The prospect of AI impacting the work of Certified Public Accountants (CPAs) brings several considerations to the forefront. Here are three of the most significant considerations: These considerations emphasize the need for CPAs to be proactive in understanding and integrating AI into their practices, ensuring they can navigate the changing landscape effectively while maintaining their…
People in the accounting firm are feeling the impact of technology as much as anyone. Technology is constantly evolving, but the accounting field is only now starting to try to keep up with all of those changes. Go ahead and let yourself fall behind with technology if you want to fall flat on your face.…
Welcome to the Busy Season In-House Review. Let’s check in. Let’s learn what we experienced this busy season, and let’s see what we can do to take our knowledge and turn next season into what I call a non-event. It’s just another part of the year. There’s no stress. It’s just kind of working through.…
Congratulations, accountants and CPA professionals. You made it through another busy season. What is your busy season review process? Did it go as planned? Was it wildly successful? Question: When was your busiest part of the season? Were you able to take your team on April 14th for lunch and then call it quits and…
Brand identity is fundamental to business success. It creates a distinctive and memorable image that sets a company apart from competitors. Brand identity establishes credibility and nurtures customer loyalty. Aside from sustaining an existing customer base, a brand identity can help you penetrate potential market segments. For instance, a well-established brand identity can positively affect…
Here’s today’s Controlled Business Vonversation thought. Are you doing it on accident? Are you causing a really bad stench that I call commission Breath? Commission breath is caused by selling even a slight smell of a sale can cause sales resistance. Therefore, what I call commission breath. Remember? Everyone loves to buy, but nobody likes…
Here’s today’s controlled business conversation thought. The empty cup. The empty cup is a philosophy of completely letting go of your own needs and wants and agenda, and your ego and completely focused on your client prospect. Empathetically listening very deeply to their pains, their needs, their wants, and their desires. I call this conversation:…
Here’s today’s controlled business conversation thought, the use of an opening statement. The opening statement is designed as a roadmap to give the possessor complete control of the conversation. It’s really used as a, an agenda to lessen sales. To get to the point of the conversation to move us from the casual conversation, you…
Hey there, I’m Bill Baylis and I want to talk to you about taming the fire-breathing dragon that your business may have become. Many of us started our businesses or joined the family business with high hopes of having control over our time and making good money, but over time, our businesses can become burdensome…
Hi there, I’m Bill Baylis, and I’d like to share with you a valuable tool that can help you connect with your clients as a CPA accountant. As business owners’ trusted advisors, they expect us to be their sounding board and help them navigate through the challenges they face. You, as accountants, have access to…
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