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beyond email: new digital tools

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screwdriver and wrenchthe top 3 remote screen control tools to help clients.

by roman h. kepczyk
quantum of paperless

one of the most critical steps in transitioning a firm to a “paperless” environment is capturing information in a digital format at its “root” source as that information enters the firm.

more: why scanning procedures matter | digital tax workflow requires a system, not projects | survey: 60% of firms employ remote access tools | collaboration should tie in messaging
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at the base level, this means having clients provide you information in a digital format, which can be done via email, digital fax or through a portal rather than with a physical document. while email is currently the most prevalent tool utilized by clients, it is anticipated the security concerns will help clients transition toward portals.
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how to be ’the other guy’s accountant’

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9 concrete tips.

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

i’ve written about wanting to always be the “other guy’s accountant.” i received a number of calls and emails asking how i do it, so here is a followup.

more: i always want to be ’the other guy’s accountant’ | some mistakes i made | growing with a client | getting a referral from an adversary | secret success formula: e=fs4uh
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no matter what client i meet with and no matter what the reason, i try to engage them to find out what’s on their mind.
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the partner comp battleground

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businesswoman holding giant dollar symbolwho decides and how, including setting and monitoring goals.

by tommye barie
the succession insitute

previously we reviewed the goal-setting process, introduced how the managing partner should orchestrate the partner goal-setting process and discussed why the goals should be based on normal expectations of any partner rather than on the exceptional performance of a specific partner. now let’s discuss who is in charge of what parts of the compensation-setting process and more.

more: if you don’t eat what you kill, what do you eat? | 3 ways to emphasize the one-firm concept | 8 steps for a successful change process | building competency on every level | change happens: how to master it.
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who’s in charge of what parts of compensation?

once the decision has been made to implement systemic changes to hold partners accountable to specific performance expectations rather just relying on everyone to put in a self-proclaimed “good day’s work,” the next battleground is how compensation is determined and who is responsible for which parts of the process.

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i always want to be ’the other guy’s accountant’

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your reminders must be constant and relevant.

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

i once worked for someone who lost a client to “the other guy’s accountant.”

more: some mistakes i made | why we ‘kill’ to get partnership returns out quickly | my first thought is to never turn down business | the background to saving a business | secret success formula: e=fs4uh | becoming an expert in irs collections | high cpa fees should be a client’s goal
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it happened when the client went into a new business with another person – the “other guy.” so my boss lost both the client and the new opportunity to work on the new business. from then on, my boss always wanted to be “the other guy’s accountant.” me too!
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cannabiz meets intellectual property protection

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portrait of carla quisenberry
quisenberry

the 4 main areas ip entails.

by liz gold
cannabizcpa.pro

why is protecting your intellectual property important to cannabis business owners? just ask carla quisenberry, an attorney with miller nash graham and dunn in portland oregon, about how she counsels her cannabis clients in protecting their ip assets, as well as helps cannabis clients with state licensing issues and related disputes.

more on cannabiz:why jax wheatley shifted from lbgtq to cannabis clients | icomply helping cannabusinesses stay ahead of the curve | laura durham finds her niche | strimo: new tech for managing cannabis business performance | cristina garza: keeping cannabiz clients in compliance
goprocpa.comexclusively for pro members. log in here or 2022世界杯足球排名 today.

“i have been an intellectual property attorney for a number of years and part of my business is really helping small businesses protect those non-tangible assets like patents and trademarks,” she said. “the cannabis industry has been growing more sophisticated as the years go on here in oregon and as these businesses are getting more sophisticated they’re realizing the importance of these intellectual property assets.
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