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thinking technology? then think beyond average

‘average is where the best of the worst meets the worst of the best.’

by jim boomer
the accounting firm operations and technology survey

boomer
boomer

the accounting firm operations and technology survey provides some great insights on where firms stack up in both practice management and technology. i encourage you to view this as the starting point, though. strive to be better in all areas regardless of whether you are below, at or above average. after all, average is where the best of the worst meets the worst of the best.

break away from the herd

whether it is technology, processes or new service lines, we, as a profession, have the tendency to follow the herd. large firms look at peers and do what they do. small firms tend to look at other small firms.i challenge you to look beyond the firms of similar size for additional ideas on how to support your firm’s continued improvement and growth. we’ve found that small firms can learn a great deal from those that are larger and vice versa. read more →

client service opportunities

the wild world of weed: tax season never ends [video]

how one top cpa got into the cannabis business.

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by 卡塔尔世界杯常规比赛时间
cannabizcpa.pro

when dean guske attends trade shows like the world cannabis congress & business expo, he isn’t proffering pipes, papers, pot, hydroponics, or paraphernalia. a cpa with over 250 clients in washington and oregon, guske is pushing tax prep and accountancy.

more cannabiz cpas:  america’s new breed of cannabis cpas [video]  |  ready or not: cpa firms find new opportunity in booming cannabis industry  |  from tech boom to cannabis boom  |  cannabis faq for accountants  |  what’s a cannabiz worth? ask a cpa.

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guske & company pllc got into this vast niche by professional coincidence, a client who liked the firm’s work and asked for some tax help with a new business. he was growing marijuana. this was new to guske, but it sounded interesting.

“i told him i’d have to do some research first,” guske tells 卡塔尔世界杯常规比赛时间. “i wanted to get a good understanding of what was going on tax-wise and an understanding of the industry before i accepted a client in that industry.”

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surveys & research

new research report: operations and technology survey for solo and small firms

 available now at the 卡塔尔世界杯常规比赛时间 store

cache_240_240_0_0_80_16777215_afot small solo edition cvrrandy johnston, ceo and founder, network management group, inc., leslie garrett, phd, ceo of insight research group, and brian tankersley, editor of the publication announce the release of the solo practitioner and small firm edition of the 2nd annual accounting firm operations and technology survey ebook.  the ebook features survey results and insights unique to the solo and small firm, taken from the 2nd annual accounting firm operations and technology survey. this ebook is published in cooperation with rick telberg, president and ceo of 卡塔尔世界杯常规比赛时间. 

“this book was created to give solo practitioners and small firms a high quality resource they could use to benchmark their practices against firms of similar size,” said johnston.  “the insights provided in the consultants counsel sections of this ebook are focused solely on areas of significance for solo practitioners and small firms; it is intended to serve as an easy-to-reference field manual to help these firms with decision-making in the areas of technology and operations.” 

this survey included respondents from all 50 states, with the number of respondents doubling over last year’s results, which further validates the data. 

the solo practitioner and small firm edition of the 2nd annual accounting firm operations and technology survey ebook features:

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pro member exclusive

communication: more powerful than any software

‘you can’t get ahead having a heart-to-heart with a spreadsheet.’

by richard j. koreto
the accounting firm operations and technology survey

koreto
koreto

i once interviewed a cpa who was a partner in a small accounting firm with his father. the father was a “detail guy” who knew every detail of the irc and made sure their clients paid no more than the legal minimum. the son was more “front office.”

he personally delivered every return to their high-net-worth clients in their homes and went over each form and schedule: “what are you unclear about? based on changes in your family situation, there will be some tax implications. let’s discuss what we can do about them…” he realized that handling the numbers was not enough – he had to explain what they meant. and he had to listen.

this type of skill is more important now than ever, and a way for accountants to clearly differentiate themselves from increasingly sophisticated and inexpensive software.

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