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do your clients feel important?

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portrait of a mature businesswoman giving a binder8 ways to delight them.

by ed mendlowitz
tax season opportunity guide

clients are our customers. they pay our salary and enable us to make good livings. do what you can to accommodate them and make them feel important – as important as they believe they are.

more: 5 small leaks to beware during tax season | 5 tax review keys | 4 reasons to push ahead with tax question research | one can’t-skip touch for tax season | 5 steps for tax season success | help tax clients help you | 3 steps to tax season happiness | 12 ways to have more fun this tax season
goprocpa.comexclusively for pro members. log in here or 2022世界杯足球排名 today.

also be user-friendly – do not make it difficult to work with you. clients don’t know how smart we are. they think we are great, but they measure us by the small things – the good and bad.
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5 questions to evaluate new tech tools

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businessman looking at question mark sketch on the wallthey’re shiny, but will they be effective?

by jody grunden

whether you purchase a one-time software license or pay for a tool on a subscription basis, the cost of software can add up quickly. it’s necessary to conduct a thorough analysis of any new software program before you decide to buy it, and you need to constantly evaluate the effectiveness of the tools you’re using.

more: top tech choices for the virtual firm | creative perks for remote employees | 10 interview questions for unlocking true potential | toss the org chart for an accountability chart | how core values affect remote work culture | how ‘tech stacks’ can help you standardize | ready to be a virtual cfo?
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we have learned that we want to be sure we’re getting the most out of our software, that our tools remain the right fit for our needs and that they are cost-effective.
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how to pursue federal tax lien marketing

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courier on scooter delivering envelopethese are motivated clients.

by michael rozbruch, cpa
the irs audit notice checklist

what if the irs actually published a list of all the names and addresses of the 13.2 million individuals and businesses that have been identified by the irs that owe back taxes? for those of us who offer irs representation services, we’d all be millionaires! it would be the “mother” of all lists as we would have a built-in lead generation source.

more: irs crackdown spells new opportunities for tax professionals | 2 emerging industries for tax resolution | 9 secrets to getting irs penalties removed | kpis that accounting firms don’t measure but should | 10 tips for maximizing referrals
goprocpa.comexclusively for pro members. log in here or 2022世界杯足球排名 today.

needless to say, a list such as this would be invaluable to a practitioner starting (or wanting to expand) a tax resolution business. unfortunately, the irs doesn’t publish such a list. however, the next best thing does exist!

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2020 outlook: the new growth model

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younger employees should have more say in the firm’s vision than those about to retire.

by carrie steffen

the need for additional capital to fund technology (among other things) is compelling leading firms to focus on better integration of the growth function into the overall management of the firm.

more: 2020 outlook: making volume manageable | more engagement, less ‘efficiency’ | non-traditional hires might be the answer | focus on business development | innovate and anticipate | balance advisory and compliance | talent shortage drags on | demand is high | business development goes borderless | data import on the rise | becoming the most valuable advisor | top three tips for 2020 success | where do you want to be? | dicey disruptions | upstream mergers | staffing gets creative
goprocpa.comexclusively for pro members. log in here or 2022世界杯足球排名 today.

the previous growth model consisted one or two rainmaking partners creating most of the opportunities with the support of tactical marketing managers or directors supporting the effort through event coordination, sponsorships, branding, online marketing and other positioning tactics. marketing lived in a separate bucket from other areas of the practice.
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have you gauged your staff’s enthusiasm?

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you should be eager for this feedback, not dreading it.

by steven e. sacks

have you ever conducted a job satisfaction survey of your firm’s staff?

more: managing difficult personalities in the workplace | knowledge maintenance: gaining employee buy-in | how does your firm leverage its talent? | the lost art of the interview | the 5 keys to success in accounting careers | the holy grail: finding the right talent | the power of ‘real influence’ | stop wasting time in useless meetings | is your firm’s culture a magnet? | outsourcing the c-suite
goprocpa.comexclusively for pro members. log in here or 2022世界杯足球排名 today.

every so often you should conduct a survey that asks anything ranging from clarity of purpose and level of commitment to flexibility and advancement. it costs nothing to do but will yield important anecdotal data to be addressed by senior leadership. you may find that staff wants more input on developing business or increased exposure to clients and customers.
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