don’t be cheap or lazy with client communications

by hank berkowitz
wealth management

as the old saying goes, “you only get one chance to make a first impression.” by the same token, you only get one chance to leave a lasting impression. at a time when four out of five high-net-worth individuals are considering leaving their advisors at any given time, can you afford to take a chance with your hard-won clients?

more: the most effective channels for advisorspersonal financial planningclient service opportunities, growth & marketing

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the myth of the staff shortage

new graduates hired by us cpa firms 1971-2016
new graduates hired by u.s. cpa firms, 1971-2016. (aicpa)

 

demand for new hires softens as college talent pipeline sets record.

by rick telberg
卡塔尔世界杯常规比赛时间

the next generation of accountants in the collegiate pipeline set a record last year and remains at that level this year, even as firms appear to be backing off on expanding headcounts with new graduates, according to new research.

more in staffing & recruiting: marketing is not just for partners anymore  |   a simple way to dissolve the generational gap | accounting profession shows steady growth | growing and developing future leaders is a two-way street |   how accountingfly is revolutionizing the way cpas are hired | the 7 experiences millennials want from your firm | the culture of continuous improvement |   the 12 reasons your staff hates your firm | what commitment means now | how good is your network?

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soloists lead profession in mobile tech

but most firms still keep their accountants desk-bound.

49 percent of solo cpas work 11 percent or more time from a location other than their office. <a href="//www.g005e.com/shop/afot/">source: accounting firm operations and technology survey</a>
49 percent of solo cpas work 11 percent or more time from a location other than their office. accounting firm operations and technology survey

by randy johnston and leslie garrett
accounting firm operations and technology survey

despite the increasing availability of cloud technology and mobile apps that ensure you can be instantly transported into your familiar desktop workspace while working remotely, accountants are still not working from everywhere, according to the 4th annual accounting firm operations and technology survey.

more survey results: how savvy cpas use the afot survey to make smarter business decisions | keep pace first, change will come (like it or not) | you’re not tech-savvy if you’re not cyber-safe, too | lions and tigers and blockchain and bots, oh my!
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cpas put the brakes on price increases

non-cpa tax and accounting firms hit the gas pedal.

long-term view: pricing index at cpa firms (index = 100, 2003)

 

which pricing strategy works best today?
join the survey. get the answers.

 

by rick telberg
卡塔尔世界杯常规比赛时间 research

under pressure by an increasingly competitive and uncertain business environment, cpa firms are pressing the brakes on new price increases, according to new data obtained by 卡塔尔世界杯常规比赛时间

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