featured

3 questions for determining your value

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handshakehow necessary are you under covid?

by ed mendlowitz
tax season opportunity guide

know your value to your clients. better, understand your business and what you really do and what you add to the client’s life.

more: help your clients and yourself | ask this before clients do | more services for your tax clients | can your reviewers answer these 10 questions? | 5 small leaks that can sink a tax season | one can’t-skip touch for tax season | 3 steps to tax season happiness
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i had a group of gastroenterologists as clients who were going to get into a business of inserting a gastric bubble into people’s stomachs. there were a number of issues to this.
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how to audit 401(k)s

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green checks being made on checklist… and keep the process from lasting forever.

by jody grunden

as with any service area, it’s important to have a solid process in place. without one, it can be a little bit like the wild west! the 401(k) audit process involves six stages, which are typically completed within four to eight weeks.

more: four key financial metrics for growing any business | 4 ways to bill clients | how to evaluate workflow management software | when the irs and fbi come knocking | 5 questions to evaluate new tech tools | traditional benefits for remote employees
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once a prospective client confirms they want summit to complete their audit, we send them the engagement letter and the questionnaires along with the governance planning memo that we’re required to give them.
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how marketing systems produce business growth

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financial graph on blackboardsystems enable your plan to reach its potential.

by marc rosenberg
the rosenberg practice management library

 we’ve explored key components of the overall framework for cpa firm practice development.

  • we launched the process by examining the overarching decisions that need to be made before work is begun to execute the four disciplines.
  • we drilled down on each of the four disciplines.

more: 14 marketing activities needed now more than ever | how not to develop your practice | 6 keys to developing new client prospects | now is the time to activate your referral network | does your firm recognize all its skills? | protect and grow existing clients | the 4 marketing disciplines
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now it’s time to address the final piece of the overall framework: the enabling systems that will optimize a cpa firm’s success in achieving its growth objectives.
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confronting leadership: not such a bad thing

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two businessmen arguinghow do people respond when a goal isn’t met?

by steven e. sacks

if you created a leadership team around you that exhibits the healthfulness of organizational conflict, constructive advice, scenario planning and the flexibility of employing plans b, c and d, you have created a strong foundation – a far different and more effective approach than the “my way or the highway” thinking. you need to think about what the challenges are to your leadership and the long-term viability of the firm.

more: are executive performance reviews dangerous? | trust is a key organizational ingredient | real influence vs. immediate gratification | fake it ‘til you make it: an ultimate goal? | 4 ways to boost job satisfaction
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the avoidance of conflict has morphed into a misguided sense of consensus building. standing up to philosophical differences with the purest of intentions is a positive; it is not destructive in nature.
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