tax pros preparing 46 percent of e-filings
the crunch hasn’t hit irs.gov yet.
by 卡塔尔世界杯常规比赛时间
featured
what cpa firm buyers want … and don’t
sellers, how do you compare?
by marc rosenberg
the rosenberg practice management library
many years ago, i was overjoyed that the managing partner of one of chicago’s largest local firms (long since merged out of existence) called me in for a meeting. today, i would have asked what the guy wanted to discuss before shlepping to his office. but 20 years ago, i was just happy he called me.
more: inside a partner comp committee | rewarding partners for seniority: pros and cons | what if founders don’t want to buy each other out? | when cpa partner votes go wrong | why billing less may mean earning more | what smaller firms must do to become firms of the future | when managing partners can’t | don’t let exiting partners double dip | the 13 signs you have a partner problem | covid-19, adversity and innovation
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the managing partner proceeded to tell me that his firm was looking for smaller firms to merge in. i asked him what the parameters were for his search.
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why do you want to merge? be honest.
then we can talk about how.
by marc rosenberg
cpa firm mergers: your complete guide
whether you’re looking to acquire a smaller firm, merge upward into a larger one or join forces with an equal, answering this basic question honestly and objectively is key to laying the groundwork for a successful merger.
more: four reasons to fear a merger
the table below lists the main reasons that firms seek mergers. some of them benefit both buyer and seller. others provide the greatest advantage to one firm or the other, depending on the unique situation.
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the seven-step plan for marketing by spreadsheet
using excel spreadsheets, with a bunch of numbers, adding in some deadlines, and creating a very organized process, is just how we accountants like things.
by sandi leyva
the complete guide to marketing for tax & accounting firms
it’s quite common for accounting firms – even the regionals – to have no marketing plan in place.
more: five things clients have taught me | beyond compliance: what more you can provide | the biggest seo secret of all: google business listings | five ways to get better clients | how clients get underserved and accountants get underpaid
the marketing plan might very well be, “get as many referrals as we can.”
or it might be a number for each partner – which is not a marketing plan.
or it might be, “if it’s not busy season, i’ll go to my networking group.”
none of these are plans. they are individual marketing tasks and components.
a tax season worse than 2021?
you’re not alone. most tax practitioners report a tougher season than last year’s.
by 卡塔尔世界杯常规比赛时间
so, how’s your busy season going? is everything fine and dandy?
or are you among the 47 percent of tax practitioners who are doing somewhat worse (34 percent) or much worse (13 percent) than last year?
more: six fixable problems at the irs | irs under covid: heroes or goats? | irs loves e-filing. so why the barriers? | two big (and obvious) ways irs could work with practitioners | eight ways to charm a client | plug small leaks before they become big floods | you’re only as good as your last screw-up | four issues with ‘quick’ tax questions | when to pick up the phone this tax season | these five procedures will simplify your tax season | 11 steps to better client tax instructions
on one hand, that’s less than half of everyone. on the other, you’d think nothing could be worse than last year.
but according to the 2022 卡塔尔世界杯常规比赛时间 busy season barometer, somehow it’s happening.