writing a reference? here’s how

woman working at desktop computerstick to the facts.

by ed mendlowitz
the 卡塔尔世界杯常规比赛时间 practice doctor

question: i have been asked to provide a reference for a former controller of a former client.

more: titles can make people happierhelp! key staffer refuses to supervise people | get more done by saying no | are you marketing for 2022 yet? | but i am managing! | how are you spending the next five years?
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should i do it?
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five tough questions for these tough times

do you have the courage to beat the covid crisis?

male-lion-at-rest-portrait-serengeti-2017-telberg-photo crop
telberg.photo

by bill penczak

in times like these, firms should be challenging themselves with the tough question, “what do we want to be, today and into the future?”

more: re-thinking today’s firm with five global leaders | 5 things your firm should do differently this summer | do you have the guts to beat the covid crisis? | how to inoculate your firm against covid competition | ‘found money’ delights clients | the three r’s for beating the corona crisis
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if maintaining the status quo and “serving clients,” whatever that really means, are the only responses your partner and leadership teams can muster, then perhaps it’s time to evolve from being a lifestyle firm to being one with a vision and the guts to achieve it.

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when cpas leave to work for a client

money tree growing in the middle of green meadoware you sure that grass is greener?

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

i know many cpas who left public accountancy to take a “better” job. for many of them this was a mistake. for some it worked out, so if you are one of the lucky few, you can stop reading what i have to say.

more: when siblings battle over the family business | readers rip: ‘she wanted her shoebox back’ | ceos don’t always know numbers | finding new business in sustainability | how to recoup staff training costs
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there are basically three types of companies the accountant could work for – a small client that does not have an in-house controller or cfo, one whose controller will be replaced by the departing cpa, or a large company that has an entire accounting staff already in place. let’s talk about working for the small companies that do not have a controller.
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clients: what accountants don’t understand

knowing them is just the start.

by gary bolinger

you know a lot about your business clients. as a  result of the compliance work you do – tax and financial reporting projects – you do know a lot about your clients. you know about profit and loss. you know about payroll. certainly, you have some knowledge about vendors and customers, at least from a financial perspective. you have seen marketing budgets, cost of sales and know what occupancy costs are. all of that is good.

more: why accountants fail at consulting | advisory vs. low-value clients | what + who leads firms to better service | how accountants are profiting in disruption | ask the right question(s) | seven elements of engagement for cpas | true advisory work isn’t just consulting
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but do you understand your clients? do you understand your clients in ways that can give you the kind of insight that is needed to indeed be a most trusted advisor? in fact, to be the most valued advisor?
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salt: the small business disaster waiting to happen

more highlights: “tax season from hell.” the pandemic pivot. small business outlook. digitally-powered recovery.

small business salt: 98% of accountants say small businesses are vulnerable to interstate sales tax issues, including 7% who say “none or almost none” are in compliance and 39% who say “most” are not and another 39% saying only “some” are.  (卡塔尔世界杯常规比赛时间 research)

 

by 卡塔尔世界杯常规比赛时间

three years after the notorious “wayfair” decision, accountants say a vast number of small businesses face new and burdensome interstate sales tax measures. but only a few accountants appear ready to help, according to new research by 卡塔尔世界杯常规比赛时间.

more: survey: rough seas ahead for small business

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most accountants believe that 98 percent of small businesses – virtually all – are failing to fully comply with all the interstate sales tax issues they may be liable for. and yet, about 71 percent of accountants are falling short of handling all their clients’ sales tax issues, with about 12 percent saying they address “most” issues, 36 percent handling “some,” and 24 percent handling none, according to the new study conducted in conjunction with avalara, the tax management software company.

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