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four steps of stress testing

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check the bottom line.

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

the everyone wins process is at the center of how you can maximize wealthy client relationships. most often, this is a function of aligning interests. the process is also core to generating new business from these clients and other professionals. the ability to add value often plays a significant role in being referred by other professionals to their best clients.

more: the smart way to handle financial products | three types of family offices for the wealthy | four ways to leverage your referral network | four qualities of the wealthy | it’s all about your wealthy clients
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at the same time, there are many different ways to frame your conversations based on the self-interests of the wealthy to optimize their financial worlds and accelerate results. stress testing is one of those ways.
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three keys to client file security

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illustration of computer security threatswe were happy we had these when the irs and fbi came knocking.

by jody grunden
building the virtual cfo firm in the cloud

have you ever been contacted by the irs with the fbi involved? i can tell you from firsthand experience that it’s a bit alarming when that happens!

more: cybersecurity poses challenges for virtual firms | check the roi of new tools | a tech stipend for employees? why not? | why remote workers need retreats | better understanding = better communication
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we were once contacted by the irs because they thought our server had been compromised. when the field officer who came to our office asked to see our server, we explained that we didn’t have a server.
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why it’s time for an acquisition

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put your firm in the best possible position.

by gale crosley
for the rosenberg map survey

now more than a year from the start of the pandemic, the long-term ramifications to the accounting industry show us morphing into an “anytime anywhere” work environment.

more: three ways the accounting profession has changed | ramping up for the year ahead
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you choose when and where you want to work – not necessarily just office or home, but wherever you are with your laptop or mobile device. as consultants, we have already been living this life for years. our office is in an airplane, airport, starbucks, hotel lobby, etc.
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11 steps to better client tax instructions

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help them help you.

by ed mendlowitz
tax season opportunity guide

providing instructions of what a client needs to do must be clear enough so that the client doesn’t call you to find out what to do.

more: get your team ready for tax season | 12 ways to squeeze fun into tax season | 6 ways to get paid faster in tax season
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sometimes taking an extra minute to lay out what the client should do can eliminate that call or indecisive moment a client might feel.
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cybersecurity poses challenges for virtual firms

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file sharing is trickier than in person.

by jody grunden
building the virtual cfo firm in the cloud

working remotely has some great perks for the employees – flexible hours, no commute, casual dress and fewer distractions, to name a few. however, working remotely can also present some unique challenges when it comes to technology and security.

more: check the roi of new tools | is that shiny new software your best choice? | it’s ok when some employees quit | take the pain out of online meetings | why your firm’s core values matter | be more efficient with tech stacks | not all employees will work out
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unlike a traditional brick-and-mortar office, when you work remotely, no one is going to walk into your home office and set up your equipment for you. employees have to be willing and able to hook up all those cables, monitors and other peripherals themselves.
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