tax pros are expanding and earning more
income tax prep prices hit $248 for individuals, $604 for business returns.
by 卡塔尔世界杯常规比赛时间 research
tax season
when clients haven’t filed taxes for years
help them put a stop to this.
by ed mendlowitz
the 卡塔尔世界杯常规比赛时间 practice doctor
it is not unusual to meet with potential clients that have not filed tax returns for many years.
more on marketing: seven keys to a complete succession plan | how to begin a business valuation | how to offer conflict resolution | get your clients talking about retirement | when clients remarry | seven questions to suggest estate planning | four reasons to perform tax projections | four additional services to suggest
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with these clients it is important to get them to understand the seriousness of their situation and that the sooner they comply, the greater the likelihood that the worst they would be subject to would be penalties for late filing and payment if they owe money.
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it’s okay to say no to clients (even the large ones)
working with “smaller” clients can often be more rewarding – and profitable – than “big” clients.
by frank stitely
the relentless cpa
there’s a reason you aren’t actively training clients to allow you to work efficiently. you’re afraid that you’ll lose clients.
i guarantee that you will.
more: control your time: avoid ambush meetings and calls | get clients to bring tax docs early … yes, early | why time tracking still matters | make fewer mistakes, increase revenue and capacity | six ways to create a millennial-friendly firm | do you know your turnaround time?
clients have trained you to be inefficient. they’ll resist retraining. some of them will leave and infect someone else’s practice.
the reason you fear losing clients is that you fear you can’t replace them.
why business email is doomed
malware, ransomware, phishing and other hacker tools will make email obsolete.
by frank stitely
the relentless cpa
last year, the ceo of slack predicted the demise of business email in five years. i think he’s wrong. i think business email maybe has another two years. there are two obvious reasons why email has a foot in the technological grave.
more: control your time: avoid ambush meetings and phone calls | get clients to bring tax docs early…yes, early | you train your clients, whether you mean to or not | train your clients before they train you | why time tracking still matters | business owners face one of three exits | don’t let clients dictate tax workflow | make fewer mistakes, increase revenue and capacity | how small firms can win the talent wars | easy ways to avoid ‘done but’ tax returns | six ways to create a millennial-friendly firm | do you know your turnaround time?
first, spam killed the efficiency of email. how much time do you spend each day deleting spam? you can train your spam blocker, but professional spammers get through using variable email addresses and agreements with internet routing companies.
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jason deshayes: what we’re doing isn’t working
create opportunities for others by getting out of the way.
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the disruptors
with liz farr
by age 35, jason deshayes, cpa/pfs, cfp, cka, was already co-owner of a cpa firm in albuquerque. he “hit the magic shangri la that we’re all working for.” but it wasn’t right for him. he was bored with the long hours and felt he wasn’t growing. he wasn’t able to think about his firm the way he wanted to. so he and his partner sold their firm.
more podcasts and videos: heather satterley: you’ve got to meet people where they are | bill penczak: stop forcing smart people to do stupid work | sandra wiley: staffing problem? check your culture | scott scarano: first, grow people. then firm growth can follow | jody padar: build a practice that works for you, not vice-versa | ira rosenbloom: with m&a, nobody wants a fixer-upper | peter margaritis: the power skills every accountant needs | joe montgomery: find the sweet spot of the right clients, right services and right prices | marie green: your bad apples are ruining you | megan genest tarnow: hire for curiosity rather than compliance | clayton oates: one way to keep clients for life | randy crabtree: follow these three rules to keep employees happy | erik solbakken: yes, you can work less and make more | donny shimamoto: future firm growth requires a mindshift | jennifer wilson: empower young workers to build the firm everyone loves | mike whitmire: re-think your hiring and training practices | hector garcia: success strategies of a quickbooks youtube superstar | blake oliver: why tax work yearns to be free| private equity explodes in u.k. | brannon poe: the status quo must go | accounting nerds, unlock your super powers | disruptor: jason statts shakes up the status quo | think small to think big with matt wilkinson | when financial statements go extinct with corey schmidt | can geraldine carter save accountants from themselves? | re-inventing accounting with tyler anderson
today, he’s coo at cook wealth, a hybrid wealth management and tax firm. providing both types of services means that they don’t deal with “this weird thing, where the client’s in the middle, and they have to be the conduit for information going both ways.” he says that getting his cfp has “been so enriching.” deshayes added, “i love what i do, and it’s because i was willing to drop stuff so other people could learn the stuff i learned, and so i could do fun stuff.”