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what are you giving priority?

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businesswoman at crossroads, facing two pathsif you can’t use your time and apply your energy on your highest priority items, what does that disconnect say?

by bill reeb

having a desire for something is the first step in your process. once you have identified what is important to you, the desire step then includes creating

  • a plan,
  • plan tactics,
  • a realistic timeline and
  • reasonable expectations.

more: 3 early warning signals for overachievers | learn more by letting go | don’t let others block your path | how overachievers can get ‘unstuck’
goprocpa.comexclusively for pro members. log in here or 2022世界杯足球排名 today.

my approach is to immediately start introducing you to a variety of techniques, each followed by a short exercise that will ask you to assess how you are performing as well as how you might apply the technique to help maintain or start building momentum toward your objective. these techniques are focused on helping you discover what you want to achieve.
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‘found money’ delights clients

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businessman ogling money over another's shoulderhow to operationalize new services that find or save clients’ money.

by bill penczak

even during normal times, “found money” solutions are great door openers for new clients and a great value-add for your current clients.

more: re-thinking today’s firm with five global leaders | 5 things your firm should do differently this summer | do you have the guts to beat the covid crisis? | how to inoculate your firm against covid competition | ‘found money’ delights clients | the three r’s for beating the corona crisis
goprocpa.comexclusively for pro members. log in here or 2022世界杯足球排名 today.

these solutions are different from traditional audit and tax work in that they are opportunities for companies to retrieve monies they’ve paid in the past, or are ways for companies to lower the cost of a function, process, or service for which they are already paying.

such solutions include:

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underpaying others hurts you, too

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man putting dollars into suit pockettake a long view.

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

many bosses hold back their subordinates without realizing they hold themselves back even more.

more: what cpas can learn from lawyers and doctors | advising cheapskates | getting bonuses from clients | be an accountant, not a salesperson for other things | when clients don’t know | why you’re only as good as your staff | why tax time is the best time to get new business | becoming a ‘media star’ | don’t pass up opportunities
goprocpa.comexclusively for pro members. log in here or 2022世界杯足球排名 today.

i see this a lot. for myriad reasons bosses would restrict raises and bonuses for those immediately under them.
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help your clients and yourself

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//www.g005e.com/2020/05/04/help-your-clients-and-yourself/beware the opportunity graveyard.

by ed mendlowitz
tax season opportunity guide

many opportunities only come along once. the way to be successful is to not let them pass by without acting on them or taking advantage of them.

more: ask this before clients do | 41 items to check on business tax returns | keep these tax clients while you have the chance | what makes a good tax season client? | do your clients feel important?
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spotting opportunities is quite easy if you are looking for them – and extremely difficult if you don’t have a clue of client needs or wants.
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four key financial metrics for growing any business

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illustration of 4 key metrics
4 key metrics for business owners

what’s in the pipeline?

by jody grunden

having a solid understanding of their finances can make a huge difference for business owners. not only does it help business owners make decisions about when it’s time to hire a new employee or whether or not to invest in new equipment, but it also enables them to sleep better at night!

more: 4 ways to bill clients | 3 measures of the effectiveness of your team | how to profit with workflow apps | cyber security at a virtual cpa firm | top tech choices for the virtual firm | keeping the right people on the bus | how to run effective leadership team meetings | disc helps remote team work together effectively | 3 ways to keep client files safe from security threats
goprocpa.comexclusively for pro members. log in here or 2022世界杯足球排名 today.

as a business grows, there are a few metrics business owners need to understand and review on a regular basis. when we work with growing businesses through our virtual cfo service, we help them focus on the following key metrics:
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