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top five cas killers and how to overcome them

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industrial metal number 5how many of these are you telling yourself?

by hitendra patil
the definitive success guide to client accounting services

why fall in the same trap that other firms have fallen into during their client accounting services journey? if you know what those traps are, you will save significant money and time in establishing your cas practice.

more: identifying the right clients for cas | communicating cas to clients and prospects | 21 ways to adjust your practice in 2021 | which of your existing clients are cas-fit? | the 8-step method for launching client accounting services | how to develop the cas mindset | client accounting services: the definitive guide
goprocpa.comexclusively for pro members. log in here or 2022世界杯足球排名 today.

fortunately, the cpatrendlines cas survey identified which are the top five cas killers, for firms of different sizes, that the accounting profession has experienced.
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deadlines? ha! don’t make me laugh

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blindfolded at computerwhen they’re missed, figure out why.

by steven e. sacks
the new fundamentals

distractions, distractions and more distractions, coupled with deadlines. ah, deadlines! those are the bête noire of executives, journalists, record producers, book authors and anyone else in the workforce whose deliverables are expected by a certain date.

more: 5 steps to better time management | a rapidly changing business environment requires flexibility | another meeting?!?! … sigh | organizational trust: top-down and bottom-up | building teamwork under covid pressure | listening: how a conversation works | political correctness or just common courtesy? | effective communications in the age of covid | syncing up for the covid era
goprocpa.comexclusively for pro members. log in here or 2022世界杯足球排名 today.

and what about those dates? are they arbitrary or do they have the real urgency of, say, a court order?
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what my boss did all day

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older man and younger man in meetingsome things never change … and shouldn’t.

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

on an early job i had – in a time long, long ago with no computers, smartphones, copiers or electronic adding machines – i used to go to a client in the morning, write up their books, prepare a financial statement, drop it off at the office at end of the day and then go home.

more: why annual staff evaluations fall short | 10 ways to stay in control | advice to new accountants | clients don’t lose sleep for overpaying taxes | when time-based pricing works | how auditing is like a pirouette | ¿que es bookkeeping? | testifying before congress | underpaying others hurts you, too
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the secretary typed the report in the morning. i often wondered what my boss mr. ruben did, and whether there have been any changes in that in the half-century since i started.
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teach your clients to send info digitally

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concept of sending e-mails from your computer

email is comfortable, but not always secure.

by roman h. kepczyk

one of the most critical steps in transitioning a firm to a paperless environment is capturing information in a digital format at its root source as that information enters the firm.

at the base level, this means having clients provide you information in a digital format, which can be done via email, digital fax or through a portal rather than with a physical document. while email is currently the most prevalent tool utilized by clients, it is anticipated the security concerns will help clients transition toward portals.

email has been the most frequent tool used as most clients are comfortable attaching a spreadsheet or document and sending it to the firm. this method allows the digital file to be easily accessed and saved into the firm’s file storage applications. read more →

personal wealth creation can be coached

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woman executive coaching a male employee across desksix qualities the best candidates have.

by anthony glomski and russ alan prince
your $5-million high-net-worth practice

personal wealth creation coaching is a methodology we use with the wealthy, including the super-rich as well as select professionals. we start personal wealth creation coaching with clients by having them identify where they are today and where they want to be.

more: covid-19 brings high-net-worth opportunities | working with the super-rich and single-family offices | the family office model | the new way to get the best clients | the four-step process for client-focused business development | what the wealthy need
goprocpa.comexclusively for pro members. log in here or 2022世界杯足球排名 today.

we find there is always a gap. by leveraging and increasing their networks while enhancing the depth of their business relationships, we show them how to close the gap.
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