survey: more services = more revenue
trend watch: adding more services continues to be the preferred method to generate revenue, and firms appear to be hesitant to raise fees.
trend watch: adding more services continues to be the preferred method to generate revenue, and firms appear to be hesitant to raise fees.
how to see it coming and what to do about it.
while the consideration of succession planning has taken up a lot of airtime in recent years, there is something even more important to consider and that is how to attract and retain talent.
more: today’s workplace challenge: communicating across generations, cultures, and diversity | the damocles sword of staff retention | how enthusiastic is your staff? | can you recite your mission statement? | your firm’s biggest assets walk out the door every day
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questions most often asked by a cpa firm managing partner or a ceo when someone leaves: read more →

5 steps for homeowners.
by barry j. friedman, cpa
industrynewsletters
have your clients’ property tax bills increased significantly? do you think they may have grounds for an appeal, particularly if the increase seems out of line with overall appreciation in their area?
more: social security hike the largest in 7 years | real estate, iras & clients | percentage-withholding for clients | bitcoin: what clients need to know | supreme court wayfair ruling sows confusion – and opportunity
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property tax rules and policies are local, but in general, homeowners have 90 days after receiving a new assessment to appeal in most jurisdictions; some close the appeals window after 30 days.
by frank stitely
the relentless cpa
our profession is woefully behind state-of-the-art management.
more: the cure for commoditization | ruthlessly efficient workflow management | what the value-pricers get wrong | four amusing millennial myths | the annual tax meeting is dead. clients killed it. | 3 rules for asking great tax-return questions
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have you read anything about agile project management in cpa firms? no? well then, lean in a little.

clients, services and the partnership.
by rick telberg
the rosenberg survey
ask carrie steffen of the whetstone group where accounting practices are going in 2018 and beyond, and you’ll probably get at least three key issues that are being addressed at some forward-thinking firms.