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five time management tips to survive busy season

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ask why you’re putting things off.

by ty hendrickson

tax season is already here and in full swing in our house. i know what you are thinking, “she doesn’t have tax season anymore!” but that is not true. some of you know that not only am i a cpa, but i’m also married to a cpa so i couldn’t manage to get away from tax season even with a career change. that means that this time of year is always a little stressful as everyone adjusts to new schedules and routines, but with a little planning and the correct mindset it does not have to be bad.

more: sales shouldn’t be scary | sell your services on value, not price | 3 steps to getting the most out of every meeting | why choose you? | the one big reason your hiring sucks | are you botching your first impression?
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each year we look for new ways to better manage our time and become efficient so that we can make these three and a half months as stress-free and easy as possible on everyone involved. today, i’m rounding up our top five time management tips to help make these crazy few months operate just slightly more smoothly for you as well.
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five reasons new financial advisors fail

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don’t be afraid of a learning curve.

by matt solomon

if you’re thinking about making the shift to financial advising, you might be wondering if you have the skills you need to succeed. the good news is that as an accountant, you already have all the tools you need to become a financial advisor.

more: you’re selling the wrong stuff | the path to a conscious business | tap into your gold mine | shift your practice: stop depending on compliance work
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however, having the right tools does not automatically make you an advisor just like owning a hammer doesn’t make you a carpenter. you’ll need to develop a new skill set to use your accounting tools as a financial advisor. without these new skills, accountants often fail to achieve their goals and build a business that allows them to do meaningful work, make more money and spend less time doing it.
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10 ways to stay in control

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number 10respect your staff … and vice versa.

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

a new year has just begun. start it by getting and staying in control.

more: 20 best practices for staff training and retention | why create an accounting firm business model? | the clients who keep you awake at night | creating a cross-selling culture | cross-selling beyond your comfort zone | value pricing in uncharted waters | i am an accountant because of clients like stanley | advising cheapskates
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here are some ways to do this.
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advisory services: real commitment or just talk?

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overhead view of two businessmen meeting in lobbyhow your answer affects growth.

by sarah dobek

the unfolding events of 2020 will continue to be the tailwind of change for the profession.

the most significant and obvious change is the forced adoption of remote/flexible work. so many firms were convinced that remote work just wasn’t feasible. the pandemic has proven otherwise.

more: 2021: you’ll never see ‘normal’ again | survey: we adapted to remote work … now what? | survey: 2020’s disruptions are only the beginning | covid brought us more and better client communication
goprocpa.comexclusively for pro members. log in here or 2022世界杯足球排名 today.

yes, for some firms, it’s not working well. but on closer inspection, these challenges are actually bringing to light systemic management and operational issues. from today’s vantage point, long- term operational change is inevitable as firms evaluate more permanent work-from-home scenarios in both the long and short term.
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‘quick questions’ and other client sins

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young businessman with forehead resting on handshow to quietly convince them to pay for tax planning.

by frank stitely
the relentless cpa

a well-known practice management expert, whom i greatly respect, advises cpas to never tell clients that you don’t have time for them. i disagree with the never part. you know how it starts. on march 25th, the call comes in.

“i know you’re busy but …”

more: how to train clients | avoiding projects hung up in process | teaching the meaning of ‘done’ | why millennials are the answer | calculating and cutting turnaround time | debunking the demise of the cpa firm
goprocpa.comexclusively for pro members. log in here or 2022世界杯足球排名 today.

a request follows that could most certainly wait until after tax season. you are hip deep reviewing all the personal tax returns that got stuck in process while you climbed out of the march 15th corporate tax ditch.
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