{"id":25841,"date":"2022-06-02T08:00:11","date_gmt":"2022-06-02T13:00:11","guid":{"rendered":"https:\/\/taxprocenter.proconnect.intuit.com\/?p=25841"},"modified":"2023-08-22T11:07:40","modified_gmt":"2023-08-22T16:07:40","slug":"como-no-perder-dinero-con-los-servicios-de-asesoria","status":"publish","type":"post","link":"https:\/\/accountants.intuit.com\/taxprocenter\/advisory-services\/como-no-perder-dinero-con-los-servicios-de-asesoria\/","title":{"rendered":"C\u00f3mo no perder dinero con los servicios de asesor\u00eda"},"content":{"rendered":"<p>La expansi\u00f3n de sus <a href=\"https:\/\/accountants.intuit.com\/taxprocenter\/tag\/advisory-services\/\"title=\"\"  target=\"_blank\" rel=\"false noopener\">servicios de asesor\u00eda<\/a> puede generar m\u00e1s ingresos y <a href=\"https:\/\/accountants.intuit.com\/taxprocenter\/practice-management\/3-ways-to-keep-staff-happy-during-tax-season\/\"title=\"\"  target=\"_blank\" rel=\"false noopener\">clientes m\u00e1s satisfechos<\/a>, pero todo depende de c\u00f3mo planifique, prepare, ejecute y comercialice. Su modelo es la fuerza impulsora detr\u00e1s de su \u00e9xito.<\/p>\n<h2>Planifique sabiamente<\/h2>\n<p>\u00bfQuieres perder dinero r\u00e1pidamente? No est\u00e9 preparado para el nuevo servicio. Los clientes esperan recibir asistencia oportunamente, por lo que debe cumplir con sus promesas. Si usted o su personal est\u00e1n mal equipados para satisfacer la demanda, solo resultar\u00e1 en caos y una reputaci\u00f3n terrible. Luego, est\u00e1 la palabra que empieza con n: &#8220;negligencia&#8221;. Ahora, tendr\u00e1 <a href=\"https:\/\/accountants.intuit.com\/taxprocenter\/practice-management\/embrace-your-client-reviews-to-improve-your-practice\"title=\"\"  target=\"_blank\" rel=\"false noopener\">cr\u00edticas<\/a> negativas, posibles procedimientos disciplinarios y primas m\u00e1s altas.<\/p>\n<p>Antes de cambiar su men\u00fa, eval\u00fae su experiencia, herramientas y habilidades. Evite la tentaci\u00f3n de mantenerse al d\u00eda con la competencia. Es mejor conocer sus l\u00edmites y permanecer dentro de ellos. Hay suficientes problemas de los que preocuparse en nuestra profesi\u00f3n, por lo que es mejor no invitar problemas nuevos. Preg\u00fantese lo siguiente:<\/p>\n<ul>\n<li>\u00bfEn mi oficina tenemos los conocimientos para ofrecer este nuevo servicio?<\/li>\n<li>\u00bfTengo las herramientas y los recursos para proporcionar el trabajo?<\/li>\n<li>\u00bfMe estoy exponiendo a responsabilidad civil innecesaria?<\/li>\n<li>\u00bfC\u00f3mo resolver\u00e9 los errores y las omisiones?<\/li>\n<li>\u00bfCu\u00e1les son mis estrategias de salida si no funciona?<\/li>\n<\/ul>\n<h2>Prep\u00e1rese eficazmente<\/h2>\n<p>Una vez que sepa lo que puede ofrecer, es hora de establecer el <a href=\"https:\/\/accountants.intuit.com\/taxprocenter\/practice-management\/the-path-to-advisory-positioning-and-pricing-your-advisory-services\/\"title=\"\"  target=\"_blank\" rel=\"false noopener\">precio<\/a>, el alcance y el plazo de entrega. Nadie puede decirle cu\u00e1nto <a href=\"https:\/\/accountants.intuit.com\/taxprocenter\/practice-management\/the-results-of-the-new-intuit-rate-survey-are-in\/\"title=\"\"  target=\"_blank\" rel=\"false noopener\">cobrar<\/a> porque cada empresa y profesional tiene costos diferentes. Usar los precios de otros colegas puede hacer m\u00e1s da\u00f1o que bien. Quiz\u00e1s tienen gastos generales m\u00e1s bajos, mano de obra menos costosa o no llegaron a una cifra correcta.<\/p>\n<p>Es trabajo de usted asegurarse de que el precio tenga sentido para su empresa, no para la de otra persona. Adem\u00e1s, le ayudar\u00e1 a evitar problemas relacionados a la fijaci\u00f3n de precios.<\/p>\n<ul>\n<li>\u00bfCu\u00e1ntos recursos necesito para ofrecer este servicio?<\/li>\n<li>\u00bfLas complejidades del trabajo se pueden recuperar dentro de la tarifa propuesta?<\/li>\n<li>\u00bfMi personal experimentar\u00e1 tareas repetitivas o \u00fanicas?<\/li>\n<li>\u00bfEl precio toma en cuenta la popularidad esperada de los clientes, sea alta o baja?<\/li>\n<li>\u00bfSer\u00e1 un servicio independiente o combinado con elementos complementarios?<\/li>\n<\/ul>\n<h2>Ejecuci\u00f3n correcta<\/h2>\n<p>Para lanzar un nuevo servicio o producto, usted debe convencer a los clientes que necesitan de su ayuda. Indique el trabajo en t\u00e9rminos sencillos pero impresionantes. Los clientes quieren saber c\u00f3mo su soluci\u00f3n mejorar\u00e1 sus vidas y cu\u00e1nto costar\u00e1. El <a href=\"https:\/\/accountants.intuit.com\/taxprocenter\/practice-management\/ways-to-build-your-pipeline-during-tax-season\/\"title=\"\"  target=\"_blank\" rel=\"false noopener\">proceso de venta<\/a> anticipado le dar\u00e1 una ventaja.<\/p>\n<p>Algunos clientes aprovechan la oportunidad para ampliar el alcance o hablar sobre asuntos no relacionados. No se salga del tema. Para ello, programe una cita de seguimiento para abordar las otras inquietudes. As\u00ed es m\u00e1s probable que cierre el trato.<\/p>\n<ul>\n<li>\u00bfPor qu\u00e9 el cliente querr\u00e1 este nuevo servicio?<\/li>\n<li>\u00bfA d\u00f3nde m\u00e1s puede ir el cliente para recibir el servicio?<\/li>\n<li>\u00bfPuedo expresar con confianza los beneficios del nuevo elemento del men\u00fa?<\/li>\n<li>\u00bfC\u00f3mo manejar\u00e9 el rechazo?<\/li>\n<li>\u00bfCu\u00e1les son las cinco preguntas principales que el cliente podr\u00eda hacerle?<\/li>\n<\/ul>\n<h2>Comercialice apropiadamente<\/h2>\n<p>Se sorprender\u00e1 si crees que el cliente no se sentir\u00e1 inc\u00f3modo cuando intente venderle un nuevo servicio. Los bombardean con ofertas donde quiera que vayan, y el lugar menos esperado es con usted. Como proveedor de servicios, usted debe dise\u00f1ar un plan de marketing que se ajuste a su base de clientes.<\/p>\n<p>Puede usar un bolet\u00edn informativo, una postal, un seminario web, una campa\u00f1a por correo electr\u00f3nico o reuniones en persona. Independientemente de lo que haga, aseg\u00farese de tener un tono profesional y confiable que se adhiera a las pr\u00e1cticas de marketing de la <a href=\"https:\/\/www.ftc.gov\/tips-advice\/business-center\/advertising-and-marketing\"title=\"\"  target=\"_blank\" rel=\"false noopener\" target=\"_blank\">Comisi\u00f3n Federal de Comercio<\/a>.<\/p>\n<ul>\n<li>Actualice los materiales de marketing para facilitar mejor la difusi\u00f3n del servicio.<\/li>\n<li>Anuncie el servicio regularmente utilizando medios en l\u00ednea y fuera del internet.<\/li>\n<li>Decida si desea presentar los servicios como un complemento con descuento para aumentar las interacciones iniciales.<\/li>\n<li>Use un grupo selecto de clientes que act\u00fae como grupo de enfoque.<\/li>\n<li>Revise la rentabilidad del servicio y prep\u00e1rese para hacer ajustes de precios.<\/li>\n<\/ul>\n<h2>Conclusiones clave<\/h2>\n<p>Dedicar el tiempo adecuado al proyecto, desde el desarrollo hasta la implementaci\u00f3n, le brindar\u00e1 una mayor probabilidad de obtener un resultado positivo. Al desarrollar ideas nuevas, aseg\u00farese de que se ajusten a su propio modelo de negocio y no a los modelos de los competidores. El enfoque central es hacer que su empresa sea m\u00e1s lucrativa.<\/p>\n<p>Vender es parte de la industria de todos, aunque sea sutil. Cuando no est\u00e9 preparado para manejar los aspectos m\u00e1s dif\u00edciles de un cambio de men\u00fa, use su personal o contrate a alguien que tenga experiencia. No tiene que ser una experiencia estresante.<\/p>\n<p>Un mensaje de marketing claro puede aumentar sus servicios pagados. Si no obtiene la reacci\u00f3n esperada, cambie de medio y actualice su t\u00e9cnica. No se rinda; quiz\u00e1s sus clientes necesiten m\u00e1s tiempo para absorber la informaci\u00f3n antes de decidir. Haga una peque\u00f1a lista de los clientes que usted sabe que se beneficiar\u00e1n de sus servicios de asesor\u00eda y comun\u00edquese con ellos. Despu\u00e9s de tener una gran experiencia, quiz\u00e1s se conviertan en su mejor fuente de recomendaciones.<\/p>\n<p><strong>Nota editorial:\u00a0<\/strong><span class=\"Y2IQFc\" lang=\"es\">Traducido del ingl\u00e9s al espa\u00f1ol por un traductor externo. Este<\/span>\u00a0art\u00edculo\u00a0tambi\u00e9n est\u00e1 disponible en <a href=\"https:\/\/accountants.intuit.com\/taxprocenter\/practice-management\/how-not-to-lose-money-with-advisory-services\/\">ingl\u00e9s<\/a>.<\/p>\n","protected":false},"excerpt":{"rendered":"<p>Conseguir contratos para los servicios de asesor\u00eda requiere una cuidadosa planificaci\u00f3n, preparaci\u00f3n, ejecuci\u00f3n y marketing. Thomas J. Williams, EA, e Iris K. Palma le dar\u00e1n consejos sobre las mejores pr\u00e1cticas.<\/p>\n","protected":false},"author":127029586,"featured_media":25844,"comment_status":"open","ping_status":"open","sticky":false,"template":"","format":"standard","meta":{"rkv_browse_by_id":0,"rkv_cta_id":0,"rkv_optimize_for_pagespeed":false,"jetpack_post_was_ever_published":false,"_jetpack_newsletter_access":"","_jetpack_dont_email_post_to_subs":false,"_jetpack_newsletter_tier_id":0,"_jetpack_memberships_contains_paywalled_content":false,"useModifiedDate":false,"customPublishDate":"","_jetpack_memberships_contains_paid_content":false,"footnotes":"","jetpack_publicize_message":"","jetpack_publicize_feature_enabled":true,"jetpack_social_post_already_shared":true,"jetpack_social_options":{"image_generator_settings":{"template":"highway","default_image_id":0,"font":"","enabled":false},"version":2},"_wpas_customize_per_network":false},"categories":[646041873],"tags":[646041854],"intuit_collection":[],"intuit_series":[],"coauthors":[582953244,646041845],"class_list":["post-25841","post","type-post","status-publish","format-standard","has-post-thumbnail","hentry","category-advisory-services","tag-spanish-translation"],"header_image":"","yoast_head":"<!-- This site is optimized with the Yoast SEO Premium plugin v27.3 (Yoast SEO v27.3) - https:\/\/yoast.com\/product\/yoast-seo-premium-wordpress\/ -->\n<title>C\u00f3mo no perder dinero con los servicios de asesor\u00eda - Tax Pro Center | Intuit<\/title>\n<meta name=\"robots\" content=\"index, follow, max-snippet:-1, max-image-preview:large, max-video-preview:-1\" \/>\n<link rel=\"canonical\" href=\"https:\/\/accountants.intuit.com\/taxprocenter\/advisory-services\/como-no-perder-dinero-con-los-servicios-de-asesoria\/\" \/>\n<meta property=\"og:locale\" content=\"en_US\" \/>\n<meta property=\"og:type\" content=\"article\" \/>\n<meta property=\"og:title\" content=\"C\u00f3mo no perder dinero con los servicios de asesor\u00eda - Tax Pro Center | Intuit\" \/>\n<meta property=\"og:description\" content=\"Conseguir contratos para los servicios de asesor\u00eda requiere una cuidadosa planificaci\u00f3n, preparaci\u00f3n, ejecuci\u00f3n y marketing. 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