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what does the client want to see?

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the lesson isn’t the investment, it’s the presentation.

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

here is a story of something that occurred in 1980 and became the reason for my understanding of how bond investments work.

more: the clients that keep you awake at night | clients don’t lose sleep for overpaying taxes | when time-based pricing works | how auditing is like a pirouette | ¿que es bookkeeping? | underpaying others hurts you, too | yes, christopher columbus had an accountant | 10 reasons for my success
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these rules still apply today, so in some measure, i’ve learned a lifelong message.
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why your firm needs to attract more millenials

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two men talking at table, one younger in plaid with man bun, one older with glasses and sweater over shoulderswhat makes a firm millennial-friendly? ask a millennial.

by frank stitely
the relentless cpa

younger clients demand electronic solutions. if you want younger clients, evolve your firm.

more: why millennials are the answer | why small firms can win the talent wars | there are no easy answers | how to thrive as a 21st-century firm | farm-aid for accountants? | whittle down wip | the tax practice traffic cop
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this evolution becomes even more critical when you consider that paper tax forms are going away. we will harness electronic data feeds from blockchain transaction systems. annual tax season meetings become totally useless at this point.
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get proactive with software updates

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words "time for an update" on clock facefor servers, have personnel on hand.

by roman h. kepczyk
quantum of paperless: technology guide & checklist

every firm has concerns about their systems being hacked, getting attacked by a virus or malware, or being the victim of ransomware that encrypts all the firm’s data. the 2018 cpafma survey found an increase in firms impacted by ransomware, which carried into the 2020 survey.

more: maximize your office 365 roi | why you need windows 10 with automatic updates | it’s 10 p.m. do you know where your backups are? | how the cloud impacts server replacement | laptops vs. desktops | the best scanners to buy today | capturing documents at the source | the more monitors, the better
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the vast majority of these virus and malware issues can be effectively negated with one simple process: keep your software updated on your servers and individual workstations.
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advising estate executors: the newbie guide to getting started

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bonus checklist: 14 questions to answer.

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

question: i have a client who became the executor after his mother died.

more: 14 better uses for timesheet data | tossing timesheets is just the start | how’s your overhead? | 9 must-haves for firm growth | collect more by clearing up billing | envision your future, then plan for it | 5 ways to build teamwork
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he has a brother and two sisters. they asked me to advise them, but i am not that familiar with handling estates. is there anything you can tell me to get me started?

answer: it is never good to work on things you are not familiar with, but doing so can provide that familiarity, as long as you cannot do any harm to the client.

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