survey: how firms market cas offerings
flipped referrals, facebook groups, competitor reviews and more.
by hitendra patil
client accounting services: the definitive success guide
featured
spend your time on the most profitable tasks
check the priorities on your to-do list.
by sandi leyva
the next few months are the most challenging for cpa firms when it comes to managing time and getting things done. sometimes it’s hard to figure out what to work on next because there is so much work to be done. it’s easy to lack focus and end up working on unprofitable, yet urgent tasks.
more on small-firm growth strategies: seven performance boosters for your firm | why your google ranking is about to tank | six ways to make your own history during women’s history month | ppp client fraud: how much risk is too much? | 3 ways to opt out of any downturn | how to lead in a crisis | 7 tips to keep the clients you have
exclusively for pro members. log in here or 2022世界杯足球排名 today.
the case of the car wash task
when my husband and i relocated from texas to california for his new job, one of my moving tasks was to get my car to the new state. i decided to drive because i had a really fun sports car, an audi tts. when i got to california, the car was filthy on the outside and really needed a wash.
read more →
better understanding = better communication
disc helps remote team work together effectively.
by jody grunden
building the virtual cfo firm in the cloud
working in a remote environment can be great, and it can also have its challenges. communication is one of the biggest hurdles distributed companies have to overcome. to tackle this issue head on, summit cpa has implemented many initiatives.
more: why your firm’s core values matter | when value billing eliminates guesswork | make tech your ally in protecting clients | be more efficient with tech stacks | put bots to work for you | not all employees want the same perks | not all employees will work out | uncover potential in 10 interview questions | what running a virtual cpa firm really costs | learning to love video calls
one of our favorites is the disc profiles. let me start off by telling you a little bit of the background on the disc profiles.
read more →
12 ways to stress less this busy season
tips that are quick and low-cost.
by sandi leyva
the complete guide to marketing for tax & accounting firms
i don’t want to stress you out, but we really do need to do something about our stress levels, especially during tax season. an american psychological association survey showed that our kids are getting headaches, having difficulty sleeping, and eating too little or too much because of pressure from school and household finances. the worst part is that the study showed that most parents were not aware of the severity of their children’s stress.
more on small-firm growth strategies: six ways to make your own history during women’s history month | clubhouse: hottest new social platform or just more noise? | who’s offering your clients ppp services? | ppp client fraud: how much risk is too much? | survey: who’s not billing for ppp services? | add these money-making rituals to your work day | 3 ways to opt out of any downturn
many adults reported not knowing what to do to change their lifestyle so they could reduce their stress, so it just makes sense to talk about this a little.
read more →
survey: 78% use outside email servers
some still use free personal accounts.
by randy johnston and brian tankersley
the accounting firm operations and technology survey
ceos don’t always know numbers
it’s worth your time to ask about what they do know.
by ed mendlowitz
call me before you do anything: the art of accounting
one time i had a client who became his company’s ceo. this was a public company and i knew him as well as i could know someone whose tax returns i prepared and met with two or three times a year and spoke to over the phone another two or three times a year.
more: wealth is a state of mind | one hour a year since 1972 | 50 ways to make more money in busy season | 20 good ways to boost tax season production | why annual staff evaluations fall short
at one meeting i asked him how he spent his days and how he managed the transition to ceo.
read more →
pros surge ahead in tax prep
refunds are up overall, but down in direct deposit.
by beth bellor
are those diyers losing ground while the tax professionals gain it? why yes. that’s exactly the case.
more: tax pros handle 53% of e-filings | tax pros hold their ground | pros tackle 49% of e-filed returns | survey: tax season swings into the red | another tax season from hell?
the pros pulled out of the red year-over-year and solidly hit the black – or green, according to our chart – by preparing 55.5 million electronic filings of individual income tax returns, 3.4 percent higher than the same week last year. factor in that 2021’s season started 18 days later, and there is some real reason to preen.
read more →
how to create a path to partner
… and measure staff performance along the way.
by marc rosenberg
the rosenberg practice management library
there are many ways to measure the performance of staff on the path to making partner.
more: making partner: what managers need to know | the 17 rules for making partner at a cpa firm | who shouldn’t be a partner? | nine reasons people are promoted to partner | how to make partner?
exclusively for pro members. log in here or 2022世界杯足球排名 today.
as is my style, i will present far more measures than most firms actually use. but i doubt you’ll perceive any of the methods here as unimportant. they are not listed in any particular order of importance. read more →
don’t wait for business to come to you
it’s called failure to implement. ouch.
by martin bissett
free! practice growth checklist
adultery and other messy situations
dealing with mistresses and mister-esses.
by anthony glomski and russ alan prince
the terms “mistresses” and “mister-esses” tend to have negative connotations, as they refer to out-of-marriage emotional or sexual relationships. all too often, wealthy individuals with a paramour (illicit partner) open themselves up to potentially very messy and costly situations.
more: smaller firms can excel as family office practices | trendwatch: new revenues in financial stress testing | become a thought leader | working with the super-rich and single-family offices | the family office model | the new way to get the best clients
family relationships are commonly impacted. for example, the matter of what assets become the property of the paramour can be especially problematic without the implementation of certain wealth planning strategies.
read more →
are you marketing for next year yet?
it’s not too early to plan for next season.
by ed mendlowitz
tax season opportunity guide
marketing takes many forms. further, many accountants are not trained in marketing. i also know that while most cpas want more business, they are too busy with what they have to be actively seeking new business. additionally, marketing can be external, internal or retentive.
more: don’t fire that staffer on may 18! | what to do with a lousy client? | but i am managing! | how to run a practice in 90 pages | how improv can help accountants | four tips for new partners | an alternative to pro bono | 14 better uses for timesheet data
external is where new clients are solicited. that takes effort, ingenuity, time and maybe even some money.
read more →
tax pros handle 53% of e-filings
refunds larger overall, but down for direct deposit.
by beth bellor
seven tips to keep the clients you have
“just about every time i called or emailed a client, they would think of more work for me.”
by sandi leyva
the complete guide to marketing for tax & accounting firms
it’s far less expensive to keep your existing clients happy than it is to find new clients, especially because the trust factor between people continues to decline year after year. you might want to think about redirecting a portion of your marketing attention on your existing client base instead of networking for new clients. (and by the way, sending clients an organizer is not marketing!)
more on small-firm growth strategies: 12 ways to stress less this busy season | six ways to make your own history during women’s history month | ppp client fraud: how much risk is too much? | 3 ways to opt out of any downturn | how to lead in a crisis
here are some tips to mine the pot of gold that lies right before you: your current clients who already trust you and are eager to hear about new solutions that will ease their pain and problems.
read more →