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work the client needs … but won’t pay for

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young businesswoman putting hand out in "stop" gesture while sipping coffeemaybe it’s time to part ways.

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

question: i know that one of my clients needs some extra work done, but they don’t want to pay for it. it is important that this work gets done.

more: advising estate executors: the newbie guide to getting started | 14 better uses for timesheet data | 9 must-haves for firm growth | 5 ways to build teamwork
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do you think i should do it anyway? what is my responsibility?
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who’s offering your clients ppp services?

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https://www.e-junkie.com/ecom/gb.php?ii=1671049&cl=23704&c=cart&ejc=2&aff=29672084% of your colleagues are.

by sandi leyva

clients have inundated accountants all year with questions and issues about the paycheck protection program (ppp), and no end is in sight.

more: ppp client fraud: how much risk is too much? | survey: who’s not billing for ppp services?
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earlier this year, it was all about loan acquisition. now, borrowers are gearing up for loan forgiveness and asking their cpas for assistance.
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maximize referrals from wealthy clients

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female executive greeting couplehow to foster opportunities.

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

as part of the discovery process, you are ascertaining who your wealthy clients can refer to you. in empirical study after study, accountants (as well as other professionals) say that they get most of their client referrals from their current clients. they also say that this happens because they do an excellent job for their clients.

more: what the wealthy want | the four-step process for client-focused business development | building a high-net-worth practice during covid-19 | the essential process for building a high-net-worth practice | what the wealthy need | setting financial and practice goals during covid-19 | 4 components of a high-net-worth practice | life insurance as part of wealth management | mistresses, mister-esses and accountants | the coming boom in tax services for the super-richgoprocpa.comexclusively for pro members. log in here or 2022世界杯足球排名 today.

another insight we find in the research is that very few professionals are doing much to foster getting referrals from their highly satisfied clients.
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give your leadership team time to lead

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large group of people gathered into an upward arrow shapeget the right people on the bus, then figure out where to go.

by jody grunden
building the virtual cfo firm in the cloud

as our team was growing and we reached over 30 team members, we recognized the need to establish a formal leadership team. when we were smaller, it worked fine for adam and me to be the primary decision makers, but as our client base and workload grew, we realized we would become a bottleneck and slow things down.

more: be more effective remotely with disc | do you have the right people? | boost efficiency with tech stacks | the only 3 metrics you need | how we sell audits online | 3 steps to better client communication in a crisis | four key financial metrics for growing any business | why process is key to remote work
goprocpa.comexclusively for pro members. log in here or 2022世界杯足球排名 today.

at that point, we made a conscious effort to transition our daily tasks and client responsibilities to other team members so we could remove ourselves from the weeds and focus on the higher-level view of the company.
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ppp client fraud: how much risk is too much?

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bar chartwhere do you fall on the risk-tolerance scale?

ppp: are the risks worth it?
practice management do’s and don’ts
join the survey. get the results.

by sandi leyva

how aggressive should you be when advising clients on paycheck protection program (ppp) forgiveness?

more: survey: who’s not billing for ppp services? | ppp traps: 1 in 5 accountants report shady dealings | add these money-making rituals to your work day | 3 ways to opt out of any downturn

goprocpa.comexclusively for pro members. log in here or 2022世界杯足球排名 today.

while any risk stance should always be the decision of the clients, we asked this question in a recent joint accountant’s accelerator / 卡塔尔世界杯常规比赛时间 ppp survey: on average, across all of your clients, how aggressive of a stance are you taking with ppp forgiveness?

we asked 600+ survey respondents to choose a number between zero and 100 where zero is conservative or extremely risk-avoidant and 100 is aggressive or extremely risk-tolerant. the mean was 42, or slightly more conservative than aggressive.
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