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2019: expect more alliances

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also: manage your non-charge hours.

by jeff pawlow, the growth partnership
the rosenberg survey: national study of cpa firm statistics

all of this m&a is coming at a price. yes, top lines are growing, but often the challenge of successfully assimilating a disparate culture causes challenges to the bottom line.

more from the map survey: 2019 trends: client service changes | 2019: shifts in hiring & office space | 2019: firms grapple with change | staff policies improve, but not mentoring
goprocpa.comexclusively for pro members. log in here or 2022世界杯足球排名 today.

this is a relationship business – and it is almost impossible for a practitioner to function at an advisory level absent true professional intimacy with their clients. sadly, most firms don’t have programs in place to drive these dynamic relationships and are still stuck managing the compliance services at the expense of the advisory work.
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standardize your firm’s quickbooks support

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man viewing desktop computer screenplus a way to make it more cost-effective.

by roman h. kepczyk
quantum of paperless

in the united states, quickbooks is by far the most dominant small business accounting product on the market and will be the application that the majority of the firm’s clients use. therefore, it is obvious that the firm must become proficient with supporting quickbooks.

more: portals, encryption vital to securing client documents | survey: cch tops audit solutions | remote deposit saves 130 hours per year | survey: 76% of auditors rely heavily on remote access | digital swap stems ‘overauditing’ | survey: vertical monitors not the norm yet
goprocpa.comexclusively for pro members. log in here or 2022世界杯足球排名 today.

unfortunately, one of the biggest wastes of time is when firms support too many older versions of the software, which often leads to incompatibilities that can corrupt the database and make it unusable for clients. fixing these errors creates lost time that is seldom charged to clients and instead impacts the profitability on these jobs.
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2019 trends: client service changes

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also: staffing grows more complex.

by angie grissom, the rainmaker companies
the rosenberg survey: national study of cpa firm statistics

in 2017, we saw more than ever before how the accounting industry is in a state of substantial transition. from the services clients need, the method on how to best serve them, the makeup of the firm’s professionals, the method on how to recruit, train and retain them and the business model of the traditional accounting firm – all are shifting.

more from the map survey: 2019: shifts in hiring & office space | 2019: firms grapple with change | staff policies improve, but not mentoring
goprocpa.comexclusively for pro members. log in here or 2022世界杯足球排名 today.

the biggest struggle firms are facing is how to go about addressing the changes while leading the firm with the existing challenges of staffing, serving clients and acquiring new clients all while retiring out partners.
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the ‘wrong’ cpe

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businessman looking up answers in a bookdo you have 10 hours available this year?

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

in my previous article, i discussed mandatory cpe. today i am writing about non-mandatory courses: those covering practice management.

more: bored by cpe? you’re missing out! | kennedy’s acceptance speech | what consulting is | mendlowitz: why my firm merged with ws+b | a long time ago, at a cpa firm far, far away … | when discounts don’t work
goprocpa.comexclusively for pro members. log in here or 2022世界杯足球排名 today.

i have a friend who sells trophies and goes to a trophy convention in las vegas each year. while there, she takes courses on how to make more money selling trophies, and each time she comes home with a couple of ideas that help her run her business better and make more money. yet, cpas do not do take these types of courses because they do not get cpe credit for them. stupid! stupid! stupid!
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