bissett bullet: never rely on tech to set your pricing
today’s bissett bullet: “technology designed to set pricing should be used as an aid, to sense-check a proposal.”
by martin bissett
see more bissett bullets here
special
werner: when ethics trump client loyalty | quick tax tip
unreported income from prior years may trigger a circular 230 compliance issue that forces you to end the relationship.
sponsored by “it’s not just the numbers: how to move beyond the numbers and deliver real value for your clients”
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quick tax tip
with art werner
cpe today
in the latest quick tax tip from 卡塔尔世界杯常规比赛时间, tax guru art werner dives into a sticky — but all too familiar — scenario facing tax professionals: discovering a client’s unreported income years after the fact.
click here for more art werner
catch more art werner, wednesday, sept. 3, for tax rumors, episode 3, with cpa steve yoss, and hosted by 卡塔尔世界杯常规比赛时间’ rick telberg.
it begins innocently enough. a client brings in a form 1099-k — perhaps for the first time — showing payments received through online sales platforms. the conversation reveals that this “new” activity isn’t new at all. the client has been running an internet-based side business for years, but never disclosed it to their preparer.
“now you have a circular 230 problem,” werner warns.
it’s time to toss timesheets
five reasons why.
by jody padar
radical pricing – by the radical cpa
when you measure time on timesheets, you are measuring a scarce commodity. there are only so many billable hours in a week.
more by jody padar
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by measuring billable hours, you’re living in a world of scarcity. this is bound to affect your firm, both internally and externally.
client explains how financial statement helps him
also: audits vs. reviews vs. compilations.
by ed mendlowitz
77 ways to wow!
one of my clients generously gave me his take on the benefits he received from the audited financial statements we issued for him. i was appreciative of this and want to share his views with you.
more by ed mendlowitz
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he began with an introduction explaining how he started his business and shepherded its growth by concentrating on developing his services and delivering them quickly and on time to his clients. the business grew rapidly, and little time was spent on the recordkeeping except for getting invoices to the clients or making payroll, while keeping the back office as lean as he could. at the same time there were legal, regulatory, hr, occupancy and tax issues from operating in multiple states and countries and he was spending quite a lot of time and fees on these activities, because he had to, while pushing aside and neglecting the accounting work.
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how to break clients into tiers
including examples of criteria.
by august aquila
max: maximize productivity, profitability and client retention
client tiering is a strategy used by cpa firms to categorize their clients based on various factors such as revenue, complexity of services, profitability and more. this approach helps the firm allocate resources effectively, provide tailored services and prioritize high-value clients.
more by august j. aquila
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a tiering system for a smaller firm can be very simple with emphasis on billable hours, dollars and billing rate realized. for larger firms it can become more complex, and the firm may create more tiers.
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