management
effective communications in the age of covid
misunderstandings and shortcuts in the workplace can create a hostile and stressful environment.
by steven e. sacks
the new fundamentals
with more people using mobile devices for communication shortcuts, are we facing troublesome challenges in speaking in a recognizable language in the u.s.?
more: why proper communication is critical | syncing up for the covid era | the new covid-19 workplace: are you prepared? | how to create effective internal communications | profit is not a mission | confronting leadership: not such a bad thing | new opportunities for a ‘new normal’ | is trust elusive?
exclusively for pro members. log in here or 2022世界杯足球排名 today.
while it may be convenient for some, for others it leaves them scratching their heads. i am not seeking to be a public scold. however, if you want your communication to be effective, then understand your audience, situation, and topic.
this is especially relevant with teams working virtually, and at a distance, in the age of covid.
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start marketing now for next season
no, it’s not too early to begin planning.
by ed mendlowitz
tax season opportunity guide
marketing takes many forms. further, many accountants are not trained in marketing. i also know that while most cpas want more business, they are too busy with what they have to be actively seeking new business. additionally, marketing can be external, internal or retentive.
more: 4 reasons not to let staff go after tax season | nine keys to success and growth | what kind of accountant are you? | covid tests accountants’ entrepreneurial talents | have you gotten where you wanted yet?
external is where new clients are solicited. that takes effort, ingenuity, time and maybe even some money.
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nine keys to success and growth
put them to work for you.
by ed mendlowitz
tax season opportunity guide
what is needed for growth and success?
more: what kind of accountant are you? | covid tests accountants’ entrepreneurial talents | help your clients and yourself | 9 overlooked tax season resources | what’s not to like about tax season? | do your clients feel important?
all these elements are essential:
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3 questions for determining your value
how necessary are you under covid?
by ed mendlowitz
tax season opportunity guide
know your value to your clients. better, understand your business and what you really do and what you add to the client’s life.
more: help your clients and yourself | ask this before clients do | more services for your tax clients | can your reviewers answer these 10 questions? | 5 small leaks that can sink a tax season | one can’t-skip touch for tax season | 3 steps to tax season happiness
i had a group of gastroenterologists as clients who were going to get into a business of inserting a gastric bubble into people’s stomachs. there were a number of issues to this.
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ask this before clients do
plus some suggested answers.
by ed mendlowitz
tax season opportunity guide
here are two questions to ask yourself:
- why should clients use you?
- why should staff want to work for you?
more: 41 items to check on business tax returns | 9 overlooked tax season resources | what’s not to like about tax season? | can your reviewers answer these 10 questions?
you should be clear on the responses to the above two questions. if you can’t clearly articulate the reasons clients should use you and why staff would want to work for you, then why should they?
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5 steps for tax season success
apply consistency to service, processes and standards.
by ed mendlowitz
tax season opportunity guide
one way to guarantee extra work is to have everything always done differently each time it is done.
more on tax season: help tax clients help you | 3 steps to tax season happiness | 12 ways to have more fun this tax season | bill with the tax return, get paid faster
not establishing uniform procedures is bad business and unnecessarily consumes part of your life. consistency in performance reduces work and review time and creates a greater reliance on the staff people.
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3 steps to tax season happiness
you’re a role model whether you realize it or not.
by ed mendlowitz
tax season opportunity guide
if you have staff, have happy cheerful helpful people.
more: 12 ways to have more fun this tax season | bill with the tax return, get paid faster
don’t surround yourself with downers and naysayers. also have team players.
not the managing partner, but still a ‘managing’ partner
not managing the whole firm is no excuse for not polishing management skills.
by ed mendlowitz
the 卡塔尔世界杯常规比赛时间 practice doctor
question: i am a partner in a multipartner firm and have no firm management responsibilities, rather i manage a large book of business and while i do not bring in much new business (i don’t have time) i get substantial additional consulting services from existing clients and my realization rate is highest in the firm.
more practice doctor q&a: 34 ways to make more money | how to know everything | the six rules to get the most out of cpe | everyone needs strategic planning | 19 ways to stop wasting reviewer time | no go on pro bono | why your clients need annual minutes – and how you can help | how much overhead is too much?
but yet you told me i should attend at least one daylong practice management program a year. why?
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what makes a successful strategic plan?
facing the monster issues.
by august aquila
creating the effective partnership
during the next several months, firms will be meeting to develop a strategic plan for the coming year or two. it’s a summer ritual for many firms.
more for pro members: 24 points for after the deal is done | innovate or die | 3 ways to halt a poor leader | partners love, hate leadership | 8 questions that staff ask in a merger | the 4 best ways to use your senior partners | 11 steps to building a better partnership team
however, the plans that are usually developed don’t address the real issues that firms are facing.
a client recently asked me, “what can we do to develop an effective strategic plan?” i’m not sure if he liked the answer or not. i am still waiting to hear if my proposal was accepted. let me share with you what i said to him.
9 key elements for growth, success
put them to work for you.
by ed mendlowitz
tax season opportunity guide
what is needed for growth and success?
more on tax season: six directions for your life and your business | how to think like an entrepreneur | 40 other services your tax clients should know about | eliminate tax season excuses | 16 qualities of a good tax season client | small tax season leaks can cause great damage | when ‘quick and easy’ tax season research isn’t | 11 clear client instructions to make your tax season easier | have fun this tax season
all these elements are essential:
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six directions for your life and your business
it’s time to choose.
by ed mendlowitz
tax season opportunity guide
is your practice satisfying?
more on tax season: how to think like an entrepreneur | imagine starting with a clean slate | two questions to ask yourself – before clients or staff do | 40 other services your tax clients should know about | eliminate tax season excuses | 16 qualities of a good tax season client | 5 ways thorough beats sloppy in tax season | when ‘quick and easy’ tax season research isn’t | consistency simplifies tax season
do you like it the way it is, or do you want it to develop and grow? some people like the way things are and don’t care about change.
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how to think like an entrepreneur
ask yourself these questions.
by ed mendlowitz
tax season opportunity guide
accountants and tax practitioners are entrepreneurs. this means their practice needs to be run as a business with sound business decisions being made.
more on tax season: imagine starting with a clean slate | know your value | 41 checkpoints for business tax returns | 40 other services your tax clients should know about | top 12 tax return preparation errors
these decisions need to be made in the context of
- growing the business,
- adding processes and controls and
- making greater profit
1. do you consider yourself an entrepreneur? read more →