coronavirus

don’t wear a mask

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how to show clients your true value.

by hitendra patil
client accounting services

so, the cdc has indicated that a mask also protects the person who wears it. previously, it was advised that masks stop people from spreading the coronavirus to others.

more: the services that cas clients want | the services that cas clients need | the 8-step method for launching client accounting services | six reasons cas is king | who’s afraid of client accounting services? | what cas is … and is not | how to develop the cas mindset | the right mindset for client accounting services | client accounting services: the definitive guide
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but this post is not about coronavirus and masks. when it comes to accounting and the advisory insights hidden in the financial statements and numbers, covering those with a mask is not good for either the clients or the accountants.
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organizational trust: top-down and bottom-up

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businesspeople chatting around a water coolerare employees angry? take time to listen.

by steven e. sacks
the new fundamentals

there should be trust among individuals, trust among teams and finally, trust within an organization. the first two have their particular challenges, but when you consider establishing trust across an entire organization, you have to address issues that have been wider impact such as how to communicate pending layoffs, changes in employee benefit packages, or the sale or merger of the firm or organization.

more: staff orientation: a little investment goes a long way | building teamwork under covid pressure | make your writing count | etiquette never goes out of style | make news, not noise | take that extra breath with email | effective communications in the age of covid | the new covid-19 workplace: are you prepared? | does your firm’s board know its role? | are executive performance reviews dangerous? | there is no leadership without integrity
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a firm or company must explain the how as well as the what and the why when informing employees. change can be shocking, it can be demoralizing and it can raise stress to unhealthy levels. it can also increase feelings of hurt and betrayal. we are in a state of flux because of the covid-19 pandemic, which has only added to the tough challenges of globalization, technology and competition. these and other change agents have long been a source of angst well before the pandemic appeared on our radar screens.
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6 leadership challenges through covid and beyond

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illustrationhow do you handle them?

by anthony zecca
leading from the edge

within every firm, every leader (edge or center) faces challenges every day. sitting here in 2020 as i write this book, the challenges presented by covid-19 are seismic in terms of impact as well as being totally unanticipated. covid-19 has forced firm leaders to examine their own firm down to its very core and to make decisions that challenged their leadership in ways never imagined.

more on edge leadership: assessing your firm | the 4 traits of great cpa leaders | why leaders must ensure clarity | incremental vs. exceptional success | do you lead or just manage? | managing vs. leading | is your leadership team at the edge? | 6 leadership challenges through covid and beyond | edge leaders share 7 strengths | leadership must drive culture | leading from the edge
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covid-19 has also resulted in new leaders emerging from the chaos of the pandemic to rise to a level of edge leadership. edge leaders will see the opportunities created by covid-19 while center leaders will only see the challenges. edge leaders will examine every challenge and find the opportunity making the firm stronger as a result.
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guiding clients through covid

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you can lead a virtual workshop to help them focus their perspective.

by anthony glomski and russ alan prince
your $5-million high-net-worth practice

helping the wealthy think through where they are and what they can do is extremely powerful in establishing and strengthening relationships. it also expeditiously produces more business for accountants and other professionals.

more: help your referral sources become thought leaders | the new way to get the best clients | the four-step process for client-focused business development | life insurance as part of wealth management
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we converted the everyone wins process into a supportive workshop where the initial interaction can be conducted with a small group. it is also effective in one-on-one settings.
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help your referral sources become thought leaders

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businessman smiling and talking on phonethe pandemic has made knowledge more precious than ever.

by anthony glomski and russ alan prince
your $5-million high-net-worth practice

an approach you can use and one that can strongly differentiate you from your competitors is to add value that helps the professionals reach their goals and become more successful. some of the more viable approaches involve helping them become thought leaders and providing them with turnkey business development solutions.

more: the new way to get the best clients | maximize referrals from wealthy clients | building a high-net-worth practice during covid-19 | setting financial and practice goals during covid-19
goprocpa.comexclusively for pro members. log in here or 2022世界杯足球排名 today.

adding value with thought leadership: becoming a thought leader is one way just about any professional can become significantly more successful.
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seven deadly sins that will destroy your firm

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businessman in an umbrella sails in storm in the nightthe pandemic actually brought us a positive.

by august j. aquila

my experience has been that firms suffer not only economically, but also professionally. clients and staff also suffer because the following behaviors hurt client service and staff development.

more: the morning after the merger | 6 action steps for a smooth retirement transition | the eternal riddle of being an effective leader | 7 pieces of leadership advice | tomorrow’s leader in 9 bullet points | 5 ways to get clients to accept a new pricing philosophy | 11 alternative pricing methods

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if you notice any of these in your firm, act today to change the culture.

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learning to love video calls

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four people on each side of a videoconferencetake the pain out of online meetings with weekly updates.

by jody grunden
building the virtual cfo firm in the cloud

if you’re the type of person who cringes at the thought of “another meeting,” i’m here to tell you, you’ve got to get over it. when you work with and for your clients remotely, you simply have to embrace meetings.

more: try an accountability chart instead | give your leadership team time to lead | hate billing? use a different method | use bots to your advantage | how to attract clients like a magnet | 6 steps for sales and conversion | the right way to onboard new clients | 4 ways to bill clients | how to evaluate workflow management software | when the irs and fbi come knocking | 5 questions to evaluate new tech tools
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not only do meetings become the foundation of every relationship within your company, but they are the stimulus for where the work gets done.

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the new way to get the best clients

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executive on phone in officefour essential concepts for leveraging the referral network you already have.

by anthony glomski and russ alan prince
your $5-million high-net-worth practice

most professionals, including accountants, get most of their client referrals from satisfied clients. the complication is that if you want to work with wealthier clients, the likely best way to source them is from other professionals they are currently engaging.

more: maximize referrals from wealthy clients | what the wealthy want | the essential process for building a high-net-worth practice | 4 components of a high-net-worth practice | the coming boom in tax services for the super-rich
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if you aim to work with the ultrawealthy and even the super-rich, be aware that as you move up the wealth hierarchy, they are less and less inclined to refer you to other people. it is something of a catch-22. in general, the better you are, the more the very wealthy are disinclined to share. that is, they are less likely to refer you to their financial peers. also, if you are maximizing your wealthy client relationships, there is hesitancy by these clients to make referrals because of a strong preference for extreme confidentiality (if not secrecy).
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the right tech tools for covid work-from-home

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ipads, android, or microsoft surface?

by roman h. kepczyk
quantum of paperless: technology guide & checklist

one of the key components in optimizing firm production is providing the capability for firm personnel to work from any place, at any time, at their own convenience. allowing experienced firm personnel the ability to work remotely used to be a key employee retention strategy. then came covid-19 and it became a necessity.

more: maximize your office 365 roi | why you need windows 10 with automatic updates | it’s 10 p.m. do you know where your backups are? | how the cloud impacts server replacement | laptops vs. desktops | the best scanners to buy today | capturing documents at the source | the more monitors, the better
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giving your personnel secure access to the firm’s application and data resources allows them to work effectively outside normal office hours and avoid unnecessary commuting time.

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trust: one building block of success

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businesspeople discussing chartsremote work and “rightsizing” make it more important than ever.

by steven e. sacks
the new fundamentals

people are so busy these days, juggling meetings, projects, conference calls, performance reviews and a whole slew of other responsibilities. each of these activities has a level of commitment attached to it. the person who is accountable for completing the tasks promises he or she will follow through. the other party who is requesting the deliverable expects that the promise will be kept.

more: 6 types of non-listeners | etiquette never goes out of style | make news, not noise | take that extra breath with email | effective communications in the age of covid | the new covid-19 workplace: are you prepared?
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how often have we become disappointed that others have failed in their commitments?

a lot.
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