaccounting

What Would You Do Now

What Would You Do Now

April 15, 2020

As we all deal with the unknown territory of how to service our clients and function as a firm, take a listen to what time traveler would do using his knowledge of how the firm of tomorrow should operate. Make the right moves now to drive your success through uncertain times.

Learn how to stay relevant with your clients and understand these key tips:

How to share your insight

Using the 3 ingredients of success

Focusing on the here and now

Being Proactive Now

Solid intangibles - having a game plan

Making things easy for your clients

Virtual teams

Most importantly are you making it easy or difficult for your clients and customers? Are you ready for the future?

Get your BIZ score today and find out, click HERE: http://bit.ly/getmybizscore

Ready to make the transformation from 20th century CPA to 21st century advisor, check out Haydenrock Solutions click HERE: http://bit.ly/checkouthaydenrock

Want to watch more of "A Look Into The FUTURE" check out our past shows on YouTube HERE: http://bit.ly/LIFTshow

Join one of our Entrepreneurial CPA Groups today, click HERE: http://bit.ly/breakfreeofthebox

Subscribe To "The Entrepreneurial CPA Channel" on YouTube HERE: http://bit.ly/CPAshow

Follow "The Entrepreneurial CPA Channel" on Twitter HERE: https://twitter.com/CPAshow Follow "The Entrepreneurial CPA Channel" on Twitter HERE: http://bit.ly/FUTRofaccounting

Biggest Insurance Fears

Biggest Insurance Fears

April 10, 2020

As you are focusing on understand the #CARESact and helping their clients, are we missing a major concern right in front of us? Watch as I discuss with Joseph Brunsman best selling author and master of innovation and understand why we need to focus on insurance best practices so that our firms today do not survive covid-19 only to be put out of business by an uncovered insurance claim.

Understand these key issues:
Possible fraud claims
Why claims are projected to rise
How to report possible fraud
The one step so easy it is almost too easy to save your firm
Why pre-reporting should be your favorite thing to do
Be proactive now!

Connect with Joe Brusnman for all your concerns HERE: http://bit.ly/MOI-Joe

#insurance #claimsontherise #beproactive #investinyourself #entrepreneurialcpa #mastersofinnovation

 

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