bowman webinar: inside the irs financial analysis handbook

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卡塔尔世界杯常规比赛时间 expert author sets sessions for dec. 16, 20 and 21.

join 卡塔尔世界杯常规比赛时间 expert and best-selling author jassen bowman for three sessions in three days, covering how the irs analyzes a taxpayer’s financial condition and the questions the irs often asks.

this is an online class that meets for a total of 6 cpe hours over the course of three days – dec. 19, 20, & 21 –  from 2 pm to 3:40 pm et (11am-12:40 pm pt) each day.

register here

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jim marty: building a national cpa firm for the cannabis industry

plants growing out of ever taller stacks of coins in dirt

numerous meetings with the irs deductions on the cost of labor for rolling joints.

by liz gold
cannabizcpa.pro

marty

as a cpa in colorado, jim marty saw a need for a large, sophisticated accounting firm to handle the booming cannabis industry. as a result, he designed his longmont, co.-based firm, bridge west cpas – focused solely on cannabis clients – to be acquired. and as it turned out, his plan and the timing were excellent.

more cannabiz: cpa kim walker: ‘we can’t be afraid of diving into marijuana’ | cannabiz cpa: dani espinda chooses option number three | the two crippling compliance issues for cannabis industry | ready or not: cpa firms find new opportunity in booming cannabis industry | irs section 280e & marijuana: tax limbo or hell? | the wild world of weed: tax season never ends

more jim marty: jim marty: the rise of a cannabiz cpa [video]  |  jim marty: the two crippling compliance issues for cannabis industry [video]  |
goprocpa.comexclusively for pro members. log in here or 2022世界杯足球排名 today.

but let’s back up a bit: in 2009, marty, who already had a successful traditional cpa firm with a staff of 10 and nearly 1,000 clients, decided to accept cannabusinesses into his clientele.
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seven essential checklists for nuts-and-bolts office chores

scheduling, inclement weather, petty cash and more.

by jassen bowman
tax resolution systems

every office function should have a system.

more: what to say on phone calls about fees | how to handle client complaints | checklists for your tax resolution office setup | case study: building a tax resolution business | marketing requires ruthless accountability | the tax resolution client intake checklist | how to end the tax revenue roller coaster with a four-season practice model
goprocpa.comexclusively for pro members. log in here or 2022世界杯足球排名 today.

here are some miscellaneous but vital functions and how to handle each one.
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putting big-firm growth strategies to work at small local firms

forked rural road in forestbalancing hi-tech with hi-touch to remain the essential advisor.

by art kuesel
rosenberg map survey

increases in needs for revenue growth and people development to fulfill succession plans are fueling several macro-trends led by small, local firms.

more from the map survey: technology evolving faster than accounting firms | will staffing challenges change the definition of partner? | firms focus on profitable growth, true leadership | technology playing center stage in cpa profession
goprocpa.comexclusively for pro members. log in here or 2022世界杯足球排名 today.

first, smaller local firms are adopting robust organic growth strategies once only reserved for large local, regional or national firms. early indications suggest that these plans have begun to deliver expected organic results, though not enough to solve the problem. so, additional resources, additional strategies are under consideration to fuel growth.

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the importance of goals and affirmations

young man fixing collar in mirrorwhat are you telling yourself?

by jassen bowman
tax resolution systems

every day, you should go through your goals checklist.

more: use checklists to manage your tax firm | checklists for your tax resolution office setup | case study: building a tax resolution business | marketing requires ruthless accountability | first, you need clients | the tax resolution client intake checklist
goprocpa.comexclusively for pro members. log in here or 2022世界杯足球排名 today.

whether you do this just at the beginning of the day, or also at the close of the business or actual day, be sure to include

  • empowering daily questions,
  • affirmations and
  • goals.

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5 daily tasks for maximum tax resolution profitability

to grow your business faster, and operate more efficiently.

jassen bowman, ea, ctr
for solo practitioners and small firms, success often comes down to the establishment of good habits that support the implementation of systems across the most important elements of operating a practice.

more for pro members:  tax resolution: a lucrative opportunity  |  4 problems with the tax resolution industry | the tax resolution client intake checklist | how to end the tax revenue roller coaster with a four-season practice model | how to turn routine cpe into a new marketing opportunity

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

for the tax resolution practitioner, these habits can be distilled down even further to five specific tasks, for which you should have systems in place to accomplish each. read more →

how to avoid getting run over (or left behind)

cars in trafficsmart cpas will remain their client’s most trusted advisor – but not by staying in their lane.

by kyle walters

are your clients asking you specifically for help with their insurance, investments and estate planning? are they asking you how these options impact their taxes?

more: use 3 colors to create clarity and deliver value | are you growing or getting left behind? | what can you offer that ibm’s watson can’t? | the what, so what and now what? | clients don’t have a fee problem, they have a value problem
goprocpa.comexclusively for pro members. log in here or 2022世界杯足球排名 today.

most cpas will say, “yes, all the time!” the reason clients are bringing these issues to you is because they trust you. cpas have long been viewed as their clients’ most trusted advisors. when most clients have financial issues or complexity to deal with, they go to their cpa first.
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use 3 colors to create clarity and deliver value

illustration of traffic lighthow the three colors of a traffic light can improve your client relationships.

by kyle walters

from the cpa’s perspective, a completed tax return is a summary of all the hard work that you have done on behalf of your client. the return represents a mountain of paperwork that you have tamed – everything you had to evaluate, research and consider in order to complete the often-complex process of preparing and filing a u.s. tax return.

more: are you growing or getting left behind? | what can you offer that ibm’s watson can’t? | the what, so what and now what? | clients don’t have a fee problem, they have a value problem
goprocpa.comexclusively for pro members. log in here or 2022世界杯足球排名 today.

however, when you deliver a tax return to your client, the final return seems like nothing more than a huge pile of paper in the client’s eyes. other than seeing how much they owe in taxes, most clients don’t know what to do with all the information on their return because they don’t understand irs-speak. they don’t understand the implications of the numbers contained in the nice neat rows and columns.
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are you growing or getting left behind?

businesspeople coming together to cup hands and hold dirt and a seedlinghow to build a successful firm for the future.

by kyle walters

as most of you know, the accounting profession is feeling the pressure of commoditization and fee compression. what’s more, many firms are finding it difficult to hire and retain qualified staff.

more: what can you offer that ibm’s watson can’t? | the what, so what and now what? | clients don’t have a fee problem, they have a value problem
goprocpa.comexclusively for pro members. log in here or 2022世界杯足球排名 today.

in order to overcome these challenges in your practice, you will need to address three important considerations asap:

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