checklist: five things to do today to protect your firm and your clients.
the 卡塔尔世界杯常规比赛时间 busy season barometer:
new year, new strategies
join the survey. get the results.
by jess coburn
applied innovations
businesses of all sizes are targets from what has become the most vicious, innovative, and lucrative criminal endeavors we’ve ever witnessed. and tax practitioners are particularly easy targets.
more on busy season 2020: irs urged to form tax preparer strategy | 5 small leaks that can sink a tax season | data points down as tax season opens | the fight for new tax clients | 5 tax review keys | tax pros forecast a better 2020 | see all tax season 2020 coverage here
exclusively for pro members. log in here or 2022世界杯足球排名 today.
the financial services industry is perhaps the most targeted because of the value of data it possesses. and the most frequently targeted are cpas and those who prepare tax returns.
hint: start thinking like a new client.
by hitendra patil
accountaneur: the entrepreneurial accountant
did you know 2020 is a leap year? you can leap into the new year to grow your practice.
here are 20 ways to grow your practice this year:
what the most-read articles at 卡塔尔世界杯常规比赛时间 for 2019 tell us about the top issues and opportunities for 2020.
by 卡塔尔世界杯常规比赛时间 research
and the top five ways to win them back.
by 卡塔尔世界杯常规比赛时间
taxpayers are more than twice as likely to use do-it-your-self software to prepare their returns, but they’re also 38 percent less likely to be satisfied when they do, according to a new survey by a tax software vendor.
focused on what pushes consumers towards tax-prep diy software technology solutions, the study of more than 500 taxpayers across the u.s. shows broad opportunities for accounting professionals.
why good boundaries make good workplaces.
by kristen rampe
after spending nearly 20 years with accountants (including myself!), i’ve come to recognize a common trait among our tribe. we’re a group of people who love saying “yes.”
more: why host a partner retreat? | survey results: effective stay interviews for cpa firms | the 16 biggest #fails in delegation | survey: work-life balance: according to whom? | survey results: two ways your strategic plan can reduce turnover
we say “yes” to clients, firm partners, our team members, family, friends, volunteer engagements and so on. people love us for it. i mean, when you think of qualities you look for in people you work with, willingness and reliability are right up at the top of the list.
but as you’re working tirelessly to meet the needs of everyone you encounter, how are your own needs being met?
checklist: 18 steps to success.
by brannon poe
are you exploring the idea of starting your own cpa firm? or perhaps you are ready to re-invent the one you have? either way, we’ve gathered some of the key focus areas to help you create your plans for the future.
more by brannon poe: five keys to successfully selling a cpa firm | 10 questions to ask yourself before buying an accounting practice | five key decisions for your exit strategy | how to transfer a boomer-owned cpa practice to a millennial |
1. should you start your own cpa firm? this is a great place to start, don’t you think? not everyone is cut out to own their own business. starting a cpa firm takes a variety of different skills and talents.
in the meantime, here’s a short list of what’s needed to thrive: read more →
how to know when you’re ready to make a deal.
by brannon poe
before you even begin searching for cpa firms for sale, be intentional about what you want. the more clarity you have going in, the more likely you are to make a good purchase decision.
here are 10 questions to consider when buying an accounting practice:
the big issues owners would rather ignore – until it’s too late.
by brannon poe
we always hear about the lack of succession planning for cpa practice owners, but we find that a few key planning pieces can make a huge difference.
in fact, we get a lot of calls from owners who are three to five years away from selling. the key issues really don’t take a tremendous amount of time or complex planning. most of the difficult planning issues are the ones that only owners can answer anyway. a little guidance coupled with common sense will generally pave the way to a smooth succession.
here are five key areas of succession planning that we most commonly encounter: read more →
5 key questions, including what to tell recruits.
by marc rosenberg
the rosenberg practice management library
i have a keen interest and understanding of how managing partners perform their jobs. their duties encompass a long list of critically important management functions. certainly, one of these is to ensure that technology has an optimal impact on the firm’s success, profitability and efficiency.
more: 15 amazing organizational tactics to manage a cpa firm | why governing by partner ownership is bound to fail | 6 ways to retain nextgen staff | how to develop a truly progressive nextgen culture | the top 5 concerns of great managing partners | partners: when to speak up and when to shut up
exclusively for pro members. log in here or 2022世界杯足球排名 today.
this can be quite challenging because, unlike most mp duties, managing the technology function is a highly technical skill that most mps don’t have.
read more →
a checklist you can implement now.
by marc rosenberg
the rosenberg practice management library
haven’t we all learned the hard way that the best way to solve a problem is not to let it arise in the first place?
more: why governing by partner ownership is bound to fail | 6 ways to retain nextgen staff | how to develop a truly progressive nextgen culture | the top 5 concerns of great managing partners | partners: when to speak up and when to shut up
let’s start with a great example: hiring. read more →
24 practice statistics you should benchmark.
by reed tinsley
rtacpa.com
the five keys to kick-starting new careers they don’t teach in college.
by steven sacks
neithetechnology nor accounting are the most important factors.
checklist: the 12 key objectives and 23 day-to-day responsibilities of successful managing partners.
by domenick j. esposito
8 steps to great
while there are lots of reasons why small and midsized cpa firms don’t realize their full potential – and, in some situations, fail or bite the dust – we have found that the downward spiral of a firm usually starts with the managing partner.
more on strategic planning: 6 ingredients for firm value | 4 ways to add $100,000 in new business fees every year | prune your firm: ‘rightsize’ managers and partners | ineffective management is hazardous to your firm’s health | profitability requires discipline | pitching vs. pursuing
the managing partner is the heart and soul of any cpa firm – the shepherd, orchestra leader, or quarterback, if you prefer, of the partner group – who didn’t fully understand the key objectives and day-to-day responsibilities of his or her role, and therefore, failed to operate on all cylinders.