tariffs: what clients need to know now
talking about politics and controversy.
by barry j. friedman, cpa
industrynewsletters
featured
when solos bring in partners
7 must-haves.
by marc rosenberg
the rosenberg practice management library
many major cpa firm transactions – partner agreements, mergers, the first retirement of a partner and bringing in a new partner – have one thing in common: firms have very little if any experience with them.
more: 8 key items for partner agreements | 12 basics of partner agreements | partner agreement issues affecting women | quick tip: partners investing in clients | non-equity partners: why have them? | why you might want an executive committee | buyout when a partner dies | why and how new partners buy in
exclusively for pro members. log in here or 2022世界杯足球排名 today.
in many cases, it’s the first time they have ever contemplated this move. but bringing in a new partner cannot be done in isolation. all of the following are needed:
retention, retention, retention
four tactics for keeping the best talent, from a new salary survey.
by rick telberg
卡塔尔世界杯常规比赛时间
the three most important words in practice management today are
- retention
- retention, and
- retention.
more: benefits, perks, and incentives: the happy-packs of employee satisfaction | salary survey: top skills getting top pay | deciding how to allocate partner income | accounting wages set new record | solve the partner comp problem |
see more in pay & compensation and talent managment
exclusively for pro members. log in here or 2022世界杯足球排名 today.
high turnover has practically become synonymous with the larger public accounting firms, with turnover rates reaching as high as 30 percent. the aicpa top issues survey says quality staff ranks as the top concern for u.s. accounting firms, hitting number one for the first time post-recession in 2015, and among the top ever since.
make obsessed leadership work for you
then spread it to your clients.
by ed mendlowitz
call me before you do anything: the art of accounting
i spend a lot of time with clients and i believe i have identified the one quality that most of my successful clients have – it is obsession.
more: roger is my only client | mendlowitz: why my firm merged with ws+b | a long time ago, at a cpa firm far, far away … | when discounts don’t work | call me before you do anything
they have many qualities, but obsession is universal among them.
read more →
busy season prep: 12 essential checklists
more than 50 items to get off to a good start.
卡塔尔世界杯常规比赛时间 research
planning for tax season is an important step in both optimizing profits and managing the professional liability risk associated with providing tax services,. pre-tax season training of personnel and proactive review of administrative procedures will improve efficiency through april 15th and beyond.
part 1. what to do now… before the big rush
- 4 ways to help clients prepare
- 5 steps to review e-file requirements and processes
- 4 ways to update engagement letter processes
- 3 must-do’s to review client acceptance and continuance procedures
- 8 steps to prepare the firm for tax season
- 5 ways to help staff prepare for tax season
part 2. what to do during busy season
- 11 items to cover in a pre-tax season staff meeting
- 15 things to include in a control log
- 4 things to remember when testing tax software
- 8 things every tax preparer should do for each client
- 4 ways to better plan for deadlines
- 2 keys to survival