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the 5 keys to success in accounting careers
two ears, one mouth.
by steven e. sacks
the new fundamentals: practical guidance for today’s accounting firms
young professionals or those who will graduate college in the next few years should understand there are important ingredients to progress in their careers.
more: who’ll quit next? | make crap a badge of honor | the job interview: a make or break proposition | 10 elements to balancing shareholders’ needs | a leader’s guide to ending entitlement | performance reviews: no need for teeth pulling | battling staff turnover | 7 steps to take as your firm grows | how enthusiastic is your staff? | can you recite your mission statement? | your firm’s biggest assets walk out the door every day
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there are at least five principles you should follow to ensure you are moving ahead on the right track.
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how to transfer files securely
portals should integrate with your workflow software.
by roman h. kepczyk
quantum of paperless
when dealing with digital files, the most effective way to transfer them is electronically over the internet either with secured email or through a portal.
more: how digital a/p processing boosts productivity | reclaim time with remote deposit | why daily t/e entry should be required | digital tax workflow requires a system, not projects | survey: 60% of firms employ remote access tools | collaboration should tie in messaging | the best defense against malware
many firms have emailed clients copies of tax returns and financial statements over the years. unfortunately, this is not always the most secure method as the firm does not have control of the various internet service providers and the relay servers between the firm’s email server and the client’s email account.
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becoming a ‘media star’
being helpful comes full circle.
by ed mendlowitz
call me before you do anything: the art of accounting
after i began writing regularly for financial and business publications like boardroom reports and my firm’s own newsletter, that opened many doors, but the opportunities needed to be actively pursued.
more: when pushing the pencil pays off | large clients we landed from quickbooks consulting | 26 value-added benefits clients need to know | how an out-of-work tax preparer ‘saved’ our lives | i always want to be ’the other guy’s accountant’
an associate producer of a local news program who was a friend of a client once called to ask if i could help her come up with some questions an on-air reporter could ask the tax expert who was going to be interviewed. i spent almost an hour helping her when she remarked how knowledgeable i seemed. she wondered if i would like to be interviewed instead of the person they had in mind.
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survey: using portals to deliver tax returns?
less paper, more digital. but email remains a problem.
accounting firm operations and technology survey