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deleon & stang launches ‘anticipatory organization’ model

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portrait of al deleon
deleon

when transactions post automatically, what will accountants do?

by jody padar
from success to significance: the radical cpa guide

al deleon, founding partner of deleon & stang in virginia and maryland, has introduced the anticipatory organization model to the firm.

more on radicalism: how timesheets stymie teams | when staffers meet clients | selling product, not hours | maximizing social media: the importance of people | what are ai and bots? | true diversity means creating equity | creating more diversity in accounting firm leadership | accodex sets up a platform for practice management | product management: start with these 6 steps
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what does that mean exactly?

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be ready to forgive yourself

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young man steering a wooden ship

the sooner you see yourself heading off course, the sooner you can correct.

by bill reeb

we need self-acceptance that as human beings we are emotional, have faults, are regularly scared, will make mistakes, are very self-critical, expect more from ourselves at times than is reasonable, and more.

more: your perception will shape your experiences | don’t let worry consume you | guilt vs. duty | being judgmental is self-destructive | 3 ‘letting go’ actions to help you get unstuck | get better, work better, right now | constantly build on the basics | from martial arts to business: 5 steps of evolution | expect and embrace failure anytime you do new work
goprocpa.comexclusively for pro members. log in here or 2022世界杯足球排名 today.

we need to accept the fact that we will commonly sabotage or undermine our own efforts, sometimes consciously, often subconsciously. when we find our psychological and physiological energy heading down one of these destructive paths, rather than pile on and beat ourselves up even more, we need to accept that these detours are both expected and predictable so that we can quickly refocus on more constructive responses.
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how to talk to clients about ‘basis’

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woman and man working with calculator“step-ups” ease the burden of capital gains.

by barry j. friedman, cpa
industrynewsletters

basis seems like a simple concept, but as with so many tax issues, it can become complicated quickly when you try to explain it to clients.

more: percentage-withholding for clients | new salt deduction limit: what clients need to know | passwords: how to beat the hackers | supreme court wayfair ruling sows confusion – and opportunity
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this is especially true after the tcja. read more →

roger is my only client

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man in suit holding crowndo your clients feel important?

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

so are ralph, dennis, judith, alan, susan, fern and ken. successful client relationships start when you treat each client as if they were your only client or your best client or most important client.

more: mendlowitz: why my firm merged with ws+b | client checklist: top 10 issues for real estate investors | blown loan covenants and how to recover from them | a long time ago, at a cpa firm far, far away … | working hard? or hardly working? | beyond the numbers: be a friend | when discounts don’t work | it’s not always about the money | perception becomes reality | call me before you do anything | the value in value consulting | the making of a consultant | learning to delegate: slow is faster | a cpa looks back across the generations
goprocpa.comexclusively for pro members. log in here or 2022世界杯足球排名 today.

clients know they are not your only client, but they need to be treated as if they were. when you do that, you will have a client for life.
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