featured

covid-19 brings high-net-worth opportunities

by

you (and only you) are in charge of your success.

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

we have presented the following equation:

conviction + process + expertise + the covid-19 crisis =

$5 million high-net-worth practice built quickly

more: working with the super-rich and single-family offices | the power of stress testing | guiding clients through covid | maximize referrals from wealthy clients | building a high-net-worth practice during covid-19 | setting financial and practice goals during covid-19
goprocpa.comexclusively for pro members. log in here or 2022世界杯足球排名 today.

so, let us review. working backward …
read more →

how to get the most from cpe

by

young businessman sleeping on the keyboard in the officeyour mindset makes a difference.

by ed mendlowitz
the 卡塔尔世界杯常规比赛时间 practice doctor

question: like every cpa i need to take continuing education courses. however most of what i take

  • are not relevant to me,
  • are things i know or
  • are things i don’t really want to know.

more: how improv can help accountants | strategic planning for the small firm | before you sell your practice | work the client needs … but won’t pay for | 14 better uses for timesheet data | 9 must-haves for firm growth | 5 ways to build teamwork
goprocpa.comexclusively for pro members. log in here or 2022世界杯足球排名 today.

also, many of the speakers are boring. yet, cpe is big business. are there any suggestions you can give me to get better use of that time?
read more →

optimize your scanning procedures

by

woman in business attire with papers flying around behind her backbonus: specific tool suggestions.

by roman h. kepczyk

for the next few years it is anticipated that accounting firm clients will continue to deliver a significant amount of their organizers and supporting tax documents to the firm in a physical format. to utilize this information in a paperless environment, it must be effectively scanned and managed at the lowest possible cost.

more: why you want a digital tax workflow system | retaining documents: how long and who decides? | the case for wireless broadband access | maximize your office 365 roi | how the cloud impacts server replacement | capturing documents at the source
goprocpa.comexclusively for pro members. log in here or 2022世界杯足球排名 today.

early paperless adopters scanned the tax return and the supporting documents at the back end of the process when a return was complete. this is still usually the first step when firms transition from a completely manual environment.
read more →

identifying the right clients for cas

by

an organization chart in a ball shapeshow your highest-priced package first.

by hitendra patil
accountaneur: the entrepreneurial accountant

will your existing clients or prospects buy higher-priced and more services from you? if you ask them to, will they feel put off?

more: communicating cas to clients and prospects | 21 ways to adjust your practice in 2021 | the services that cas clients want | six reasons cas is king | how to develop the cas mindset
goprocpa.comexclusively for pro members. log in here or 2022世界杯足球排名 today.

if you do not ask, will you leave real money on the table? if you do not tell them about more services your firm is capable of providing, will they switch to another accounting firm simply because they were not aware of your other services?
read more →

a rapidly changing business environment requires flexibility

by

notepad with word "hire" crossed out and "outsource" written in underneaththis includes outsourcing.

by steven e. sacks
the new fundamentals

one of the revelations arising from the great recession was that cpa firms found they could do more with less human resources, or at least maintain the same level of productivity. we are now operating in what is referred to as the gig economy, in which important functions can be outsourced and firms and companies can still focus on core competencies that impact growth and profitability.

more: organizational change starts and ends with people | swot’s the purpose? | is your firm’s culture a magnet or a repellent? | building teamwork under covid pressure | make your writing count
goprocpa.comexclusively for pro members. log in here or 2022世界杯足球排名 today.

because it is increasingly challenging to maintain high standards in all functions while still focusing on core competencies that drive growth, seeking outside help is becoming an attractive option. so, when should you outsource services?
read more →