featured

compensation is no way to manage partners

by

man counting $100 bills into three piles6 ways to combine it with personal interventions.

by marc rosenberg
the role of the managing partner

too many firms’ primary way to manage partner performance and hold them accountable is with compensation. their reasoning is this:

more: make sure partners focus on two things | manage partners with goal setting | overarching authority that managing partners must have | herding cats: advice for managing partners
goprocpa.comexclusively for pro members. log in here or 2022世界杯足球排名 today.

if partners perform well, they will see their reward in the form of higher compensation. if partners perform below expectations, they will get the message in the form of a disappointing compensation number. other methods are not necessary. it’s all about the money.
read more →

20 good ways to boost tax season production

by

people in office releasing balloonspeople like fun … but that’s not all they value.

by ed mendlowitz
call me before you do anything: the art of accounting

i have always loved accounting and tax season, but i have worked with many people who did not.

more: how to recoup staff training costs | granting unconventional request pays off | 20 best practices for staff training and retention | what does the client want to see? | 6 ways to increase your fees … if you dare | the clients who got away
goprocpa.comexclusively for pro members. log in here or 2022世界杯足球排名 today.

they resented many of the working conditions and had a closed-in feeling that heightened their dislike of my great profession. i resolved that when i had my own practice i would not create that type of atmosphere.
read more →

difficult phone calls are opportunities

by

what to say about fees.

by jassen bowman

if you are actively engaged in marketing your practice, it is inevitable that you will receive telephone calls with the dreaded, “how much do you charge for a tax return?”

more: 11 steps for handling client complaints | what you tell yourself matters | hiring, firing and the checklists you need | focus on your ideal clients | the secrets of multi-hit marketing | how tax resolution works
exclusively for pro members. log in here or 2022世界杯足球排名 today.

what not to say …

  1. “we don’t provide fee quotes over the phone.”
  2. “tell me a little about your tax situation and …”

read more →

the happier, saner, richer tax firm

by

scrambled thoughts enter man's head, straightened ones come outit’s not easy, but it is possible.

by frank stitely
the relentless cpa

i’m back. since writing the “relentless cpa – the new 21st century system for driving success at tax and accounting firms,” i have spoken to dozens of cpas and accountants, been called a dozen names (some of them deserved), and received a few death threats.

more: ‘quick questions’ and other client sins | how to train clients | how to reduce tax return errors | why your firm needs to attract more millenials | the fool in the room | the 3 biggest tech failures of accounting firms | 7 steps to effective project management
goprocpa.comexclusively for pro members. log in here or 2022世界杯足球排名 today.

actually, the death threats came from my wife, who said she’d kill me if i said “yes” to any new projects. she watches lots of crime shows, so the fbi regarded her threats as serious. i am writing this to buy a bulletproof vest for when she gets out of jail. thank you for your contribution to saving my life.
read more →