three amazing cpas who want to do tax returns for free

creating awesome value to become the go-to business strategist.

by hitendra patil
pransform inc.

as part of my role in calling on cpa firms, i meet with as many as a hundred in a month. but three of them absolutely blew me away. let me tell you why.

they all share one common factor in their thinking, which is creating awesome value for their clients. all of them provide the same standard services to their clients that an accounting and tax firm would. what happens beyond those standard services is what separates them from the rest of the world. and they use a simple trick to create awesome value. read more →

5 ways to roll with the changes you didn’t want

man in suit with head leaned back on couch, hand on foreheadattitude is a big factor.

change, in business as in life, doesn’t always happen the way we want it.

especially in busy season.

it’s at those times when we may need some help. here, from “change expert” m.j. ryan, author of “adaptability: how to survive change you didn’t ask for,” are a few helpful thoughts…

1. focus on the solution, not the problem. because society rewards analytic thinking, we believe that identifying the cause of our troubles is the answer: why is this happening? that’s a starting point, but don’t spend too much time there. what are you going to do about where you are?

read more →

the first 3 questions i should have asked before starting my own practice

and the 3 questions you should be asking yourself today.

by jody padar
the radical cpa

i had just come off a really bad tax season.

this was about eight years ago now, and i knew there had to be a better way. i left a mid-sized firm, with seven partners and about 50 other employ­ees and i joined my dad’s firm — literally and figuratively. figu­ratively, because many of his technology and processes were “old school.” read more →

the 3 hallmarks of the ‘new accounting’ business

news flash – the business model has changed.

by gale crosley
crosley+co.

when we think of innovation we typically think of a new product or service – something that didn’t exist yesterday that will make tomorrow better. innovative offerings are essential to the portfolio of any growth-minded cpa firm.

more from crosley: the three elements of growth strategy [video] | defining the new business model [video] | the new growth evolution [video] | at the best firms, growth is no accident | jody padar’s new vision for the ‘new accounting’ | reality check: achieving world-class growth requires real-world intelligence | no shortcuts to sustainable growth | expand your vision and expand your business | leveraging leadership: a new way of looking at growth | are you creating a sustainable firm? | don’t confuse marketing with a true growth strategy  | overcoming four imaginary barriers that limit cpa firm growth | how firms unleash the power of diamonds, cash cows and fat cats | how smart firms use market research | got leads? get real. learn how to qualify big opportunities | it’s a new generation in lead generation | four keys to success at seiler cpas | how accounting firms are re-building their sales pipelines | how to get started on ifrs in one easy step | 9 big ideas for turbulent times

however, long-term sustainable growth requires a far more comprehensive innovation in your growth model, the strategic blueprint that helps you get from point a to point b.

read more →

can accounting firms lead with work-life vision?

and 5 practical ideas to implement measures to create real work-life balance at your firm.

work life balanceby hitendra patil
pransform inc.
 

do you want employees who have:

  • greater engagement in their jobs
  • higher levels of job satisfaction
  • stronger intentions to remain with their employers
  • less negative and stressful spillover from job to home
  • less negative spillover from home to job
  • better mental health

aren’t these the things most accounting firms would want their employees to experience?

in a 2014 national study of employers conducted under the “when work works” project, families and work institute and the society for human resource management noted that employees in more effective and flexible workplaces are more likely than other employees to have such desirable traits mentioned above.

do you and/or your employees work 12-14 hours a day or 50-60 hours a week, don’t exercise, always feel tired, sleep poorly, eat junk food more often (mostly at your desk) and find it difficult to meaningfully engage with your near and dear ones? read more →

emerging breed of cpa rewrites the rules of the profession, smashes old business models

pisano
pisano

‘generation flux’ embraces adaptability, flexibility, openness, decisiveness.

by gretchen pisano
the radical cpa

with a lifelong commitment to con­tinuous learning, cpas are some of the most willing learners you’ll ever come across.

today’s new generation of cpa embraces adaptability and flexibility, an openness to learning from anywhere, decisiveness tempered by the knowledge that business life today can shift radically.

read more →

three secrets of high-growth accounting firms

the most successful firms have a lot to teach the rest.

by sarah johnson dobek
inovautus consulting

when it comes to accounting firm growth, there is a distinct gap between the growth rates of the best-performing firms and the rest of the pack.

more dobek:   |  five ways to grow new service lines  |  how crisis illuminates your biz dev skills   |  how crisis illuminates your biz dev skills  | how crisis illuminates your biz dev skills | don’t confuse marketing with biz dev  | do you ask the right questions to deepen client relationships?  | advisory services: real commitment or just talk?  | covid: learning how to operate in the new normal

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

an ipa survey reports the top firms are growing at a rate of 7%, compared to a paltry 2.8% for the average accounting firm.

  • how do these firms grow at such a higher rate?
  • what’s their secret?

we see three things high-growth firms do that average firms don’t. read more →

is your firm in trouble? 7 signs

businessman with face in handsbusinessman with head in hands at laptop broken laptopa culture change may be in order.

by august j. aquila
creating the effective partnership

accountability, according to the merriam-webster online dictionary, is “the obligation or responsibility to accept responsibility or to account for one’s actions.” let’s explore what this definition means.

first, there is an obligation. an obligation is a promise to do something. if a company has a financial obligation and fails to meet it, it may go into bankruptcy. if individuals fail to meet their obligations they also fall into a state of bankruptcy – i.e., failure.

read more →

accountants see solid business gains in 2015

business outlook 2015
accountants report new highs in confidence levels for themselves and their firms, while casting a darker outlook on their client base and the nation as a whole.

卡塔尔世界杯常规比赛时间 strategy shift report: accounting firms around the world reap benefits of easing oil prices, government stimulus and innovation.

卡塔尔世界杯常规比赛时间 strategy shift logo shadowby rick telberg
卡塔尔世界杯常规比赛时间

tax and accounting practitioners are heading into a new year and a new busy season markedly more confident and optimistic than they’ve been in years, according to the 10th annual 卡塔尔世界杯常规比赛时间 strategy shift report.

kathy bennett
kathy bennett

professionals from milwaukee to tucson and karachi to kampala are telling 卡塔尔世界杯常规比赛时间 of brightening business forecasts for their firms in 2015.

top trends in emerging business strategies
join the survey. get the results.

fully 71 percent of professionals say they are more than somewhat confident in the business and economic outlook for their firms, with a record 30 percent telling 卡塔尔世界杯常规比赛时间 they are “highly confident” for the prospects of their business.

to be sure, they are less certain about the prospects for their client base or the nation as a whole than they are for themselves, their families and their firms. read more →

how will you choose your next managing partner?

business people having meetingtwo questions to consider.

by robert j. lees, august j. aquila and derek klyhn

the role of managing partner is just too important and too complex to leave the selection of the appropriate candidate to chance.

more on leadership: four key questions for managing partners | research, but also be ready to act | leader training is time well spent | managing partners must remember partners’ needs | 5 questions about your firm’s direction | like herding cats: partners must ‘walk together’

with the scale of the challenges firms are facing, no firm we know can afford not to identify and develop a group of partners with the ability to successfully take on the role of managing partner in the future. read more →

why accountants could be the happiest people on earth

now or later keys shows delay deadlines and urgencynew research shows “givers” outpace others in life and in business. are you a “giver” or a “taker”? take the 10-minute test.

by hitendra patil
pransform

imagine that one of your clients calls you up and expresses his gratitude for the help you gave him.

you wonder: “i just gave him the balance sheet and told him that his business model needs some adjustments. i did what i have always done, so why is he thanking me so big? but, yeah, i do feel happy my client thanked me.”

more on entrepreneurial strategy: what if accounting firms were ‘apps?’ | top 10 entrepreneurial traits of successful accountants | four leadership strengths that define accountants | as block and liberty add accounting services, independents face 3 options | readers sound off on liberty, h& r block plans to launch bookkeeping services | threat or opportunity as h& r block, liberty jump into bookkeeping services? | six secret keys to the mind of the entrepreneur | 8 seconds into the future: meet generation z | 5 reasons gen y will make or break your firm

there is a huge new opportunity for accountants to reconnect with the real purpose of the profession, i.e.: becoming not just a trusted advisor for businesses and people but literally the “business strategist” for their clients. who else understands the “language of business” as well as accountants? read more →

four key questions for managing partners

businessman giving instructions to his colleaguesmore than staying close to clients.

by robert j. lees, august j. aquila and derek klyhn

a significant application of judgment exhibited by successful managing partners is in their decision to stay close to their own and the firm’s key client relationships.

more on leadership: research, but also be ready to act | leader training is time well spent | managing partners must remember partners’ needs | 5 questions about your firm’s direction | like herding cats: partners must ‘walk together’

we defined “close” in the research as not doing fee-earning work but being more than the review partner. “close” was having serious conversations with key clients about their issues, about what was going on in their markets and being the “go to” person when informed comment was required by external agencies.

read more →