kolmansberger: how to do networking the right way
don’t skimp on following up.
by jean marie caragher
don’t skimp on following up.
by jean marie caragher
bonus: get the 16-step checklist here. by michael rozbruch roz strategies the irs is aggressively going after taxpayers to recoup some of their lost revenue (lost revenue to the tune of $385 billion per year!) which means our clients are under … continued
what are you telling yourself?
by jassen bowman
tax resolution systems
every day, you should go through your goals checklist.
more: use checklists to manage your tax firm | checklists for your tax resolution office setup | case study: building a tax resolution business | marketing requires ruthless accountability | first, you need clients | the tax resolution client intake checklist
exclusively for pro members. log in here or 2022世界杯足球排名 today.
whether you do this just at the beginning of the day, or also at the close of the business or actual day, be sure to include
“flash” reports to monitor infrastructure and projects.
by roman h. kepczyk
quantum of paperless
most firms have a line partner or firm administrator overseeing the firm’s information technology department.
more on tech spending: outsource some security functions | use collaboration technology to improve your firm | standardize your quickbooks support | remote banking offers instant roi | how to stop ‘overauditing’
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they may have an interest in information technology, but their primary responsibility often lies in other production areas. they need a way to efficiently oversee the firm’s tech initiatives and report to management.
read more →
to grow your business faster, and operate more efficiently.
jassen bowman, ea, ctr
for solo practitioners and small firms, success often comes down to the establishment of good habits that support the implementation of systems across the most important elements of operating a practice.
more for pro members: tax resolution: a lucrative opportunity | 4 problems with the tax resolution industry | the tax resolution client intake checklist | how to end the tax revenue roller coaster with a four-season practice model | how to turn routine cpe into a new marketing opportunity
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for the tax resolution practitioner, these habits can be distilled down even further to five specific tasks, for which you should have systems in place to accomplish each. read more →
by hitendra patil
accountaneur: the entrepreneurial accountant
stock exchanges and banking systems have worked on similar fundamentals in handling and creating what are known as “non-repudiable” transaction records: straight-through processing (stp), electronically connected networks of intermediaries in their “ecosystem,” etc. but unlike bitcoin, the stock exchange and banking systems are highly regulated and centrally owned.
more: blockchain accounting is an oncoming train | how to beat automation in accounting | 3 reasons small firms stay small | the new needs of people at accounting firms | 4 pillars of future firm foundation
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more recently, bitcoin technology has created a similar “distributed shared ledger” ecosystem.
read more →
how to onboard your new client.
by jassen bowman
upon securing an irs collections representation engagement, as a result of your marketing and sales systems, your next step is to actually onboard the client and get to work.
more tax opportunities: 5 reasons your firm training needs nano learning | when tax filing season is over, what’s next? | how to end the tax revenue roller coaster with a four-season practice model | how to turn routine cpe into a new marketing opportunity
exclusively for pro members. log in here or 2022世界杯足球排名 today.
now is the time to use that knowledge for a little crm tlc.
by becky livingston
this is a great time to schedule a touch-base with your clients. but, oh, what to touch base about?
here are four customer relationship management tips for cpas to consider: read more →
federal and state, professors, and practitioners.
there’s something for everybody in this list — one of the best we’ve seen — of blogs for tax geeks and wonks. this list includes four kinds of tax blogs: tax policy blogs by american professors, “think tank” tax policy blogs, state and local tax policy blogs, helping american taxpayers make sense of policy. did we miss one? tell us in comments. read more →
at 卡塔尔世界杯常规比赛时间, we know how useful and popular checklists are to our members. here’s but a sampling, more than 150… and counting: (pro member log-in may be required.) browse for more here 10 key questions to ask before … continued
nothing is truer in the tax & accounting business than “the bottom line is the bottom line.”
at 卡塔尔世界杯常规比赛时间, we specialize in providing actionable intelligence for making and keeping more money.
here’s a sampling: