what’s next: “smart” helmets powered by ai and ar.
by bill reeb
“change” isn’t something you are expected to do once in a while anymore, but rather, “change” is something we are asked to do constantly.
more on performance management: what happens when you don’t push work down | why you must constantly push work down
exclusively for pro members. log in here or 2022世界杯足球排名 today.
even while one change is in process, we often are asked to start another change.
be ready for growing pains.
by kayleigh padar
karbon’s latest practice excellence scorecard report reveals nine key insights to promote success – from suggesting expert help to reminding firms to consistently update business processes.
the study has assessed 250 accounting firms so far and identified the common challenges firms are facing and the ways they’re overcoming them.
the data from the report is used in karbon’s new interactive quiz, which scores a firm compared to other firms and provides insight on what areas firms should improve on.
read more →
solid technology is just one key.
by jody grunden
you may have heard about virtual cfo services. it’s a concept that’s been around for a while now that allows cpas and accounting firms to offer cfo services to smaller businesses that may not yet be able to afford a full-time cfo.
more: the only three metrics you need to measure staffers
what is a virtual cfo?
virtual cfo (or vcfo for short) stands for virtual chief financial officer. a vcfo provides outsourced accounting services at a high level for businesses.
read more →
good project management software also helps.
by frank stitely
the relentless cpa
managing advanced-level preparers sounds easier than it is. these preparers will all have blind spots that appear at inconvenient times. some won’t be able to adapt to your internal procedures, because they worked at firms without well-defined procedures.
more: 3 tips for handling rookie tax preparers | how to hire and manage great admin staff | managing people: the heart of effective project management | tammy’s tale of tax season tardiness | beware the leeches and consultants | the 21st-century cpa firm | ruthlessly efficient workflow management
we had one person who insisted on printing out the prior year tax returns and workpapers before beginning a return. she said she just needed the paper in her hands. that didn’t work for us.
read more →
summer reading: smart trust: creating prosperity, energy, and joy in a low-trust world
by steven e. sacks