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6 action steps for a smooth retirement transition

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older businessman with jacket over shoulderplus 8 questions the retiree should ponder.

by august j. aquila

firms today are facing succession planning issues at an unheard-of pace. blame it on the baby boomers and the overall demographics of the accounting profession and population in general.

more: 7 succession planning best practices | 8 steps to make cross-selling work for your firm | what marketers need to know about pricing | client centricity leads to profitability | 6 steps to making your new pricing happen | preparing to change pricing philosophy
goprocpa.comexclusively for pro members. log in here or 2022世界杯足球排名 today.

over the past year i have worked with several managing partners in helping them transition from one set of leaders to another. the question i often get is, when is the time right?
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want an open culture? let employees share their thoughts

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man in business suit listening attentively to coworker4 keys to soliciting genuine feedback.

by steven e. sacks
the new fundamentals: practical guidance for today’s accounting firms

you are in a boardroom or a staff meeting room. the managing partner, his or her second in command, or someone else in charge has offered employees the opportunity to suggest or share an idea.

more: the job interview: a make or break proposition | the power of ‘real influence’ | stop wasting time in useless meetings | is your firm’s culture a magnet? | outsourcing the c-suite | battling staff turnover | confronting leadership: not such a bad thing
goprocpa.comexclusively for pro members. log in here or 2022世界杯足球排名 today.

did you ever hear someone express what you thought was a ridiculous idea, which was followed by the sound of crickets? furtive glances all around. breaths held. no physical movements to suggest any type of reaction. heads remain down, and note-taking was actually mindless doodling.
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how to coach your staff

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confident businessman analyzing chart and explaining it to co-workeralso, don’t let your managers hoard work.

by frank stitely
the relentless cpa

to recap, your first role as ceo is chief strategist. that means putting the right people in the right roles with the right resources.

more: give your people the resources they need | 4 steps to take before next tax season | 3 tips for handling rookie tax preparers | some uncommon advice on hiring full-time staff | what goes into a client project? | value pricers ignore half the pricing puzzle | cpas can’t help you
goprocpa.comexclusively for pro members. log in here or 2022世界杯足球排名 today.

your second role is trainer and coach. this role is closely related to your role as chief strategist. you can’t put the right people in the right positions without the right people. this second role is about creating and keeping the right people.
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who deletes documents and when?

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businessman jumping with papers stuck to himlike everything else in your practice, document retention needs a system.

by roman h. kepczyk
quantum of paperless

managing digital files is in many ways similar to managing paper files in that the firm must have standards for who can create a document, add to or edit a document, file it, and eventually purge the file.

more: survey: 60% of firms employ remote access tools | capture firm knowledge on an intranet | survey: how many firms back up data to the internet? | the new risks in cloud efficiencies
goprocpa.comexclusively for pro members. log in here or 2022世界杯足球排名 today.

unfortunately, as digital files are on the network and “out of sight,” many firms are not really aware of what files are stored, the most current versions and whether or not they should be deleted.
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5 easy ways that congress could fix tax collection

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industrial metal number 5yeah, we said “easy” and “congress” in the same breath. we’re optimists.

by 卡塔尔世界杯常规比赛时间 research

everyone talks about fixing the irs. but where do you start?

more: 4 ways to fix irs collections | 3 ways to improve irs levies | how the irs abuses ‘math errors’
goprocpa.comexclusively for pro members. log in here or 2022世界杯足球排名 today.

we’ve found five slam-dunks that congress should be able to agree on.

 

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