talent & career development

dustin verity: keep an open mind and constantly learn

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tech allows small to mid-size firms to provide better cas.

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transformation talks
with bill penczak
center for accounting transformation

center for accounting transformation
center for accounting transformation

dustin verity admits to being cautious. he also admits to being a technophile.

in the latest episode of transformation talks, the cpa explained being conflicted between his obsession with playing with the latest technology and finding the right fit for his firm.

more: secret to success? a growth and abundance mindset | o.d. lanier: stepping into advisory | from tax to transformation | early adopters gain an edge in audit | why the future is in risk advisory | four strategies for a future ready firm
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“i’ve always been interested in technology and, and you know, efficiencies,” verity said, always wanting to know how his firm could produce more and work more efficiently. “that means less hours that we have to spend in the office ourselves.”  read more →

it shouldn’t take so long to make partner

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group of four young professionalsbonus: a 15-point checklist for the path.

by marc rosenberg
how to bring in new partners

not too long ago, accounting today published a very interesting piece of research titled “the long path to partner.” the polling question: how many years does it take to make partner at your firm?

more: 16 steps to creating a partnership path | nine ways to measure staff performance on the path to partner | five people to keep out of partnership
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the results:

  • less than 5 years: 9%
  • 5-7 years: 12%
  • 8-9 years: 12%
  • 10-13 years: 30%
  • more than 13 years: 17%
  • don’t know: 20%

why does it take so long?

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what makes an excellent tax return reviewer

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bonuses: a 10-question test (and answer key), plus 18 other issues you might want to test.

by ed mendlowitz
how to review tax returns: the field-tested update

firms have to decide who will do the tax return review, and how qualifed they are for this. ideally, trained tax department personnel are the primary reviewers. however, the bunching and compression of work often shifts some of the review to higher level, non-tax personnel such as audit managers and partners who might not have the comprehensive training, background, knowledge and experience to handle everything that comes up during the tax preparation process.

more: ‘quick and dirty’ tax review | when returns should be submitted for review | tax follow-up worksheets can mean more revenue | stop tax return review shortcuts | routine is key to reviewing tax returns | seven types of tax return reviews
goprocpa.comexclusively for pro members. log in here or 2022世界杯足球排名 today.

additionally, in many firms, almost everyone on the staff will prepare some returns to ease the almost insurmountable burden on the tax department. that lack of trained preparers, though, places an added burden on the reviewers, making it important for them to be more aware and alert when they perform the review.
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eleven things partners must do

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woman and man in business suits looking at laptop screenthe firm’s owners are responsible for implementing its vision.

by august j. aquila
what makes a great partnership

partners are the culture in a professional service firm – what they believe, what they reward, what they do and how they do it determines what and how things get done. but one of the problems we consistently hear about is the lack of clarity in what being a partner means. and in the absence of clarity, the partners typically fill the gap by doing what they think it means, with all of the differences of thought and behavior that inevitably brings. it’s these differences in behavior that result in firms failing to maximize their potential.

more: do your partners pay their own way? | why partners need written goals | seven keys to becoming an equity partner | how to create firm accountability | eight criteria for partnership | how to achieve partner unity | five questions to ask your partners about accountability | how you can get partners to change | the seven building blocks of a great partnership
goprocpa.comexclusively for pro members. log in here or 2022世界杯足球排名 today.

this table illustrates some of the differences in approach that can occur when partners interpret their responsibilities themselves.
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