accountants gear up, from paperless to cloud.
by 卡塔尔世界杯常规比赛时间
many of the most successful accountants in tax season 2014 found new growth and profits by leveraging new cloud and paperless technologies, according to the 卡塔尔世界杯常规比赛时间 busy season barometer.
join the survey; get the results.
today’s bonus question: plans for 2015
new benchmarks on tech spending and decision-making.
by randolph johnston, leslie garrett phd,
and brian f. tankersley, cpa.citp, cgma
the accounting firm operations and technology survey
while 90% of all firms in the accounting firm operations and technology survey did not have a per-person technology budget, we were quite surprised to see that 88% of large firms and 85% of mid-sized firms also reported that they did not use a per-person technology budget. read more →
new survey shows technology’s role in turning challenges into opportunities.
by rick telberg
ask a practicing accountant what keeps them awake at night, and you’ll get many of the same answers in one form or another: clients, expenses, staff or technology. and that’s borne out in the first annual accounting firm operations and technology survey, offered exclusively by 卡塔尔世界杯常规比赛时间. read more →
sound off: marking the end of the busy season
congratulations! you’ve survived another season of long nights, saturday workdays, cranky clients, buggy software and cutthroat competition. now it’s time to party, kick back, relax, reconnect and unplug.
the 卡塔尔世界杯常规比赛时间 busy season barometer is hearing it all. here are some of our favorite comments from some of our favorite readers…
join the busy season survey; get the results.
today’s bonus question:
celebration plans read more →
sound off: busy season ‘much better’ than last year in client appreciation, software and fees
卡塔尔世界杯常规比赛时间 research
better software, well-prepared clients and some fee increases are spelling an improved tax season this year for many practitioners.
the annual 卡塔尔世界杯常规比赛时间 busy season barometer shows about 47% of some 1,191 practitioners canvassed in the last 30 days say their season so far is at least “somewhat” or even “much” better than last year’s. on the other hand, about 30% are reporting no change from last year and about 24% say business is “worse” including about 4% who call it “much worse.”
join the survey; get the results.
today’s bonus question: lessons learned
sound-off: busy season ‘much’ worse than last year.
卡塔尔世界杯常规比赛时间 research
the nation’s tax professionals are heading into the final days of the 2014 season brimming with optimism that all the hard work may be paying off. but the hard work isn’t over yet and it isn’t paying off for everyone.
join the survey; get the results.
today’s bonus question: lessons learned
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10. people who judge me for sleeping with my calculator
9. immodest clients who freely divulge their annual income
8. all the friggin’ numbers read more →
good service needs to be rewarded as much as business development.
by august aquila
it seems like no matter what the topic is at partner meetings, it always reverts to compensation. there isn’t a partner out there who is not interested in his or her compensation, and maybe even more interested in what the other partners make. read more →
question: your book recommends having the preparer fix all errors. however, this is not always possible and our main concern is to get the returns out, so we usually have the reviewer make the changes, except if it looks like there will be extensive changes. isn’t this the way we should do it?
response: i receive the most comments about this issue, so i usually spend a lot of time rethinking this.
by ed mendlowitz
when you perform additional services on a tax return that you will be charging for, list it as a separate item along with the fee for that service. this way the client will know that something extra was done and the charge.
12 easy traps to fall into.
by ed mendlowitz
practice management answers
question: it is tax season and i am inundated with work. do you think it is proper to tell regular clients that i will deal with their problems after april 15? read more →