recommended: two books to read.
by ed mendlowitz
question: i’ve read that many firms are no longer using timesheets. how do you feel about that?
more: 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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answer: there is a growing group of firms that no longer use timesheets.
too many firms are still ignoring the basics.
by roman h. kepczyk
quantum of paperless: technology guide & checklist
your firm’s safety net in the event of any disaster is your data backup.
more: 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
it had better be consistently performed and securely stored offsite.
seven keys to beating the staffing shortage.
by frank stitely
the relentless cpa
the following story brought tears to my eyes while i sat in a barbados resort drinking some alcohol concoction. was it the alcohol talking or the happy ending where i got a profit distribution check? maybe a little of both.
more: the fool in the room | calculating and cutting turnaround time | debunking the demise of the cpa firm | how many tax preparers do you need? | how to teach reviewing and time management | 3 tips for handling rookie tax preparers | some uncommon advice on hiring full-time staff | what goes into a client project?
the afternoon before i left for beautiful barbados, the partner group of our outsourced accounting practice met for a state of the practice meeting conducted by our director of outsourced accounting.
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and 4 qualities they often have.
by anthony glomski and russ alan prince
your $5-million high-net-worth practice
by design, the clientele of an accounting firm’s high-net-worth practice is the wealthy, defined as having a net worth of $10 million or more.
join glomski and prince for “how to build a pipeline of new high-value clients” oct. 6, 1 pm et. get the details here
more on building a high-net-worth practice: 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
we know that with clients at this level of net worth, you can indeed build a $5 million high-net-worth practice.
how to convince journalists to share your message.
“either write something worth reading or do something worth writing about.” – benjamin franklin
by steven e. sacks
the new fundamentals
we are constantly frustrated by how much email enters our inbox daily.
more: have a real-life conversation | exchanging knowledge has no downside | political correctness or just common courtesy? | syncing up for the covid era | profit is not a mission | confronting leadership: not such a bad thing | new opportunities for a ‘new normal’ | is trust elusive?
but think about reporters and editors; they will receive hundreds of news releases every day.