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4 tips for managing advanced preparers

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purple no. 4 billiard ballgood project management software also helps.

by frank stitely
the relentless cpa

managing advanced-level preparers sounds easier than it is. these preparers will all have blind spots that appear at inconvenient times. some won’t be able to adapt to your internal procedures, because they worked at firms without well-defined procedures.

more: 3 tips for handling rookie tax preparers | how to hire and manage great admin staff | managing people: the heart of effective project management | tammy’s tale of tax season tardiness | beware the leeches and consultants | the 21st-century cpa firm | ruthlessly efficient workflow management
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we had one person who insisted on printing out the prior year tax returns and workpapers before beginning a return. she said she just needed the paper in her hands. that didn’t work for us.
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collaboration should tie in messaging

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woman having video chat with mankeep an eye on teams and yammer.

by roman h. kepczyk
quantum of paperless

firms should strive to capture all data in a digital format at its “root” source. this goes for services such as the firm’s fax and voice mail systems as well.

more: survey: how many firms back up data to the internet? | need internet? grab your phone | survey: im still not common at cpa firms | the best defense against malware | survey: 59% deliver invoices on paper | is it time to update your offsite backups? | survey: digitizing employee evaluations | the five rules of smart tech
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traditional inbound faxes are usually printed from a fax machine and then hand delivered to the recipient’s desk. in some cases, this fax image is actually rescanned and emailed to the recipient.
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i lost a client to an accounting firm with cheaper fees

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businessman holding two papers with happy and angry face each on themwhy they came back.

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

i have never been the lowest-priced accountant, but neither was i the highest.

more: getting a referral from an adversary | the background to saving a business | secret success formula: e=fs4uh | becoming an expert in irs collections | how hidden bias taints results | when to keep some plans to yourself | when writeups went extinct | kennedy’s acceptance speech | what consulting is
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sometimes prices charged are subject to the perception of the client and not reality. fees are always related to the value provided, although that isn’t always evident.
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are you ready for the new lease accounting standard?

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dart stuck in bull's-eye of dartboard8 steps to take.

at the start of 2019, the implementation deadline for the financial accounting standards board’s (fasb) new lease accounting standard passed for public companies.

now, the focus – and pressure – is on privately held organizations, which must adopt the requirement by 2020.

and new research suggests that many of these firms may find themselves scrambling to meet the deadline for compliance.
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