six keys to turning prospects into clients
plus seven things that trusted advisors don’t need to do.
by martin bissett
passport to partnership
busy season barometer
can better tech attract personnel?
six ways work becomes more engaging with the right tools.
by 卡塔尔世界杯常规比赛时间 research
one of the accounting industry’s most persistent and worsening problems is the difficulty in hiring and retaining professionals. according to the 卡塔尔世界杯常规比赛时间 business barometer, 48 percent cite staffing as a critically problematic issue.
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the pipeline is part of the problem. the supply of graduates with majors in accountancy has been dropping since 2015.
accounting firms can’t do much about the dwindling supply of professionals, but they can take action to attract those who are new to the trade.
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survey: tax pros try new solutions to old problems
some of them might work for you.
by 卡塔尔世界杯常规比赛时间 research
cpas warn small businesses to beware
bonus: how do you rate your firm? how does that compare?
by 卡塔尔世界杯常规比赛时间 research
cpas are getting increasingly worried about the economy and its impact on small businesses, according to the 卡塔尔世界杯常规比赛时间 busy season barometer.
more: clientele and revenues rising, but … | have no fear, april is here | survey: busy season looking good | on business outlook, cpas are confident … and concerned | tax pros offer advice for small businesses
even though inflation’s lessened substantially, supply chains are getting back in order and just about everybody who wants a job has a job, respondents to the survey are more pessimistic in the warm sunshine than in the dark days of late winter.
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clientele and revenues rising, but …
… is expansion cutting into profits?
by 卡塔尔世界杯常规比赛时间 research
client rosters, revenue and profits all seem to be rising, according to the 卡塔尔世界杯常规比赛时间 busy season barometer – and rising more than expected.
more: should tax preparers be certified competent? | have no fear, april is here | survey: busy season looking good | on business outlook, cpas are confident … and concerned | tax pros offer advice for small businesses | busy season barometer finds many cpas in transition | more cpas see worsening economy | has early tax season optimism peaked?
most impressive, and curious, is the radical rise in numbers of clients. for 22 percent of respondents, clientele has expanded by more than 10 percent. another 43 percent have seen increases of 5 to 10 percent. only 13 percent have seen any significant decrease.
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have no fear, april is here
most early fears were unfounded. but not all of them.
by 卡塔尔世界杯常规比赛时间 research
the 2023 卡塔尔世界杯常规比赛时间 busy barometer has detected a clear sign that this year’s tax season is working out better than expected … or should we say better than feared?
more: survey: busy season looking good | on business outlook, cpas are confident … and concerned | tax pros offer advice for small businesses | busy season barometer finds many cpas in transition | more cpas see worsening economy | has early tax season optimism peaked? | marchternity: just say ‘no’ | marchternity: the solution is community | how bullish are you this tax season? | accountants’ top problems for tax season 2023 | tax season 2023: better or worse?
comparing the barometer’s early results with those near the end of the season, we see that the fears of many practitioners were unwarranted. the fears of february are quite different from the experiences of march.
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survey: busy season looking good
some are raising fees and trimming unprofitable clients.
by 卡塔尔世界杯常规比赛时间 research
join the survey. get the results.
hello? irs? anybody home?
pulling people off the phones: not helpful.
by 卡塔尔世界杯常规比赛时间 research
the latest results from the 2023 cpatrendlines busy season barometer showed a significant shift in practitioners’ main concern this year. it used to be “late or unprepared clients.”
more: taxpayer assistance centers need upgrade | on business outlook, cpas are confident … and concerned | at the irs, short on staff means short on service | tax pros offer advice for small businesses | busy season barometer finds many cpas in transition | more cpas see worsening economy | has early tax season optimism peaked? | marchternity: just say ‘no’
now “irs operations” has surged to first place, cited by 53 percent of respondents.
ouch, right? the agency charged with collecting taxes is the biggest problem for those who file tax returns for a living.
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on business outlook, cpas are confident … and concerned
what’s your opinion? how’s your practice doing? what are your concerns?
take the five-minute busy season survey and contribute to the professional discussion.
fewer accountants = larger client lists.
by 卡塔尔世界杯常规比赛时间 research
cpas and tax practitioners tend to know what’s happening in business. more than any other professionals, they have their fingers on the pulse of companies large and small. they understand numbers, they listen to their clients and they have the wherewithal to see where micro- and macroeconomies are headed.
more: at the irs, short on staff means short on service | tax pros offer advice for small businesses | has early tax season optimism peaked? | why the irs is still doing data entry by hand | how bullish are you this tax season? | tax season 2023: better or worse?
when the 20223 cpatrendlines busy season barometer survey asks cpas and tax practitioners about the business and economic outlook from their view in the trenches of american business, the responses show a curious contradiction.
generally speaking, the earliest respondents are confident at the micro level – their own firms and families – but less so for their clients. they are notably concerned about the macro level – the national economy and the outlook for small businesses in general.
at the irs, short on staff means short on service
guess who suffers?
by 卡塔尔世界杯常规比赛时间 research
it probably won’t surprise the average tax practitioner to learn that in the american customer satisfaction index of federal agencies, the internal revenue service ranks dead last.
more: tax pros offer advice for small businesses | busy season barometer finds many cpas in transition | marchternity: just say ‘no’ | news on irs is maybe sort of a little bit good
it accomplished the same dubious rank in forrest research’s u.s. customer experience index of 221 companies and federal agencies.
two sad things about this:
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tax pros offer advice for small businesses
specific tips from your colleagues.
by 卡塔尔世界杯常规比赛时间 research
busy season barometer finds many cpas in transition
dropping services … and clients. help wanted.
by 卡塔尔世界杯常规比赛时间 research
the 2023 cpatrendlines busy season barometer generally looks for the status of firms as they dig into this year’s tax filings. practitioners tell us how things are going, how well they’re doing, what their main concerns are and what they see happening in local and national economies.
more: more cpas see worsening economy | has early tax season optimism peaked? | marchternity: just say ‘no’ | marchternity: the solution is community | why the irs is still doing data entry by hand | news on irs is maybe sort of a little bit good | why we all hate the tax code | how bullish are you this tax season? | accountants’ top problems for tax season 2023 | tax season 2023: better or worse?
at the end of the survey, we ask what else we should know about their firms. this year, we’re receiving hints of firms in transition – slowing down, branching out, shifting gears, moving on, revamping business models and generally looking for a better business life.
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more cpas see worsening economy
… especially for small businesses.
by 卡塔尔世界杯常规比赛时间 research
accountants have a unique view of economies – local, national and micro. more than anyone else, they scrutinize numbers, the real numbers, the numbers that real companies and real families report. they see what’s really happening in black and white … and red.
more: has early tax season optimism peaked? | marchternity: just say ‘no’ | marchternity: the solution is community | why the irs is still doing data entry by hand | news on irs is maybe sort of a little bit good | why we all hate the tax code
and what they’re seeing now, in terms of economics, according to latest results from the 2023 cpatrendlines busy season barometer, doesn’t look good.
the economic future didn’t look good when the first responses came in, and now it’s looking a little worse.
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