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15 awesome tactics for running a cpa firm

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businessman writing to do lista checklist you can implement now.

by marc rosenberg
the rosenberg practice management library

haven’t we all learned the hard way that the best way to solve a problem is not to let it arise in the first place?

more: why governing by partner ownership is bound to fail | 6 ways to retain nextgen staff | how to develop a truly progressive nextgen culture | the top 5 concerns of great managing partners | partners: when to speak up and when to shut up
goprocpa.comexclusively for pro members. log in here or 2022世界杯足球排名 today.

let’s start with a great example: hiring. read more →

9 key insights for practice excellence

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illustration listing key insightsbe ready for growing pains.

by kayleigh padar

karbon’s latest practice excellence scorecard report reveals nine key insights to promote success – from suggesting expert help to reminding firms to consistently update business processes.

the study has assessed 250 accounting firms so far and identified the common challenges firms are facing and the ways they’re overcoming them.

the data from the report is used in karbon’s new interactive quiz, which scores a firm compared to other firms and provides insight on what areas firms should improve on.
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the 5 meetings of the (true) wealth management process

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flow chart of process

why each is necessary.

by anthony glomski

as discussed in collaborative wealth management: defining the framework, it’s in vogue for financial services workers to call themselves wealth managers or wealth advisors. but, research shows that only a small fraction of these workers really provide clients with a complete and consultative approach to managing their complex financial lives.

more: protect your clients’ assets | even entrepreneurs must diversify | when clients cash out: four smart financial moves
goprocpa.comexclusively for pro members. log in here or 2022世界杯足球排名 today.

regardless of which acronym(s) you have on your business card after “cpa,” one way to assure clients and prospective clients that you’re a true wealth manager is to have a carefully defined wealth management process in place.
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icomply helping cannabusinesses stay ahead of the curve

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portrait of mark slaugh
slaugh

when white collars and green collars come together.

by liz gold
cannabizcpa.pro

mark slaugh’s company, icomply, is experiencing triple growth year after year. because as cannabis businesses get more sophisticated, their market’s regulators do as well.

more on cannabiz: green bits: helping cannabis retailers stay compliant | ron seigneur blazes new trails in cannabis | leveling the playing field for cannabis businesses | cannabis: embracing risk as a market advantage | moving beyond 280e: dean guske on the cannabusiness | squar milner takes on cannabis in california and beyond | marcum llp: moving forward in cannabis with confidence | tom achor: at the intersection of cannabis accounting and technology | podcast: john repetti and mitzi hollenbeck of citrin cooperman
goprocpa.comexclusively for pro members. log in here or 2022世界杯足球排名 today.

through a mix of packages and training, icomply is helping cannabis businesses stay compliant by allowing them to choose a level of protection. this ranges from do-it-yourself compliance guidance to more comprehensive offerings.
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how to create good managers

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young woman lying on the desk at office and holding magic wand in her handyour deadline is april 5, not april 15. here’s why.

by frank stitely
the relentless cpa

good managers are a special breed. they possess that most valuable, difficult and rare of skills – the ability to review others’ work.

more: 4 tips for managing advanced preparers | 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 | the agile accountant
goprocpa.comexclusively for pro members. log in here or 2022世界杯足球排名 today.

review skills require deep technical knowledge combined with an extraordinary attention to detail. and that’s not all. they need dazzling communication skills to be able to deliver criticism gently.
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