laptops vs. desktops
standardization can save you 26%.
by roman h. kepczyk
quantum of paperless: technology guide & checklist
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setting financial and practice goals during covid-19
16 questions to consider.
by anthony glomski and russ alan prince
your $5-million high-net-worth practice
the accounting business was changing even before the onset of the covid-19 crisis.
more: 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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three of the factors that are possibly impinging on your ability to be as successful as you want include:
9 must-haves for firm growth
partners must be accountable.
by ed mendlowitz
the 卡塔尔世界杯常规比赛时间 practice doctor
question: i am the managing partner and run a tight ship, however, some of my partners do not appear to be growing and on some level that is holding back the firm’s overall growth.
more: collect more by clearing up billing | envision your future, then plan for it | 5 ways to build teamwork
any suggestions or is this just the way it is?
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exchanging knowledge has no downside
welcome to the business version of “sharing is caring.”
by steven e. sacks
the new fundamentals
some people believe that knowledge is power, and the more of it they hoard the more power accrues to them. regardless of what level you are in your organization, the more open communication you encourage, the better you and your company will perform.
more: take that extra breath with email | is your message open to interpretation? | why proper communication is critical | how to create effective internal communications | how to select your firm’s board | trust is a key organizational ingredient | real influence vs. immediate gratification | 4 ways to boost job satisfaction | retention starts with the hiring interview
i have found in many work environments that what results from the perceived “power trip” someone derives from keeping things “close to the vest” is more backbiting and a greater misalignment of strategies.
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your sales funnel needs systems
because first, you need clients.
by jassen bowman
if your experience is primarily in the tax return preparation arena, then you are most likely used to the service being what is referred to as a “lay down” sale, meaning you really don’t have to sell.
more: how tax resolution works | 4 tax resolution industry flaws | need a new service line? consider tax resolution
as an optional service that many people just aren’t familiar with as an option, tax resolution actually requires a little bit of sales skills. i think it’s important for you to have a handle on the key benefits that you bring to the table for potential clients.
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