management

the real problems created in a remote workforce

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three hidden dangers and the two essentials for success.

by ty hendrickson, cpa

working from home creates problems, but these problems are not the ones that firm leaders are concerned about right now.

more on remote work: home alone. but not really. | how many monitors do you need working at home? | stuck at home right now? here’s 100 good ideas to relieve the stress | coronavirus resources for remote-working (#wfh) | go remote with this app you already own [#wfh] | the top portable monitors for working from home

goprocpa.comexclusively for pro members. log in here or 2022世界杯足球排名 today.

i have never seen so many people terrified of a working environment, as i’ve seen over the past month with employees sent home to work. firm leaders are panicked about productivity and work ethic, which i find hilarious because you are essentially saying that you don’t trust your employees. you don’t trust them to do the same job at home because you aren’t there to monitor their every move. if you don’t trust your employees, why did you hire them in the first place?!

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covid slams u.k. accountants, too

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^ click to play video

you can already start to see which firms will survive, those that won’t, and why, says martin bissett in a video call with 卡塔尔世界杯常规比赛时间.

the three r’s for beating the corona crisis

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and 15 things every accountant should consider in these unprecedented times.

by bill penczak

my friend tom kallman, the president of a trade show company in new jersey, sent me an email a few weeks ago that i’ll paraphrase:

few, if any, of us lived through pearl harbor. some of us experienced the kennedy assassination. we all recall where we were when the planes struck the world trade center. the covid crisis is another lifetime moment. we learned how to survive all those other events, and we’ll do the same again.

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
goprocpa.comexclusively for pro members. log in here or 2022世界杯足球排名 today.

if you examine the economic recoveries after 911, and after the financial collapse in 2007-2008, there were three economic phases that ensued for cpa firms, their clients, and the market in general that will likely occur in the post-covid economy:

  • retention – preserving as much of what we had.
  • recovery – stabilizing and moving ahead, as slight as it might be.
  • rebuild – coming out better and stronger.

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3 measures of the effectiveness of your team

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illustration with 3 thermometersthey work in harmony.

by jody grunden

once you’ve systemized the processes for your accounting team, it’s important to evaluate the effectiveness of your process on a regular basis. you want to be aware of what’s working well and what’s not. you also want to continually be improving upon your services over time.

more: transferring clients to a new employee | how to evaluate workflow management software | when the irs and fbi come knocking | 5 questions to evaluate new tech tools | the hidden cost of running a distributed company | how to develop your leadership team
goprocpa.comexclusively for pro members. log in here or 2022世界杯足球排名 today.

there are three things you can specifically monitor when it comes to the effectiveness of your team, as shown in the illustration at right.
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stuck at home right now? here’s 100 good ideas to relieve the stress

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young woman recording video via camcorder and tripodmany of them are free.

how’s covid-19 impacting your busy season?
join the survey. sound off. get answers.

by sandi leyva, annie tao, marjory rase, and cutter slagle

i wanted to help my staff blow off some steam this week, so i asked them to come up with some tasks that we can all do while we’re sheltering in place and doing our thing to flatten the curve.

卡塔尔世界杯常规比赛时间 is providing free access to our latest coronavirus crisis updates: start here for a guide to all our coverage.

goprocpa.comexclusively for pro members. log in here or 2022世界杯足球排名 today.

if your kids (or you) are already asking, “are we there yet?” here are some ways to distract them. read more →

coronavirus resources for remote-working (#wfh)

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the 卡塔尔世界杯常规比赛时间 covid-19 crisis guide for pro members
//www.g005e.com/?p=72728
– new management strategies for the coronavirus crisis
– technology for remote working-from-home (#wfh)
– survey results: benchmarks & metrics
click here for the full library of premium curated pro member content

卡塔尔世界杯常规比赛时间 is providing free access to our latest updates on the coronavirus crisis.
start here for a guide to all our coverage

10 things you can start doing immediately

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telberg photo barcelona blur 183-20160206okay, so we’re not invincible.

by august aquila

the pandemic has hit us fast and furious. the current crisis is forcing us to change the way to live and work. if you are reading this, you’re probably in an accounting firm. but these suggestions apply to many other sections of the economy.

the coronavirus crisis: three ways to step up in uncertain times | accountants battle coronavirus chaos | smartphone thermometers predict coronavirus hot spots | go remote with this app you already own [#wfh] | the top portable monitors for working from home | why process is key to remote work | in these turbulent times, leaders must lead! | the tax effects of coronavirus [live 1-hour webinar] | how to think straight through the coronavirus crisis | coronavirus culture-shift hits accounting firms | how to sanitize electronics against covid-19 with uv light

more: 卡塔尔世界杯常规比赛时间 is providing free access to our latest crisis update. start here for a guide to all our coverage.

here is a list of 10 items that you can start doing immediately:

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16 tech tools for working through the coronavirus

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the apps and platforms we use, and why.

by sandi leyva

maybe you were thinking about taking your practice virtual sometime in the future. but with the novel coronavirus, the future is now. we’re lucky we’re in a profession where we can deliver our services virtually.

more tech for the coronavirus crisis:  three tech solutions for protecting client data |  top tech choices for the virtual firm  |  5 questions to evaluate new tech tools  |   innovate for the right reasons  |  how to leverage app technology for streamlined services   |  cyber security at a virtual cpa firm |  how core values affect remote work culture |  the hidden costs of running a virtual cpa firm

goprocpa.comexclusively for pro members. log in here or 2022世界杯足球排名 today.

our office became fully virtual in july 2019. meanwhile, here are the main 16 tools we use, sorted into 11 categories:

  1. appointment-setting
  2. conferencing
  3. data collection
  4. client portal
  5. shopping cart
  6. client emails
  7. customer support
  8. task management
  9. employee messaging
  10. phone calls
  11. cloud storage

note, some vendors are offering free services for the pandemic. now i’ll tell you exactly what we’re using and why…

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more firms falling behind

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rate your firm performance metrics decline from last year
卡塔尔世界杯常规比赛时间 research annual busy season barometer

more accountants see their businesses weakening under competitive pressures.

the 卡塔尔世界杯常规比赛时间 busy season barometer:
today’s bonus question:
are you ready for covid-19 conditions?
join the survey. get the results.

by 卡塔尔世界杯常规比赛时间 research

competition among tax and accounting firms is clearly intensifying, according to new readings from the annual 卡塔尔世界杯常规比赛时间 busy season barometer. it’s a stark warning.

more on tax season 2020: what makes a good tax season client?  |  call the irs for answers? good luck!  | do your clients feel important? | 5 small leaks to beware during tax season | 5 tax review keys | 4 reasons to push ahead with tax question research | one can’t-skip touch for tax season | 5 steps for tax season success | help tax clients help you | 3 steps to tax season happiness | 12 ways to have more fun this tax season | bill with the tax return, get paid faster
goprocpa.comexclusively for pro members. log in here or 2022世界杯足球排名 today.

the 卡塔尔世界杯常规比赛时间 annual busy season barometer asks a lot of questions about how things are going at tax and accounting firms, and the results are always interesting for comparative purposes and, sometimes, advice from peers.

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toss the org chart for an accountability chart

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blank organizational chartare the right people in the right seats?

by jody grunden

“getting the right people on the bus, the wrong people off the bus, and the right people in the right seats – these are all crucial steps in the early stages of buildup…” – jim collins, “good to great”

more: how to develop your leadership team | disc helps remote team work together effectively | how core values affect remote work culture | 4 ways to bill clients | 3 ways to keep client files safe from security threats | how ‘tech stacks’ can help you standardize | automation and the future of accounting | the rise of the virtual cfo | ready to be a virtual cfo? | the only three metrics you need to measure staffers
goprocpa.comexclusively for pro members. log in here or 2022世界杯足球排名 today.

when adam and i first started the company, we didn’t have much organizational structure. we didn’t need it. but as the company grew, it became necessary to develop an organizational structure. there’s a great quote by michael e. gerber in his book “the e-myth revisited” that says, “without the organization chart, confusion, discord and conflict become the order of the day.”
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tax season savvy: five ways to stay sane

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why good boundaries make good workplaces.

by kristen rampe

after spending nearly 20 years with accountants (including myself!), i’ve come to recognize a common trait among our tribe. we’re a group of people who love saying “yes.”

more:  why host a partner retreat? |  survey results: effective stay interviews for cpa firms |  the 16 biggest #fails in delegation |  survey: work-life balance: according to whom? |  survey results: two ways your strategic plan can reduce turnover

goprocpa.comexclusively for pro members. log in here or 2022世界杯足球排名 today.

we say “yes” to clients, firm partners, our team members, family, friends, volunteer engagements and so on. people love us for it. i mean, when you think of qualities you look for in people you work with, willingness and reliability are right up at the top of the list.

but as you’re working tirelessly to meet the needs of everyone you encounter, how are your own needs being met?

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disc helps remote team work together effectively

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overhead view of five people in a meetingbetter understanding = better communication.

by jody grunden

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: how core values affect remote work culture | 4 ways to bill clients | 3 ways to keep client files safe from security threats | how ‘tech stacks’ can help you standardize | automation and the future of accounting | the rise of the virtual cfo | ready to be a virtual cfo? | the only three metrics you need to measure staffers
goprocpa.comexclusively for pro members. log in here or 2022世界杯足球排名 today.

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.
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make crap a badge of honor

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superhero businesswoman wearing shadow capehow do your clients view your relationship?

by steven e. sacks
the new fundamentals: practical guidance for today’s accounting firms

performing like crap. a strange concept, you might think. when someone acknowledges that your actions reflect crap there is no positivity in this assessment. and because this term is baked into the american lexicon, people will always view it negatively.

more: the holy grail: finding the right talent | strengthen your firm’s screening practices | smart trust in the workplace | what aspiring accountants need to know | improve job satisfaction or it’ll cost your firm | we hear but do we really listen?
goprocpa.comexclusively for pro members. log in here or 2022世界杯足球排名 today.

but what if we look at it another way – in the form of an acronym? let’s give it a try.
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