featured

etiquette never goes out of style

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laughing businesswoman talking on the phone in office in front of four monitorswhen in doubt, take the high road.

by steven e. sacks
the new fundamentals

it really does not matter what type of work environment you work in. a modicum of etiquette and common courtesy should be constantly exhibited and practiced. anyone or any organization that wants to succeed in general and compete in specific markets needs to understand and follow the protocols of proper behavior.

more: make your presentations memorable | listening: how a conversation works | exchanging knowledge has no downside | political correctness or just common courtesy? | syncing up for the covid era | confronting leadership: not such a bad thing
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your superiors, colleagues, staff and outside parties will respond more positively if they believe they have been treated civilly and with respect. reciprocal referrals and other mutual arrangements are easily carried out when both parties believe they have been properly accorded deference and courtesy. i have found that those who believe they were treated unfairly may not say anything, but they will never conduct business with the individual(s) who offended them.
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be more effective remotely with disc

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overhead view of five people in a meetingbetter understanding = better communication.

by jody grunden
building the virtual cfo firm in the cloud

working in a remote environment can be great, and it can also have its challenges. communication is one of the biggest hurdles distributed companies have to overcome. to tackle this issue head on, summit cpa has implemented many initiatives.

more: do you have the right people? | hate billing? use a different method | use bots to your advantage | how to attract clients like a magnet | 6 steps for sales and conversion
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one of our favorites is the disc profiles. let me start off by telling you a little bit of the background on the disc profiles.
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how to develop the cas mindset

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man facing mirror that has bursting out of it a hand holding a red question markfind the “why behind the why” and the “benefit of the benefit.”

by hitendra patil
accountaneur: the entrepreneurial accountant

“why did i start my accounting firm/practice?”

if you are the owner of your firm, print this in a bold, big font and post it somewhere in such a way that you can see it, even if it is just in your peripheral vision, every moment when you are working at your desk.

more: the right mindset for client accounting services | client accounting services: the definitive guide
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if you are a partner of the firm or an employee, print the following question to post it where you can see it all the time:

“why did i get into the accounting profession?”

you won’t need to refer to this question later once you start working more from places other than your desk at your office. we’ll see why.
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the four-step process for client-focused business development

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everyone wins… here’s how.

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

when it comes to working with the wealthy, all your expertise and all your firm’s capabilities and all the other top-notch experts you can bring to the table are “givens.” put another way … they are table stakes, and you must have table stakes to play. you absolutely need a top-of-the-line high-net-worth practice.

more: 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-rich
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as for your expertise, if you have a wealthy entrepreneur who wants to sell her business in a couple of years, there are some ways to mitigate capital gains and estate taxes. tax mitigation could come from the use of selected trusts or establishment of an offshore pension plan. the fact that you can do all these things does not inherently differentiate you from another quality accountant and many other high-caliber professionals. it most likely will separate you from many possible competitors, but they are not really the competition.
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why choose you?

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businessman cutting back jobs. all on white background.you may be unique, but then what?

by ty hendrickson

why should someone choose to do business with you over someone else? have you ever sat down and truly thought through the answer to this question?

more: the abcs of exceptional cpa leaders | three w’s for networking the right way | the cpa firm partner’s role is changing | the no. 1 reason accountants fail to build advisory practices | 4 reasons to welcome rejection
goprocpa.comexclusively for pro members. log in here or 2022世界杯足球排名 today.

whether you own your own accounting practice or are a part of a larger firm, this is probably the most important question you will ever need to know the answer to if you want to be successful.
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