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the smart way to handle financial products

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accounting firms either do or don’t. but here’s how to do it right.unbalanced brass scales

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

accounting firms adopt one of two business models when it comes to offering financial products for fees or commissions.

either they do or they do not.

more: three types of family offices for the wealthy | virtual workshops guide clients through covid | high-net-worth business development in four steps | 16 questions to set your practice goals | conviction + process + expertise = your next $5 million
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a fancier way of saying this is that an accounting firm has adopted a product-neutral or product-inclusive financial product business model.

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get your team ready for tax season

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happy multi-ethnic business team with thumbs up in the officethree steps to a happier grind.

by ed mendlowitz
tax season opportunity guide

if you have staff, have happy cheerful helpful people. don’t surround yourself with downers and naysayers.

more: 12 ways to squeeze fun into tax season | 6 ways to get paid faster in tax season
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also have team players. part of this is your firm’s culture. it takes work to get people to work together and to focus on doing what it takes to service the client fully, properly and timely.  everyone working together gets it done.
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when to start building your cas tech stack

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it doesn’t have to be that hard.

by hitendra patil
client accounting services: the definitive success guide

your firm’s current processes and procedures are adapted to your current technology stack, or vice versa.

more: stop derailing cas | show your priciest cas package first | how cas drives virtual cfo billings | the roi on identifying clients for cas | what clients need now, more than ever | how to launch cas in eight steps
goprocpa.comexclusively for pro members. log in here or 2022世界杯足球排名 today.

trying to fit client accounting services into your existing technology stack may become a challenge for you – not just from a procedural point of view but also from a profitability point of view.

if your current technology stack is still mostly desktop software, it could be nearly impossible for you to offer cas as profitably as potentially possible with non-desktop solutions.

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how to build a standout team

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why everyone has to get on board.

by anthony zecca

“coming together is a beginning. keeping together is progress. working together is success.” – henry ford, inventor, founder and ceo of the ford motor company

more: five keys to becoming a high-performing firm | assessing your firm | incremental vs. exceptional success | is your leadership team at the edge? | leadership must drive culture
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let’s follow mary as she works through the first principle – creating a firmwide, standout team.
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success secrets in specialties

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make sure your choice is interesting and portable.

by ed mendlowitz
call me before you do anything: the art of accounting

i was not a specialist. in some respects, i am the last of the “expert generalists” and generalists are fast becoming extinct.

more: making sure the son got proper credit | yes, shirt logos can matter | preparing for the worst (thanks to my wife) | why cpas should stay in public accounting | readers rip: ‘she wanted her shoebox back’ | ceos don’t always know numbers
goprocpa.comexclusively for pro members. log in here or 2022世界杯足球排名 today.

in this age of specialization and niche expertise, being a generalist is a negative to most people, indicating a lack of competency in their area. i tend to think of the old general practitioner physicians versus the modern-day specialists. no one looks at the whole patient.
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