tax season

nine methods to reduce tax review time

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scale with coins on one side, alarm clock on the otherit’s not too late to start.

by ed mendlowitz
how to review tax returns: the field-tested update

to have a successful tax season, care and effort must be spent to reduce the review time while maintaining quality.

more: the last thing a tax reviewer does | judge reviewers by how tax preparers improve | ‘quick and dirty’ tax review | three ways to improve tax returns | don’t use eyes, use brain | three types of tax return reviews | tax review procedures are your quality control
goprocpa.comexclusively for pro members. log in here or 2022世界杯足球排名 today.

the reviewer’s time is the main element that needs to be managed and reduced.
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where is your next money coming from?

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financial graph on blackboardfive questions to help forecast your firm growth.

by martin bissett
passport to partnership

if i could give you one tip that would assure that you could predict your consistent practice growth, it would be to look at your calendar.

more: forged in fire: the pains of leadership | perception is reality, client version | 10 questions for reconsidering your prices | would you make yourself a partner? | a list is not a pipeline | prepare the next generation now | are you committed to your firm? | nine points to check before hello | why clients struggle with growth
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you need to look at what is on your calendar and to look at today’s date and ask, “where is the money coming from this month?” look at what recurring fees you have, look at the value of those fees and what they bring in. then consider what would happen if any of those fees did not recur. look at what would happen if those fees dropped out of the equation and think about how you would replace that income.
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five skills for emotional mastery

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two partners celebrating business success outsideevery successful practice owner needs them.

by sandi leyva
the complete guide to marketing for tax & accounting firms

there are courses and conferences to help you build the technical skills you need to succeed in accounting. but if you think about it, there is no cpe to help you with the emotional side of your business, and there are plenty of times on a daily basis that the emotional side of business comes into play:

more: why you need a link-in-bio tool | what’s in a (domain) name? plenty | four tips for tough times | nine thoughts on self-marketing for the introvert | 13 reasons to master consumption marketing | when to talk about fees | take a moment for appreciation | beyond compliance: what more you can provide  | the biggest seo secret of all: google business listings
goprocpa.comexclusively for pro members. log in here or 2022世界杯足球排名 today.

1) making a price increase or setting your prices in the first place

2) firing a client from you-know-where
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the last thing a tax reviewer does

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whose error is it this late in the game?

by ed mendlowitz
how to review tax returns: the field-tested update

the reviewer needs to conduct their own top-side review before the return gets passed on to be printed (either paper, digital or pdf) and assembled to be sent to the partner to sign and be released to the client.

more: tax reviewers can advance, with a push | what makes an excellent tax return reviewer | 10 errors that ‘smart’ scanners make | tax: the procedural checklists your firm needs | the best way to review a tax return | why you can’t skip checklists | how to turn tax returns into new business
goprocpa.comexclusively for pro members. log in here or 2022世界杯足球排名 today.

the partner will do their own top-side review before signing it – so why shouldn’t the reviewer do it first to catch any error that might have slipped through?
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