featured

start marketing now for next season

by

no, it’s not too early to begin planning.

by ed mendlowitz
tax season opportunity guide

marketing takes many forms. further, many accountants are not trained in marketing. i also know that while most cpas want more business, they are too busy with what they have to be actively seeking new business. additionally, marketing can be external, internal or retentive.

more: 4 reasons not to let staff go after tax season | nine keys to success and growth | what kind of accountant are you? | covid tests accountants’ entrepreneurial talents | have you gotten where you wanted yet?
goprocpa.comexclusively for pro members. log in here or 2022世界杯足球排名 today.

external is where new clients are solicited. that takes effort, ingenuity, time and maybe even some money.
read more →

the 13 signs you have a partner problem

by

businessman holding two papers with happy and angry face each on themand seven ways to fix it.

by marc rosenberg
the rosenberg practice management library

in my experience, roughly 60 percent of all cpa firms (below the top 100) have either major partner conflict or a pronounced lack of effective partner communication and/or relations.

more: covid-19, adversity and innovation | how covid impacts partner retirements |  three tough questions in partner buyouts | is mandatory retirement a best practice? | covid-19: how your firm can respond | reward partners for performing like partners
goprocpa.comexclusively for pro members. log in here or 2022世界杯足球排名 today.

this is a huge problem because unless the partners of a firm work reasonably well together, it is very difficult for their firm to be truly successful. i’ve always been a believer of the adage “partners who play well together do well together.”
read more →

work ‘better,’ not ‘harder’

by

man working hard at office deskthis extends to how you use and train your people.

by bill reeb

overachievers typically don’t have a problem working hard, but they often have a problem working “better.” so let’s focus on learning how to work better.

more: why your to-do list isn’t getting done | learn to embrace failure | what would make you happy? | covid-19 crisis requires new mindsets | 3 early warning signals for overachievers | how overachievers can get ‘unstuck’
goprocpa.comexclusively for pro members. log in here or 2022世界杯足球排名 today.

regarding any technique, know that by remaining open to learning while doing the work (letting go of what you think you know), that is where you will find the “wisdom in the work,” which can bubble up into profound thoughts and ideas that can help you work better.
read more →

the clients that got away

by

businesswoman at desk smiling as she talks to manlearning the hard way how to manage perceptions.

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

when i started out i lost clients. very few, but still losses.

more: cross-selling beyond your comfort zone | how auditing is like a pirouette | ¿que es bookkeeping? | underpaying others hurts you, too | when the kids don’t want to take over | large clients we landed from quickbooks consulting
goprocpa.comexclusively for pro members. log in here or 2022世界杯足球排名 today.

some couldn’t be helped, such as a bank wanting a larger, more established, and better-capitalized firm. but some, early on, could have been retained, and that is what i want to talk about today.
read more →