leadership

why you shouldn’t sue a client

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statue of scales of justice

there’s more to consider than you may realize.

by ed mendlowitz
202 questions and answers: managing an accounting practice

question: a former client owes me a lot of money and will not pay or even discuss a settlement. i want to sue him. what can you tell me about this?

more: what to do when a partner becomes disabled | do as little as possible | want to merge? here are 23 things to request | i’m just starting out; why join an association? | don’t blame the client for your location | realign partners with monthly meetings | i’m 76. should i slow down? how? | who to hire when it’s time to grow | hourly billing doesn’t cover the value; now what? | ask for what you’re worth | the top tip for reviewing tax returns | you have to start somewhere | two options for collecting past due fees | you can’t win with lowballing
goprocpa.comexclusively for pro members. log in here or 2022世界杯足球排名 today.

 

response: i don’t know the details so cannot address your specific situation. however, i have some comments about suing that i would like to share with you.
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carla mccall: find your authentic leadership style | gear up for growth

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“just having a title or a position doesn’t make you a leader. you have to earn the trust and respect of the team that you’re leading.”
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gear up for growth
with jean caragher
for 卡塔尔世界杯常规比赛时间

in the latest episode of gear up for growth, carla mccall, cpa, cgma, managing partner of aaf cpas, and chair of the aicpa, shares valuable insights into leadership transitions within cpa firms. as the industry faces a generational shift—with 75% of current cpas expected to retire in the next 15 years—mccall’s experience highlights the importance of planning for the next wave of firm leadership.
gear up for growth spotlights the best strategies for smart and effficient growth in today’s competitive landscape. more gear up for growth every friday here.|  more capstone conversations with jean caragher every monday | more jean caragher here | get her best-selling handbook, the 90-day marketing plan for cpa firms, here | more 卡塔尔世界杯常规比赛时间 videos and podcasts here
coming next week mitch reno: client experience advantage goes to small firms, with mitch reno, director of client experience at rehmann
mccall recounts her journey, beginning when she joined aaf in 1995, becoming a partner in 2003 and eventually a co-managing partner in 2011. she emphasizes the importance of having a firm-wide succession mindset, where every leader is responsible for mentoring and developing their potential successor. one key factor in aaf’s smooth transition was a structured managing partner in training program designed to prepare future leaders for the complexities of running a cpa firm.

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kristen lewis: why ‘bold’ wins in accounting | capstone conversations

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capstone conversations
informal and informative discussions with leading growth strategists from the nation’s most dynamic cpa firms.

this is a preview. the complete 1-hour video episode, with commentary and transcript, is first available exclusively to pro members | go pro here

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with jean caragher
for 卡塔尔世界杯常规比赛时间

in a business not always comfortable with notoriety, it takes bold ideas to position an accounting firm in the marketplace, according to kristen lewis, managing director in charge of marketing at eisneramper and a member of the association for accounting marketing hall of fame.

follow jean caragher on 卡塔尔世界杯常规比赛时间 here. | get her best-selling handbook, the 90-day marketing plan for cpa firms, here | find jean caragher’s capstone conversations every monday here. | catch jean caragher every friday with gear up for growth here |

“cpa firms are conservative,” lewis tells jean caragher in this episode of capstone conversations. “they’re compliance-driven environments. they generally want to see what other people are doing before they take a leap. and that makes the bold ideas that will help differentiate you a harder sell.”

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is your practice leaking money?

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money coming out of sink faucet and going down drain

there’s a spreadsheet for that. three ways to recapture lost revenue.

by sandi leyva
the complete guide to marketing for tax & accounting firms

there are dozens (and maybe hundreds) of ways your practice can leak money.

here are three ideas that are fairly simple to implement and may be some great goals for you to consider.

more: boost your value, boost your fees | three ways to make it easier for prospects to say yes | make your next busy season easier now | how to put your strengths to work for you | implement these two daily rituals | three ways to follow up with prospects | are you throwing away profits? | want to close a deal? set a deadline | how mindset affects your marketing | three steps to becoming a millionaire | five business development mistakes to avoid | twelve ways your business card can hurt you | how to use chatgpt to create images | how to leverage chatgpt during this crazy tax season | got fomo when it comes to ai and chatgpt? you should: here’s what you’re missing
goprocpa.comexclusively for pro members. log in here or 2022世界杯足球排名 today.

 

1. lost customer opportunities.

in just about every business i’ve worked with, there are opportunities within your current customer base that have not been harvested. when you offer multiple services or products, it may even be that some of your clients do not know everything you do.
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richard kopelman: aprio’s plans for global conquest | accounting influencers | part 2 of 2

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from $70 milliion to $450 million: the power of positivity, strategic planning, and going international.

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accounting influencers
with rob brown

richard kopelman, ceo and managing partner of pe-owned aprio, shares his philosophy of staying positive and never giving up, the importance of having a well-written strategic plan, and his vision of truly global accounting firms.

see part 1: richard kopelman: inside aprio’s bold makeover | more accounting influencers with rob brown | aprio sells majority stake to charlesbank capital partners  | cited: mindset: the new psychology of success

in the second part of a two-part accounting influencers series, kopelman tells rob brown that a growth mindset drives aprio’s tremendous revenue growth from $70 million to $450 million.

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don’t blame the client for your location

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vehicles on both sides of a divided highway

charge for travel time and expenses at the risk of alienating clients.

by ed mendlowitz
202 questions and answers: managing an accounting practice

question: my practice is in central new jersey and i have a client about 2-1/2 hours away in pennsylvania. the mileage and tolls cost us $200 each month. can i bill for this?

more: realign partners with monthly meetings | i’m 76. should i slow down? how? | ask for what you’re worth | two options for collecting past due fees | when board service gets tricky | eleven ways new staffers can help bring in business | busy season is over, so it’s time for some resolutions | want to merge? six steps to take | how to start providing family office services | every accounting firm needs quality control | no one listens to you? change how you talk | 47 types of business valuation to provide
goprocpa.comexclusively for pro members. log in here or 2022世界杯足球排名 today.

answer: are you crazy? you will lose the client. you would be “penalizing” the client for you not being local to their business.

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leadership for the future: stakeholders, sustainability, and strategic vision | accounting arc

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leadership beyond control means empowering others to succeed and, of course, eating last.

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accounting arc
with byron patrick and donny shimamoto.
center for accounting transformation

the latest episode of accounting arc offers a candid discussion on leadership with byron patrick, ceo and founder of verifyiq, and vice president of client success at the b3 method institute.

more accounting arc: in-person conferences still essential | non-accountants in accounting: a game-changer for the profession | rubik yeriazarian: smaller firms offer big opportunities for rapid skill development in forensic accounting | accounting arc | ai will steal your job. and that’s a good thing | accounting arc | the right kind of lazy: innovative approaches to streamlining workflows | accounting arc

alongside host donny shimamoto, founder of intraprisetechknowlogies and the center for accounting transformation, patrick challenges traditional notions of leading a company.  read more →

realign partners with monthly meetings

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happy business professionals giving high five hand slap

everyone needs to be on the same page. here’s how.

by ed mendlowitz
202 questions and answers: managing an accounting practice

question: there seems to be disagreement among our partners on important issues in running our practice and we never seem to have time to discuss it or work things out. we are a three-partner firm with 15 employees and no one is designated as managing partner.

more: i’m 76. should i slow down? how? | who to hire when it’s time to grow | the top tip for reviewing tax returns | you can’t win with lowballing | yes, you have to share work papers | should you merge? here’s how to chart your path | hold staff accountable if you want them to listen to you | how to raise your rates | higher fees to start: ten ways to make your tax season better | three ways to start an accounting practice | free consultation? not always | referral fee? forget it | how much is your tax practice worth? | merge in lower-priced work without losing out
goprocpa.comexclusively for pro members. log in here or 2022世界杯足球排名 today.

 

answer: a suggestion is to have monthly partner meetings out of the office and an annual retreat. both of these have been covered previously but i will add some new ideas here.
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joe kovacs: why the digital brand experience is essential | capstone conversations

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capstone conversations
informal and informative discussions with leading growth strategists from the nation’s most dynamic cpa firms.

stream, listen, download, and subscribe to 卡塔尔世界杯常规比赛时间 podcasts anywhere: apple, google/youtube, spotify, iheart, deezer, amazon music and audible, player fm, audacy, rss

capstone conversations
by jean caragher
for 卡塔尔世界杯常规比赛时间

the greatest challenge in marketing cpa firms is understanding the role of technology and how different generations of clients and prospects want to engage, joe kovacs, marketing and biz dev director at councilor, buchanan & mitchell, tells jean caragher in this episode of capstone conversations.

follow jean caragher on 卡塔尔世界杯常规比赛时间 here. | get her best-selling handbook, the 90-day marketing plan for cpa firms, here | catch jean caragher’s other show, gear up for growth, on fridays here. | and browse all the shows in the 卡塔尔世界杯常规比赛时间 broadcast network here

“we need to stay current, not just in knowing the technology, but how consumers are using it and making decisions,” kovacs says. “especially since the pandemic, the digital brand experience has become essential. understanding that digital brand experience is essential. “it’s a never-ending challenge. it’s exciting but also a little terrifying sometimes.”

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carrie steffen: leaders in accounting need these two superpowers | capstone conversations

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capstone conversations
informal and informative discussions with leading growth strategists from the nation’s most dynamic cpa firms.

stream, listen, download, and subscribe to 卡塔尔世界杯常规比赛时间 podcasts anywhere: apple, google/youtube, spotify, iheart, deezer, amazon music and audible, player fm, audacy, rss

capstone conversations
with jean caragher
for 卡塔尔世界杯常规比赛时间

being a managing partner is tough enough, but now accounting firm leaders must master two new superpowers and cpe won’t help.

according to carrie steffen, co-founder and president of the whetstone group, a cpa firm growth strategy agency based in cedar rapids, iowa, managing partners always needed myriad skills. but today, a new generation of cpa firm leaders needs two more.

get more capstone conversations every monday. |  follow jean caragher on 卡塔尔世界杯常规比赛时间.  |  get caragher’s international best-seller, the 90-day marketing plan for cpa firms.  |  catch jean caragher with gear up for growth every friday.  |  and browse all the shows on the 卡塔尔世界杯常规比赛时间 podcast channel

“two of the characteristics that are in my mind, sort of leadership superpowers that maybe weren’t talked about in the last generation of leaders or even 10 years ago, are vulnerability and generosity,” steffen tells jean caragher in this episode of capstone conversations.

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joey havens: how culture makes or breaks your future | gear up for growth

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what you think you know about your firm’s culture is probably all wrong.

listen, stream, download, subscribe to 卡塔尔世界杯常规比赛时间 podcasts anywhere: apple, google/youtube, spotify, iheart, deezer, amazon music and audible, player fm, audacy.

gear up for growth
with jean caragher
for 卡塔尔世界杯常规比赛时间

“it’s probably impossible to have exponential growth without a strong culture,” says joey havens, author of the amazon bestseller, “leading with significance: how to create a magnetic people-first culture,” appearing on gear up for growth, hosted by jean caragher, president, capstone marketing, and powered by 卡塔尔世界杯常规比赛时间.

gear up for growth is tailored specifically for public accounting firms with up to 100 team members looking to expand their practices intelligently and efficiently. each episode focuses on a topic crucial for accounting firms aiming for smart growth in today’s competitive landscape. find more episodes here, including:

follow jean caragher on 卡塔尔世界杯常规比赛时间 here. | get her best-selling handbook, the 90-day marketing plan for cpa firms, here | and watch for jean caragher’s other show, capstone conversations, with leading growth strategists from the nation’s most dynamic firms, also available on 卡塔尔世界杯常规比赛时间

“leaders have to be more intentional about connecting and showing that they care,” havens continues, “and when you do that, then your team members do that with each other, and then they do it with clients, and all of a sudden clients turn into real raving cheerleaders, and all of a sudden this firm has double-digit growth every year.”

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