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have a real-life conversation

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two masked people in a line outside a shopthink about where authenticity begins.

by steven e. sacks
the new fundamentals

making memorable presentations requires being authentic. the noun version, authenticity, is something we pine for these days. whether from our political leaders, bosses, colleagues or friends, authenticity, like reputation, is an important attribute to have.

more: exchanging knowledge has no downside | take that extra breath with email | effective communications in the age of covid | the new covid-19 workplace: are you prepared? | there is no leadership without integrity | influence, don’t manipulate | getting and keeping the best: the struggle continues | knowledge maintenance: gaining employee buy-in
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how we communicate in the workplace or in social settings is influenced by constant rings of email notifications or texts. there is a compulsion on both sides for rapid responses, which does not allow for the careful exchange of ideas or answers.
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protecting client files from cyberthreats

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technology security with internet digital signature as artthree ways to make technology your ally.

by jody grunden
building the virtual cfo firm in the cloud

have you ever been contacted by the irs with the fbi involved? i can tell you from firsthand experience that it’s a bit alarming when that happens.

more: boost efficiency with tech stacks | use bots to your advantage | how to attract clients like a magnet | 6 steps for sales and conversion | the right way to onboard new clients | 4 ways to bill clients | how to evaluate workflow management software | 5 questions to evaluate new tech tools | traditional benefits for remote employees
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we were once contacted by the irs because they thought our server had been compromised. when the field officer who came to our office asked to see our server, we explained that we didn’t have a server. she was a little surprised by that information and then asked where we kept our files. we explained that we use cloud storage and programs designed specifically for encryption and security.
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your obligation to yourself

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businessman looking at calendar on tabletstart getting better, working better, right now.

by bill reeb

whatever you decide you want to improve or accomplish takes effort. relationships take effort. your job takes effort. having fun takes effort.

more: how to stay in the present | don’t use only your strengths | are you your biggest obstacle? | why your to-do list isn’t getting done | appreciate the joy that comes from work | covid crisis requires new mindsets | 3 early warning signals for overachievers | how overachievers can get ‘unstuck’
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know that whatever is important to you could easily start to wither away if you don’t give it the right amount of attention.
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marketing plans and why you need one

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maze with word "plan" at the centerhow it differs from a strategic plan.

by marc rosenberg
the rosenberg practice management library

sorry for those of you who have absolutely no interest in football, but a marketing plan is as important as a football team’s game plan for the week. it’s a blueprint for how to win the game: how much passing versus rushing, working on the opponent’s weaker players by name, running left versus right, short passes versus long passes, who plays on which plays, and so on.

more: how to manage the practice development function | how to brand and differentiate your firm | why consultative selling works | how not to develop your practice | does your firm recognize all its skills? | 15 powerful niche marketing practices
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a marketing plan is a comprehensive written document outlining

  1. the firm’s practice development activities within a set time frame
  2. goals and action steps necessary to achieve the firm’s targeted revenue growth
  3. the best use of the firm’s resources
  4. the partners’ preferences in terms of what they are willing and not willing to do. examples: how active the partners agree to be in selling and advertising, use of internal personnel rather than relying on outsiders like marketing consultants, and whether they prefer to be generalists or specialists
  5. a budget for the firm’s investment in practice development activities

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grow faster, be more efficient

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5 tasks to tackle every day.

by jassen bowman

for solo practitioners and small firms, success often comes down to the establishment of good habits that support the implementation of systems across the most important elements of operating a practice.

more: your sales funnel needs systems | how tax resolution works | 4 tax resolution industry flaws | need a new service line? consider tax resolution
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for the tax resolution practitioner, these habits can be distilled down even further to five specific tasks, for which you should have systems in place to accomplish each.
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