I asked Marc, the CEO of Plus One Technology in Pennsylvania, what he’d like his accountant to start, stop and keep doing. Here’s what he told me: Start: Marc appreciates the actionable insights provided by his accountant but wishes they’d give more input into KPIs and potential actions to help him improve his business. Stop: Marc suggests […]
Read More… from Start | Stop | Keep – Start | Stop | Keep – Marc Umstead, Plus 1 Technology
Brannon is the founder of Poe Group Advisors and has been facilitating successful accounting practice transitions throughout the US and Canada since 2003. He is also the creator of Accounting Practice Academy, a virtual practice management workshop, and the author of the Accounting Practice Insights Blog and hosts the Accountant’s Flight Plan” podcast with other […]
I asked Jamie Beresford from Practice Protect, what would you like your accountant to start, stop and keep doing? Start: Jamie would like his accountants to be more proactive. Specifically, understanding where he’s at in his personal financial journey and aware of the challenges he’s facing. He feels clients often make decisions independently and involve […]
Read More… from Start | Stop | Keep – Jamie Beresford, Practice Protect
I asked Justine Wallendorf from PAC, what would you like your accountant to start, stop and keep doing? Start: Justine appreciates personal connections and networking opportunities with other business owners in the e-commerce space to exchange ideas and collaborate effectively. She’s keen on learning more about e-commerce intricacies and efficient practices to manage her business […]
Read More… from Start | Stop | Keep – Justine Wallendorf, PAC – Parents & Children
I asked Alan FitzGerald of Practice Connections, what would you like your accountant to start, stop and keep doing? Start: Alan wants his accountant to start effectively marketing and communicating the full range of services they can offer. Alan suggests that accountants should emphasise their ability to help clients save money and generate more revenue […]
Read More… from Start | Stop | Keep – Alan FitzGerald, Practice Connections
I asked Allan Dib of Successwise/The 1-Page Marketing Plan, what would you like your accountant to start, stop and keep doing? Start: Allan expresses his desire for accountants to be more proactive and initiate quarterly planning discussions with their clients. He emphasizes the importance of accountants taking the initiative to plan for the next quarter […]
Read More… from Start | Stop | Keep – Allan Dib, Successwise/The 1-Page Marketing Plan
I asked Glen Senior of The Small Business Company, what would you like your accountant to start, stop and keep doing? Start: Glen wants his accountant to start notifying him of looming tax bills and providing information on dividends and minimizing tax payments. He suggests that his accountant should send him relevant updates on legislation […]
Read More… from Start | Stop | Keep – Glen Senior, The Small Business Company
I asked Dean Dunning of Wanaka Solar, what would you like your accountant to start, stop and keep doing? Start: Dean mentions the complexity of the accounting process and the hesitancy of branch managers to contact the accountant due to uncertain charges. He suggests that if the managers knew the cost of the phone call […]
Read More… from Start | Stop | Keep – Dean Dunning, Wanaka Solar
I asked Blake Oliver from Earmark CPE and The Accounting Podcast, what would you like your accountant to start, stop and keep doing? Start: Blake says many firms should start improving their communication with clients. He says his CPA tends to become unresponsive during busy periods. This creates uncertainty and worry. Blake suggests accountants should […]
Read More… from Start | Stop | Keep – Blake Oliver, Earmark CPE/The Accounting Podcast