warning: skipping ahead is costly.
by sandi leyva
the accountant’s accelerator
there are five simple steps to getting more clients. but guess what? most accountants make a big mistake along the way.
exclusively for pro members. log in here or 2022世界杯足球排名 today.first, here are the five steps to get more clients:
first, set goals.
by domenick j. esposito
8 steps to great
once you’ve decided to measure performance, you need to set the standards.
exclusively for pro members. log in here or 2022世界杯足球排名 today.
an example of identifying the range of acceptable performance is presented here:
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by 卡塔尔世界杯常规比赛时间 research
high-income clients generally tend to know how to deal with money, but their finances are complicated. they should consider the counsel of their accountant and financial advisor.
exclusively for pro members. log in here or 2022世界杯足球排名 today.
here are 10 ways to both demonstrate your value and help them protect and grow their wealth.
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every year, the 2025 rosenberg map survey asks the industry’s top consultants to share their observations from cpa firms across the country: how do you think the next 12 months will unfold? trends? predictions? other thoughts? also, how would you assess the last 12 months? trends? observations? struggles?
three questions to ask.
by matt rampe
the rosenberg survey
private equity will keep making inroads and driving consolidation. we may see some early pe-backed winners (windfall buyouts) and losers (talented partners, staff and clients exiting the pe model).
artificial intelligence and technology will continue to drive innovation on our work. it remains to be seen whether the efficiency gains will be in stair steps – or just incremental progress.
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blake oliver is a cpa and the founder and ceo of earmark, an app that offers nasba-approved cpe and irs-approved ce credits for listening to your favorite accounting and tax podcasts. he also co-hosts the accounting podcast, the world’s most popular podcast for accountants. |
technology and ai make it easier.
by blake oliver
the holistic guide to wealth management.
“isn’t it ironic? we ignore those who adore us and adore those who ignore us.” – author ellen hopkins
every cpa i know wants to help clients make the best financial decisions. study after study shows cpas are their clients’ most trusted advisors because they have integrity, are prudent, and don’t engage in the hard sell, especially when it comes to financial services.
exclusively for pro members. log in here or 2022世界杯足球排名 today.
most cpas claim to do tax planning. but how can you do proper tax planning without knowing a client’s financial goals? you need to know much more about a client than merely their tax liability. yet that’s often where the accountant’s relationship with their client stops every year. how many people have a great tax guy/tax gal whose only goal is to minimize their client’s tax liability? that’s their job, right?
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