2020 Canada Newsletter - March 2008 - Issue 20

In This Issue
2020 Members Morning
Technology Tip - Adding Voice to your e-mails
RAN-ONE Seminar - June
Quick Links
Members Morning
with Chris Frederiksen

May 28th, 2008
9:00 am to 12:00 pm

Four Points Sheraton
Toronto Airport West

FREE - 3 PD Hrs
to Members

We are pleased to present a morning with Chris Frederiksen for a Member's Only Presentation. Chris will be stopping in Toronto as part of a cross-country speaking engagement with CCH and will spend the morning with 2020 Members discussing various aspects of successful practice management.

 
During the course of this FREE seminar, we will hear from Chris as well as a number of 2020 Members who have implemented different services or technology enhancements as they share with us their experiences, learning and successes on such topics as:

·        Wealth Management

·        Paperless & Portals

·        Consulting Services

·        Outsourcing

·        Payroll Services

 
The seminar will be held Wednesday, May 28th from 9:00 am until 12:00 pm at The Four Points by Sheraton, Toronto Airport West (Dixie north of the 401). Again, this is a free seminar and  we will provide you with a PD Certificate for 3 hrs.

Stayed Tuned for more details!

Technology Tip:
Add Voice to your Marketing
There's a service from Vocalix that provides voice to your e-mails, websites or newsletters. An easy to use system that records over the phone, over the web or using uploaded files, you can directly communicate with your existing and prospective clients. Check it out at www.vocalix.com. There is a free money-back trial period as well.

Every little bit helps!
 
If you know of any great software or handy gadgets that you'd like to share, please suggest it to me at:
richard.latimer@2020canada.ca
2020 International LogoThe 
Canadian Innovator
Greetings!
 
Imagine being able to keep in touch with a client for as little as $10.00/year!  We have a marketing system that will manage all your reminders for you.  It can even be put on auto-pilot, so you do not have to spend a great deal of time on it. 
You can create a campaign that will send a thank you note to each of your clients by name; thanking them for the opportunity to have prepared their tax returns.  In the future, you may want to send your clients a gentle reminder that tax time is around the corner and they should put some thought into preparing the necessary documentation for preparation.
If you would like more information on this please email us at info@2020canada.ca .
 
Ran-One logo

Building Tomorrow's Practice
elements for success
 
Workshop
Two Day Seminar - June 4th and 5th, 2008
Four Points Sheraton, Toronto Airport West

The "Building Tomorrow's Practice" workshop will transform your view of what is possible in your practice. With a different perspective on a service you already provide, we will show you how to earn more money in fewer hours, engage in more rewarding work, and easily attract clients who value and pay well for what you bring. The simple truth is that while our profession has changed dramatically, most accountants continue to practice in the same way. As a result, we are missing a significant opportunity that is right under our noses.

What is this "different perspective"?

If you are like most accountants, you already advise clients. The problem is, most of us give away or get paid very little for our most valuable knowledge and experience. We will show how you how to add structure and process around your advice to earn larger fees, often well beyond hours worked.

This workshop is filled with practical information and actions you can immediately begin to apply. You will benefit from the collective wisdom of hundreds of firms, from sole practitioners to large regional firms who are enjoying the rewards of this approach. This workshop will re-energize your practice. Applying just some of what you gain from this workshop will help you organically evolve towards a more lucrative and rewarding practice.

Presented by:
Rick Solomon, CPA.

Rick's unique, no-nonsense to practice development has helped thousand of accountants around the world add millions of dollars to their practices, and increase their enjoyment as well. Rick is the CEO and President of RAN ONE Americas (www.ranone.com)

Please go to 2020 Canada - June Conference for more information and registration or to BuildingTomorrowsPractice.com

Tax Season is the Best Time of the Year 

 
New clients contact you to help them prepare tax returns.
Secondly, you have the opportunity to review your existing clients returns and identify areas they could engage you in for value-added services, e.g. Financial Planning, Financing Projects, Strategic Planning.
Does your existing engagement letter express your:
  • Overall Mission
  • Service Provision
  • Indicate the individual(s) they will be working with
  • Indicate value added services you provide
  • Communicate action steps

If you would like a sample value-added engagement letter please email info@2020canada.ca

As always, if you have any questions or comments, please contact me at peggy.tyers@2020canada.ca .

 

Sincerely,

 


Peggy Tyers
2020 Canada

Sign Up