Business Intelligence Resource Center • Chris Hervochon CPA

Better Way Blog

[ INTERVIEW ] Switch to virtual client meetings amid coronavirus fears

By Heather Bragg | March 20, 2020 | 0 Comments

Chris Hervochon was recently interviewed by Journal of Accountancy By Anita Dennis • Journal of Accountancy Right in the middle of busy season, many CPAs found themselves forced to change the way they work with clients because of concerns about the coronavirus. How can CPAs maintain great client service and relationships in a new environment? …

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[ Interview ] How to win next-gen clients

By wpengine | March 4, 2020 | 0 Comments

Chris Hervochon was interviewed by Journal of Accountancy By Courtney L. Vien • Journal of Accountancy Clients under 40 may not represent a large share of your client base. But there’s a good case for attracting more of them. Win their business now, say CPAs who serve them, and you have the opportunity to convert …

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How to Leverage Point of Sales Data for Greater Insights

By Chris Hervochon, CPA, CVA | February 29, 2020 | Comments Off on How to Leverage Point of Sales Data for Greater Insights
How Sales Data Can Be Used for Greater Insights

Learn how to use automation to move your advisory services up the value chain By Chris Hervochon, originally published by SCACPA.org CPAs are fighting automation and commoditization. “Advisory” is the buzzword, and we are constantly being told our services need to move up the value chain. We can do this is by helping our clients …

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Agency Accounting 101 with Chris Hervochon – Episode 27

By Heather Bragg | February 19, 2020 | 0 Comments
Agency Accounting 101 with Chris Hervochon

The Agency Profit Podcast In this episode, Chris Hervochon from Better Way CPA shares his expertise and passion for running a service-based business and how to make it successful with having clean and accurate accounting records. This episode also tackles why agencies need to hire accounting experts and use accounting software to keep track of …

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Chris Hervochon On Improving the CPA Customer Experience

By Chris Hervochon, CPA, CVA | February 14, 2020 | 0 Comments
Chris Hervochon On Improving the CPA Customer Experience

Chris Hervochon was a guest on The Sage Advice Podcast, dedicated to the possibility that entrepreneurs continue the work of creation. According to the podcast’s site, “We celebrate them by allowing them to tell their stories and share their knowledge with others. In doing so we energize the success of businesses around the world through …

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Your Firm Operations Guide: The Next Generation

By Chris Hervochon, CPA, CVA | February 11, 2020 | 1 Comment

Think beyond the big binder operations manual – creating an interactive knowledge base for employees and clients can be profitable in many ways From the South Carolina Association for CPAs There are several important reasons why every CPA firm should create its own operations manual. Among their essential functions, the first is that it compiles …

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Know, Like and Trust These Digital Marketing Metrics for CPAs

By Chris Hervochon, CPA, CVA | February 7, 2020 | 0 Comments
digital marketing chris hervochon

By understanding how potential clients define value, you can steadily target your audience growth strategies  From South Carolina CPA ReportSC Association for CPAs Because I travel to so many financial conferences and serve on an assortment of professional committees, I’m fortunate to talk to a lot of CPA firm owners. One common challenge I hear …

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Agencies and accounting can be friends with Chris Hervochon

By Heather Bragg | February 3, 2020 | 0 Comments
Agency Management Institute podcast

By Drew McLellan |. Agency Management Institute Most of us didn’t major in math or accounting. In fact, many of us were drawn to our industry because it wasn’t math centric! Unfortunately, agency leaders are not math exempt. Without proper financial data, it’s impossible to successfully run a profitable agency. This means your accounting partner, in-house …

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R&D Tax Credit: What is it and how do marketing agencies qualify?

By Heather Banks | January 28, 2020 | 0 Comments
R&D Tax Credit and Marketing Agencies

The Research and Development (R&D) Tax Credit can be tricky to navigate.  This tax credit is intended to assist companies who are investing money back into their own firm. It is a dollar-for-dollar offset against tax liabilities that allows for unused credits to be carried forward for up to 20 years. It is also an …

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What’s the sweet spot in marketing agency size?

By Chris Johnson | October 28, 2019 | 0 Comments

Big enough to grow. Small enough to delight customers. After working in the agency space for 12+ years, I’ve found that marketing agency size is a key factor for determining its success or failure.  With the industry experiencing significant turbulence in the last decade, many marketers are unsure of how fast they should attempt to …

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