Can new tax agents surive at current market?

anitallyy

如果在mid-tier CA Firm有6年经验，技术肯定没问题。现在开会计公司最重要的不是技术， 是做市场。因为技术不行，可以找技术行的做顾问，或者遇到问题时再外包。公司要发展，就需要合伙人需要有很强的营销能力，通过人际关系网络找来客户。很多firm看起来office遍地（H&R BLOCK不在讨论范畴），都是Franchise。只要你有客户，就可以挂牌在新的地点开office。我认识的合伙人有的是商人，甚至学历都不是会计，但是就是能拉客户。

当然也有那种勤劳肯干，踏踏实实，只擅长技术，不擅长做市场的会计从零开始积攒客户。这种方法很慢，但是客户忠诚度很高。但是刚开始都是小客户，charge out rate 能达到$80-$90就不错了。如果潜在客户是第一代华人，你收费不会太高，如果潜在客户是非华人，我觉得楼主英文写作可能需要再提高一下。

还有一种方法就是一边攒客户一边给别的会计做外包，但是我个人觉得还是要有个office，哪怕是shared office 或者 virtual office。没办法，有些潜在客户很注重门面。

这个市场很大，大家肯定都有饭吃。

aribozyme

anitallyy 发表于 2015-8-21 14:41
如果在mid-tier CA Firm有6年经验，技术肯定没问题。现在开会计公司最重要的不是技术， 是做市场。因为技术 ...

Honestly you know much more this industry than me. Thanks for sharing your thoughts.
Because my 2nd son is only 8wks old, it's hard to get paid raise or look for better company.
I'm taking maternity leave and plan to go back as a part time accountant half year later.
Taking advantage this time to give my tax practice a go...to see what will come...

ozforever

aribozyme 发表于 2015-8-11 09:29
Plus I'm studying CA  final subject to improve my professional skill...

do u have licence to do public pratice?

aribozyme

ozforever 发表于 2015-8-21 21:03
do u have licence to do public pratice?

i have tax agent license only.You doon't have to be CPA or CA before you have tax agent licence.

benemi

不知道为嘛我的Accountant明明是我高中同学却老跟我说英文

aribozyme

benemi 发表于 2015-8-21 23:39
不知道为嘛我的Accountant明明是我高中同学却老跟我说英文

just ask!!! ;)

Ps. Im using my tablet which i haven't downloaded chinese. ;)

ozforever

因为英文太烂要和你练习

Surprisedbyjoy

aribozyme 发表于 2015-8-21 21:46
i do.
don't have to be CPA or CA before you have tax agent licence.

你的tax agent licence 只能让你做税， 还不能做账吧，除非你还有public practice licence. 如果你CA还有一门要过，你应该还没有CA full membership。这样你肯定还没拿到public practice licence.

aribozyme

Surprisedbyjoy 发表于 2015-8-22 10:39
你的tax agent licence 只能让你做税， 还不能做账吧，除非你还有public practice licence. 如果你CA还有 ...

Yes, you are quite right here.
Sorry.
I had mixed up tax agent licence with public practice license.

aribozyme

Secrets of Success of your life (Gail Kelly---pre CEO of WESTPAC)
1. doing  what you LOVE!

2. Having a Positive attitude! not only the career skill, also a LIFE skill)
When something goes wrong, how do i learn, how do i grow? take accountability, i grow my confidence and grow the sense what i can achieve.
   
3. Achieving the success of your career, but also achieving the happiness in your life..,create the meaning for others and make a different for others.

aribozyme

preparing exam ....
thinking the SWOT of myself.
Strength
Weakness
Opportunity
Threat
and vision

are they really practical or just method...

queenbecky

大笨鱼是我 发表于 2015-8-11 12:33
可以边打工边积累客户。最好的方法是在现在的firm升成partner.

嘿，我想请教，自己拿到agent 后，有了ato tax portal login, 会和公司老板给的login冲突吗？主要不想老板知道自己拿了牌

imail

queenbecky 发表于 2016-2-14 13:11
嘿，我想请教，自己拿到agent 后，有了ato tax portal login, 会和公司老板给的login冲突吗？主要不想老 ...

时间久了，难免不知道你忙其它的。

xjyoyo

aribozyme 发表于 2015-9-25 13:41
preparing exam ....
thinking the SWOT of myself.
Strength

楼主我的现在的情况和你差不多，不知道你现在的tax accounting service的business怎么样了呢？