today's features

ten tips for holiday marketing | listicle

//m.g005e.com/category/checklist/listicle/by 卡塔尔世界杯常规比赛时间 research

the holiday season tends to be a little slow, the calm before the storm of the upcoming tax season.

staff gets into a party mood, so maybe this is a good time to put some of the accounting aside and switch over to some creative, holiday-themed marketing.

here are 10 ideas for engaging clients, enhancing brand awareness and boosting business:
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how wealth management has evolved

vintage pocket watch lying on hundred dollar billsand how the accounting profession has been right alongside.

by rory henry
the holistic guide to wealth management

the accounting profession is evolving rapidly. new business models are emerging, and firms are uncoupling themselves from the constraints of a partnership structure, from outdated service offerings, and from time-based pricing practices.

more: rory henry upends the traditional accounting firm | why now is the time for cpas to embrace wealth management
goprocpa.comexclusively for pro members. log in here or 2022世界杯足球排名 today.

you may be asking yourself: “what business am i truly in?” or perhaps, “what business should i be in?” before answering these questions, consider that you may ultimately be in the relationship business more than you’re in the tax, accounting or bookkeeping business. it doesn’t matter which training, certifications or acronyms you have following your name. if you’re moving into financial planning – or thinking about doing so – you might want to ask yourself: “am i really in the human business?”
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art werner: turn tax prep into tax advisory | quick tax tip

show clients the value of tax planning.

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quick tax tip
with art werner
cpe today

every cpa and ea, as well as other tax professionals, should attend at least one federal tax update program annually. it’s like stretching or warming up before intense exercise.

click here for more art werner

a tax update serves two main purposes and demonstrates your value:

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ed kless: accounting must innovate beyond technology | accounting influencers

in an era when traditional models fail, accountants should rethink relevance, client experience, and the power of language.

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accounting influencers
with rob brown

accounting visionary ed kless challenges the profession to move beyond the traditional billable hour and embrace a proactive, subscription-based model. in this episode of accounting influencers, kless, known for his strong stance on abolishing hourly billing, offers actionable insights into how accountants can redefine their services and stay relevant in an evolving landscape.

kless wastes no time challenging one of the industry’s longest-standing practices: billing by the hour. “it’s an absolutely dead model, and it’s a problem not only for accountants but also for their customers,” he argues. by emphasizing efficiency over effectiveness, kless says hourly billing creates a barrier to innovation and true client satisfaction. “think about it—if you had a brain tumor, would you want an efficient surgeon or an effective one?” he asks, underscoring the need for quality service over rigid time-tracking.

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eight strategies for recruiting

group of four young professionals

plus interview questions, ideas for small firms and more.

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

“in looking for people to hire, you look for three qualities: integrity, intelligence and energy. if they don’t have the first, the other two will kill you.” – warren buffett

“we believe hiring to be the most important first step toward the organization’s success.” – anonymous

more: 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.

 

this post offers a plethora of ideas and techniques to recruit staff. all of them can be sorted into eight high-level strategies:

  1. abr: always be recruiting. we all know that staff are very hard to find and retain. it’s been this way for decades and seems to get worse every year. in the past, firms recruited only if they had an opening. progressive firms proactively recruit 24/7. given the 15-20 percent turnover rate at cpa firms, they never know when a staff person will resign or need to be terminated. but one thing is sure – turnover will occur. if your firm website doesn’t have a section on the careers page that encourages applicants to submit their resume even if there are no openings posted, add one immediately.

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