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10 steps to a superior tax department

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number 10share knowledge, don’t hoard it.

by ira rosenbloom

running a cpa firm tax department may be a dream role for many professionals or a nightmare.

more: 10 ways to protect your best clients from your competitors | are you overthinking an m&a deal? | how to put the ‘success’ in succession | how covid-19 has changed succession planning | top 10 steps to maximizing profitability
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if it is your dream or your responsibility, here are 10 imperatives to be a successful tax department director at a cpa firm. read more →

cross-selling by spreadsheet

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start with two easy steps.

by sandi smith

here’s a great spreadsheet exercise you can do to identify what i call “low-hanging fruit,” which means added revenue that will not take too much time or money to go after.

more: why your social media is a flop | the biggest seo secret of all: google business listings | beyond bookkeeping: five value-add service areas | beyond quickbooks: wowing your clients | five ways to get better clients
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open excel, and start a worksheet from the sales numbers in your accounting system.
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you’re only as good as your last screw-up

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businessmen miserable over errorprepping for tax season: clients notice the little things.

by ed mendlowitz
tax season opportunity guide

don’t be sloppy. it gets noticed.

more: 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
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sloppy work is always evident and usually incomplete. thorough work is careful and usually complete.

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opportunities within covid-19

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your path to higher net worth.

by anthony glomski and russ alan prince
your $5-million high-net-worth practice

we have presented the following equation:

conviction + process + expertise + the covid-19 crisis =

$5 million high-net-worth practice built quickly

more: clients who prefer obscurity | four steps of stress testing | the smart way to handle financial products | three types of family offices for the wealthy | virtual workshops guide clients through covid
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so, let us review. working backward …
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what do you expect from your senior associates?

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expectations graph.do they know?

by kristen rampe

we polled a group of senior associates recently and asked what they believed the top five expectations of their role were. that is, what do the partners of the firm expect these seniors to do all day? they were not given time to research answers from any company documents describing expectations of seniors, just a moment to jot down what they felt was most important.

more: 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
goprocpa.comexclusively for pro members. log in here or 2022世界杯足球排名 today.

before reading further – what are your top five expectations of your senior associates?

write them down on a piece of paper or blank word doc and you can compare them to their responses below. looking at your list, how consistent would these expectations be across different partners or managers at your firm?
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