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McCormick CPA Firm - Coggle Diagram
McCormick CPA Firm
Solves a real, market-based problem
Talk to people
Network
Linkedin
Go to events
Word of mouth
Market the firm
Join professional groups
Spend marketing dollars
Speak to colleagues
Ask what services are in need
Get referrals
Ask for advice
Make sure there is a real need
Learn the client's needs
Are they required to get an audit?
Do they need bookkeeping done?
Are they receiving tax advice?
Research
Continuing professional education
Read new laws and standards
Stay current with events
Current events
New laws and accounting standards
Economy
New software
Figure out who your customers are
All businesses
Bookkeeping
Adjustments to books
Financial statement prep
Everyone needs tax help
Tax returns
Tax guidance
Tax planning
Clients that are required to get assurance work
Audit
Review
Compilation
Avoid Obsolescence
Keep current with events
Knowledge
Continuing education
Talk to colleagues
New technology
Keep current with technology
Capable to work remote
New accounting software
Adjust with the times
Stay current
Spend money on new technology
Be able to assist clients with upgrades