卡塔尔世界杯常规比赛时间

today's features

ten ways to use the holiday season to prepare for the tax season | listicle

by 卡塔尔世界杯常规比赛时间 research

you want to hit the busy season running, not getting organized. the holiday season provides an excellent slow-time opportunity for tax offices to get ahead on tax season preparations.

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here are 10 ways you can leverage this time:

organize client information: contact clients to ensure you have updated contact information, financial records and relevant documentation. resolve any missing information from previous tax years. confirm that you’ll be doing their taxes again.
schedule year-end tax planning meetings: meet with clients to review their financial situation and discuss year-end strategies, such as charitable donations, retirement contributions or capital gains harvesting, which could reduce their tax liability. also help them prepare to deliver timely tax information.
update tax software and tools: make sure your tax software is up to date. prepare any templates, checklists or tools you use for tax preparation. confirm that everything works.
train or update staff: conduct training sessions to familiarize your team with any changes in tax law, software updates or new procedures. discuss client handling and workflow management.
review changes in tax legislation: update yourself and staff on recent tax law changes at the federal, state and local levels. consider how these changes will affect your clients and adjust your strategies accordingly. inform clients as necessary.
send out year-end reminders: send emails or newsletters reminding clients of important deadlines, year-end financial considerations and any last-minute tax-saving opportunities. later, remind them again.
organize internal workflows: refine your tax season workflow, including document intake, file management and communication protocols. identify and rectify bottlenecks.
prepare engagement letters: draft and send out engagement letters to clients for the upcoming tax season, outlining services to be provided, fees and other important terms. include checklists. suggest deadlines.
update client portals: if you use a client portal, make sure it is ready for tax season, with clear instructions on how clients can upload documents, complete checklists or communicate securely. consider asking clients to use it in a trial run.
market tax services: use the holiday season to promote your tax services through social media, newsletters and local networking events. offer early-bird discounts or consultations to attract new clients.

the holiday season is a special time with a psychology all its own. it’s slower and happier. try to combine the holiday spirit with staff preparation. avoid coming back from the holidays and needing to start organizing for the busyness that’s right around the corner.

marketing & sales

katie lyles: triumphs amid chaos | capstone conversations

risk-taking and transparency emerge as key drivers for success in accounting marketing.

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

when katie lyles joined dallas-based accounting firm lane gorman trubitt at the end of 2019, she anticipated a role focused on coordinating live events. little did she know, her career trajectory would be shaped by a global pandemic, propelling her into a spotlight she hadn’t foreseen. in 2021, lyles was named the association for accounting marketing (aam) rookie of the year, a testament to her ingenuity, adaptability, and dedication to her craft.

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

on a recent episode of capstone conversations, lyles reflects on her journey, marked by resilience and resourcefulness. when covid-19 halted in-person events in early 2020, lyles quickly pivoted to virtual platforms, saving her firm over $90,000 and generating record-breaking revenue. beyond the financial impact, her efforts were instrumental in lane gorman trubitt’s ppp task force, where her marketing expertise contributed over 55% of the task force’s revenue.

outlook & analysis

artificial intelligence plays role in analytics, optimization

accounting profession also impacted by private equity and environmental, social and governance factors.

by angie grissom
the rosenberg national survey of cpa firm statistics

the accounting industry continues to be poised for significant changes over the next year, influenced by trends including more private equity activity and evolving business needs and strategies.

editor’s note: every year, the 2024 rosenberg national survey of cpa firm statistics asks the profession’s top consultants two sets of questions:

- how do you think the next 12 months will unfold? trends? predictions? other thoughts?
- how would you assess the last 12 months? trends? observations? struggles?

more: challenges for the accounting profession: private equity, offshoring, training new hires | focus on intentional growth | what’s going to happen? lots, say consultants | how accounting firms are handling the staff shortage | when staffing falls short, clients get culled | staffing turnover’s down, but why? | is this the last year of accounting’s golden age?
exclusively for pro members. log in here or 2022世界杯足球排名 today.

the consolidation of accounting firms is expected to speed up in 2024. this trend is driven by the need for firms to enhance their resources, expand service capabilities and gain industry expertise. there will be a notable increase in mergers among top firms, including regional and national mergers, as well as east coast/west coast collaborations to broaden geographical reach. private equity (pe) involvement will also grow, with more pe transactions involving the top 150 firms and smaller tuck-ins. private equity firms are predicted to continue their significant involvement in the accounting sector. key areas of investment will include technology and health care.
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audit & assurance

does your firm suffer cultural deficiencies?

six key insights that could apply to any accounting firm.

by 卡塔尔世界杯常规比赛时间 research

an organization’s culture should be one of its most valuable assets. it could also be a make-or-break liability.

and that goes double for audit firms, where integrity and professionalism are all-important.

so it’s troubling when the public company accounting oversight board reports steadily worsening part i.a. deficiency rates among global network firms.

more: audit fees continue to climb | cfos see ai as top risk and opportunity | does accounting belong in stem? | accounting arc | opportunity awaits incoming aicpa ceo | artificial intelligence may already be plateauing | regulation, geopolitical instability spark concern | ten ways to manage price increases | survey says 57% of firms are raising prices next year | how will private equity impact accounting careers? | eleven questions about kids, wealth and the family business | twelve years and out: seasoned accountants join the exodus
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how much worse? the deficiency rate for global network firms in the u.s. has basically doubled since 2020. and non-affiliate firms are twice as bad.

part i.a. deficiencies are cited when a firm does not obtain enough audit evidence to support its opinion on a public company’s financial statements or internal controls.
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accounting influencers

steve rosvold: what makes the best cfos? | accounting influencers

move from being just an accountant to a successful finance leader using these four pillars of success.

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accounting influencers
with rob brown

rob brown and steve rosvold discuss whether accountants and cpas make the best cfos, cfo.university, and the four competencies of top financial professionals.

more accounting influencers with rob brown here

steve rosvold is the founder of cfo.university, a professional development platform for finance leaders. he spent 20 years leading corporate finance teams honing his ability to drive change, improve profitability and ensure long-term financial health for businesses before creating an advisory practice that grew into cfo.university.