The Family Office Guy’s Video Presentations
July 24, 2014
Richard Muscio, Event Speaker and CPA, discusses the importance of technology allowing timely communication with all clients, especially the A-list clients.
July 22, 2014
The technology leaders of Certified Public Accounting offices went paperless methods because they listened to their high-end clients stating that they needed to be able to things with digital documents. Richard Muscio, elaborates on how this adds benefits to any CPA firm.
July 14, 2014
CPA entrepreneur and public speaker, Richard Muscio, shares how innovation plays a large role in ensuring that an accounting office will restructure itself into a CPA Firm of the Future. Accountants need to offer far more services than simply tax preparation and financial statements.
July 7, 2014
Richard Muscio, the Family Office Guy, sits down to speak about why billing by the hour is an outdated practice in the CPA field. Value pricing, a set amount that is agreed upon for each project, not only allows the client to feel they are receiving a better deal, but also creates the need for the CPA and client to interact face to face while agreeing on a price.
June 9, 2014
10 Steps to a Ground-Breaking CPA Firm Culture
1. Servant Leadership Mentality
3. Collaborative vs Competitive
4. Departments Share work Loads vs Hoard best Clients
5. Value Based Pricing vs Hourly
6. Client Centric
7. Many Face to Face meetings with clients
8. More transparency
9. customer service 24 hrs a day
May 14, 2014
CPA firms are no longer defined by income tax return preparation and financial statement preparation. While the industry is no longer defined by these services, many still believe that this all that accountants do. In order to break this notion, Richard explains the two key things that he believes helps set his firm apart
from the rest a CPA Firm of the Future.
May 5, 2014
Marketing should not be approached in the same manner that accountants would prepare a financial statement. Bring in new clients brings in more variables, however, better serving the top clients of the firm not strengthens revenue for the firm by lasting consumer relationships.
May 1, 2014
Become the most trusted advisors not just analysts of past financial dynamics, should be the drive force behind any CPA’s marketing plan. Also, marketing more to best clients than possible new clients is a way to become the firm of the future.
April 28, 2014
This is the most important issue facing the CPA industry because only 25% of all firms have a viable succession plan. There are several keys that need to be addressed in this, but among the most important is providing services to the top clients as firm not just the senior partner or owner.
April 25, 2014
3. Work flow
6. Hourly Billing