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how accountants are profiting in disruption

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post with two signs, "same" and "change"seek input on your road map.

by gary bolinger

we live and work in a world that is in perpetual motion. customer and client needs will be different tomorrow than they are today. market expectations will evolve.

more: ask the right question(s) | seven elements of engagement for cpas | true advisory work isn’t just consulting
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all of the change we experience results in transformation. transformation creates disruption. cpas are not immune from any of this.
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finding new business in sustainability

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green "opportunity" highway sign with sunrise backgroundwhy now is the time to invest in corporate sustainability and social responsibility reporting.

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

my columns are autobiographical and some tell about things that happened decades ago – although they’re still relevant – and hopefully, there are takeaways you can benefit from.

more: the six types of “impossible” clients | 50 ways to make more money in busy season | 20 good ways to boost tax season production | why annual staff evaluations fall short | why create an accounting firm business model? | the clients that keep you awake at night | creating a cross-selling culture | cross-selling beyond your comfort zone
goprocpa.comexclusively for pro members. log in here or 2022世界杯足球排名 today.

this one is about something just starting to happen and presents an opportunity for you to get in on the ground floor of what could become a hot area for additional revenues. the overall topic has various names, two of which are sustainability and corporate social responsibility.
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new leads aren’t top priority

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ignore your existing leads at your peril.

by jassen bowman

the most successful professional services firms in america put their marketing efforts on autopilot.

more: don’t waste your investments | you fixed their tax issues, now what? | 11 steps for handling client complaints | office safety and more: checklists for your tax resolution setup | how to build a tax resolution business
goprocpa.comexclusively for pro members. log in here or 2022世界杯足球排名 today.

whether you have a full-time marketing assistant, do all the marketing yourself or distribute duties among your staff, using checklists to systemize your marketing is really the only way to go. using checklists ensures that your marketing gets done properly and completely.
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making partner: what managers need to know

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being a partner includes 16 specific duties, whether you’re equity or non-equity.

by marc rosenberg
the rosenberg practice management library

when managers become new partners, they face numerous changes.

more: 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
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those include some things they’re entitled to … and not. read more →

trendwatch: new revenues in financial stress testing

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covid pivot: winning new high-value clients with: “trust, but verify.”

by anthony glomski and russ alan prince
your $5-million high-net-worth practice
now on sale: buy now | learn more

for the extremely wealthy, financial stress testing is quite common. just consider the following case.

more: family feud isn’t just a game show | working with the ultra-wealthy | covid-19 brings high-net-worth opportunities | product-neutral or product-inclusive? | help your referral sources become thought leaders | what the wealthy want
goprocpa.comexclusively for pro members. log in here or 2022世界杯足球排名 today.

a super-rich individual (net worth = $500 million or more) asked us to examine a tax mitigation strategy he was using. he was quite proud of how ingenious it was and how well it worked. the complication was that some of his business dealings were under scrutiny, and he wanted to make sure his wealth planning would not cause any problems. as part of this tax strategy, he had done several things:
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