today's features

automation can be exciting in client accounting services

businessman pressing virtual "automation" button

raise client expectations.

by hitendra patil
client accounting services: the definitive success guide

we know that cas generally constitutes three key service segments:

  • after-the-fact financial statement preparation, i.e., “write-up,”
  • business transaction processing and
  • outsourced cfo and controller services.

more: eight steps for better client accounting services | do you have the client accounting services mindset? | four ingredients to your cas ‘why’ | cas clients are ‘stickier’
goprocpa.comexclusively for pro members. log in here or 2022世界杯足球排名 today.

 

tax planning/tax strategy services may also become part of your cas offering if you have interest/expertise in that segment.

have your clients’ needs changed now?
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four steps could close the tax gap

the difference between what’s owed and what’s paid is $625 billion.

by 卡塔尔世界杯常规比赛时间 research

what’s more aggravating than paying all the taxes you owe while other people cheat?

maybe this: that the biggest tax cheats are the wealthy while it’s the lower-income taxpayers who get audited more.

more: art werner: how to turn tax prep into tax advisory | quick tax tip | art werner: navigating business structure decisions amid tax law changes | quick tax tip | tax season memo from staff to managing partner | is the irs adequately tracking corporate tax evasion? | irs still unsure how to measure audit rate | art werner: estate planning strategies | quick tax tip | art werner: post-mortem estate planning | quick tax tip | pause to praise the tax pro volunteers | irs vs. fraudsters | imagine! the national tax advocate does | art werner: maximizing fringe benefits
goprocpa.comexclusively for pro members. log in here or 2022世界杯足球排名 today.

 

the financial consequences of noncompliance are staggering. according to the annual public report issued by the internal revenue service advisory council, an estimated $688 billion in taxes went unpaid in 2021.
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better communication = better retention

high angle view of business people stacking hands in a teamwork gesture

tips for policies, staff meetings and just plain fun.

by marc rosenberg
cpa firm staff: managing your #1 asset

“i have yet to find a company that has earned high levels of customer loyalty without first earning high levels of employee loyalty.” – frederick reichheld

we have discussed key ways to retain staff. this post looks at scheduling and managing, accountability, communication and ideas for having fun at the office.

more: eight strategies for recruiting | why developing women partners matters | a better way to provide performance feedback | training? cpe? they’re not the same | six tips for setting compensation | staff crave advancement and challenge | what leadership looks and feels at cpa firms | eleven things that good mentors do | give the recognition your staff needs | the importance of great bosses | how remote work is impacting accounting firms | make work flexibility work for everyone | why staff leave cpa firms … and how to stop them | how to solve the big disconnect in talent management | what relevance means for staffing in accounting | how accounting staffing has changed
goprocpa.comexclusively for pro members. log in here or 2022世界杯足球排名 today.

scheduling of staff

organized, effective centralized scheduling enables firms to staff client projects so the client work is promptly completed. other benefits:

  1. it matches staff with the assignments each needs to grow and develop technically. example: a staff member may have worked on nonprofits and needs more experience in the for-profit sector.

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bissett bullet: actions speak louder than words

today’s bissett bullet: “show respect for the time that a prospective client has set aside to meet with you by arriving on time for your meeting. not doing so speaks volumes to them about how important they really are to you.”

by martin bissett

even if you call ahead, arriving late for that vital first meeting will raise questions in their mind around whether they’re a priority to you and how much time you will actually have spent preparing for the meeting or researching their business. always arrive promptly to avoid doubt and create a great first impression.

today’s to-do:

check your diary. does the time you have allowed for future meetings give you sufficient time for travel and allow for unexpected holdups? if you are unsure, allow for more time than you need and take some work with you to fill your time, if you arrive early.

see more bissett bullets here

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angie grissom: next gen inspo for accountants | arc

“leadership and culture define the future of accounting firms.”

click to subscribe anywhere: applegoogle/youtubespotifyiheartdeezer, amazon music and audibleplayer fmaudacygaana (india)boomplay (africa), or rss.

more arc: analysis, reaction, comedy

accounting arc
with donny shimamoto.
center for accounting transformation

when angie grissom first stepped into a nashville-based consulting firm, she likely didn’t foresee owning and transforming it. yet, over two decades later, she leads the rainmaker companies, a firm dedicated to empowering accounting professionals through leadership development, business growth strategies, and culture-building initiatives. 

more accounting arc: does accounting belong in stem?rose wang: where numbers meet strategy and creativitytiktok fraud exposes gaps in financial literacy | how accounting pros own the stage in public speaking | greg kyte: being a cpa is like being the marie kondo of numbersrachel bashore: a lawyer’s case for reinventing accounting | beyond the basics in ethics eduction | bailey lenart: from ledger sheets to transformational change | election tax plans: what cpas need to know | leadership for the future: stakeholders, sustainability, and strategic vision |

“selling is helping,” grissom says in accounting arc. “business development is about uncovering opportunities and serving clients holistically. it’s about being a true advisor.” 

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