Tax & Accounting Blog

Calling All Accountants with a Vision

Accounting Firms, Blog, CS Professional Suite, Marketing, Professional Development June 5, 2015

Jon BaronRemodeling is a big undertaking. Whether it’s your house or your firm, it’s important to have a clear, specific idea of what your ideal outcome looks like.

My family and I remodeled our kitchen last summer, and there were a number of decisions to make, from light fixtures to plumbing to the (staggering) costs. I learned that there are numerous “unique” shades of white paint – from “Moonlight White” to “Seed Pearl.” We chose…”White.”

Color decisions aside, I knew I could benefit from some professional insight. I’ve always been a DIY guy, so I decided to take a few classes at my local hardware store to get some tips. The remodel was a long-term investment for my family and our home, and I wanted to get it right. Taking classes with an experienced instructor and peers made a new challenge seem more feasible.

Remodeling a tax and accounting firm can seem like a daunting prospect, too. But it’s important to remember you’re not alone in the process.

At our popular Partner Summits, attendees are given the unique opportunity to build a more progressive firm with the help of profession-leading experts and visionaries. While it’s always great to learn from the experts, we think the most powerful part of the Summit is when you create a customized action plan to position your own business as a Breakthrough Firm. In other words, a firm that fuels new ideas, new partnerships, and new ways to serve clients better throughout the entire year (not just tax season).

It can be a valuable exercise to think about what a perfect day would be for your firm – how much time would ideally be spent working on tax forms, face-to-face with clients, etc. But how do we make this fantasy a reality?

We take it a step further. And we call this step Practice Forward.

A new Thomson Reuters offering, Practice Forward helps forward-thinking practitioners find growth in their firms and better serve their clients.

As a Practice Forward member, Practice Forward Central will be your online home, where you’ll continue to explore and execute the concepts introduced at the Partner Summit. You’ll also find the tools you need – from the Remodeling Your Business video library to Practice Forward sales and marketing tools – to help progressive firms like yours improve margins, drive growth, and elevate client service.

We have other ways for you to expand your services, as well. You can offer your clients basic legal and business forms through our NetClient CS feature, Legal and Business Forms. Payroll is another service with huge potential for growth and profit, and you can also try expanding your services by partnering with firms like payroll service bureaus and financial planners to serve their clients.

Let’s work together to make your vision a reality. We’re here to support you – there’s no need to do it (all) yourself.