richard berkowitz drives berkowitz pollack brant to ‘warp speed’

berkowitz
berkowitz

workload compression is offset by expanding practice areas, client mix.

berkowitz pollack brant logo

by 卡塔尔世界杯常规比赛时间 staff

“changes in business, changes in laws and changes in regulatory environments are happening at warp speed,” warns richard berkowitz, managing partner of the berkowitz pollack brant advisors and accountants firm in miami.

more from the corner office: randy myeroff at cohen & co.: winning the youth movement | rick dreher innovates wipfli for clients, younger workers | how blain heckaman drives value at kaufman rossin | weisermazars mp blake charts u.s. expansion | frank longobardi: cohnreznick’s battle for top talent | the robo-cpa: jim sikich prepares for disruptive technologies |  exclusively for pro members. log in here or 2022世界杯足球排名 today.

he ranks handling of the fast-paced flow of updated information regarding laws, regulations and related matters among the most prominent issues and opportunities facing his firm and other cpa practices around the country. his firm’s $56 million in revenue during 2015 rank it as the nation’s 68th largest accounting firm in the nation and florida’s third largest.
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high performing firms: stronger busy seasons, better outlooks

z_ busy 2016 hi perf firms overallidentifying the factors that create great firms and better busy seasons.

by 卡塔尔世界杯常规比赛时间

in 卡塔尔世界杯常规比赛时间’ perpetual search for clues to professionalism and success in the tax and accounting industry, we are probing into a possible connection between the efficiency of cpa firms and the ease with which they get through the busy season of tax preparation.

more busy season management: busy season 2016: topline survey results  |   accountants see economy improving… but mainly for themselves  |  tax season 2016: turning id theft from a problem into an opportunity  |  lessons learned from a bad busy season  |  busy season 2016: more clients, fewer problems  |  busy season 2016: problem clients are causing big trouble  |  12 ways to stress less this tax season  |  the dreaded ‘quick question’  |  40 other services your tax clients should know about  |  where workflow management runs off the rails  |  ready for tax season? not so fast  |  8 ways to delight tax season clients  |  tax season management: multi-tasking is a myth  |  digital workflow systems make tax season easier  |  tax professionals find it increasingly difficult to keep up with late-changing tax regs  |  the new normal: a busy season that never ends  |  pro member exclusives: sign in or 2022世界杯足球排名 here

judging by results from our 2016 busy season survey, there seems to be a connection. we filtered the results to isolate respondents who say their organizations are “effective at achieving their goals and objectives with consistency over time.” this cohort comprises a total of 364 who gave their firms a score of at least an 8 on a scale of 1 to 10. read more →

randy myeroff at cohen & co.: winning the youth movement

myeroff
myeroff

“whoever can connect with today’s youth movement and invest in it the right way is going to win.”

by 卡塔尔世界杯常规比赛时间 staff

attracting and retaining high-caliber, younger workers is far and away the most pressing concern at cohen & co. in cleveland, ohio.

more from the corner office: rick dreher innovates wipfli for clients, younger workers | how blain heckaman drives value at kaufman rossin | weisermazars mp blake charts u.s. expansion | frank longobardi: cohnreznick’s battle for top talent | the robo-cpa: jim sikich prepares for disruptive technologies |  exclusively for pro members. log in here or 2022世界杯足球排名 today.

the cpa firm, which ranks among the nation’s 100 largest, is reaching out to young talent via means that include offering one of the top-ranked internship programs in its northeastern ohio region, and by simply increasing its hiring of new college graduates.
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busy season 2016: why some have it worse

picture1the factors that undermine an otherwise better busy season.

how was your busy season?
join the survey; get the benchmarks

by 卡塔尔世界杯常规比赛时间

according to the final results of the 卡塔尔世界杯常规比赛时间 2016 busy season survey, this has been a relatively good year…better than last year, anyway. a good 60 percent of respondents said 2016 was much better or somewhat better than 2015.

more busy season management:  better gets better. and worse gets worser | busy season 2016: topline survey results | accountants see economy improving… but mainly for themselves | tax season 2016: turning id theft from a problem into an opportunity  | lessons learned from a bad busy season | busy season 2016: more clients, fewer problems | busy season 2016: problem clients are causing big trouble | 12 ways to stress less this tax season | the dreaded ‘quick question’ | 40 other services your tax clients should know about | where workflow management runs off the rails | ready for tax season? not so fast | 8 ways to delight tax season clients | tax season management: multi-tasking is a myth | digital workflow systems make tax season easier | tax professionals find it increasingly difficult to keep up with late-changing tax regs | the new normal: a busy season that never ends | pro member exclusives: sign in or 2022世界杯足球排名 here

which, admittedly, isn’t saying much. last year was a bad year, a perfect storm of problems. it left 19 percent grousing about a “somewhat worse” busy season, another 3 percent saying it was “much worse.”

could 2016 really be worse than 2015, especially given that it was so much better for so many tax preparers? yep.

read more →

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plus more than 3,000 need-to-know tips, tools and strategies – business-know-how articles – for your firm, your business, and your career.

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busy season 2016: better gets better. and worse gets worser.

z_ busy season before during after much betterwith apologies to lewis carroll, 2016 wonderland compared to 2015.

by 卡塔尔世界杯常规比赛时间

when 卡塔尔世界杯常规比赛时间 sent out its 2016 busy season questionnaire, the early results looked good. comparing the early stages of 2016 against the same period in 2015, 18 percent told us their year was looking much better. another 32 percent somewhat optimistically told us of a “somewhat better” year. that added up rather neatly to half, which was better than in 2015, when only 44 percent said their year was better than the year before.

more busy season management: busy season 2016 topline survey results  |   accountants see economy improving… but mainly for themselves  |  turning id theft from a problem into an opportunity  |  lessons learned from a bad busy season  |  more clients, fewer problems  |  problem clients are causing big trouble  |  12 ways to stress less this tax season  |  the dreaded ‘quick question’  |  40 other services your tax clients should know about  |  where workflow management runs off the rails  |  ready for tax season? not so fast  |  8 ways to delight tax season clients  |  tax season management: multi-tasking is a myth  |  digital workflow systems make tax season easier  |  tax professionals find it increasingly difficult to keep up with late-changing tax regs  |  the new normal: a busy season that never ends  |  pro member exclusives: sign in or 2022世界杯足球排名 here

and then, as the season closed on april 18, something beautiful happened. this year turns out to be even better than expected. almost a quarter—23.6 percent—report a much better year, and more than a third—36.5 percent—report a somewhat better year.

all in all, 2016 exceeded expectations. in both directions.

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rick dreher innovates wipfli for clients, younger workers

dreher
dreher

‘clients have budgets, and it’s part of our responsibility to deliver a high-quality, value-add solution within those budgets.’

by 卡塔尔世界杯常规比赛时间 staff

the cpa profession faces a crossroads at which firms will have to make some fundamental changes in their dealings with clients and staff, according to rick dreher, managing partner and chairman of wipfli.

wipfli logomore from the corner office: how blain heckaman drives value at kaufman rossin | weisermazars mp blake charts u.s. expansion | frank longobardi: cohnreznick’s battle for top talent | the robo-cpa: jim sikich prepares for disruptive technologies | exclusively for pro members. log in here or 2022世界杯足球排名 today.

wipfli is a milwaukee-based accounting and consulting that generated $203.2 million in revenues for the 12 months ended may 2015. it ranks among the top firms in the nation at $181 million in revenue.
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how blain heckaman drives value at kaufman rossin

blain heckaman
blain heckaman, managing principal, kaufman rossin

‘beyond compliance to actionable insight and forward-thinking solutions.’

by 卡塔尔世界杯常规比赛时间 staff

the ever-increasing commoditization of traditional services such as tax preparation, accounting and audit makes it crucial for accounting firms to discover methods for increasing the value they bring clients, according to blain heckaman, managing principal at kaufman rossin cpas in miami.

more from the corner office: weisermazars mp blake charts u.s. expansion  |  frank longobardi: cohnreznick’s battle for top talent  | the robo-cpa: jim sikich prepares for disruptive technologies  |  exclusively for pro members. login here or upgrade to pro today.

“accounting firms need to think beyond compliance to provide actionable insight and forward-thinking solutions to clients,” says heckaman, who joined kaufman rossin in 1984 and was named managing principal in 2012. james kaufman, one of the founders, remains ceo. the company’s $73.9 million in revenue last year ranks it among the nation’s top 100 firms.

kaufman rossin logokaufman rossin is beefing up its ability to add value for clients by increasing its expertise in its client industries and adding new services. in march, for example, it became an implementer and consultant for intacct, the cloud-based accounting and enterprise resource planning application.

kaufman rossin also offers consulting on intuit quickbooks, designed for businesses that generally would be considered smaller than the small and mid-sized businesses that use intacct. by adding intacct, the firm can offer its quickbooks clients an optional application to transition to as their operations grow. read more →

women gain jobs, payroll up and down

cpatrendlines jobs report tiltoverall industry employment continues to rise.

who’s hiring; who’s firing.
join the survey; get the answers

by 卡塔尔世界杯常规比赛时间

women are outpacing men as new hires in the tax and accounting industry today, according to new 卡塔尔世界杯常规比赛时间 research.

female headcounts are advancing at annualized rates of 5.5 percent in overall employment, 7.3 percent at cpa firms, and 10.6 percent in payroll services, according to 卡塔尔世界杯常规比赛时间 research.

at the same time, payroll is emerging as one of the most volatile sectors, with staff up 7.5 percent in the latest month, while wages dropped 8.8 percent year-on-year.

in metairie, la., a source at a three-partner partner firm reports they are looking for a cpa with the right “mix of technical skills and communication skills.”  “it’s very important to be able to communicate issues with both management and clients,” the source tells 卡塔尔世界杯常规比赛时间. at the same time, work at the firm has its challenges. “although we strive to give clients the best service possible, it is sometimes to the detriment of our work/life balance.”

at a 12-partner cpa firm with offices scattered across colorado, 卡塔尔世界杯常规比赛时间 hears from an insider that they are seeking to promote from within. “we are cultivating staff-level employees because we need middle managers and supervisors who already have some experience.”

in the rest of this report, 卡塔尔世界杯常规比赛时间 delves into:

  • current hiring trends in each of the bookkeeping, payroll, tax, and cpa segments of the industry.
  • average hourly wages for key segments.
  • typical hours worked per week.
  • and trends concerning women in the accounting workforce.

read more →

busy season 2016: topline survey results

click for download
click for download

top trends, metrics, benchmarks, and lessons learned.

by rick telberg
卡塔尔世界杯常规比赛时间

for most cpas, this year’s busy season may have been a marked improvement from last year’s, but that doesn’t mean savvy practitioners aren’t already learning new lessons and honing operations for next year. indeed, 卡塔尔世界杯常规比赛时间 research consistently shows that the biggest single factor determining busy season outcomes for cpas is how they spend their so-called off-season. many cpas, understandably, want to forget about their last busy season, enjoy the rest of the year, and work on other projects. but those cpas who seriously study the people, processes and outcomes of their last busy season, and start applying the lessons early, consistently report year-over-year advances in client rolls, fee income, and profitability. and 2016, although considerably better for most professionals than 2015, still has many lessons to teach.

click here for the full report, including the bonus 37-item checklist for planning a better season (pdf 18 pages)

tax filing season 2016 ends on positive notes

chart of irs statistics for week ending april 22, 2016.
[click for larger image]
pros handled 58 percent of e-filings.

by 卡塔尔世界杯常规比赛时间

after weeks of falling statistics, the 2016 filing season closed on positives in every category but one – the profession’s market share slipped another percentage point this year.

more on tax season: most tax season filing stats down | tax pros preparing 58 percent of e-filings | tax filing trends remain steady | refunds top $200 billion mark | tax filings, processing remain slower | pros lose ground in e-filing | tax questions up, filings down

there were 136.53 million individual income tax returns filed by april 22, with the april 18 deadline falling within that week. the total returns received were up 1.7 percent from 2015. total returns processed numbered 129.46 million, up 0.9 percent. that puts the processing rate to date at 94.8 percent.

e-filing receipts totaled 122.55 million, up 2.6 percent. tax professionals prepared 70.86 million, up 0.5 percent, and 51.68 million were self-prepared, up 5.7 percent.

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most tax season filing stats down

chart of irs filing statistics for week ending april 15, 2016
[click for larger image]
pros still favored over self-preparation among e-filers.

by 卡塔尔世界杯常规比赛时间

with only days left in the 2016 tax filing season, virtually every statistic remained down from last season.

more on filings: tax pros preparing 58 percent of e-filings | tax filing trends remain steady | refunds top $200 billion mark | tax filings, processing remain slower | pros lose ground in e-filing | tax questions up, filings down

as of april 15, the irs had received 124.62 million individual income tax returns, down 5.8 percent. it had processed 119.92 million, down 4.9 percent. the processing rate for 2016 stands at 96.2 percent.
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