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the roi on identifying clients for cas

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a businessman with some jigsaw puzzle pieces in his handwhich of your existing clients fill the bill?

by hitendra patil
the definitive success guide to client accounting services

the experience of those offering successful client accounting services shows that the fastest way to start your client accounting services practice is to provide it to some of your existing clients. if you already have a cas practice, it is important to periodically analyze which of your clients have now become a cas fit. it is important to note that not all of your clients will be cas-fit.

more: don’t wear a mask | the services that cas clients want | six reasons cas is king | how to develop the cas mindset
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there are some easy ways to identify which of your existing clients are cas-fit, i.e., which of your clients will benefit the most from your cas offering. and then there are some not-so-easy ways to know which are your cas-fit clients.
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4 questions for cpa firm boards

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business meeting with people around table facing forwarddo members know their role?

by steven e. sacks
the new fundamentals

the purpose behind an organization creating a board is not to micromanage, design a company logo or address human resource issues. neither is its role to sit around and smoke cohiba esplendido cigars and sip louis xiii de remy martin grande cognac.

more: are you productive or just busy? | the five big rules for powerpoint presentations | how aging boomers impact the accounting profession | accounting is a profession, not an industry
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this glad-handing, back-slapping culture led to the financial breakdowns in the early 2000s and probably still is happening at this writing.
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11 ways to boost billings and impress clients

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businesswoman walking up stairswin-win-win: stand out from the competition, serve the client better and put more green in your bank account.

by sandi leyva
the complete guide to marketing for tax & accounting firms

as you build your relationships with your clients, it’s always a good thing to see how you can serve them even better.

more on small-firm growth strategies: how clients get underserved and accountants get underpaid | how much are your clients costing you? | how much are your clients costing you? | six ways to make your own history during women’s history month | ppp client fraud: how much risk is too much? | 3 ways to opt out of any downturn | how to lead in a crisis
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here are 11 ways you can add value to your existing services, which will enable you to stand out from the competition, serve the client better and put more green in your bank account.
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a tech stipend for employees? why not?

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dog sleeping in home office as woman works at computer in backgroundnot everyone wants the same perks.

by jody grunden
building the virtual cfo firm in the cloud

in addition to the more traditional benefits, we also offer a few creative perks that i think our employees really appreciate, including an education stipend and a technology stipend.

more: it’s ok when some employees quit | staffing: 10 key interview questions | leaders need time to lead | when value billing eliminates guesswork
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education stipend

we believe that continuing education keeps our team members sharp and ahead of the game. one of our core values is “curiosity” because we want our employees to always be thinking about how we can improve our services, become more efficient and do things better. we want people to think outside the box because we’re not a typical accounting firm, nor do we ever want to be one.
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how to put the ‘success’ in succession

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“the optimal approach for transition is to have in place a real-time written, approved succession plan that includes a process for periodically reviewing and updating it.”

by ira rosenbloom

cpa firms are constantly changing. technology advances. legislation gets rewritten. client services are added or removed. and, of course, team members join and leave.

more: how covid-19 has changed succession planning | top 10 steps to maximizing profitability
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with all of the change, the dependence on quality talent to lead and sustain the firm remains. hiring and retaining quality staff members usually ranks as one of the top 10 critical factors firm leaders face when they are asked about challenges.
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15 essential skills for managing partners

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blank organizational chartwhere do you spend your time? when is something “good enough”?

by marc rosenberg
the role of the managing partner

marie kondo is the bestselling author of “the life-changing magic of tidying up.” as a lifelong businessperson who came out of the womb highly organized, i enjoy practicing her methods, but i know they are elusive to many people.

more: the 14 trends crushing today’s accountants | 3 traits of the best managing partners | partner compensation: a potent weapon | how long should it take to make partner? | the managing partner’s role in mergers | five ways to evaluate partners | manage partners with goal setting | overarching authority that managing partners must have
goprocpa.comexclusively for pro members. log in here or 2022世界杯足球排名 today.

this article is my version of how business people, especially cpas, can learn to increase their efficiency and productivity by being better organized. beware: as with all self-improvement initiatives, you must start with the right attitude. you must truly want to be an organized person, not just say it or think it. then and only then can you be successful at tidying up.
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family trees of clients

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//www.g005e.com/?p=77973have you taken the time to trace your referrals?

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

for those of us in public accounting, there is a continual need to get new clients. many times we look beyond what we have for the “new” when the growth is there for the taking.

more: the 10 best movie accountants | why accountants quit | when siblings battle over the family business | how bickering can ruin a family business | the six types of “impossible” clients | you’re not just taxes | granting unconventional request pays off | 20 best practices for staff training and retention
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one of the most important ways a practice can grow is for existing clients to recommend new clients. i have always valued such referral sources, and this value surpasses the fees they pay us. they look out for us and help us grow – i owe them!
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critical pieces of your new-partner agreement

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businessman signing document as another looks onfirms: have you addressed all these items? be ready.

by marc rosenberg
the rosenberg practice management library

what is a partner agreement?

more: what new partners should know about buyouts | comp: what new partners don’t know | there are two kinds of accounting firms | how to get promoted to manager | the 17 rules for making partner at a cpa firm
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according to nolo.com, “a partner agreement spells out the rights and responsibilities of the firm’s owners. without one, firms will be ill-equipped to settle or avoid conflicts because if certain key passages are missing or written improperly, the courts will intervene in ways that the partners may not like.  a partner agreement allows the firm’s partners to structure their business relationships with each other in ways that suit their desires, needs, and preferences.”
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tech: accountants are losing the race

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infographic
all images: zapier data

what do other businesses know that we’re ignoring?

by 卡塔尔世界杯常规比赛时间

among the many wonderful things covid-19 bestowed on american business, new business models probably rank first. those who figured out how to adapt found themselves competitive. those who didn’t now drive for uber.

more: automation without accountants
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the accounting industry was among the quick adapters.

though quick to adapt to a modified office structure, cpa shops have been slow to adopt automation. other small and medium-sized businesses (smbs) have proven far quicker.

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