Tag Archives: Cpa’s

The Important Financial Role Played by Accountants and CPAs

Small businesses today increasingly require professionals who can incorporate knowledge from multiple resources to address tactical business problems and help build leading-edge business models. This fact provides new chances for finance professionals who can create new opportunities in a global, liberalized and free economy. There is an critical need for professional financial advisors who are not only schooled in the routine accounting methodologies but also possess cutting-edge cutting edge and fast-tracked competencies with cross-cultural knowledge and skills.

Among the two areas of accounting- general accountants and CPAs, there lies a fine line of differientation between the two. Where a general accountant is involvled in creating the measurements about the various financial documents necessary to assist the managers, tax authorities and investors make better calls; a Certified Public Accountants (CPA) can manage a variety of assignments and tasks. They provide higher-level income tax preparation and services for a range of clients including individuals, small businesses and corporations. CPAs also perform basic firm auditing. Depending on the state in which they reside, to maintain current licensing, every three years CPAs must take up to 200 hours of continuing education courses in order to stay on top of changes in their profession.

It is accepted that all CPAs can be accountants but all accountants are not qualified to be CPAs though the two terms are often and mistakenly used interchangeably. The job and responsibilities of CPAs is considered to be difficult than that of accountants and/or bookkeepers. The fact is that no matter what the specific responsibility or the distinction between their functions is, they all serve as a important resource for advice and/or consultation with respect to business matters and financial advice. CPAs can operate in virtually any area of finance including corporate finance, merger & acquisition, corporate governance, preventing, detecting, and investigating financial frauds, finance information technology, especially as applied to management consulting and performance management and other funding.

As you are aware, correctly prepared financial documents are a important part of any business endeavor and it requires the services of top-notch trained professionals to do the job. Finding a professional CPA or accountantis a tough task but the process can be made less difficult if you do a bit of homework. Achieving CPA status takes work, smarts, ethics, and a lifelong commitment to learning. It all starts with hundreds of hours of some of the toughest academic courses at any college or university. Then, after graduation and at least a year of professional experience under the guidance of another CPA, candidate CPAs must pass a difficult test of their business, auditing, and general accounting skills. Their training and unique knowledge perfectly positions them to function as financial managers and strategists, often serving as chief financial officers for medium to large-sized businesses. Other attributes may include the moral ethics defining the trustworthy nature of the candidate and his dedication towards the job.

If you are in search of a professional accounting specialist (CPA, accountant or bookkeeper) in Austin or central Texas, then Austin-Accountants.com is the answer. They are a recognized accounting advisor firm and can help you find the right professional who will protect your interests and your financial assets. For more details you can log on to: www.austin-accountants.com

Wade Jarret is an SEO expert and financial writer currently working for Austin Accounting Advisor located in Austin, TX.

Marketing Wisely to Cpa’s

 

When you are marketing to CPA’s and they are your main audience, you already know how difficult it can be to get their attention and keep it. Your clients are going to be part of a highly aggressive, extremely motivated, very busy group of people and unless you can offer to keep up, no matter what you are selling, you will find that you are going to get left behind in the dust! For people who are looking to market to CPA’s, nothing is going to be more important that putting together a list, that is, a formal accounting of all the CPA’s that you are in contact with and who are interested in hearing from you. Maintaining and adding to this list are going to be two of the most important tasks that you need to take care of.

When you are looking to market to CPA’s, remember that you are dealing with a demographic that greatly respects the written word. Particularly if you are looking at an older crowd, you will find that you can still cannot beat the personal contact that an

mailing campaign will get you. However, keep in mind that with CPA’s coming into the field at all times, and with these individuals having a great deal of knowledge about computers, email and methods of mass communication, you will find that you should not neglect your email marketing campaign efforts either. When you are looking at making sure that you give your CPA’s the attention they need, remember that communication is an important thing to keep in mind.

Another thing that you need to keep in mind is that many CPA’s will have several different points of communication. Some will prefer to work over phone and fax, while others refuse to do anything that isn’t available online. This is something that will vary depending on what they are used to; there is a wide gap between the CPA’s who are getting ready to retire and the ones who are just entering the field, and you will find that if you are a good marketer that you cannot afford to ignore either set.

When you are looking at putting together your CPA marketing list, you will find that the more information that you can put on it, the better. You cannot afford to have a client on that list that you cannot reach and you will find that if you persist in trying to reach them in a way that they don’t like that you can kiss their business goodbye. Whether you are looking to find out what their needs are, or you have software that you want to offer them, take some time to make sure that you will be presenting it in a way that is acceptable to them.

Remember that your CPA list should be validated and updated; don’t waste time with defunct entries. Make sure that your email list is DNS validated and that your direct mailing list is matched up against the National Change of Address (NCOA) postal database. Don’t waste your efforts on people who are not really there!

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Going Online- Why Accountants And Cpas Should Have Websites

The Tax Software Revolution

The most common service that accountants and CPAs provide to the public at large is tax preparation. That tradition has had a large hole blown in it by the arrival of software packages that allow individuals to prepare their own tax returns with an on-screen guide walking them through the process. The states and the federal government have cooperated by making online filing available and, furthermore, an attractive option because it will get you your tax refund quicker than a traditional paper filing.

Millions of Americans have opted for this method, and for many of them it’s a good choice. Large numbers of them did not use accounting services in the first place, as they had simple tax returns. However there is also a large class of people who are utilizing the yearly software option when perhaps they would do better with professional service. A good accountant can find tax breaks or prepare itemized lists that help your tax situation where you may not see the opportunity or may not be willing to dedicate the time to itemizing.

Why Professionals are Better than Software

The individuals that are caught between the “simple return” pool and the group of people who have to use professional help every year because of complicated personal financial situations are the group that accountants and CPAs need to recapture. The best way to convince someone that paying for professional services will save them money in the long run is to spell it out for them, and the best tool for that is the internet.

Large firms like H&R Block have expanded beyond the tax return business into financial planning. Many accounting firms or even CPAs working on their own are in a position to provide at least some financial counseling that extends beyond annual tax returns. An internet site is a compelling tool for explaining the goals and advantages of long term financial planning. It’s a method of explaining the multiple advantages of working with an accounting professional rather than a $40 software package.

Full Service Business Explained on a Full Service Website

An accountant’s website can speak also to the value of a one-to-one relationship as opposed to the services of a large firm such as H&R Block. Creative packaging is a tool used by many small accounting firms. Use their tax preparation services and receive an outline for an initial five year financial plan, gratis. It’s a method of leveraging the tax return process in order to introduce other potential services.

An internet site can also offer valuable advice to the increasing number of people who are working at home or on a contract basis for large employers. Many who take this professional path do not understand the different requirements for federal tax payments that are involved. A friendly – and partial – explanation on a CPA’s professional website will serve as an invitation to call and arrange a visit.

The usual collections of FAQs and recommendations, suggested links and biographical information can serve to introduce an accountant and develop a sense of professionalism before the customer and the service provider have their first conversation. An internet site is a better advertising tool and introductory method than direct mail, a yellow pages ad, even radio or TV… better than anything but a personal recommendation.

Madison Lockwood is a customer relations associate, specializing in small business development, for Apollo Hosting. Apollo Hosting provides website hosting, ecommerce hosting, vps hosting, and web design services to a wide range of customers.

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